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Sequenom Inc. Message Board

individuaione 229 posts  |  Last Activity: 13 hours ago Member since: Aug 29, 2002
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  • individuaione individuaione 13 hours ago Flag

    mas-- who's posting tripe like $7.75/sh? That would be damages money, not buy out.

    The PPS take out is double for JBO as his peril gets deeper everyday. Quake has until May 23 to post a NEW priority date or he loses the last interference...so he better move quickly. Very Quickly. And of course, he's snaky, so it better be a legal document.
    Indy

    Sentiment: Strong Buy

  • individuaione individuaione 13 hours ago Flag

    Max, this is the SEQ. veteran's Pension Plan happening for your benefit.

    The entire market is looking the other way while true believers add to their positions. Are you one?

    Leo Bloom, AKA- Indy

    Sentiment: Strong Buy

  • individuaione individuaione 13 hours ago Flag

    FF-- we might be seeing a bidding war. Seriously. With an IF/THEN contingency price. The IF part is CAFC.

    My vote: TMO 22 now, IF CAFC rules favorably, then another 22.

    JBO can pound sand and eat it too. Or he can pony up $58/sh right now.

    Everything is pointing to a very positive confluence of factors/issues/technicals except the rise in the short position, which would be fine, if we were in a bidding war.

    SEQ's low risk screen for T21 kills everybody competing before CAFC, then add in PTAB and JBO is stretched between the proverbial rock and a very long knife. Even better, TMO knows what world-wide royalties mean for low risk, NIPT CMA, NIPT T21 and other discoveries,pending.

    Did I buy shares today? Yes I did.

    Indy

    PS- the sale of the GA div., as presented, allows for other disclosures, which I have to believe have been on the table pending the 510...brilliant ploy by a very crafty gentleman!

    Sentiment: Strong Buy

  • Reply to

    To My Fellow Longs

    by budro10401 Apr 19, 2014 1:01 PM
    individuaione individuaione Apr 21, 2014 2:40 PM Flag

    Same to you Bud! Hope you had a nice fattie-rabbit on the spit yesterday over maple wood!!!!

    And I hope WE all get to enjoy the unlimited RABBIT-BAR this May. Kinda like the bubba gump shrimpsz company, only sub in the RABBIT fur da shrimpsz.

    Why I am even thinking about sending the BOD some Rabbit Fur Biker Vests! Now, THAT is a annual report cover if ever their was one. I can see the headlines now: Super Well Respected Board of Directors Pose in Rabbit Fur Wife Beaters-- stock soars! ( it makes as much sense as the previous stock price pattern!)
    Indy

    Sentiment: Strong Buy

  • individuaione individuaione Apr 17, 2014 3:08 PM Flag

    DK-- not really, those patents still have to be found to be valid, when they issue and are tested outside the patent office/patent court.

    These were the Christmas Patents that HH announced about 2 years back, then JBO filed an interference, then JBO bought the Quake collection. Then JBO claimed they were superior. ( this is the dangerous backdoor for JBO as he drug his company into the courtroom while pushing his customers away...an almost fatal combination)

    Then Ilston found the 540 invalid.

    If these patents are argued in front of Ilston again, she is likely to KILL them on the spot.

    HOWEVER, if the 540 prevails, these patents will also have to be fought for but they along with the 540 will lock up the NIPT T21 market for another 15 years. This will end JBO's gear and kits being used to process a hundred million T21 tests. Or figure about 5B/yr for 15 years----- zero for JBO.

    Indy

    Sentiment: Strong Buy

  • Reply to

    Fan / Quake have until May 23,2014 to

    by individuaione Apr 15, 2014 3:20 PM
    individuaione individuaione Apr 16, 2014 7:09 PM Flag

    Ah, yeahhh.

    But the NEW patents have NOT been granted-applied and tested. And they will.

    Ari and Nat have hidden behind: we look at only a section.

    Veri and SEQ. look at the whole sample...and since Veri could/will be without any patent protection, the Ver vs. Seq. suit is where these 3 new patents will get tested first.

    Heck, they could be found invalid too. Then again...

