Sequenom Kursziel 188USD!!!! - 500 Beiträge pro Seite

[Saltus2]

Sequenom Kursziel 188USD!!!!!!
Autor: saltus
Datum: 05/05/2000 - 18:39
Board: Bio-, Gentechnik

Wertung bisher:


Global Biotech Investing


Sequenom Kursziel 188 USD
Datum : 03.04.2000
Zeit :12:33


Den Analysten vom Global Biotech Investing zufolge dränge sich ein
Engagement in die Aktie der Sequenom Inc. (WKN 932193) förmlich auf.

Mit dem Hochleistungs-DNA-Analysesystem MassARRAY, mit dem auch
ungewöhnliche umfangreiche Losgrößen von DNA-Proben extrem schnell und
absolut zuverlässig analysiert werden könnten, verfüge Sequenom über eine
führende technologische Stellung.

Experten würden mit einer Umsatzentwicklung von knapp 9 Mio. USD in 2000
bis auf sagenhafte 105 Mio. USD in 2003 rechnen.

Angesichts der zukünftigen Bedeutung von Genanalysen sowohl für
Forschungs- als auch für therapeutische Zwecke eröffne sich hier für das
Unternehmen ein Zukunftsmarkt schlechthin.

Diese Aktie sollte der Anleger auf jeden Fall kaufen, so das
Analystenurteil.




Agentur : Aktiencheck.de



© 1998-99 OnVista.de Finanzanalyse GmbH & Co. KG
OnVista.de übernimmt keine Haftung für die Richtigkeit der Angaben!

[phöniks]

Hi Saltus2!
Sequenom hat durch den allg. Abwärtstrend sehr an Wert verloren.
Vielleicht gerechtfertigt,wer weiß?!
M.E. aber hat SQNM eine außerordentlich gute Unternehmensstrategie/-Konzept,was mich davon überzeugt,länger in SQNM investiert zu bleiben.
Man darf nicht vergessen,daß SQNM erst an die Börse gegangen ist.Und die damalige Analyse vom 04/03 ist,so denke ich,schon etwas "alt" (man sehe sich nur den Kurs an,wo sie damals standen).
Das heißt aber nicht,daß SQNM nicht wieder auf die alten ATH kommt,oder sogar noch darüber.Abwarten und Tee trinken.Demnächst kommen ja noch QZahlen raus.
Bis die Tage

phöniks

[Saltus2]

Das Kursziel wurde am 3.4 ausgegeben, da war die Korrektur schon voll im Gange!!!!!

[Rainolaus]

schliesse mich phoeniks an... z.Zt. kommen sie ja wieder ganz gut hoch. Kurse von 50-70 Euro dürften wir wohl (hoffentlich) bald wieder sehen. Ich habe auch vor längerfristig drin zu bleiben, da ich von dem Produkt auch sehr überzeugt bin.

[phöniks]

Hi Saltus2!
Na hoppla,da passierts doch tatsächlich,daß ich mich im Monat irre.Du hast recht,die Korrektur war da bereits voll im Gange.Deswegen revidiere ich meine Aussage,daß die Analyse basierend auf das KZ doch nicht so alt ist.SORRY!
Na ja,kann ja mal passieren
Nichtsdestotrotz halte ich $188 (den Anlagehorizont haben sie ja nicht angegeben) für etwas übertrieben.
M.E. ist das Spiel mit KZ sowieso ein sehr heíkles,doch wer daran glaubt,der soll glücklich werden.
machts gut
phöniks

[luke49]

Sequeom ist sicher ein sehr riskantes Investment, deshalb bin auch mit zienlich investiert, aber langfristig, wenn sich das Unternehmen beweisen kann, sehe ich ein Kursziel von 188USD nicht für unrealistisch. Für die nächsten Monate ist aber 50USD realistischer.
mfg

[study]

Bin ja mal gespannt, ob wir mit unserem Baby bei dieser Nasdaq heute im Plus schliessen ??

[db18]

Heute ab 9.00 US-Zeit kommen die Quartalszahlen und News auf den Tisch. Da wird es sich dann entscheiden, ob sich im Lauf des Sommers noch was nach oben bewegt. Bei miesen Ergebnissen werden neue Tiefststände getestet.
(p.s Berichterstattung live im Internet über SQNM - Homepage)

In hoffnungsvoller Erwartung
db18

[study]

..in ebenso freudiger Erwartung....
wenn die Zahlen nicht so rosig aussehen, dann glaube ich wirds duester....

[DonC]

Tuesday May 9, 8:31 am Eastern Time

Company Press Release

SOURCE: SEQUENOM, Inc.

