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Illumina Inc. Message Board

  • borisbear64 borisbear64 Dec 22, 2012 3:25 PM Flag

    A Christmas Quiz

    What will happen to ILMN share price if Roche are good to their word..despite the rumours to the contrary... and they drop the chase for ILMN and go for Life instead? Answers on a postcard please.....and for your bonus question...what will happen to the share price if that happens AND a fiscal cliff agreement isn't reached? ( ie all those pork belly government sponsored purchases of ILMN achines dries up).... and for your final bonus question...what happens if all this occurs AND BGI (yes ..that is/was ILMN's biggest customer) suceeds in their bid for GNOM...
    Hint: whatever happened to that enormous short position Goldman had in ILMN ?

    Sentiment: Strong Sell

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • looks like another answer to my Christmas quizz.......oh dear oh dear

      "We see several potential acquirers for Life, with Roche, Thermo Fisher and potentially GE all making strategic sense," Piper Jaffray analyst William Quirk said in a note. "However, given slow growth research consumables dominate Life's product portfolio (~43 percent of revenue), we believe an acquirer interested in the faster growing next-gen sequencing business has better options."

      Sentiment: Strong Sell

    • and the New Year starts to bring the answers

    • Insider Transaction History
      Date Name-Position Transaction Shares Price Range ($) Shares Held Mkt Value
      12/20/12 Lewis Mark L
      Officer Sale 24,500 56.21 – 56.21 41,885 $1.4 M
      Lewis Mark L
      Officer Exercise of Options 24,500 37.04 – 37.04 41,885 $907.5 K
      12/19/12 Lewis Mark L
      Officer Exercise of Options 5,000 21.37 – 21.37 41,885 $106.9 K
      Lewis Mark L
      Officer Sale 5,000 51.87 – 51.87 41,885 $259.4 K
      Heath Gregory F
      Unknown Planned Sale 6,302 -- – -- -- $345.1 K
      12/13/12 Flatley Jay T
      Chief Executive Officer Sale 5,000 52.74 – 52.74 409,357 $263.7 K
      Flatley Jay T
      Chief Executive Officer Exercise of Options 5,000 10.49 – 10.49 409,357 $52.4 K
      11/26/12 Epstein Robert S
      Director Award of Options 4,000 0.000 – 0.000 4,000 $0.0
      11/23/12 Flatley Jay T
      Chief Executive Officer Exercise of Options 5,000 10.49 – 10.49 -- $52.4 K
      Flatley Jay T
      Chief Executive Officer Sale 5,000 53.32 – 53.32 -- $266.6 K
      11/19/12 Lewis Mark L
      Officer Sale 5,000 50.00 – 50.00 41,885 $250.0 K
      Lewis Mark L
      Officer Exercise of Options 5,000 21.37 – 21.37 41,885 $106.9 K
      11/8/12 Flatley Jay T
      Chief Executive Officer Exercise of Options 5,000 4.30 – 4.30 409,357 $21.5 K
      Flatley Jay T
      Chief Executive Officer Sale 5,000 47.99 – 47.99 409,357 $239.9 K
      10/25/12 Flatley Jay T
      Chief Executive Officer Sale 5,000 46.78 – 46.78 409,357 $233.9 K
      Flatley Jay T
      Chief Executive Officer Exercise of Options 5,000 4.30 – 4.30 409,357 $21.5 K
      10/11/12 Flatley Jay T
      Chief Executive Officer Exercise of Options 5,000 4.30 – 4.30 409,357 $21.5 K
      Flatley Jay T
      Chief Executive Officer Sale 5,000 51.58 – 51.58 409,357 $257.9 K
      10/9/12 Henry Christian O
      Officer Sale 10,000 51.70 – 51.70 37,745 $517.0 K
      Henry Christian O
      Officer Exercise of Options 10,000 20.04 – 32.49 37,745 $262.6 K

    • Why did Jay Flatley stop selling his shares at $60/share in July 2011???

