Tue, Mar 3, 2015, 6:17 PM EST - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Sequenom Inc. Message Board

jonas_tyrell 12 posts  |  Last Activity: Feb 26, 2015 2:27 PM Member since: Mar 8, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • jonas_tyrell jonas_tyrell Feb 26, 2015 2:27 PM Flag

    citadel,
    While shorting against the box was a term applied to a method of tax avoidance in the past, and its still being employed surreptitiously, shorting against a box is used in a variety of instances with other motivatiosn as well. One is to manipulate perception and then capitalize off the break in psychology. If you are unaware of this, you've already lost the game in most cases - if you're a trader. Buy and hold types need not respond as none of this applies toward you.

  • Reply to

    Save dry powder for $19 in the next 23 days

    by nefariouswu Feb 25, 2015 9:34 AM
    jonas_tyrell jonas_tyrell Feb 26, 2015 2:20 PM Flag

    There is a company of which Im sure you're familiar, that although not in the same exact niche can be used as a metric for comparison. The company I speak of is Illumina which sports a current PE of 83. In the recent past ILMN carried PE's that ranged into the 400's. EXAS is not similar to ILMN and due to the nature of their business can expect even greater economies of scale and improving margins as their marketplace grows.

    But even if EXAS had a PE similar to ILMN's now, somewhat "matured" level of 83 as opposed to 400 in the recent past, at 40.00, with a PE of 80 EXAS would need to earn around .52c per share. If EXAS had the ridiculous PE of 400+ that ILMN sported several quarters back, it would be trading at around 200.00 per share. Now if you're saying that a nascent EXAS is no comparison to the nascent ILMN, we would simply have to agree to disagree. I happen to believe the comparison is justifiable.
    My contention is that EXAS, given the outstanding outlook for it's prospective markets, is at the very low end of a relative to peer trading range and 23.50 per share is far too low given the realities at hand. I also think further validations and mass market adoption have not yet been realized but that, is just around the corner - next quarter.

    Sentiment: Strong Buy

  • jonas_tyrell jonas_tyrell Feb 25, 2015 1:54 PM Flag

    Although we were previously on opposite sides of the fence, I can see that somewhere along the way - you came to your senses (at the 61.8% Fibo retracement I presume).
    Needless to say, good work Smug, Good call too.
    Now, perhaps you'll think about changing your ID to something more civil? It won't seem so becoming once you've participated in the 10 fold return that is coming our way as this stock and their revolutionary game changing, disruptive technology saves it's portion of, the world. (and at a very reasonable cost to the individual I might add)

    Sentiment: Strong Buy

  • jonas_tyrell jonas_tyrell Feb 12, 2015 1:22 PM Flag

    My thoughts on this is that they orchestrated a falsely motivated or unmotivated selloff to bring the price down prior to Leerink conference where it is highly likely that kevin re validates the original thesis and assumption of a lucrative future for EXAS shareholders. Depending upon the news, they will be bringing us right back up into the high 20's or low 30's this time around.

  • Reply to

    INHALED ANTI BIOTICS

    by mt_griffith Feb 9, 2015 3:49 PM
    jonas_tyrell jonas_tyrell Feb 9, 2015 4:01 PM Flag

    This is quite interesting mt grif,
    I've heard very little regarding the other medical needs that the company intends to address with Technosphere but it does make a lot of sense. I have no idea as to the pharmakinetics or the safety profile but would love to read more. Please provide a link to your source if you have one.

  • Reply to

    I have no way of knowing this for sure

    by factspls88 Feb 6, 2015 3:57 PM
    jonas_tyrell jonas_tyrell Feb 7, 2015 3:27 AM Flag

    You forgot to mention that many of these trades are designated to be HIDDEN when made. They are floated in "Dark Pools". When the "All or None" designation is set as well as the limit, the co conspirator is the only person who knows exactly how large the trade should be (to facilitate an "odd lot") as well as the exact price - down to the tenth of a penny. This is how they exclude others from hitting the ping pong swaps they are using to paint the tape and walk prices (in this case) down.
    But two can play this game - just wait!