    Oct. 1st is a key date in EURO lands, if NOT objections are filed before then, the new LO patents lock up EURO lands for a long long time. And they provide a huge boost in value to the company.

    So stop saying these NEW LO patents are invalid. Pay attention-- JBO is getting fitted for a Spanish Inquisition rack.
    Indy

    Sentiment: Strong Buy

  • Reply to

    Did I just see $2.60's?

    by tradergirl131 Apr 16, 2014 3:55 PM
    individuaione individuaione Apr 16, 2014 7:02 PM Flag

    Yep, AH its 2.62! Vol. about 19K.
    Indy

    Sentiment: Strong Buy

  • Reply to

    Fan / Quake have until May 23,2014 to

    by individuaione Apr 15, 2014 3:20 PM
    individuaione individuaione Apr 16, 2014 3:23 PM Flag

    You are NOT getting it-- these are NEW patents from LO.

    Quake et al argued that LO's NEW patents were invalid. That his (quakes) patents deserved to issue instead of LO's. That issue is mostly settled. So these NEW LO patents will issue in the USA unless appealed and after sept'14, they will become law in Euro-lands, if not appealed there.

    No court has ruled on the validity of these NEW LO patents, but I am sure they will as soon as the patents issue and enforcement has begun. Remember, Quake can still appeal...but unless he has a minor miracle lined up-- he has nowhere to go.

    IF Quake finds a new priority date for his last interference/patent app, then the issue still remains to be settled in PTAB.

    Aside from PTAB, Veri and Seq have a suit to settle. Sure it went back burner when Ilston ruled the 540 invalid but both sides were looking to PTAB for the next legal patent lever.

    All of this is good--to--great for SEQ., but they could be monumental events should CAFC reverse Ilston.

    Aside from Euro courts, CAFC is our third most favored courtroom as PTAB is proving to be more significant!

    If you walk around the patent corral and look at what has held up, its a strong endoursement for SEQ's IP, to date, and aside from Ilston's court. We've seen how shoddy Ilston's first go round was, which I believe made her second review even harder for SEQ. In my opinion, she made some key errors the second time as well. Remember this: SEQ. makes no claim on the use of cffDNA. None.

    Anyway, wins R good. We should know on the last patent being fought over in PTAB soon. Can't imagine they wait till May 21st to file a NEW priority date. And do not doubt his, there is panic in the land of Quake et al. Huge panic. And for a CEO to declare we are spending some $350M plus other capital for "superior IP and a better test"...well you can imagine the peril that opens up if ILMN is routed at PTAB and having to go to court against SEQ...
    Indy

    Sentiment: Strong Buy

  • Reply to

    Fan / Quake have until May 23,2014 to

    by individuaione Apr 15, 2014 3:20 PM
    individuaione individuaione Apr 16, 2014 2:20 PM Flag

    NO, the PTAB is ruling on 3 NEW LO patents. Granted, they are based on the 540 but these patents have not been ruled as invalid. So should they issue, they too will go thru the same process that the 540 went thru. Hopefully, not in N. Cal.

    No doubt, the 540 in CAFC is crucial...but I think the 540 expires in '17-'18.

    So LO's latest patents sort of add a layer of cement to the moat, if the 540 makes it thru CAFC.

    Irregardless of the 540 and LO's latest US patents, LO has also had these new patents issue in Europe...possible objections to those EURO issued patents expire end of Sept.

    There is still a path to IP Protection for SEQ . in most of the world and we are on that path right now.
    Indy

    Sentiment: Strong Buy

  • Reply to

    Fan / Quake have until May 23,2014 to

    by individuaione Apr 15, 2014 3:20 PM
    individuaione individuaione Apr 16, 2014 1:35 PM Flag

    Benj--

    -- there was an OPEN line between the parties early on...no further discussions or advancements were declared. The court wants to know about those discussions as it affects their scheduling, if at all.

    -- this is PTAB, case heard by a 3 judge panel...if it goes to appeal, it will be without a jury.

