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Sequenom Inc. Message Board

individuaione 61 posts  |  Last Activity: 21 hours ago Member since: Aug 29, 2002
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  • Reply to

    Bummer

    by individuaione Jul 6, 2015 5:24 PM
    individuaione individuaione 21 hours ago Flag

    LIQFINGRS ( its not a vanity plate)-- My take, you don't quite in the 8 th inning behind by a run- so I believe they have to appeal. Now, if there is a partner in that appeal, THAT partner would be THE suitor. I think we can call that an APPARENTCY ( don't call it a word). They must do this. Must. Must. Must.

    All other sequencing procedures without patent protection will have to be done much like a CALI METH LAB, at night, in the back of van, moving all the time with the lab rats sequestered ( duct taped) in motel 8s, leave the lights off Bodets.

    I would say JBO isn't worth a plugged nickel if he doesn't defend sequencing or he becomes the IVD KING.

    All this aside, LB is where our fate lies and YES, I can see SEQ. took their time as they had many different LB/LB related patents working thru process but only to find the bedrock 540 is a plugged patent with JBO's picture on the back. ( don't call it a PATENT yet).

    Why I keep following PFE and ILMN, I don't know, but PFE is rising and ILMN is grossly over priced. Don't call it a buy out-YET. All of pharma needs a sequencing solution. SEQ/ILMN=PFE? Wow, what a SP ramjet that would be for PFE!
    Indy

    Sentiment: Strong Buy

  • Reply to

    Bummer

    by individuaione Jul 6, 2015 5:24 PM
    individuaione individuaione Jul 28, 2015 10:25 AM Flag

    BWILL- agree on the pool backstop need/result. Bacon saved. IMO, we negotiated away the jewel, Euro IP protection for Materniti21. JBO knew that he could screw us left and right and upside down. Which he did. Oh well, I hope we don't get fooled again. But you are right, too small to push IP thru big markets against the money'd competitors...so who do we dance with on LB? Does it have to be ILMN due to the NIPT-LB shared patents...See, I sincerely hope the J comes to the party with a back channel line of communication. Meanwhile, if we have a prelim lab result, early august would be a good time to talk about it, oh, say like in every other sentence. Meanwhile, WW has to do a better job of addressing the payment lag from the POOL---he acted like it was a green-skinned step son when it should have been repeated over and over again. Maybe a $# for the qtr and the post-lag $#. Why bury the good stuff?

    Your bet on a CAFC 540 decision appeal to the SC...?
    Indy

    Sentiment: Strong Buy

  • Reply to

    Bummer

    by individuaione Jul 6, 2015 5:24 PM
    individuaione individuaione Jul 27, 2015 6:56 PM Flag

    Bud- our LB IP is bigger than their LB IP? Another worthless NEENER NEENER moment?

    Seq. has to request a SC hearing on the 540...if not, they will remain the pawn of JBO, become a specimen processing lab and perhaps get sold to Quest for _____ ______ ( the value of the NIPT POOL PARTNERSHIP, yet to be determined).
    Indy

    Sentiment: Strong Buy

  • Reply to

    Bummer

    by individuaione Jul 6, 2015 5:24 PM
    individuaione individuaione Jul 25, 2015 1:40 PM Flag

    BWILL/BUD/LIQUID FINGERS- Seq is rolling up ONCO IP...nobody is disputing the issues of said patents in LB. Does NOBODY think they are worthless in light of the CAFC's recent ruling?

    I think SEQ must dance or pretend to get ready to dance with many OTHER partners but I also think we are destined to be the Bride of JBO? ( only one kidney left JBO, so if you need another one, don't look at SEQ).
    Indy

    Sentiment: Strong Buy

  • Reply to

    Why would ILMN put out this tidbit...?

    by individuaione Jul 13, 2015 4:24 PM
    individuaione individuaione Jul 13, 2015 9:42 PM Flag

    WTH are you? Really? Stay out of anything I post. You are a nattering nabob of negativity...totally worthless.
    Indy

  • Reply to

    Why would ILMN put out this tidbit...?

    by individuaione Jul 13, 2015 4:24 PM
    individuaione individuaione Jul 13, 2015 8:17 PM Flag

    Sure, NIPT POOL is a partnership with ILMN that applies the patents from each company to a license to perform NIPT tests.

