Benara
2021-10-17

$Bionano Genomics(BNGO)$The company has met my expectations as an investor. 


1) Data validation through publications and running of their own clinical trials for onco, haematological malignancies and pre/post natal testing. With good and reproducible data, the company can sell their machine to clinics and labs with lesser hiccups. 


2) Acquisition of Lineagen and Biodiscovery also works to produce more robust data for use in clinical settings alongside NGS. This goes well with the partnerships in China for the clinical testing market. 


3) There's still 200m in cash post acquisition, so the company can expand further. 


4) I know that the FDA approval is not necessary, but I speculate that the company will edge towards it once the clinical trials are completed.  Inertia and adoption friction is rampant in the healthcare industry, so the approval might be push that's needed to get labs and clinics to dump Karyotyping/CMA for next gen cytogenetics. 

Patience is the key with bionano. I'm long till 2025. 

今天什么值得买？晒晒你的交易计划！
今天你有什么交易计划？什么标的值得关注？在本主题下发帖，分享你的想法吧！
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精彩评论

  • ViolaWright
    2021-10-19
    ViolaWright
    5 years?? that's quiet a long term, everything will happen. Once everyone realizes the recent acquisition ONLY enriches a new executive team member and not the company’s revenue, this stock is going to drip more allllllll the way back to fair value: $1
  • richegg
    2021-10-19
    richegg
    我对明天的预测是6.00。积极但缺乏李斯特的收益等待着，这将进一步下降。然而，我们会在今年收到FDA批准的好消息，这应该会让我们在短时间内上升到20%。5年也许太长了，我会给你3年，自由2023年。如果你不能忍受等待，那么你最好逃跑，然后迷路。
  • VictorI.
    2021-10-19
    VictorI.
    I'm very agree with you, my fellow investors, be patient and stop expecting the price to sky rocket with every good news article. The BioDiscovery deal is expected to close by October 22nd and until then, nothing is set in stone. Once the deal actually happens, then we can start counting their assets and customers as ours. Stop putting the cart before the horse. The acquisition was a perfect play to build a solid position and a solid platform, and it will enable BNGO to carve out some market share from the current BIO landscape.
  • RalphWood
    2021-10-19
    RalphWood
    Imagine owning this trash…. Just like PACB, Palantir and anything Cathie wood, it’s hype and trash. I know she doesn’t own this stock as it’s too trash even for her lol
    • RogerHenderson: 
      Go away, you bring nothing new to the table. Just the same over and over
  • AaronJe
    2021-10-18
    AaronJe
    There are still 5 years to 2025, so long.
    • fishhhh: 
      Nothing worse than when people come to the board and tell us how smart they were because they sold and now condemn everyone who has invested in the stock. I don't believe such people, even one word! hold it!
  • JackJackson
    2021-10-19
    JackJackson
    它还需要大量的现金，高昂的费用，而且没有盈利……简单地说，我不能在这里买回来。
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