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Forum: Pacific Biosciences 08-04-2016, 06:30 AM
Replies: 51
Views: 12,232
Posted By math_guy
I don't really have any information I can believe...

I don't really have any information I can believe on this machine. I just have hope. I am sort of just assuming it is better than the previous machine. Cuz...well...why would they make it worse?...
Forum: Pacific Biosciences 08-03-2016, 12:41 PM
Replies: 51
Views: 12,232
Posted By math_guy
1) Smarter than Oxford, for sure? Like....put my...

1) Smarter than Oxford, for sure? Like....put my money in Pacific Bio vs Oxford now? I can invest in both. One is public and the other is private. Both seem poised to possibly return over 200% in...
Forum: Pacific Biosciences 08-02-2016, 10:44 PM
Replies: 51
Views: 12,232
Posted By math_guy
Yes, I still want to buy one. Three or four,...

Yes, I still want to buy one. Three or four, actually.

I know there is not much data out yet. And I still don't really trust the company's management. But I am somewhat trusting of their...
Forum: Pacific Biosciences 03-23-2016, 08:13 AM
Replies: 51
Views: 12,232
Posted By math_guy
The lack of data concerns me too. I wonder if...

The lack of data concerns me too. I wonder if ANYONE has seen anything yet?
Forum: Pacific Biosciences 03-21-2016, 08:09 AM
Replies: 51
Views: 12,232
Posted By math_guy
We will begin an attempt to review Oxford and the...

We will begin an attempt to review Oxford and the MinION. I am starting to get even more uncertain of Pacific Bio. I am still wondering why we have seen very little data on the Sequel. It makes me...
Forum: Pacific Biosciences 03-18-2016, 02:04 PM
Replies: 51
Views: 12,232
Posted By math_guy
That's the thing in bio, even up to the hardware...

That's the thing in bio, even up to the hardware "manufacturers": management tells lies and hopes that the engineers can make their lies true. I am not going to go out on a limb and say they're...
Forum: Pacific Biosciences 03-18-2016, 11:41 AM
Replies: 51
Views: 12,232
Posted By math_guy
They were, kinda, conspiracy theories. We sold...

They were, kinda, conspiracy theories. We sold our initial holdings when the stock hit $11.70 and finished when it hit $13. We bought another 75,000 shares when it dipped below $6 a while back. We...
Forum: Illumina/Solexa 01-18-2016, 07:53 AM
Replies: 17
Views: 3,950
Posted By math_guy
ILMN isn't the only company that can do this. The...

ILMN isn't the only company that can do this. The way I see it, as a non bio guy, is like this: the data is in the bloodstream; there MUST be another way to hone in on those markers without wasting...
Forum: Illumina/Solexa 01-15-2016, 01:17 PM
Replies: 17
Views: 3,950
Posted By math_guy
Jay Flatley just sold $3.3 million worth of his...

Jay Flatley just sold $3.3 million worth of his personal stock at around $170 per share 2 days ago. That isn't a good sign, in my opinion.

Unless....and this is crazy...he is afraid of being too...
Forum: Pacific Biosciences 01-13-2016, 11:53 PM
Replies: 51
Views: 12,232
Posted By math_guy
There is definitely something going on...

There is definitely something going on internally. For sure, they have received an offer.

$20 is too low, in my opinion.

I believe that they wanted only existing customers who know their...
Forum: Illumina/Solexa 01-13-2016, 11:19 PM
Replies: 17
Views: 3,950
Posted By math_guy
I was worried enough about Illumina's pipeline to...

I was worried enough about Illumina's pipeline to sell all my stock in the company. But since it is only them and Pac Bio with machines that are shipping, they are probably a company to invest in...
Forum: Illumina/Solexa 01-12-2016, 11:46 AM
Replies: 17
Views: 3,950
Posted By math_guy
I don't know. I only speculate. But on this one,...

I don't know. I only speculate. But on this one, I am nearly positive. How deep...? I don't know. We did a decent job. They're bigger and smarter than we are. If they can't multiplex like I am...
Forum: Pacific Biosciences 01-12-2016, 11:40 AM
Replies: 51
Views: 12,232
Posted By math_guy
That's exactly what I was thinking. I have been...