    IF a Liquid Biop. test uses the exact same patents, and if SEQ developed a liquid biopsy test using the exact same patents in the NIPT, then SEQ COULD be partnered with XYZ thus forcing ILMN's hand in a buy out of SEQ. ( I sense ILMN does NOT want anybody as a partner except SEQ)...last week SEQ published a new amended document that showed the POOL AGREEMENT in detail. The take away, at least for me, the POOL AGREEMENT PATENTS cover NIPT and only NIPT.

    Today ILMN put out a PR that touts their NIPT test as finding cancer in the mother to be. Note, ILMN NIPT patents used to find cancer.

    It may be nothing, it may be something, it may be both or neither! ( LOL). I just point out the oddity of two documents being put out by pool partners that focus on NIPT along with a dash of LIQUID BIOPSY. Perhaps, someone asked about the sequencing techniques used in NIPT are likely to be similar to sequencing techniques used in liquid biopsy thus making SEQ possibly MORE attractive or just the opposite...anyway, the coincidence was odd, to say the least.
    Indy

    Sentiment: Strong Buy

  • Reply to

    Why would ILMN put out this tidbit...?

    by individuaione Jul 13, 2015 4:24 PM
    individuaione individuaione Jul 13, 2015 6:47 PM Flag

    aa- ah yes, ALL SEQ shareholders should be wary. My sense, and its beyond limited, is, JBO see's the NIPT POOL AGREEMENT covering LB too in that POOL patents may be used for the LB test. Probably true. So basically, the NIPT POOL AGREEMENT prevents SEQ from partnering with somebody else for the LB test. Once again, JBO thinking his bat is 12 feet long, while its maybe 4. Fact, without SEQ's IP, JBO would be totally out of luck in Euro gov. markets, Japan and OZ plus OTHERS that I cannot think off the top of my head. JBO has ZERO IP protection worth anything in those markets.

    So if going to court w/ JBO over PTAB patents just issued was laborious, how would the dissolving the pool agreement go?

    SEQ needs to be platform agnostic with LB and it needs to be a category leader. Today's PR is perhaps an interesting test...but since there is a limited market its value is hard to determine but one thing you can say: IF you can read the genome of the child in the womb from Mom's blood, you will be able to read many OTHE things in Mom's blood. Like cancer of origin!!!!!

    Game of Chicken In The POOL...? I dunno. But NO KNIVES ALLOWED IN THE POOL, PLEASE!
    Indy

    Sentiment: Strong Buy

  • “This study shows that NIPTs that use whole genome sequencing techniques may have the ability to detect some cancer signatures under certain conditions,” said Dr. Rick Klausner, Illumina’s Chief Medical Officer. “The sensitivity and specificity of the verifi Prenatal Test to detect cancer is not currently known, and further studies will be required to develop a test for this specific purpose. We have published these results to help clinicians improve overall patient care by considering the possibility of maternal cancer if there is discordance between positive NIPT results and a normal fetal karyotype. We also want to encourage health care providers to contact the clinical sequencing laboratory with follow-up information on abnormal NIPT results that show concordance as well as discordance with fetal karyotype, including cancers diagnosed in pregnant women, so that we can better understand the nonspecific patterns of DNA changes that precede clinical symptoms.”

    Perhaps a CRACK in the POOL? As in, NIPT = Liquid Biop...here's ILMN's proof of the direct linkage of an NIPT test that also showed cancer, very similar to SEQ's reported results about 3 years ago. Humm, a crack in the bottom of the pool?

    Liquid Biop. is NOT covered in the NIPT POOL agreement and the last two days showed;

    1. a revised filing of the POOL agreement.

