SQNM , Wo ist der "Wurm" in der Firma? - 500 Beiträge pro Seite

[Tasillo]

Was ist los? Der NBI ist am steigen,SQNM hat 5 mal aggess.kaufen.,doch der Kurs fällt.

Kann mir jemand mal kurz erkären was da nicht passt.

Grüsse Tasillo

[puhvogel]

Wer "aggressiv kaufen" schreibt ist in der Regel aggressiv unseriös. Du meinst vermutlich "strong buy" oder so.
Die Firma macht keine Gewinne, müsste sie aber, das sie Zulieferer ist und kein Monopolist ist.

[Mr.Taco]

Das stimmt leider. Habe mich persönlich trotzdem von dem günstigen Kurs anziehen lassen und beim ATL zugeschlagen. Kurs ähnlich am Boden wie z.B. bei Genescan.Lasse mich gerne
überraschen und nörgel nicht wenn es weiter runter geht.

[puhvogel]

Die könnten durchaus ein Kauf sein, denn die haben alle Hosentaschen voller Geld, die quellen schon über, so dass sie beinahe in mein Mauerblümchenthread passen würden. Dafür verbrennen die aber noch zu viel Geld.
Allerdings müsste ich für eine Empfehlung deren Geschäftsfeld gut verstehen, und das tue ich nicht. Selbst in den Gelben Seiten habe ich niemanden unter Sequonom-Experte gefunden.
Vielleicht findet sich hier noch jemand?

Wenn die irgendwann in einem Quartalsbericht ein echtes + stehen haben, dann schiessen die nach oben.

[puhvogel]

Ich habe mir gerade deren Bilanz angeschaut:
Eigentlich verbessert sich die Lage etwas. Die Umsätze steigen sukzessiv, die Kosten bis auf die administrativen Kosten nicht in gleichm Maße. Allerdings ist der Posten "Selling, general and administrative expenses" leider immer noch fast so groß wie die Einnahmen des Unternehmens, letzterer ist aber wenigstens mittlerweile größer.
Die müssen ganz schön strampeln, wenn die mal profitabel werden und überleben wollen.
Nichtsdestotrotz habe ich schon viele viel schlimmere Bilanzen gesehen.
Und die besitzen natürlich noch die Gendatenbank. Wenn SQNM aber pleite geht, dann verdienen nur die Gläubiger und Banken daran.

[puhvogel]

Schade ich sehe einfach nicht, wie die ihre Kosten unter Kontrolle halten können.
Wednesday July 31, 6:30 am Eastern Time

SEQUENOM Reports Second Quarter 2002 Financial Results
SAN DIEGO, July 31 /PRNewswire-FirstCall/ -- SEQUENOM, Inc. (Nasdaq: SQNM - News) today reported financial results for the second quarter ended June 30, 2002. Revenues for the quarter increased to $9.2 million, compared to $7.4 million for the second quarter of 2001. The revenue growth was predominantly attributable to an increase in genetic services provided to the Company`s collaborators and the strong demand for MassARRAY(TM) consumables. Revenue for the six-month period ended June 30, 2002 increased to $17.8 million, compared to $12.6 million for the same period in 2001.
SEQUENOM`s total costs and expenses for the quarter were $24.7 million, compared to $17.6 million for the second quarter of 2001. The expenses for this quarter include a $3.0 million charge related to the closure of the Uppsala, Sweden facility as a part of the continued integration of Gemini Genomics plc, acquired in September 2001. The increase in costs and expenses during the quarter were primarily driven by the expansion of the Company`s disease gene discovery efforts. For the six-month period, expenses were $45.7 million compared to $31.9 million for the same period in 2001.

The net loss for the second quarter was $14.5 million, or $0.39 per diluted share, compared to a net loss of $8.7 million, or $0.36 per diluted share, for the second quarter of 2001. Excluding the $3.0 million integration charge, the second quarter loss in 2002 was $11.5 million or $0.31 per diluted share. The net loss for the six-month period was $142.4 million, or $3.80 per diluted share, compared to $15.7 million, or $0.65 per diluted share for the same period in 2001. Excluding the cumulative effect of the adoption of FAS 142 of $116.9 million in the first quarter of 2002 and the $3.0 million integration charge recorded in the second quarter of 2002, the net loss for the six-month period was $22.4 million, or $0.60 per diluted share. On June 30, 2002, the Company held cash, cash equivalents and short-term investments totaling $114.2 million.

