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Sequenom Inc. Message Board

marty.chilberg 13 posts  |  Last Activity: Aug 15, 2014 2:26 PM Member since: Dec 30, 2009
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  • New site for stock research formed. Will eventually add more content as time permits.

  • marty.chilberg marty.chilberg Aug 15, 2014 12:37 PM Flag

    better yet, find a better place to discuss the stock

  • Reply to

    Delivery Order

    by rgeorgekast Aug 13, 2014 1:24 PM
    marty.chilberg marty.chilberg Aug 14, 2014 8:59 AM Flag

    If anyone is interested, I'm helping to start an investors forum to post research and discuss stock in a moderated fashion. Grew tired of the spam on Yahoo and the limitations regarding posting links or uploading files. I started a tread on TSYS and intend to add content as I have time. Search for bridgeandtunnelinvestor.

  • Reply to

    Next Breakout - Imminent

    by budro10401 Aug 10, 2014 9:41 AM
    marty.chilberg marty.chilberg Aug 10, 2014 12:15 PM Flag

    Nice analogy! Per the cc:

    The Quest agreement already incorporates VisibiliT and note the comment in the Q&A. Likely will be small for the remainder of this year but it seems clear that Quest intends to provide this test to cash payors upon launch:

    We expect to begin processing test for Quest under the test stand on agreement later in this third quarter, enabling us to broaden the distribution of our MaterniT21 PLUS test as well as to provide access to our just announced VisibiliT test.

    VisibiliT with Quest, obviously they have access to that, should they desire to do test send out for that

    The VisibiliT test will be selectively rolled out in the United States initially on a cash basis. We plan to work with physicians and payors in the U.S. and we will be ready for broader distribution and utilization when coverage policies are adopted.

    As we discussed in the first quarter, we expect a new molecular diagnostic code for the next sequencing test specific for fetal aneuploidies to be implemented in January of 2015. We expect this new code to be posted on the AMA website in the third quarter. This new code will enable commercial and government payors to identify the unique nature of MaterniT21 PLUS test, which should help facilitate reimbursement process and reduce the time required for third-party payors to process claims.

  • Reply to

    Conference Call.......

    by mark7182002 Jul 31, 2014 9:40 PM
    marty.chilberg marty.chilberg Aug 1, 2014 1:48 PM Flag

    Overall the quarter was just ok. They don't disclose the amount of revenue or earnings from the IP monetization. I suspect that without it, the quarter would have been a disaster but just a guess. Going forward they appear to be relying more and more on being a patent licensing company. Normally I'd consider that a huge negative, but in their case I wouldn't consider them a patent troll. They have legit IP that is based upon their business and innovation. Going after infringers or trying to license it while they wait for NG911 and Govt to pick up is a smart move.

    They done a good job addressing their debt load and cash flows. Their expense management is better but still bloated for the revenue footprint. The lack of any Q&A is embarrassing and shows how little interest there is in their current operations. They need to show they can grow the top line to generate more enthusiasm. Having said that, they likely can grow the bottom line through IP and cost cutting with a little top line growth. If they can generate more top line traction it could get interesting considering the low valuation.

    Note the announcement today is likely more important than the call itself. Indoor location services has a lot of potential and NextNav is an important player.

  • Reply to

    Conference Call.......

    by mark7182002 Jul 31, 2014 9:40 PM
    marty.chilberg marty.chilberg Aug 1, 2014 11:24 AM Flag

    Just waiting for you to start posting again. Usually the sign that it's about time to reload

  • Reply to

    Anybody Out There???

    by mark7182002 Jul 23, 2014 12:41 PM
    marty.chilberg marty.chilberg Jul 24, 2014 2:49 PM Flag

    Not much to add. I did check around with some others in the defense arena. Seems as though the government sector has indeed bottomed with a modest uptick in order flow. Still weak but improving as a sector. Talked to one defense contractor who was starting to hire again, though much as temporary contracts rather than full employees with benefits. This individual wasn't all all surprised by TSYS comments about the bottom being behind them. He also wasn't surprised that the order flow from the previous contract vehicle wins in 2013 haven't materialized yet, and added that while an advantage to TSYS, there is no guarantee these ceiling amount will get awarded within the contract period.....if at all.

  • marty.chilberg marty.chilberg Jul 7, 2014 11:52 AM Flag

    So are they also the culprits behind the selloff of all the other small cap bios that are similarly down today? IBB down almost 2%. Stocks I track with similar selloffs between 3-6% today:

  • Reply to

    I'll Probably Be Wrong....

    by mark7182002 Jul 3, 2014 11:01 AM
    marty.chilberg marty.chilberg Jul 3, 2014 9:00 PM Flag

    Nice to see some of the old timers posting again. I'm still hanging around with a full position. Sold my trading shares and now am just waiting to hear an update. Interestingly I was contacted by the managing editor for SA asking if I would write a new article, given my prior interest. When I looked into it I could find an angle to write about given how little we know about what is happening. This run up is with virtually no analyst or retail support which seems like a bullish sign, but nothing more than a coin flip to me.

    I'll also look to sell prior to the call if it runs much more. Been burned too many times, but right now it has a nice trend line with little resistance. The break through 3.50 should mean there is a more room absent negative newsflow or a bad tape.

    FYI I occasionally post a blog on TSYS in my instablog on SA. I got too bored with the yahoo flames and spammers so decided it wasn't worth it. Anyone registered (aliases are ok) on SA can send me a private message or comment on my blogs.

  • Reply to

    Great Article On Seeking Alpha This AM

    by citamar Jun 26, 2014 10:58 AM
    marty.chilberg marty.chilberg Jun 26, 2014 5:48 PM Flag

    YW. Appreciate the post.

  • Reply to

    Great Article On Seeking Alpha This AM

    by citamar Jun 26, 2014 10:58 AM
    marty.chilberg marty.chilberg Jun 26, 2014 5:48 PM Flag

    We had a pretty good run in June so treat yourself to a Partagas rather than a Macanudo!

  • Reply to

    Great Article On Seeking Alpha This AM

    by citamar Jun 26, 2014 10:58 AM
    marty.chilberg marty.chilberg Jun 26, 2014 3:38 PM Flag

    Thanks for all the comments here. We're approaching 2,000 unique page views since published 3 hrs ago. Also received notification that another article on PRO linked to my article. Could mean there will be another article out tomorrow on regular site. Noe that more hits/comments, the longer the article stays visible on Seeking Alpha so any traffic helps keep it visible. After 30 days it becomes exclusive to paid subscribers again like my previous articles. GL all

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