    2. ILMN's point to NIPT and LIQUID BIOP coming from the same process.

    Could some entity asked about SEQ and LIQ BIOP? Could SQNM and ILMN disagree over the areas covered by NIPT patents? Could they both be pre-posturing for a future disagreement? And for you all keeping score, how many times does the NIPT pool agreement specifically state: NIPT Testing for "T21" ( et al) ONLY?

    This could be crack in the pool...and JBO, remember, you have ZERO NIPT patent protection in Euro gov. lands, in OZ and Japan...and if you insist, try to sell a ILMN machine without a license to use it in those lands...I know, your dam smart JBO, but everybody is.

    Sentiment: Strong Buy

  • individuaione individuaione Jul 13, 2015 2:36 PM Flag

    Max- no joy for a while...liquid biop. news can bring joy, you want to be around for the 12-14 months after that one hits the market.

    Today's PR actually foreshadows a powerful featured LB panel. And if ILMN won't step up, Pfizer-Merck- et al will, IMO. Too many deep looks into a thin sample of blood to ignore.

    Then you have the seq-natera valuation offset conundrum -- the market will resolve this one way or another, IMO.
    Indy

    PS- just hang tight, the shorts will jump on this one more time, which is THE only times to buy this stock, and by NOV, SEQ can be looking to move north as the financials push it or a huge catalyst drops on shorties head. You know the one, they all fear it because it comes out of the blue, when least expected and when stock is in doldrums.

    Sentiment: Strong Buy

  • Reply to

    Bummer

    by individuaione Jul 6, 2015 5:24 PM
    individuaione individuaione Jul 7, 2015 11:54 AM Flag

    Can't say exact day...but issue is, you say you are developing a LB test and you lag hiring the implimenters of said test, nobody really takes you seriously, including a potential partner for said test.

    Meanwhile TROV released a very well put together presentation yesterday that sorta-kinda qualifies them as a "horse in the race". But today SEQ captured another patent re: onco.

    I have to rely on WW's "guidance" as to SEQ's position in the LB "race"...not much to go on. But as a semi-lucid historian at the Sequenomian Institute ( Bud coined said phrase), we have learned that being too quick on the PR draw draws unwanted attention and painful heatache of retracting a PR or pasting over a PR...but I have to believe Rocheosa knows as much if not more than we do today.
    Indy

    Sentiment: Strong Buy

  • Reply to

    Natera upped ipo pricing to $17-$18

    by tradergirl131 Jul 1, 2015 9:11 AM
    individuaione individuaione Jul 7, 2015 10:30 AM Flag

    Plenty of MFMs like natera, but have ghosts in the closet that will appear when the market least expects it. Expect the pps to jump and then dump upon the first apparition.
    Indy

    PS Mitch, don't boo hoo NAT's intro CAP, it validates a 2.3B$ valuation of lig biop/nipt king/ Euro NIPT patent controlling- owning SQNM!!!!!

    Sentiment: Strong Buy

  • individuaione by individuaione Jul 6, 2015 5:24 PM Flag

    Hate seeing this job still OPEN:

    Director, Product Commercialization San Diego, CA

    Department: Marketing
    Category: Marketing
    Job Type: Employee
    Minimum Experience: 8+
    Required Education: Bachelors Degree

    Job Description
    The Director of Product Commercialization will be responsible for leading efforts in two key areas:
    New Products – Provide strategic commercial leadership for pipeline assets in development including market analysis, product development and commercialization strategies that optimize utilization and profitability. Collaborates closely with Corporate Strategy to direct strategic projects to inform asset strategy and clinical development plans. Develop and communicate clear understanding of treatment protocols, levels of unmet needs, potential patient segments, and competitive landscape to identify target product profiles. Specific focus on Oncology Diagnostic Franchise.
    In-market Products – Lead pricing, payer access, and provider pull-through strategy and execution across the Prenatal and Carrier Diagnostic Franchises.