    Sentiment: Strong Buy

  • Im seeing some real FEAR in the market place today.
    This is looking to be a VERY strong week for the bulls.
    Time to face the music shorts, time to COVER (I did)

    Sentiment: Strong Buy

  • jonas_tyrell jonas_tyrell Jan 8, 2015 2:07 AM Flag

    I owe you an apology TRG_1234, and to the rest of the board for spreading misinformation. I don't have an overly large position in any one stock, so I've been for the most part a spectator on the EXAS board and did not take an avid interest in learning about the company and it's revolutionary medical technology until after the FDA/CMS approval had occurred. Still I've enjoyed an excellent return on capital thus far and I am in no way suggesting that this is a time to take profit. Actually, quite to the contrary.. Due to my late entry into the stock however, I am not one of the most informed people here and it's likely that I'm guilty of getting too much of my information from the board instead of from the company's website and/or legitimate, vetted commentary in the financial community. I'm not certain where I got the impression that the company was reaching out to GI's and failing to educate the PCP out there, but let it be known, I stand corrected and now admit that I was under a false perception and worse - spreading it.

    Thank you for setting me straight. It's actually a win win for me as this is what I would have hoped for the company in the first place. I am encouraged by this news and have raised expectations that the upcoming JPM conference along with the quarterly conference call (next week?) will bring fresh company news of further market penetration and a successful deployment of CEO Conroy's sales strategy.
    My sentiment indicator says it all. Need I say more?

    Sentiment: Strong Buy

  • -without much known resistance.
    Nobody knows, but the buyer of 5000 Jan 27 calls at .62c has made a bet costing well over a couple of hundred thousand that next Thursdays JPM conference is going to reveal some tasty tid bits that will drive this stock past 27.62 before the next 2 days are done.
    JMHO

  • jonas_tyrell jonas_tyrell Jan 6, 2015 6:25 PM Flag

    It has occurred to me, that the focus of marketing for this test should be upon the "Primary Care" Docs who work at the big HMO and PPO organizations. In practice, I believe that the GI Doc will come AFTER a positive test result as ordered by the PC docs- not prior. It's ludicrous to think that we are limited to the number of GI physicians out there when it's actually many, MANY times that number upon full immersion. I think we are being done a disservice by those who would profess otherwise. In 2014 it has been estimated that there were roughly 425,000 primary care physicians in the USA. Upon full market penetration, were only 50% of these doctors endorse cologuard as a pre requisite to colonoscopy and write a scant 10 prescriptions per year, we are looking at 212,500 x 10 or 2,125,000 per year x 492.00 equates to 1,045,000,000 or just over 1 Billion Dollars per year. With 85 million shares outstanding the implication is 12.30c per share. Employing the concept of relative valuation utilizing the market cap and metrrics enjoyed by a similar company whose primary focus is diagnostic medicine through blood, as opposed to stool, I have chosen ILMN. KC, the CEO of Exas has been on occasion compared to JF of Illumina in both temperament and business style. The similarities don't end there either. Currently ILMN sports a trailing PE near 100x earnings with a current forward PE of 60. If one were to assume 1 Billion in sales for EXAS within 3 years (as illustrated), we can safely project a price per share of - well Im too embarrassed to post it. People will call me crazy. You do the math (it is astronomical by comparison). With projected earnings within 10% of where ILMN's currently stands and over 50% FEWER shares outstanding EXAS looks to be a behemoth in the making that will easily rival ILMN. ILMN currently trades at 188.31 per share.

    Sentiment: Strong Buy

  • jonas_tyrell jonas_tyrell Jan 4, 2015 1:15 PM Flag

    This is "brinkmanship" on the part of the insurance carriers pure and simple. IMO the EXAS management team would be wise to call their bluff and hold out for this very cost effective (twice challenged) pricing model (in this final $492 iteration) I think the Healthnets of the world were in shock when CMS figures came in supporting a lifetime cost/benefit ratio strongly supporting the targeted $500. Now that it has been disputed and more or less one (give or take 3-4%), EXAS has a clear victory here and it won't take long before the big health insurers adopt coverage - or start losing customers, and I mean BIG customers. No employer is going to embrace higher insurance premiums without questioning their insurance company's myopic balance sheet; an outright FAILURE in this regard.

    On the issue of last weeks decline during a year end holiday week and on weak volume? My opinion is that it couldn't have come at a better time and is in fact quite healthy in forming the incremental basing that will see us into the triple digits once we see the color green upon the EXAS balance sheet.

    Sentiment: Strong Buy

  • jonas_tyrell by jonas_tyrell Dec 29, 2014 3:55 PM Flag

    Where's our cheerleading fibonacci guy today??
    29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62 29.62
    Come on 29.62 !

    Sentiment: Strong Buy

SQNM
3.69+0.150(+4.24%)Mar 3 4:00 PMEST

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.