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  • Ilumina teams up with Sloan Kettering on ctDNA research [View news story]
    Looks like the Federal Circuit Court is considering an En Banc Rehearing on the SQNM medical diagnostics patent issue.

    To me this is one of the single biggest influencers (if not the biggest) on the price of TROV (and others including ILMN)

    Many of the retail posters on this and other MB's regarding TROV especially, don't fully appreciate the legal risk and the so called analysts from Leerink et. al. as they would sell their own mothers for a profit. - SHAME on them for pumping TROV without fully warning on the legal risks.

    a Re-hearing is supported by many industry participants:

    Commentators and amici have criticized this decision – and implicitly the underlying Supreme Court decisions – as leaving little incentive for innovation in fields such as medical diagnostics. Most elaborate on the concerns noted by Judge Linn in his concurrence: that the Supreme Court’s ruling in Mayo seems irreconcilable with its statements in Diamond v. Diehr, 450 U.S. 175, 188 (1981), that “claims must be considered as a whole” “because a new combination of steps in a process may be patentable even though all the constituents of the combination were well known and in common use before the combination was made.” Under existing § 101 law a claim will likely be ineligible – regardless of how “ground-breaking” the invention or discovery; regardless of how much time and money is saved; and regardless of improvement to patient safety – if its “essence” involves a natural phenomenon.

    check out the entire article:

    Long TROV though not as much as before. Little confidence in TROV management to protect or grow shareholder value. High confidence in Leerink and the other bozos who pumped and sold TROV to continue to do what they do.

    Oct 18, 2015. 09:34 AM | Likes Like |Link to Comment
  • MDxHealth launches liquid biopsy test for prostate cancer in Europe [View news story]
    Well isn't that special. What about TROV's patents? it's amazing to me that a secondary was done at $8.75 at this stock after the SQNM legal ruling.
    Oct 13, 2015. 12:41 PM | Likes Like |Link to Comment
  • Ilumina teams up with Sloan Kettering on ctDNA research [View news story]
    So Trovagene (TROV) has patents on measuring ctDNA in blood and urine. it was reported last year that TROV and ILMN are/were collaborating on TROV ctDNA monitoring platform. Three executives (high profile) from ILMN take management positions at TROV earlier this year. TROV has ongoing trials at MSK.

    Now ILMN is collaborating directly with MSK on ctDNA. is this good or bad for TROV ? Does this lend credence to the thesis that medical diagnostic patents are facing tough legal challenges (see SQNM June 2015 federal court ruling invalidating their patents)......Perhaps ILMN and TROV ultimately pool their licensing IP like ILMN did with SQNM

    Without a doubt this move by ILMN is more proof that this technology/method is the future. The question for investors is how best to play it. Been long TROV for years - this news is good on one hand and neutral to negative on the other.
    Sep 16, 2015. 08:13 AM | 3 Likes Like |Link to Comment
  • TrovaGene Looks To Revolutionize The Cancer Diagnostic Market [View article]

    I don't believe I have conflated anything. The test (MAYO test) the court applied in the SQNM case is based on two key parts (1) is the test material naturally occurring ? YES, ctDNA is naturally occurring and (2) are the procedures applied to the test material existing procedures (like amplification, sequencing, separation etc)? Those procedures are standard.

    This is why the CEO stated "methods of extracting, purifying, amplifying, and detecting circulating tumor DNA in both urine and blood."

    Those méthods need to be novel in order to pass the the second prong of the test. For example unless the amplification process TROV is using is novel i.e. something that they created - then it cannot be patented.

    Under the current ruling - UNLESS TROV can show that it has created novel methods of extracting, purifying, etc then the patents might not be enforceable.

    Genome Web ran a story on June 16th:
    "Sequenom Patent Invalidation May Have Ramifications for NIPT Field, Entire Mdx Industry" it is behind a paywall.

    Law360 ran a story on June 17th: Mayo Test Dooms Breakthrough Biotech Invention where they write:
    "the Federal Circuit recently handed down a long-awaited Section 101 decision, one with potentially far-reaching consequences for biotech diagnostic patents."

    The book runners on both offerings this year owe investors an explanation of this risk. Piper and Leerink should be issuing commentary on this. Frankly, it is negligent on their part to initiate coverage on TROV without discussing this risk.