    The ideal candidate will solicit, analyze and communicate feedback from customers and works closely with Sales, Operations, Marketing Communications, Regulatory, R&D, Finance, and other departments.
    -----------

    Come on SEQ, get that ONCO train a-moving!
    Indy

    Sentiment: Strong Buy

  • Reply to

    Natera upped ipo pricing to $17-$18

    by tradergirl131 Jul 1, 2015 9:11 AM
    individuaione individuaione Jul 6, 2015 3:22 PM Flag

    TG- isn't Natera also being sued by ILMN? I know its in the filing somewhere, I jus can't find it.
    Man, wouldn't another suit filed in post-offering be sorta like a sharp knife in the gut? Don't know who or where it comes from, but I will guess, it might be getting its edge on. Jus a guessin...
    Indy

    Sentiment: Strong Buy

  • Reply to

    Anyone

    by btommasino Jun 29, 2015 3:01 PM
    individuaione individuaione Jul 6, 2015 2:37 PM Flag

    BWILL- you do know that the J is the most closely guarded secret in bio-tk...I do agree with your view on ILMN, it has to move closer or they lose larger ( potentially). For instance, the POOL licensing thwarts the legal attack in Euro courts, thus making SEQ's patent protection of the 540+follow ons GOLD. And yes, we all hear the Rocheosa rumors re a different way to go...but has there been real conclusive proof vs. the truth standard? And yes Rocheosa is in process of gathering those results.

    However, we need SEQ to increase REVs and investor sentiment or we are handing JBO a "cheapo" get, IMO.

    Indy

    Sentiment: Strong Buy

  • Reply to

    Anyone

    by btommasino Jun 29, 2015 3:01 PM
    individuaione individuaione Jul 6, 2015 2:10 PM Flag

    btomm, sarcasm will only take you so far, after that, keen insight is required. You got any...?
    Indy

    Sentiment: Strong Buy

  • Reply to

    Anyone

    by btommasino Jun 29, 2015 3:01 PM
    individuaione individuaione Jun 30, 2015 3:35 PM Flag

    BWILL/ KOP-- as far as I can tell, there ISN'T any daylight between SEQ's LB and JBO's LB! But JBO is also wearing one leg out of a pair of TROVsers. Get down on it!

    So come August, I expect we hear some advancement of the LB "ball" .

    SEQ needs to communicate to everyone, say the pharma community as the SEQ pool position can be bought. If not, then JBO names his price??? OMG, lemme guess- a rooster and two goats?

    What I cannot figure out, why WW has not engaged with a world class Public Relations outfit...?

    ILMN is priced for exceedingly rapid growth or it comes back to earth like a chinese made sputnik. The part of Sisyphus will be played by JBO. Please leave your knife at the door JBO.
    Indy

    Sentiment: Strong Buy

  • Reply to

    Back Seat News

    by uirapuru0 Jun 23, 2015 3:06 PM
    individuaione individuaione Jun 27, 2015 2:28 PM Flag

    Max B- point well taken. However, SEQ built out a lab-sales force infrastructure post haste and it proved itself very nicely to be the category leader. However, the competing strategies of partnering with established labs proved cheaper and just as fast. So perhaps that is a lesson learned, going into the LB space.

    SEQ does have some valuable IP if they can commercialize it and if it is bullet - proofed against the latest CAFC ruling. IF not, then they need to consider alternative strategies to lock it down and make it pay.

    So big picture strategy: ILMN and LH-QUEST are the dynamos in the space. Problem, ILMN competes with and partners with both. When that line of thinking is re-worked and when/if SEQ can deliver the grail of LB with some sort of unique method, either patent protected or secretively protected, then we might see some price appreciation.

