listener……….I understand that when it comes down to price, valuation will rule in the end. However, if SQNM is currently "fairly" valued, how does Roche value Ariosa at $650M with no IP, no pipeline, etc??? In addition to market share, what "value" do you place on:
1) patent protection abroad (and possibly US)?
2) clearly the best test as endorsed by the finest entities in the medical field?
3) potential of liquid biopsy?
4) on the cusp (probably already there) of profitability?
5) patent pool growing faster than expected?
6) growing synergy with ILMN?
7) Dennis Lo's brain on retainer :)
Again, if the market is forward looking, what did Roche see that was worth $650M (more than the total market cap of SQNM)???
joe…..glad you're still here. The worm seems to be finally turning here. Viorel is certainly still here, but seldom heard from (I miss his contributions). He sometimes posts on the "bridgeandtunnel investor board under the handle 'nikob'). I hope you access, and keep current, with that board. There are quite a few posters there that contribute to the conversation in a meaningful way.
I hope you are still busy and doing well in Boston…
Indy….I'm in favor of the random hallucination now and then, but there is no possible way Roche is behind the bot. Although we'll probably never know, it is probably a hedge fund (perhaps a firm associated with the convertible bond holders). Roche could pull 5B---10B---15B, etc from the couch cushions in their lobby. There is no possible way a company with their stature (and the power to do what they want 'above board') would dirty their hands with something like a pesky bot…
amajer….you have been saying for over a year that SQNM is already profitable, but because of accounting shenanigans, we report a loss…………..now, you say that the CEO/CFO are using accounting shenanigans to show a profit?????
…always good to hear from you joe. Things look like they might be finally taking shape here? I'm sure it will take longer as usual, but I remain hopeful…
…things also seem to be heating up for your #1 prospect EXEL….I finally jumped into the water about six weeks ago with my wife's Roth IRA…I bought a measly three thousand shares at $1.59…so far so good :)
…I hope life is treating you well up in Boston…and you have not thrown out your back shoveling snow this winter :)
…I know your expertise is more "in tune" with the science of EXEL, but you should check in here a little more often (intelligent life among the bots is a rarity and is most welcome)...