    It should be embarrassing to Leerink and Piper to cover TROV with out mentioning this material information. And if they don't know about it then I suppose they could be considered inept (but they got paid already!)

    Tell us Leerink and Piper what are the risks and why is TROV different? All the other analysis is BS if there is not a good answer on this point.

    I have 12k shares on TROV being different - (openly wondering if that is smart)

    Welcome all reasonable commentary - please tell me this is wrong - but don't do it insultingly of half-assed - I've put a lot into this investment and I've done some homework. These boards are meant for us to learn/share and hopefully gain a collective advantage.

    Tell me TROV is different - but substantiate it please.

    Sep 4, 2015. 10:09 PM | 1 Like Like |Link to Comment
  • TrovaGene Looks To Revolutionize The Cancer Diagnostic Market [View article]
    What the CEO said is boilerplate language. Nobody asked the question on the con call about the SQNM patent ruling and how that might effect TROV.

    And read through TROV's SEC filings last month where they themselves disclose the recent patent challenge in Europe.

    I know its frustrating - I am a shareholder - Im just tired of getting taken for a ride.
    Sep 2, 2015. 10:13 PM | 2 Likes Like |Link to Comment
  • TrovaGene Looks To Revolutionize The Cancer Diagnostic Market [View article]
    I made and lost a small fortune on the run up and run down of TROV stock this year. I have no money invested in TROV ? Dude get a clue.

    The stock is down over 70% from its high vs the market and the bio sub group. Its also down nearly 30% from the recent offering in July.

    Do your research instead of coming on this board and talking about how billion dollar hedgies are supposedly smarter than us. By that ridiculous reasoning any stock that a big institution buys MUST be ok - Get a clue.

    FACT - SQNM - lost a patent ruling on June 12
    FACT - it is the same situation as TROV patents
    FACT - the stock is down 70% from its highs from June 12th

    I disagree with the courts ruling - I think SQNM should have patent protection and I think TROV patents should stand - OBVIOUSLY the US FEDERAL Court believes differently - again read this: COURTS ARE MAKING BAD PATENT LAW -

    Full disclosure - at the end of June I owned 25,000 shares in TROV - Today I hold 12,000 - I am a believer in the technology. But I am waiting for a clearer signal that the patent risk has been mitigated.

    Sep 2, 2015. 10:08 PM | Likes Like |Link to Comment
  • TrovaGene Looks To Revolutionize The Cancer Diagnostic Market [View article]
    Thank you Jason. IMHO - any discussion regarding TROV prospects as an Investment - must START with the patent legal risk.

    Think about it - IF this technology is ALL THAT (and I believe it is). Why wouldn't Oncologists/patients use it ? of course they would, who wouldn't rather pee in a cup vs a biopsy? The company has already proven the science. And yes, Insurance companies will pay for it - why wouldn't they?

    The reason our little TrovaGenie is only a $100M market cap net of cash is BECAUSE the court's current interpretation of patent law means that TROV developed a great but "un-protectable" process discovery. This means that anyone can use it which means that WE GET NO MEANINGFUL RETURN ON INVESTMENT.

    SQNM had the patent protection too - the courts took it away which is why the company that created the best prenatal DNA test is a two dollar stock.

    SQNM has appealed the court for an EN BANC review. IMHO - the fallout from that will be the main determinant of TROV shareholder return. If no protection, then shareholders should not expect much higher prices in the future - regardless of the merits of the technology, market size, penetration, pricing etc. (all of that may be meaningless to TROV shareholders)

    That to me is the main reason for the massive drop in share price from 13.5 to 5 and change in 10 weeks ($6 and change today - hurray!).

    Certainly the big boys (Bridger et al) who invest in TROV knew about the ruling in June which is probably why we had SUCH MASSIVE SHORTING ahead of the equity offering in July. I believe some of the institutional investors played both sides of this hurting individual investors in the process.

    I hope I am wrong on this - but the investment I thought would be a home run may just be a long lazy fly ball to the warning track.

    TROV management needs to talk about this RISK pronto including the recent challenge to one of its european patents.