    Selling _ A+
    Lab Processing_A
    Legal_ C-
    Strategy_ TBA
    IP_ Incomplete but if a grade had to be issued, B-
    Marketing_ D-
    Street relations_ D-
    Alignment with shareholders_C-

    WW showed me something even if I can't see it via the POOL agreement. Sure, its a black box, but that is the only thing standing between us and BK, IMO, pending outcome of LB's entrance. But don't underestimate the value of an LB test that is fast, reasonably priced and can determine cancer of origin (COO) or as I call it COOL-B. I know at least 2 onco specialists that get giddy over that prospect. And of course, big Pharma wants to tune-target treatments on better diagnosis. Going forward, there will be a huge revolution in drug dispensing based on personal gene structure. Big Pharmaa needs precise - quick sequencing "diagnosis " and ability to match to appropriate theraputics for that precise "diagnosis". WE stand right square in the middle of that intersection. My hope, WW plays this right and convinces JBO to pony up the right amount or we dance with say a Pfizer.

    I think Big Pharma watchs NIPT from across the river. It's close--Indy

    Sentiment: Strong Buy

  • Reply to

    Back Seat News

    by uirapuru0 Jun 23, 2015 3:06 PM
    individuaione individuaione Jun 26, 2015 1:26 PM Flag

    btomm- IT is hardly a "relief", just an intense game of legal checkers. One thing you can reply on: ILMN is equal to ROCHE in the legal arena. And the POOL has many patents in it.

    At some point, Roche will have bought 3 or more companies performing sequencing in at least 2 very rich fields (niches) and have come away with legal bills and not much else to show for it. I say this as Rocheosa is sued in the USA over a different pool patent ( sample prep I believe), Roche is behind (IMO) the legal battle in Euro court that will extend the 540 for another XX years in Euro markets.

    IF sample prep brought an action in the USA, I believe it will happen in Euro court also. This is crucial as some techniques in NIPT will occur in LB.

    At this point, both ILMN and SEQ have to lock down their labs to insure secret but not patenable techniques are NOT walking to the competition.

    So my question, how will SEQ commercialize LB and without patentability of gene sequencing?

    OR is SEQ possibly using a different method, non-sequencing?

    Be worried, never take your foot off the worry pedal but I have to tip the cap to WW as he insured that if we take a torpedo, it will not sink this boat. Thanks to CAFC, we took one. Now, the POOL STRIKES BACK?
    Indy

    Sentiment: Strong Buy

  • Reply to

    Back Seat News

    by uirapuru0 Jun 23, 2015 3:06 PM
    individuaione individuaione Jun 25, 2015 12:58 PM Flag

    btomm- yes they are and they are also being sued in USA over a pool patent infringement. Expect a EURO suit, oh I don't know, ANYDAY!

    Have faith btomm because you have no clothes!

    Indy

    Sentiment: Strong Buy

  • Reply to

    Back Seat News

    by uirapuru0 Jun 23, 2015 3:06 PM
    individuaione individuaione Jun 23, 2015 6:41 PM Flag

    No we are NOT at ILMN's mercy. WE in fact need each other and further to that point, ILMN could be wounded without SEQ's patents in the pool. There are many patents in the pool that make up a grant of license outside of Europe-OZ -Japan et al. However, ILMN is out of business in Europe-Oz-Japan et al without SEQ's key 540 patent ( litigated and it stood) and follow on patents now in litigation.

    SEQ needs to put a real short dress on and dance with some heavyweights in Big Pharma...you know, the guys at the punchbowl talking about "golf" etc. And then SEQ needs to consider their offers and talk them over in executive suite meetings before presenting mgt.'s opinions to the BOD.

    But all in good time because we the peons don't have a firm grasp on just how good SEQ's approach to LB really is. We do know this, when looking at the T21 site in mom's blood, they found various types of cancer DNA floating around in that blood. So for right now, I am siding with WW- SEQ leads in LB because I know of NO company that is spec'ing cancer of origin from a blood sample with any level of assurance. This makes SEQ worth at least 2-3 times more than Ariosa was worth, add in Euro patent protection and that goes to 4 times Ari's worth.

    And to the schlubs talking up Rocheosa's euro NIPT quest- good luck with that. We'll see ya'll in court.
    Indy

    Sentiment: Strong Buy

SQNM
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