4-Star Stocks Poised to Pop: Sequenom  

• Report this Comment On November 26, 2011, at 11:04 AM, prudenttrader77 wrote:

  Here is the problem with SQNM. Management has never proven they can turn a profit on anything they bring to market. In addition to that issue management has had excessive issues with insider trading, and corrupt data. Granted those issues are hopefully behind them but the street is not going to over look them and the street is going to demand actual revenues and eventual positive earnings before they even consider getting behind this company again. FMA was the largest shareholder by far and they cleaned house and dumped their position. There is also the question of the massive short positions in this stock. Those institutional shorts have been in place for a long long time and they don’t show any signs of even thinking about covering. Yes I believe the downside risk is fairly limited in real dollar terms ( not % ) but the bad part is you may do better in treasuries then having capital tied up in this stock over the next 6 months.

• Report this Comment On November 29, 2011, at 12:45 PM, bevo002 wrote:

  Full disclosure. I am in the business side of healthcare. Well versed in OB pathways and the revenue cycle.

  1. Insurance inclusion is certain. Amniocentesis includes both a professional and technical charge against the insurance provider, as well as a ultrasound charge separate from the Amnio procedure itself. It is higher when the procedure is done in a hospital-based clinic. The SQNM test is a single charge ancillary. This alone will provide savings to carriers.

  2. While insurance coverage is certain, there should have been no rational believe that agreements could have been struck prior to the release of the data. Carriers needed to see if the test was clear enough to supplant amnio in the pathway, and (most importantly) how often. You cant run that point estimate without the data.

  3. There are a range of referring doctors that would prefer to avoid amino simply for throughput reasons. MFM's have higher value activities that they can engage in...nearly across the board. Front-line OB's need to be in a posture to be admitting/performing on a moments notice with their patient base. In particular, OB's in a RVU model of reimbursement would do better to avoid this long, cautious procedure if an alternative was available

  4. The technology has enormous intrinsic value. If SQNM lacks the chassis to deploy it, there are several companies that will find the technology to be highly accretive to their existing business development infrastructure.

  5. SQNM has the appearance of a highly maliciously manipulated stock. The manipulation is of no consequence except to the holders that were seeking ST gains or have ST liquidity needs.

  6. Undoubtedly, there will be a sharp indefensible correction that will trap the short speculators. Bulls, Bears, & Pigs...... Prior to the release of the data, one could make a good case for posturing as either a Bull or Bear.... Today, the only option is Bulls & Pigs.

• Report this Comment On November 29, 2011, at 1:18 PM, unkownuser wrote:

  There is a tiny group (possibly even one person) who bashes this stock endlessly. You can see it here and on other stock message boards... The bashers ruin message boards, and while they may try to come off as deep thinkers, their motivations are transparent to the informed.

  Don't take message board commentary at face value, do your own due diligence and you will find out why Sequenom insiders are buying up their company stock with their own private money.

• Report this Comment On December 07, 2011, at 12:14 PM, TopAustrianFool wrote:

  SQNM is part of the alternative science & healthcare technology bubble. It also feeds from the educational bubble. All of these will pop soon and SQNM will be a penny stock. With ILMN and all of the Solyndras to follow.

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