When does it become time to buy small amounts of every nascent public NGS genomics company, as a lottery ticket to try to get the one that forms the consolidation of the industry? $NVTA$WGS$PSNL$MYGN$CNTG (hint: after q3 earnings?)
BREAKING NEWS: Illumina CEO Francis deSouza Resigns. Charles Dadswell, the firm's senior VP and general counsel, has been named as interim CEO while the board of directors is searching for a permanent replacement. ow.ly/nM4O104K8RJ
Is anyone giving odds on the $ILMN vote today?
If I Had to bet on the outcome, I would think FDS stays, but JT goes.
That’s the kind of middle of the road move that will crush all the options traders regardless of their direction.
Sad watching NVTA and NTRA battle it out over 25 year old PCR tech. WGS will eat them both for lunch, eliminating costly custom oligos and the ability to track recurrence evolution.
I’m neutral/uninformed on the broader issues @Carl_C_Icahn brings up, but Point 5 here is really important. I’ve been working on @illumina for years for pricing that helps me convert clinical panel volume to WGS. They can’t figure it out, too many quarterly numbers to hit…