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Marty Chilberg  

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  • Illumina: An Introduction To Next-Generation Sequencing For Oncologists [View instapost]
    Genomics and Cmpanion Diagnostics

    Cancer and the Immune System
    May 25, 2015. 09:45 AM | Likes Like |Link to Comment
  • Near Field Communications And The Cloud [View instapost]
    Mifare videos for NFC enabling technology
    May 24, 2015. 02:23 PM | Likes Like |Link to Comment
  • Freescale Blog: Sensor Analytics [View instapost]
    Useful #IoE presentation by $FSL from a couple years ago. Clear that they have been focused on this opportunity for some time. Freescale was purchased by $NXPI to pursue it
    May 24, 2015. 01:02 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    $NXPI corporate presentation prior to $FSL acquisition
    May 22, 2015. 08:19 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    Infineon May 5, 2015 download shows $NXPI and $FSL combine for >14% of automotive semiconductor market making them the market share leader. Source Strategy Analytics
    May 22, 2015. 08:12 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    Antenna companies also an interesting play for #IoE connectivity
    May 22, 2015. 03:38 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    Tableau picked again by Gartner as top business intelligence and analytics platform
    May 22, 2015. 03:28 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    NXPI announcement that they were buying FSL
    May 22, 2015. 03:25 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    The Street reports $CSCO not buying $FEYE but identifies 4 other potential candidates
    May 22, 2015. 03:23 PM | Likes Like |Link to Comment
  • Investment Portfolio: Internet Of Everything #IoE [View instapost]
    CNBC reports $CRM and $MSFT held substantive talks earlier but disagreed on price
    May 22, 2015. 03:20 PM | Likes Like |Link to Comment
  • Biotechnology Trends: What The Heck Are CAR-T And CRISPR? [View instapost]
    Thanks for the link. I read this article when it was published and agree that there are going to be numerous moral roadblocks to be addressed. Similar to cloning in many respects. I'd also refer to NIPT which has been loudly criticized yet it continues to grow dramatically. Investors should definitely understand the concerns but it seems unlikely that they will stop progress.
    May 19, 2015. 01:41 PM | Likes Like |Link to Comment
  • Insys Therapeutics' Revenue Jumps, But Legal Case Looms [View article]
    Valuation appears contingent upon subsys for new molecules. If they have said they are splitting to improve multiple they need a better rationale.

    Their own presentation pegs the TIRF TAM at $471m. Company recorded $70m last qtr. Not much growth left in this product. Platform extension from Phase 3 results is key and those results are scheduled for publication in 2016.

    It's been a good ride but hard to see much headroom and the legal issues are a potential negative catalyst
    May 14, 2015. 08:30 AM | 1 Like Like |Link to Comment
  • Sequenom Q1 2015: Trying To Make Sense Out Of Confusion [View instapost]
    Well said. I'm very critical of company mishandling of investor relations, but do not have a problem with the decisions make with respect to vision, operations or execution. The IP Pool is a great example. Hixon was so upset with Illumina for acquiring Verinata that he would never have done this deal. Welch made the best of the situation. SQNM would never have been able to create a differentiated low risk NIPT. Without IP protection, they would have been forced into a long term price war with better situated much larger competitors. A losing game which they are now out of, receiving a royalty stream that will increase as the market is penetrated. That cash can then be put to use to pursue liquid biopsy.
    May 8, 2015. 09:10 AM | 1 Like Like |Link to Comment
  • Sequenom: March 2015 Preview Outline [View instapost]
    As expected this was a very messy earnings release and the conference call did little to clean it up. A lot of moving parts with limited disclosures.

    The Revenue were a bit below the low end of my range and well below the street forecast.

    The EPS, after eliminating the $21m nonrecurring deferral recognition, came in worse than expected at $(0.06). There were several drivers of this that had not previously been mentioned by the company. I'm working on a blog that I will post in the morning with some analysis on the report.

    Bottom line is that it wasn't great but it also wasn't as bad as it looks on the surface.
    May 6, 2015. 09:21 PM | 1 Like Like |Link to Comment
  • Molecular Diagnostics Market Research [View instapost]
    Market size comment from $ILMN Jay Flatley in a recent interview with Luke Timmerman

    Jay Flatley: The total addressable market we talked about 15 months ago in our analyst day was $20 billion. If you were to ask us what we think it is today, it’s substantially bigger. That’s really driven by the emergence of new market opportunities. It’s related to expansion of the reproductive health space, as well as oncology, consumer, and population sequencing. Those are four really gigantic markets out there that we’re really just beginning to scratch the surface of.
    May 5, 2015. 01:59 PM | 1 Like Like |Link to Comment