Marty Chilberg
Long only, special situations, research analyst, healthcare

Sequenom: Disruptive Innovation Is Driving Investment In NIPT

Sequenom, Inc (NASDAQ:SQNM) summarizes their mission as improving healthcare through revolutionary genetic analysis solutions. They operate in two business segments: Diagnostic Services and Genetic Analysis. Driving my investment thesis in Sequenom is the disruptive innovation occurring in genomic personalized medicine, which is revolutionizing the healthcare industry at a breathtaking pace. Nowhere is this more visible than in the nascent Noninvasive Prenatal Testing ("NIPT") market, in which Sequenom and a few other companies are quite literally changing prenatal care at an unprecedented rate. That these fundamental shifts are occurring so rapidly has compounded existing investor uncertainty caused by a lack of financial visibility. It is my contention that these clouds are beginning to dissipate, revealing a...

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