SEQUENOM Reports First Quarter 2000 Revenues

SAN DIEGO, May 9 /PRNewswire/ -- SEQUENOM, Inc. (Nasdaq: SQNM - news) today reported financial results from the first quarter ending March 31,
2000, including revenues stemming from the Company`s commercial launch at the end of 1999. Net revenues were $1.6 million, largely derived from the sale of
MassARRAY(TM) systems and disposable kits containing SEQUENOM`s proprietary SpectroCHIP(TM).

During the quarter, SEQUENOM commercially placed MassARRAY systems at the Center for Human Genetics at Boston University and a second site of the
National Institutes of Health in the U.S. and Methexis Genomics in Europe. Revenues were also generated from three of the Company`s original six beta site
collaborators, the U.S. Department of Agriculture, the National Institutes of Health and the National Cancer Institute, which transitioned into commercial accounts
during the period.

SEQUENOM`s total costs and expenses for the quarter were $13.0 million, including $2.5 million in amortization of deferred compensation and a one-time $3.8
million charge from forgiveness of loans granted to executives in 1999. Excluding these factors, total costs and expenses for the quarter totaled $6.7 million. This
compared to $3.5 million in operating expenses for the first quarter of 1999. The increase of the remaining expenses during the quarter was primarily driven by
commercialization of products and continued growth in research and development efforts. On March 31, 2000, the company held cash, cash equivalents and
short-term investments totaling $159.7 million.

Net loss for the quarter was $14.3 million, or $0.65 per share on a pro forma basis adjusted for the company`s initial public offering. This amount included the effect
of amortization of deferred compensation, the one-time compensation charge, and $4.4 million of non-cash net interest expense related to repayment of debt and the
conversion of debt to equity, all of which were previously stated in SEQUENOM`s SEC filings. Excluding these factors, the net loss for the quarter was $3.7 million
or $0.17 per share on a pro forma basis. This compared to a pro forma net loss per share of $0.24 for the first quarter of 1999.

``As expected, 2000 has signified a coming of age for SEQUENOM,`` said Hubert Koster, Ph.D., SEQUENOM`s President and CEO. ``Already this year we have
witnessed a number of accomplishments, including the development of a product-based revenue stream as we continue to commercially place our MassARRAY
systems. In addition, we have made key technology advancements and established collaborations to create value-added products, such as SNP assays used to
validate medically relevant genetic information. These positive developments will be an influencing factor as our revenue model evolves to include subscription and
licensing fees from customers.``

During the quarter, SEQUENOM made two significant advancements further establishing its leadership position in the field of single nucleotide polymorphism (SNP)
validation. First, SEQUENOM has developed SNP assay design software allowing the Company to generate and validate hundreds of new assays a day. Second,
SEQUENOM has developed the ability to analyze SNPs in a single sample containing DNA from hundreds of individuals. This allows the Company to determine
SNP frequencies in reference and disease populations by analyzing pools of DNA samples rather than testing individual samples.

``Combining the speed and efficiency of our assay design process, the accuracy of the MassARRAY system, and our ability to determine SNP frequencies in
population pools, we believe, solves inefficiencies associated with differentiating and ultimately validating relevant SNPs from the millions of SNP candidates in a
timely and cost-effective manner,`` commented Dr. Koster.

``As a result of these advancements, we will now accelerate the development of an on-site high throughput genotyping facility to validate SNPs in the public domain
as well as our customers` proprietary SNPs. SEQUENOM`s full and partial ownership of validated SNP assay portfolios should enable us to participate in the
downstream value potential of the resulting diagnostic and therapeutic products.``

SEQUENOM also announced an agreement with Methexis Genomics, which introduces the use of SEQUENOM`s MassARRAY system for SNP discovery in
combination with Methexis` differential sequencing technology. The collaboration will combine Methexis` SNP discovery technology with SEQUENOM`s tools for
SNP assay design and validation that could lead to products for disease diagnostics and for improving agricultural crops without genetic modification.

SEQUENOM is a pioneer in the new field of Industrial Genomics, the large- scale commercial use of the understanding of DNA variations for improving health and
agriculture. The Company`s MassARRAY system represents a novel approach to genotyping by combining its proprietary enzymology, bioinformatics and a
miniaturized chip-based format with the proven technology of mass spectrometry. The result is a highly accurate, cost-effective technology that addresses the
demand for high throughput SNP analysis and can be rapidly reconfigured for different types of analyses. SEQUENOM is headquartered in San Diego, Calif. with
offices in Hamburg, Germany and Boston, Mass.