    Sep 2, 2015. 09:39 PM | Likes Like |Link to Comment
  • TrovaGene Looks To Revolutionize The Cancer Diagnostic Market [View article]
    Among the biggest risks I see for Trovagene - which you did not address is the LEGAL risk. Yes TROV has many patents issued and pending HOWEVER, the risk here is the court determines that our "PROCESS" is not patentable because it uses naturally occurring ctDNA in combination with standard procedures (used in a novel way)

    SQNM, this past June lost a hearing regarding the patentability of its breakthrough prenatal DNA screening test.

    This is our BIGGEST risk - not insurance or anything else. Unfortunately the amount of cash on hand relative to market cap does not alleviate this risk.

    Regarding the SQNM case:

    On Friday, June 12, the Court of Appeals for the Federal Circuit handed down a decision in Ariosa v. Sequenom finding that a breakthrough in prenatal DNA screening that offered a noninvasive and much safer alternative to existing tests was not eligible for patent protection.

    TROV's stock hit its 52-week high on Friday June 12. It started to slide the next week when the SQNM news became available. (just FYI - TROV CEO Toni Schuh, is the former CEO of SQNM).

    Read this article from the Hill for more info on the patent risk we as TROV shareholders face:

    It is AMAZING to ME that on the earnings conference call last month - not a single ANALYST on that call mentioned this HUGE issue.

    I have been bullish on TROV for years. I Admit I was caught with too many shares in June - I was a BIG believer

    The technology looks great BUT the BIG question is can they keep their patent protection? The court ruling in June is a HUGE question mark for this company.


    Disclosure LONG TROV
    Sep 2, 2015. 07:27 PM | Likes Like |Link to Comment
  • GE exec sees limited, niche market for fuel cells [View news story]
    "There is no reason anyone would want a computer in their home."

    Ken Olsen, founder of Digital Equipment Corporation, 1977
    Mar 28, 2014. 05:51 AM | 5 Likes Like |Link to Comment
  • 21Vianet Group's CEO Discusses Q4 2012 Results - Earnings Call Transcript [View article]
    this has to be the dumbest management team of any Chi-scam stock. Why is this company publicly traded? And is the CEO alive or just stupid. this stock has not moved in over 2 years. Why did the CEO take this company public.

    my opinion this is a huge SCAM.
    Mar 12, 2013. 07:35 AM | Likes Like |Link to Comment
  • 21Vianet: An Undervalued Company With Significant Upside [View article]
    After watching this stupid stock trade for the past two years I have to seriously question the existence of this company in real-life. What was the purpose of this company going public? Quarter after quarter these bozos tell us the future looks good - yet there is no sign that the company exists from a stock perspective - NOBODY CARES.

    Biggest data center in China - how about biggest Chi-com scam stock. Hidden Gem yeah right - I've got a bridge to sell you if your interested.

    Where is the leadership and again WHY DID THIS COMPANY GO PUBLIC. Smells like another RINO.
    Mar 11, 2013. 05:55 PM | Likes Like |Link to Comment
  • Organovo: 3D Bioprinting's Far Reaching Effects Create Long-Term Investment Opportunity [View article]
    Digital Equipment's CEO said it, not Bill Gates.
    Mar 4, 2013. 08:22 AM | Likes Like |Link to Comment
  • Stratasys To Drop On Selling Shareholders, Unrealistic Expectations [View article]
    Let me get this straight. SSYS the leader in FDM printing, sports a 2013 PE multiple of 45. And they are overvalued? Seriously?

    I think if someone is foolish enough to invest against SSYS on the thesis presented in this article, they deserve to lose their money. shorting SSYS in the low 60's makes no sense.
    Mar 2, 2013. 07:52 AM | 1 Like Like |Link to Comment
  • Silver: Are We Going To $60 Or $22 Next? [View article]
    I think you have to go opposite here. The AU/AG markets are highly manipulated and lack any meaningful regulation. The sentiment has been engineered and should be faded. AU/AG have risen again in 2012 and they will again in 2013 and 2014.

    go with the trend and don't fight the FED. Dollar down, metals up - this weakness is to shake the tree of weak longs and suck in spec shorts.

    Demand for phy is super strong - and not reflected in the manipulated paper price.
    Dec 17, 2012. 08:15 AM | 1 Like Like |Link to Comment