    -- JBO et al have until May 23rd, frankly, unless they plan an appeal on the other interferences, LO's patents will issue and open a new round of patent disputes.

    -- IF you were JBO, you would be looking for a very expensive parachute, of any kind.

    -- my second sense, SEQ. is not listening to anything coming from the other side at this point as PTAB gives them a NEW leg in their pending patent dispute case with Verinata.

    -- IF JBO had a new priority date, that date would have been declared by now, so either they appeal PTAB rulings and find a new priority date OR they better set aside some real damages coin. IMO.

    Indy

    Sentiment: Strong Buy

  • Reply to

    Fan / Quake have until May 23,2014 to

    by individuaione Apr 15, 2014 3:20 PM
    individuaione individuaione Apr 15, 2014 3:42 PM Flag

    --if THEY had an earlier priority date, you would think they would have submitted that by now.

    -- this is Quake's last stand, he loses this, he loses all interference pushes NIPT control further into SEQ/LO's corner. Of course, we still have CAFC to attend...so the stakes go up greatly AT CAFC should Quake fold his tent and go home on May 24th.

    -- things about to get real interesting, IMO. Plenty of moving issues/events right now... almost all of them are favorable to SEQ.

    -- now lets post up a +50M$ / Q1'14 rev. and we out of the starting gate in the race to B/E--PROFIT.

    Indy

    Sentiment: Strong Buy

  • 1. TIME PERIOD 11
    The JUNIOR PARTY must file a motion on priority.
    If the junior party does not file a priority motion, the JUNIOR PARTY must arrange a conference call with the parties and the Board so that appropriate action may be taken.

    So right now, they are behind the 8 ball, the JR. party that just lost 3 other events, needs to prove/submit evidence that they have priority...or else, fold up the tent and go home.

    May 23rd-- the destiny date. For Jr. Quake/Fan.

    Indy

    Sentiment: Strong Buy

  • Reply to

    Trovagene's New CORPORATE PRESENTATION...

    by bullnbearnhog Apr 14, 2014 11:35 PM
    individuaione individuaione Apr 15, 2014 1:47 PM Flag

    JBO has his claws set to dig into TROV...its his backdoor-parachute out of HIS PTAB disaster.

    Indy

    Sentiment: Strong Buy

  • individuaione individuaione Apr 14, 2014 3:29 PM Flag

    Yes on the penalties for "willful" harm done. This is beyond-o. Its so hard to put a number on, but lets say its a few more than our cap X 5.

    Jordan's right hand was coming off the club all day, it seemed. Meaning he wasn't getting distance and constantly going left. A good lesson for right hand grippers as most amateurs are TOOO right hand grip pressure strong, they cast with the right hand, the ball goes wild right.

    I have to say, not many Masters leaders go even par on Sunday. Jordan did. He just ran into a lefty slicer that Augusta is designed for. Bubba bombed his t-shot over the corner...I don't think anyone has pulled that shot off, in the modern era with the corner trees at 50+feet tall. What was funny, nobody knew where it went...then I think Vern says: OMG, bubba short cut the dogleg! It was a vintage power move by the leader...not easing up, not looking back and playing to win. Three under on Sunday!?!?!?!!? Bubba has cut a path that makes him hard to beat every year.

    Jordan is a cool kid ( Mr. Crenshaw!) Can't wait to see him bag a major...and then have a beer!
    Indy

    Sentiment: Strong Buy

  • individuaione individuaione Apr 14, 2014 3:05 PM Flag

    I think WW was raised to wait for the options to turn black. And HIS actions speak louder than anything else that can be stated. However, saying we are UNDERVALUED, then buying a week later means, WE REALLY ARE UNDERVALUED!

    So then the question remains, what is our correct value?

    Discuss...I'll swim to cuba and back while it all gets fleshed out and we find that magic #! But my guess, and its a just a wag, we are worth more today than when we released maternit21, at the very low side of the estimate.
    Indy

    Sentiment: Strong Buy

  • individuaione individuaione Apr 14, 2014 2:31 PM Flag

    Well Bud, it seems that the piles of chips waiting to move onto the table are building very nicely at our end of the table.

