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Marty Chilberg

 
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  • Infrequently Asked Questions: Sequenom
    Mon, Sep. 8 SQNM 9 Comments

    Summary

    • Quest agreement should help penetrate the OB/GYN community and increase the number of phlebotomy locations.
    • Sequenom considering new tests in the field of Oncology or Autoimmune diseases to leverage field sales investment.
    • AMA CPT code and pricing is expected at any time, and should accelerate reimbursement, government payer approval, and revenue recognition, once effective.
    • Sequenom has been hiring in North Carolina in anticipation of expected volume from the Quest launch.
  • Sequenom: A Reversal Of Misfortune
       • Thu, Jun. 26 SQNM 27 Comments

    Summary

    • Sequenom would need to rally 45% to retrace back to the January 2013 high.
    • A Quest distribution agreement displaces Natera upon the release of a "Future Testing Service" . This appears to be the low cost NIPT on a new platform targeted for Q4.
    • Cost cutting, discontinued unreimbursed Medicaid tests and the sale of the Bioscience segment provide sufficient capital to eliminate the risk of a dilutive capital raise in the foreseeable future.
    • The international market is virtually untapped. The launch of a lower cost test at end of 2014 launched internationally by Quest and other local partners should increase revenue growth.
  • Market Outlook: Non-Invasive Prenatal Screening Poised For Significant Growth
       • Wed, Apr. 23 SQNM 5 Comments

    Summary

    • Non-Invasive Prenatal Screening generated US revenues of $200 million in 2013.
    • The market opportunity for NIPS is estimated at $1.5 billion, growing to over $5 billion in 2018.
    • Targeted screening at a lower price point is likely the key to expanding the market beyond high risk.
  • Sequenom 2013 Operating Results Review
       • Mon, Mar. 10 SQNM 3 Comments

    Summary

    • Accessions have slowed, but that doesn't mean the market opportunity has shrunk.
    • Cash usage improvement supports achievement of positive cash flow by end of 2014.
    • Cash on hand of $71m is probably enough.
  • Sequenom: Is The Bottom In The Rearview Mirror?
    Nov. 24, 2013 SQNM 25 Comments
  • Sequenom: Deciphering The Business Model
       • Jun. 11, 2013 SQNM 17 Comments
  • Sequenom: Disruptive Innovation Is Driving Investment In NIPT
       • Jun. 3, 2013 SQNM 29 Comments
  • Refocus Your Microsoft Investment Lens From Growth To Value
    Editors' Pick • Jan. 5, 2012 MSFT 18 Comments
  • For TeleCommunication Systems' Management: A Prescription For Change
    Dec. 5, 2011 TSYS 8 Comments
  • Why CCME Fraud Claims Don't Hold Up
    Feb. 9, 2011 CCME 241 Comments
  • Interclick: Turning The Profit Corner, Part 2
    Dec. 22, 2010 GOOG, YHOO, CNVR 5 Comments
  • Interclick: Turning the Profit Corner, Part 1
    Dec. 17, 2010 YHOO Comment!
  • Dividend Investing With Covered Calls: Why Stop at Yield?
    Oct. 14, 2010 LINE, EVEP, NLY 53 Comments
  • TeleCommunication Systems: Growth Drivers on All Fronts
    Oct. 13, 2010 TSYS, S 9 Comments
  • Microsoft: First Blue Chip Tech Yield Company?
    Oct. 12, 2010 MSFT 18 Comments
  • Upside Is Substantial: So Why Did TeleCommunication Systems Sell Off?
    Oct. 12, 2010 TSYS, SY 4 Comments