That's exactly what I was thinking. I have been going over it since they began giving me the run around. To be honest: that is part of the reason I bought so much of their stock. I have never...
Forum: Pacific Biosciences 01-12-2016, 09:18 AM
Replies: 51
Views: 12,232
Posted By math_guy
If Oxford solves some problems then, of course,...

If Oxford solves some problems then, of course, they will be a true competitor.

And yes, I know that Sequel is more expensive per base...sort of. You see, this machine is more accurate. Much more...
Forum: Illumina/Solexa 01-12-2016, 09:03 AM
Replies: 17
Views: 3,950
Posted By math_guy
Yes. They needed to officially announce some...

Yes. They needed to officially announce some stuff before the JP Morgan conference because of SEC regulations. It just seemed very last minute. Sunday morning....that's not common for an investor...
Forum: Illumina/Solexa 01-11-2016, 09:34 AM
Replies: 17
Views: 3,950
Posted By math_guy
Yeah. I think that makes sense. Sort of. Their...

Yeah. I think that makes sense. Sort of. Their machines can process a lot of data each run. Now we just need labs around the world to publish the keys so that Illumina can gather these keys and make...
Forum: Pacific Biosciences 01-11-2016, 09:27 AM
Replies: 51
Views: 12,232
Posted By math_guy
For those (maybe one or two people...

For those (maybe one or two people here...maybe...) who followed this post: Pac Bio blew me off. They will not sell to my company.

They did announce that they have taken orders for 49 Sequels so...
Forum: Illumina/Solexa 01-11-2016, 09:17 AM
Replies: 17
Views: 3,950
Posted By math_guy
How would Illumina do this, do you think? Maybe...

How would Illumina do this, do you think? Maybe focus on amplifying the potential "candidate" fragments in a blood-based genomic scan only? Maybe...bar-code a hundred patients and just go after a few...
Forum: Illumina/Solexa 01-11-2016, 09:06 AM
Replies: 17
Views: 3,950
Posted By math_guy
Meh. I don't think people see much in GRAIL....

Meh. I don't think people see much in GRAIL. Maybe I am not getting it.

Is there something I am missing with this new company? If my tiny lab can already do this...and by "do this", I mean that we...
Forum: Illumina/Solexa 01-11-2016, 08:09 AM
Replies: 17
Views: 3,950
Posted By math_guy
Yes. We need the long reads. Our entire protocol...

Yes. We need the long reads. Our entire protocol is based on long reads. The longer they get, the better our solution is.
Forum: Illumina/Solexa 01-10-2016, 11:06 PM
Replies: 17
Views: 3,950
Posted By math_guy
Oh...I get it. It seems as if Illumina is telling...

Oh...I get it. It seems as if Illumina is telling us that they have nothing really revolutionary in their pipeline. I was just thinking about it and here's my guess:

1) Their only competition is...
Forum: Illumina/Solexa 01-10-2016, 05:10 PM
Replies: 17
Views: 3,950
Posted By math_guy
Grail. Weak. We can already do this and you don't...

Grail. Weak. We can already do this and you don't have to wait til 2019 to have it done. Why was this a Sunday conference call? The only worthwhile thing that they could do with this is to go for FDA...
Forum: Illumina/Solexa 01-10-2016, 10:08 AM
Replies: 17
Views: 3,950
Posted By math_guy
Ugh..what if GE buys Illumina tomorrow?

Illumina has an investor conference call today. I feel that it may be a company like GE Healthcare buying Illumina. If something like that happened, I feel that the entire segment will just get...
Forum: Pacific Biosciences 12-28-2015, 08:01 AM
Replies: 51
Views: 12,232
Posted By math_guy
I wonder if they will be using their Sequels...

I wonder if they will be using their Sequels nearly all the time? I would kinda not be surprised to hear that they weren't using them full time but I wonder if they would be interested in running our...
Forum: Pacific Biosciences 12-20-2015, 11:06 PM
Replies: 51
Views: 12,232
Posted By math_guy
Yes. Another good idea. An NDA. I will ask them...

Yes. Another good idea. An NDA. I will ask them about that. But, like I wrote earlier, they won't sell to us. I made fun of their CEO (only cuz he made fun of us). And I did it here on this forum....
Showing results 1 to 25 of 71

 


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