All statements in this press release that are not historical are forward- looking statements within the meaning of the Securities and Exchange Act as amended. Any
such forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially for SEQUENOM from those projected,
including, but not limited to, risks and uncertainties relating to technological approaches, product development, manufacturing, market acceptance, cost and pricing of
SEQUENOM products, dependence on collaborative partners, successful performance under collaborative agreements, competition, the intellectual property of
others, and patent protection. Risk factors are also discussed in SEQUENOM`s 10K filed March 30, 2000. SEQUENOM expressly disclaims any obligation or
undertaking to release publicly any updates or revisions to any forward- looking statements contained herein to reflect any change in SEQUENOM`s expectations
with regard thereto or any change in events, conditions, or circumstances on which any such statements are based.

SEQUENOM, Inc.
Condensed Consolidated Financial Statements
(in thousands, except per share data)


Consolidated Summary of Operations

Three Months Ended
March 31,
2000 1999
(Unaudited)
Revenue:
Product $1,451 $--
Research 124 --
Total revenues 1,575 --


Costs and expenses:
Cost of product revenue 1,028 --
Research and development
expenses 4,237 2,013
Selling, general and administrative
expenses 5,212 1,442
Amortization of deferred
compensation 2,498 --
Total costs and expenses 12,975 3,455

Interest income 1,539 218
Interest expense 4,480 170
Other income, net 16 --

Net loss $14,325 $3,407

Pro forma net loss per share,
basic and diluted $0.65 $0.24

Pro forma weighted average
shares outstanding, basic
and diluted 22,057,958 13,911,761


Consolidated Balance Sheet Information
March 31, December 31,
2000 1999
(Unaudited)
Assets
Cash, cash equivalents,
and short-term investments $159,736 $21,616
Other current assets 2,205 1,790
Equipment and leasehold
improvements, net 6,168 6,294
Other assets 48 53
Total assets $168,158 $29,753

Liabilities and Stockholders` Equity
Liabilities $7,264 $12,214
Stockholders` equity 160,894 17,539
Total liabilities and stockholders`
equity $168,158 $29,753


SEQUENOM, Inc.
Condensed Consolidated Financial Statements
(in thousands, except per share data)

Consolidated Summary of Operations
Three Months Ended
March 31,
2000 1999
(Unaudited)
Revenue:
Product $1,451 $--
Research 124 --
Total revenues 1,575 --

Costs and expenses:
Cost of product revenue 1,028 --
Research and development
expenses 4,237 2,013
Selling, general and administrative
expenses 5,212 1,442
Amortization of deferred
compensation 2,498 --
Total costs and expenses 12,975 3,455

Interest income 1,539 218
Interest expense 4,480 170
Other income, net 16 --

Net loss $14,325 $3,407
Pro forma net loss per share,
basic and diluted $0.65 $0.24

Pro forma weighted average
shares outstanding, basic
and diluted 22,057,958 13,911,761


Consolidated Balance Sheet Information
March 31, December 31,
2000 1999
(Unaudited)
Assets
Cash, cash equivalents,
and short-term investments $159,736 $21,616
Other current assets 2,205 1,790
Equipment and leasehold
improvements, net 6,168 6,294
Other assets 48 53
Total assets $168,158 $29,753

Liabilities and Stockholders` Equity
Liabilities $7,264 $12,214
Stockholders` equity 160,894 17,539
Total liabilities and stockholders`
equity $168,158 $29,753

SOURCE: SEQUENOM, Inc.

[raffzahn]

Moin
Kann mir mal jemand diese Quartalszahlen näher erläutern.
Sind das gute QZ?

[Flatine]

Bitte analysiert doch einmal die Zahlen. Waren sie gut? Ich drücke uns allen die Daumen, dass unsere Babys wieder steigen.

[steuerzahler]

Verlust von 0.65 $ pro Aktie in Q1. Wenn das so weitergeht (was es sicher nicht tun wird), dann ist in 10 Jahren die Aktie auf 0. Aussichten der Fa. halte ich für gut. Riesenmarkt. Ich warte mit meinem Investment in Sequenom aber noch einen Moment ab. Schätze, daß es noch weiter runter geht. Gruß, S.

[Herr Melone]

Zahlen werden in den Staaten unter
POSITIVE SURPRISES geführt!
SQNM -0,17 EPS vs. -0,31 St.Est.

-0,31 geschätzt und -0,17 sind es geworden.

Wie gesagt -> POSITIVE SURPRISE!

