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Sequenom Inc. Message Board

bonebore 17 posts  |  Last Activity: Jul 24, 2015 10:21 AM Member since: May 13, 2008
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  • Reply to

    we might see a big push EOD

    by hngochau20034 Jul 24, 2015 10:13 AM
    bonebore bonebore Jul 24, 2015 10:21 AM Flag

    Big decisions to make.

    If FDA approval doesn't come pre market on Monday - this will fall 20%

    However - if FDA does come - it will pop 80% for sure.

    4:1 in favour of holding in my household. GLTA.

  • Reply to

    It's all about WHO

    by bonebore Jul 24, 2015 4:45 AM
    bonebore bonebore Jul 24, 2015 9:18 AM Flag

    Upon reflection - I'm going Zimmer Biomet (ZBH)

  • Reply to

    It's all about WHO

    by bonebore Jul 24, 2015 4:45 AM
    bonebore bonebore Jul 24, 2015 7:15 AM Flag

    OK - now you're being silly.

    The market can be crazy, but to justify $20 (a $1.5 billion market cap at a P/E of say 30!), you'd need $50 million in profit, so $200 million in end-user sales (or at least $800 million in OEM sales).

    That isn't going to happen.....

    Be happy with $3

  • Reply to

    Amnesia

    by kuzzins Jul 24, 2015 12:46 AM
    bonebore bonebore Jul 24, 2015 5:20 AM Flag

    Oh - AND the devices they OEM for Spinal Kinetics are probably too similar to the PEEK and Ti alternatives.

    The COMPOSITE device on the other hand - it's unique..........

  • Reply to

    Amnesia

    by kuzzins Jul 24, 2015 12:46 AM
    bonebore bonebore Jul 24, 2015 5:18 AM Flag

    No one would (or could legally) describe Spinal Kinetics as a "LEADING" orthopaedic company.

    If it was Medtronic - I'm not sure they'd use the word "orthopaedic" - more likely healthcare.......

    If it was Nuvasive - I'd assume they would not use the term "orthopaedic" as Nuvasive are purely Spinal.

    I'm going to bet on Zimmer Biomet - and a $2.50 pps within the next 8 weeks..........

  • bonebore by bonebore Jul 24, 2015 4:45 AM Flag

    If it's someone like Alphatec or K2M - meh - $1.50 after FDA.

    If it's someone like Nuvasive, Stryker or Zimmer - hmm - $3.00 after FDA.

    If it's someone like Medtronic or DePuy/Synthes - hubby hubba - $4.50 and an eventual buyout at $7

  • for the composite device.

    It's kind of unexciting - but........

  • AMDA is actually getting kind of an easy ride compared to many (trades with biotech whether you like it or not).

    Still smart buyers tucking away a bargain in prep for a 510K approval in the next month or so.

    After that - it will be new OEM deals or a buyout that makes you money (as the FDA pop will sell off hard).

  • bonebore bonebore Jul 12, 2015 8:52 AM Flag

    It does not say what any future offer price will be in the recent S3. Why would you suggest otherwise when it is so easy to read and see what you are?

    The shelf filing allows America to take future offers to market nice and quickly - yes up to 35 million shares (in as many fractions of that number as they see fit) but no price has been stated.

    The shelf is there to raise cash when something comes along that requires cash.

    That something is likely to be increased sales and marketing effort to exploit the potential of the composite inter body device and some money to get SiNi femoral heads through 510K and to market.

    The offer will come after the NASDAQ issues have been addressed - either because the stock trades above $1 after FDA approval of the composite device OR after a reverse split (which would be 5:1 I'd assume).

    My guess is that they'll look to get to market at about $1.35 - so when the pps is a bit above that - maybe around $1.60

    I'd say October is likely. Mark this and tell me how I did in November?

    (meanwhile - expect many more lame bearish posts like the one that prompted this one!)

  • Reply to

    This will gap up north tomorrow onwards

    by kontuzjr Jul 7, 2015 10:52 PM
    bonebore bonebore Jul 8, 2015 4:47 AM Flag

    Yet again - You should have a red face.

    The Valeo C INTERBODY device with CsC inductive scaffolding IS the key device fro FDA review.

    As the name suggests, it is a device with fits between two vertebral bodies (in the neck) after the natural disc is REMOVED.

    It fuses the two vertebral bodies together - no more movement - no more disc.

    What on earth did you THINK was up for approval?

    Amedica do not have (and have never planned to have ) and INTRA-DISCAL device. Those have been tried by other companies and none has ever made it to market.

    I suggest you buy an index fund (or lottery ticket) and learn to spell....... onterdisc! interdic!?

  • bonebore bonebore Jul 8, 2015 4:45 AM Flag

    You should have a red face.

    The Valeo C INTERBODY device with CsC inductive scaffolding IS the key device fro FDA review.

    As the name suggests, it is a device with fits between two vertebral bodies (in the neck) after the natural disc is REMOVED.

    It fuses the two vertebral bodies together - no more movement - no more disc.

    What on earth did you THINK was up for approval?

    Amedica do not have (and have never planned to have ) and INTRA-DISCAL device. Those have been tried by other companies and none has ever made it to market.

    I suggest you buy an index fund (or lottery ticket) and learn to spell.......

  • and I think reluctance to sell before the 510K will see this above $0.80 again next week before approval.

    I reckon there will be a lot of selling of the news though - and it won't get much above $1.30 upon approval.

    Will be interesting to see if approval is enough to bring it back into NASDAQ compliance - but I don't think it'll be an independent company by Christmas anyway - reckon Kyocera will take it out for $2.50

  • Reply to

    Seems to be in much stronger hands now

    by bonebore Jun 25, 2015 11:50 AM
    bonebore bonebore Jun 29, 2015 4:27 PM Flag

    Sure didn't expect that kind of show today.

    I was poised to take advantage of a 20% fall, but I guess folks with bigger pockets are loading up to play the 510K

  • Smart people who will do very nicely from their wisdom.

  • As well as being an orthopaedic surgeon and a PhD materials scientist, he is a qualified Attorney!?

    I think probably he has this Magna thing covered nicely.

    Some people took the price down this year so their warrants paid big (19 million shares) and they sold them from 20c to about 40c

    I guess maybe they are now feeling a sense of sellers remorse and trying one last angle to get the price down before 510K comes in.

  • Reply to

    Seems to be in much stronger hands now

    by bonebore Jun 25, 2015 11:50 AM
    bonebore bonebore Jun 25, 2015 3:46 PM Flag

    It's so nice to see sanity returning.

    It's a stock to buy (what you can afford to lose) and tuck away rather than watching turbulence.

    The downside is 65c. The upside is considerably better.

  • That dip didn't shake out many and there sure aren't many sellers shy of 0.70

    510K could come any day and with it, new OEM partnerships or buyout of the only non-metal porous cage in the market.

SQNM
2.70-0.12(-4.26%)Aug 3 4:00 PMEDT