      Why didn't Illumina make a public announcement when they finally started selling HiSeq 2500 machines?

      Why all the false Roche rumors of Illumina takeover interest?

      Oh yeah, M$ has a load of underwater ILMN shares that they want to get their money back on...

      • 1 Reply to jcreamer007
      • The Solexa (purchased by Illumina) Story

        15 years ago, a beer summit in an English pub led to the birth of Solexa and—for now at least—the world’s most popular second-generation sequencing technology.

        By Kevin Davies

        On a warm August night in 1997, four thirsty Cambridge University chemists met for a couple of pints at their local pub, the Panton Arms. Two young faculty—Shankar Balasubramanian and David Klenerman—were joined by two postdocs, Mark Osborne and Colin Barnes. With a straight face, Balasubramanian insisted such beer summits were essential because the chemistry department didn’t have any conference rooms and his office was too cramped.

        While the Panton Arms isn’t yet enshrined in scientific folklore like The Eagle—the pub a mile away where Jim Watson and Francis Crick exclaimed, “We’ve discovered the secret of life” to the bemused lunchtime crowd in 1953—that could change. That summer evening, the four chemists’ ideas for a new approach to DNA sequencing began to ferment. “I remember going home feeling pretty excited, as I often did after a discussion at the Panton Arms,” Balasubramanian said. “The acid test, of course, is how you feel when you wake up and sobered up.” They were still enthused the next morning. “I told the landlord that I’ll make him very famous one day. If I do, free beers for life! But I probably need to help him understand the importance first.”

        The significance of that beer summit was finally spelled out 11 years later when, in November 2008, the Panton Arms patrons were among 100 authors on a paper in Nature describing the sequencing of the first African genome using their sequencing technology. “It’s very exciting,” he said in his Liverpudlian accent, slurping a pint a couple of weeks later. Solexa had kept their progress quiet for many years, fearing that as a small British company, it might get scooped by an Life Technologies (LIFE) with deeper pockets. That same issue of Nature included articles describing the first Asian genome and the first cancer genome, also validating the technology of Solexa sequencing.

        ...

        Reaching the market ahead of LIFE’s SOLiD was crucial. “That’s one of the few reasons Illumina dominates the SOLiD system—they got there first,” said medicinal chemist John Milton. “Once you’re a genome center and everybody’s trained, you stick with [the technology].” That was a major reason why the Sanger elected to stick with Illumina platform—the pipelines and staff were already optimized for it.

        “It was a race,” said chief science officer Tony Smith. “When you have a competitor as LIFE, you better not only have the very best technology but you also better commercialize it with ruthless efficiency. If we’d been two years later to market, we’d have been head to head with Helicos, as opposed to a year ahead of LIFE. That made an enormous difference.”

        Of course LIFE's Ion Proton is a game changer and Illumina corporate behavior continues to be ruthless.

    • Roche has shown no interest in LIFE and its unlikely they'll change gears now. ILMN certainly has downside risk given its multiple and if the Roche bid fails to materialize. But, there are likely other players as well (PFE and MRK have been mentioned amongst others). Bottom line. Probably 10 points of upside potential and a like amount on the downside if no bid develops. I've got a good profit at this point so I'll probably ride it out or buy some puts for insurance.

      Sentiment: Buy

    • I personally think that $66 is much to cheap for a company with such a clear future! $75 to $85 would be closer to reality. Lets vote this one down like the last time!!

      Sentiment: Buy

    • If Roche isn't willing to pony up for ILMN, it's very unlikely they'll go for LIFE (which would cost them even more). The fiscal cliff would hurt everyone (including LIFE which is why they have a big letter writing campaign). The BGI question is an interesting one - that relationship must be pretty strained regardless of the outcome.

    • What happened to your position in Helicos?

 
ILMN
153.69+5.71(+3.86%)Apr 23 4:00 PMEDT

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