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Pacific Biosciences of California, Inc. Message Board

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  • what does that mean? someone is still buying them right?

  • They might be covered calls sold by block holders!

  • Reply to

    short interest up 1 million shares

    by sporetrophic 11 hours ago

    The stock is clearly coming to an inflection point technically. So is the company with what we all know and expect over next month or two. Maybe the characters shorting the stock are the same ones that are buying all the call options as a hedge?

    Sentiment: Strong Buy

  • that's 2.6 million shares in 1 month.

  • Another interesting part is volume for 15 calls doubled went from 2100 to 4200. Fun will start once dilution is over.

  • It went from ~12k from yesterday to 14k today. Yesterday we saw a large amount of volume for the 12.5 calls. I suspected it was a big player cutting his losses and closing his calls. But all the volume added to the open interest which means it wasn't anyone closing their position but adding more. Someone is really betting this stock will increase 30%+ in the next 4 weeks.

  • Reply to

    Volume

    by tsli_1 May 23, 2016 3:15 PM

    Not too worried as volume is minimal. No panic selling.

  • Reply to

    Volume

    by tsli_1 May 23, 2016 3:15 PM

    Looks to be another 2mil+ Volume day. Dilution will be done this week, almost positive

  • Reply to

    Volume

    by tsli_1 May 23, 2016 3:15 PM

    Today trading will confirm Cantor dumping.

  • Reply to

    Kapa and Roche and PACB

    by jamslio99 May 23, 2016 3:32 PM

    The Diagnostics division’s EMEA-LATAM regional organisation is headquartered in Rotkreuz and covers the largest geographic region within the Roche Group, including Europe, the Middle East, Africa and Latin America. In addition to EMEA-LATAM, there are three other large regional organisations: North America, the Asia-Pacific region and Japan.

    The regional organisations are responsible for all aspects of the company’s business operations in countries and regions around the world. They also oversee the implementation of global processes in these regions and support Roche’s local branches, while ensuring constant compliance with local regulations and the company’s guidelines.

    The EMEA-LATAM regional organisation is currently active in 155 countries around the world, where it provides support for the local Roche sites. In countries without their own Roche branch, EMEA-LATAM works with agents and suppliers in order to make the entire product range of diagnostic systems and services available to customers there.

    Sentiment: Strong Buy

  • Reply to

    Kapa and Roche and PACB

    by jamslio99 May 23, 2016 3:32 PM

    He is now the maker:
    Marcus Droege
    Senior Project Manager Sequencing EMEA & LATAM at Roche Diagnostics International Ltd.

    München und Umgebung, Deutschland
    Biotechnologie
    Januar 2016 – Heute (5 Monate)

    May 21-24, 2016
    CCIB, Barcelona, Spain
    Booth# 220
    Join in our speaker events:

    Revealing the Unknowns
    Targeted gene enrichment and long-read SMRT sequencing for clinically relevant loci.

    Monday, 23 May 2016, 11:15 - 12:45
    Room 120 + 121



    Workshop Speakers

    Marcus Droege
    Roche Diagnostics International Ltd., Switzerland
    Introduction of the Roche Sequencing Strategy, SMRT instrument features

    Christine Beck
    Baylor College of Medicine, USA
    The use of capture and long-read PacBio sequencing for clinically relevant loci

    Michael Brockman
    Roche NimbleGen, USA
    Heat-Seq: Massively parallel molecular inversion probes for rapid and accurate targeted sequencing

    Robert P. Sebra
    Icahn School of Medicine at Mount Sinai, USA
    Long read capture and gene sequencing on SMRT

    Sentiment: Strong Buy

  • Reply to

    Volume

    by tsli_1 May 23, 2016 3:15 PM

    2.95mil volume! That is crazy out of the ordinary for this company. I am now convinced this is the dilution. Shorts don't short 2 times plus the average volume in one day. Unless it's a conspiracy, what what's the chance of that when tutes are have increased holdings 7% to 75%!

    It really doesn't matter though, just delays the inevitable for a bit! :)

    Sentiment: Strong Buy

  • Reply to

    Volume

    by tsli_1 May 23, 2016 3:15 PM

    With the ATM announcement I think it's shorts. The thing is that PACB will probably be above 10 again tomorrow. Accumulating in PACB has picked up recently to the huge upside. The volume is higher today cause there has been huge accumulation with the shorting. Plus the June 16 options I'm pretty sure that buyer has done their research before getting heavy in those.

    Sentiment: Strong Buy

  • Reply to

    Kapa and Roche and PACB

    by jamslio99 May 23, 2016 3:32 PM

    In three days "6th Next Generation Sequencing" two days after this current event with Roche and PACB ends. Then right after this one ends PACB is in China for an event there. Sales for 2nd quarter will be interesting. PACB is really active right now as well as Roche.

    Sentiment: Strong Buy

  • Reply to

    Volume

    by tsli_1 May 23, 2016 3:15 PM

    Based on job openings I can't get a feel of where Roche is with SMRT ramp up but PACB looks to be expanding into Europe and Asia which are two areas that ILMN sees big promise for growth. I think PACB will be taking a lot of that away from ILMN. Also see that as why PACB has been Europe and Asia Event heavy recently. Roche also seems to be at a lot of the conference that PACB has been attending and promoting the Sequel as well. I don't see Roche waiting long in order to take over PACB. Who knows Roche could be the one accumulating PACB shares either in order to buy PACB outright or have a say on PACB direction.

    Sentiment: Strong Buy

  • Reply to

    Volume

    by tsli_1 May 23, 2016 3:15 PM

    For some reason I don't feel like any dilution has happened yet. I think this is shorts trying to sell on the news and thinking that there will be diluting. The impressive thing is that their is very strong accumulation which is a change from the past weeks. Someone is covering or scooping up shares in anticipation of something. Block sell orders are trying to push it down and typically it would work but not for the past week or today, wouldn't want to be shorting right now, PACB has a history of squeezing and rising fast out of no where unexpectedly. With the huge short interest this can run hard as everyone trips over each other trying to cover, this is also a low float stock so you can be sure it will move huge when it does. To much good news scheduled to be coming really soon which makes this a dangerous stock to bet against right now.

    Sentiment: Strong Buy

  • Reply to

    Kapa and Roche and PACB

    by jamslio99 May 23, 2016 3:32 PM

    when is this presentation?

  • Reply to

    Volume

    by tsli_1 May 23, 2016 3:15 PM

    I agree. They have never just dumped large amount of shares in a short amount of time during dilution. They usually tell Cantor to sell X amount of shares over many weeks. Plus I doubt they will raise all the money this quarter. Most likely 10million in Q2, Q3, and Q4. This way they end the year with a cash balance flat with last year (~$80million), which is where they need to be. There is 0 reason to raise all the cash this quarter.

    The short update tomorrow afternoon will be interesting.

  • Reply to

    Volume

    by tsli_1 May 23, 2016 3:15 PM

    Still don't think it shorts right now...interest is already 15%. Don't know the interest rates for it now, but can't be cheap anymore. And the squeeze risk is too high now. They will also never short this much volume in one day...

    Sentiment: Strong Buy

  • Next Roche / PACB conference is about a research based study with Kapa regents and PACB sequel. Roche was a partner of Kapa prior to buying them out and is now developing reagents for use with PACB and research based reagents versus clinical. Makes me think PACB will be bought out soon as well by Roche. Partner and then buyout. Roche has been buying companies that compliment PACB and make sense with PACB.

    Sentiment: Strong Buy

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PACB
9.43-0.23(-2.38%)May 24 4:00 PMEDT