    Plenty of positives to jump up and down about, but we still have a growing rabbit population. ( short interest is UP not DOWN).

    Further, people don't seem to want our stock as much as we think they should want it.

    So the questions remain: will mgt. show the market the opportunity that is SEQ? Seriously, we need to jolt them hard and wrap our 2014 goal into everything we do.
    NIPT PIONEER--MOVES TOWARD PROFITABILITY-- TESTS INCREASING/QTR--DAYS OUTSTANDING IS DROPPING/QTR--BACK FEES COLLECTED ARE INCREASING--REV. SPILLING IN FROM WORLD-WIDE CHANNELS--PATB HAS EFFECTIVELY ENDED JBO'S REIGN OF TERROR IN THE LAND OF NIPT---OY YEAH, WE'RE SWITCHING PLATFORMS IN 2015, TBA, BUT BANK ON IT.

    Finally, why can't WW say: we are undervalued by any growth metric you apply.

    Indy
    PS- shame about Jordan...he played pretty good to finish even in the last round...sure a few missed 4 footers and its a different story. Gary Player always says, you must keep your head down an extra amount of time when putting in the final round.
    Huge PROPS to Bubba on 13...he went driver- 9 iron into that green. Not bad! ( Bubba knows his swing and he repeats his swing so he plays his swing result when he lines up-)

    Sentiment: Strong Buy

  • Reply to

    Seriously, who would back

    by ociferdibble Apr 14, 2014 1:43 PM
    individuaione individuaione Apr 14, 2014 1:49 PM Flag

    Even without the CAFC date looming, considering the state of Ari's business, its toast going into the toaster.

    Not sure you can make a case for a single dollar of positive value...and plenty of risk-liability looming.

    But I'm sure it will end up being valued at more than SEQ and VERI combined. Makes Street-sense.
    Indy

    Sentiment: Strong Buy

  • individuaione individuaione Apr 14, 2014 1:33 PM Flag

    Quake needs a NEW priority date or he loses the whole deal. This is most startling when considered against the CAFC meet up in Nov. Not sure how JBO wall papers over this one, but I'm sure it will be quick and quiet.

    Their CC needs a few "tough questions" from the peanut gallery. Like, how many T21 tests did our $450M acquisition do this qtr? How much does Verinata cost us each qtr? How do you plan to repair all the ill will you created with expensive-foolish-losing acquisitions that are costing ILMN shareholders millions? Would you like to retract your superior IP comments about the Quake patents? If ILMN loses the last patent interference, what does that do in our suit against SEQ.? Could SEQ. actually lock up NIPT for 15 more years and switch platforms and deprive ILMN of billions of revenue?

    I hope TMO drops the big one 3 days before JBO's CC so those questions can be added into the Q...

    Indy

    Sentiment: Strong Buy

  • individuaione by individuaione Apr 11, 2014 3:55 PM Flag

    TMO baby!!!!! Oh Yeah!!!!!
    Indy

  • Reply to

    Hope SQNM weathers this market dive

    by richn2007 Apr 11, 2014 10:40 AM
    individuaione individuaione Apr 11, 2014 3:26 PM Flag

    ridge-- what is so funny is that SEQ. should be fantastically over-priced ( see:ILMN-FLUIGIM's pps) but just the opposite is true.

    So while the opposition loses big time in the doc's office, they are winning big time in the market. Sooner or later, all undervalued equities RISE to the top.

    My guess ( its more than a guess) is our #1 vendor has the longest knife imaginable in our back at every turn, in every way imaginable. The Street has let this play out as it puts very inexpensive shares into their accounts with little or no work at all, nor very much cost.

    To go from 42M/yr to 164M/yr in 3 years while the pps goes from $4-5 to $2-3 is a fish that refuses to "drown"!
    Indy

    PS-- whats our NOL worth to a buyer who continues on with our tests/products etc? 500M$? 750M$? We get to a profit, that NOL becomes an asset, a huge one.

    Sentiment: Strong Buy

SQNM
2.78+0.13(+4.91%)Apr 22 4:00 PMEDT

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