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Biotech / Medical : Sequenom (SQNM) - where do we go from here?
SQNM 2.3900.0%Sep 8 5:00 PM EST

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From: dr_elis4/26/2014 4:19:13 AM
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SQNM competitor Ariosa files for IPO:
venturebeat.com

Very risky, if SQNM prevails in the legal patent battle Ariosa goes belly up. The original legal win for Ariosa was highly controversial - SQNM has good chances to make their appeal a success. If the appeal fails basically no one in the NIPT space holds meaningful patents in the US rendering the market wide open for lots and lots of competition. In other words, while there are huge growth opportunities the competition will erode prices making an investment in NIPT companies fairly unattractive.

On the patent dispute between SQNM and Ariosa:
dilworthip.com
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