The Company began reporting its financial results in the context of two distinct business units in the first quarter of 2002. SEQUENOM Genetic Systems derives revenue from MassARRAY systems sales, consumables sales and genetic services. This unit sold nine MassARRAY systems during the quarter, raising the installed customer base to 75 systems. The MassARRAY system is SEQUENOM`s industry leading product line for high performance analysis of genetic variation. Revenues for the genetic systems unit for the second quarter were $9.1 million. Gross margin for the quarter was 42 percent, while total costs and expenses were $15.2 million.

SEQUENOM Pharmaceuticals includes activities related to genetic discovery, validation of candidate genes, target discovery and ultimately, creating and developing diagnostic and therapeutic products. Revenues for the pharmaceutical unit for the second quarter were $91,000, resulting primarily from licensing income and grants. Costs and expenses for the quarter were $6.5 million, excluding the $3.0 million integration charge.


Company Highlights
-- Genome-Wide Scans Completed Using Largest Marker Set Available. The
Company completed two independent high-resolution scans of the human
genome using a portfolio of 25,000 genetic markers. SEQUENOM`s
genome-wide marker set, the largest of its kind commercially available,
consists of gene-based single nucleotide polymorphisms (SNPs) spanning
the entire human genome with concentrations in gene-rich regions.
-- Scans Genetically Identify Candidate Genes. The Company`s initial scan
for genes linked to age-related diseases tested pooled samples of DNA
from nearly 1,500 individuals across the 25,000 markers. As a result,
SEQUENOM identified a comprehensive portfolio of candidate
age-dependent genes, suggesting associations to diverse adult onset
diseases such as cancer and cardiovascular disease. A subsequent scan
comparing DNA from more than 1,000 melanoma patients and controls
yielded a separate portfolio of potential melanoma-related genes.
-- Demand for MassARRAY Technology Driven by Leading Players in Genetics.
SEQUENOM`s nine MassARRAY system sales for the quarter included the
placement of an enhanced system at the Genetic Research Center, a joint
institute formed by GlaxoSmithKline and the Max Planck Society.
-- Strategic Relationship Formed with Global Technology Leader. SEQUENOM
announced a joint research agreement with Samsung Advanced Institute of
Technology (SAIT), Samsung`s primary research and development center in
Korea. The agreement represents SAIT`s first significant venture in
DNA technology and analysis. The collaboration will include
genome-wide scans to identify potential disease-related markers. The
two parties will share commercial rights to disease gene discoveries
and other intellectual property generated under the research
collaboration. SAIT has already purchased multiple MassARRAY systems
from SEQUENOM.
-- New Product Developed for MassARRAY Platform. The Company has
developed and published a method for rapid large-scale bacterial
identification. This novel approach can be used to determine the
genetic "barcode" of any bacterial specimen, and has proven effective
in other areas such as virus detection, sequencing and targeted SNP
discovery. SEQUENOM expects to commercially launch the SNP discovery
application during the fourth quarter of 2002 and the bacterial
identification product early next year. The Company also plans to
launch a DNA sample pooling product line later this year.
-- Innovative Project Award. Newfound Genomics, a wholly owned subsidiary
of SEQUENOM, was awarded $900,000 from the Atlantic Innovation Fund to
develop a comprehensive and commercially viable clinical genomics
center in Atlantic Canada. The center will focus on novel gene
discovery, validation studies and a genotyping service for human
genetics. The total value of the project is estimated at $3.1 million.
Based in Newfoundland, Canada, Newfound Genomics is using clinical and
medical information in a state-of-the-art genomics laboratory to
identify relationships between genes, human health and disease.


"We continue as a leader in the genetics industry in both performance and innovation, as evidenced by our activities during the past quarter," said Toni Schuh, Ph.D., SEQUENOM`s President and Chief Executive Officer. "The successful completion of two high-resolution human genome scans using 25,000 genetic markers is remarkable. We have effectively demonstrated that the promise of genome-wide scans is now a reality, and the validated marker portfolio we used to accomplish this is commercially available. These scans have yielded a comprehensive portfolio of genetically identified candidate disease genes that will be further characterized through internal development programs.

"In addition, we continue to build on the success of our MassARRAY technology through the development of value-added products," Dr. Schuh continued. "We expect these enhanced capabilities to generate significant revenue streams for our genetic systems unit while helping us to better serve our growing list of high-caliber customers."

Webcast of Conference Call

SEQUENOM`s management will hold a conference call today at 10:00 am Eastern Time to discuss the second quarter results, as well as milestones and guidance for the remainder of 2002. A live webcast is available at http://www.firstcallevents.com/service/ajwz362450222gf12.htm… and through a link that is posted on the Company`s website at www.sequenom.com . The webcast will be available on the website through August 15, 2002. A telephone replay of the conference call will also be available for 48 hours at [phone] or [phone], reservation number 4856889