MfG

[study]

Was geht denn jetzt ab...im Amiland fett 7% im Minus und hier mit fast 20%igem Aufschlag 3 % im Plus....so tief steht der Euro nun wieder nichyt

[Midi2000]

SQNM da fällt mir bis jetzt nur ein
Was soll man machen wenn man zu 40€ reingegangen ist?
Verkaufen zu Kursen unter 30€?? Das tut schon weh.
Aber andererseits scheint SQNM z.zt. ein Fass ohne boden zu sein.
Also wie gesagt:

[Sstocktrader]

Zur Bewertung von Sequenom:

Hallo.

Hatte bis vor kurze auch Sequenom, aber, dann erhielt ich eine Ausgabe vom Global Biotech Investing, wo die Umsatzerwartungen für 2003, bei 90 Mio. lagen.

Und nun die Frage, wie soll man ein Unternehmen bewerten, mit diesem Umsatz.
Nehmen wie eine MarktkapitalisierungsUmsatzMultiplkikator von 10, dann würde Sequenom eine MKP von 900 Mio. haben.
Heute hat SQNM eine MKP von ca. 550 Mio. .

Ich persönlich bin der Meinung, das SQNM in einem Markt mitgroßem Potential tätig ist, auch bin ich der Meinungen, das die Forecasts viel zu niedrig angesetzt wurden.
Aber, wenn SQNM, in der Tat "nur" 90 Mio. Umsatz im Jhre 2003 generiert, sehe ch erlich gesagt nicht allzuviel Potential.

Ich hoffe, ich irre mich.

MfG Sstocktrader.

[study]

May 11 /PRNewswire/ -- SEQUENOM, Inc.
(Nasdaq: SQNM - news) today announced that it has
entered into an agreement with Genaissance
Pharmaceuticals, Inc., a leading population
genomics and informatics company, to establish
SEQUENOM`s proprietary MassARRAY(TM)
system as the platform for Genaissance`s high
throughput HAP(TM) Typing facility. The
agreement follows an initial MassARRAY system
placement at Genaissance, which will now purchase
at least two additional units. The facility is designed
for the high-throughput analysis of genomic variation
markers in clinical samples for Genaissance`s
internal and external programs.
Further to the agreement, SEQUENOM will develop
assays for Genaissance`s proprietary HAP(TM)
Markers. Derived from the technical term
``haplotype,`` HAP(TM) Markers are a precise
measurement of genomic variation. Genaissance is
seeking to discover HAP(TM) Markers for all of the
pharmaceutically relevant genes and will use
MassARRAY as an important element of its
HAP(TM) Technology to validate associations
between drug response and its HAP(TM) Markers.
``We are pleased that Genaissance, a leader in the
application of population genomics, has chosen
MassARRAY as its preferred technology for the
measurement of genomic variation,`` said Hubert
Koster, Ph.D., SEQUENOM`s President and CEO.
``This agreement illustrates the utility of our
MassARRAY technology, particularly in the clinical
drug development phase, by allowing Genaissance to
provide a validated HAP(TM) Marker portfolio to
pharmaceutical companies that need high-quality
genotyping in their population genomics projects.``
``Highly accurate HAP(TM) Typing is a critical
component of our HAP(TM) Technology and we are
confident that the quality and throughput of the
MassARRAY system is ideally suited for our needs,``
said Gualberto Ruano, M.D., Ph.D. Chief Executive
Officer of Genaissance. ``This agreement with
SEQUENOM together with our HAP(TM) Markers
and DecoGen(TM) informatics system will allow us
to more effectively market a fully integrated solution
to the pharmaceutical industry.``
Genaissance Pharmaceuticals is a leader in
commercializing population genomics and
informatics to improve the development, marketing
and prescribing of drugs. Genaissance applies
population genomics, the analysis of genomic
variation within diverse groups of people, to discover
proprietary HAP(TM) Markers that are predictive of
which patients will respond effectively to a drug. In
combination with the DecoGen(TM) informatics
system, and HAP(TM) Typing of clinical samples,
Genaissance offers the pharmaceutical industry a
fully integrated genomics solution, HAP(TM)
Technology, for developing ``smarter`` clinical trials
and improving the sales of approved drugs.
Genaissance is located in Science Park, adjacent to
Yale University in New Haven, Connecticut.

[Rainolaus]

Das werden mehr als 90 Mio. in 2003... Das spüre ich...

[Midi2000]

was mich bzgl. SQNM noch interessieren würde.
Wie hoch ist der Umsatz je verkauftes System?
Hat da jemand eine Vorstellung oder noch besser konkrete Zahlen?
Wenn ja, dann postet es bitte.
CU