Reddit Posts
$ILMN may be one of the strangest Trump–Xi summit trades hiding in plain sight
$QSI BIGGEST CATALYST IN ITS ENTIRE HISTORY IS THIS YEAR 2026 AND IT IS INCREDIBLY UNDERVALUED at 0.88. A full overview of its insane flagship technology "Proteus" and recent expectations.
Why I’m pivoting to TechBio $RXRX while everyone is distracted by the Powell investigation and $4600 Gold.
As I've said before, Disney will completely cease to exist early this year.
Disney will completely cease to exist early this year.
Disney will completely cease to exist soon after this year.
Disney will completely cease to exist soon after this year.
CRSPR, Intellia, Beam, Pacific Biosciences, Illumnia, Editas, Invitae... Will any of these companies be huge in the future?
Hot Stocks: ZIM, ZYXI rise; PRVB, SGEN jumps on M&A deal; ILMN, up; ZEV, FRC, SCHW slide
Stocks in the Spotlight: First Republic, PacWest Bancorp, JPMorgan, and Illumina - What You Need to Know Today!
It’s still not late for $BNGO Party
Immunotherapy, Cancer Treatments, and Genomics ETF's and Stock picks
Immunotherapy, Cancer, and Genomics ETF's and Stock Picks
Why I’m long on long read DNA sequencing ($PACB, LON:$ONT)
$XCUR next leg up incoming imo. I think this is the dip. I mean insiders are holding from $1 range. That includes the founder of $ILMN anyone chasing pennies could get stuck here once this starts moving on partnerships.
I’m holding $XCUR because id be more pissed off missing a major run to $15 like $BNGO did than for it to go back to .15 - major partners here and founder of ILMN backing it along with Horizon CEO
The founder of $ILMN which trades at $300 per share owns 2 Million shares at $1.21 of $XCUR he has NOT sold. I’ve gone through all the filings. Exicure should not be here.
The founder of $ILMN which trades at $300 per share owns 2 Million shares at $1.21 of $XCUR he has NOT sold. I’ve gone through all the filings. Exicure should not be here.
Another thing to note on $XCUR the founder of $ILMN which trades at $300 per share has 2 million shares at $1.21 that he bought… and he’s holding. I’ve never seen so many big time bios involved in such a small cap bio ever.
$XCUR final bit of DD. Co-founder of $ILMN (trades at $300 a share) bought 2 Million shares at $1.21 never seen so many big bios involved on such a small bio esp one trading at 16 cents.
BNGO - The Future of Genomics
BNGO. Will ILMN make a move on BNGO by the end of 2021? Is Saphyr the new standard in Diagnostic Testing globally.
BNGO. Will ILMN make a move on BNGO by the end of 2021? Is Saphyr the new standard in Diagnostic Testing globally.
Overlooked stocks that supply growing industries
My $BNGO DCF model. High upside potential, high Short Interest.
Best genetic company at d 10% valuation compared to peers.
FLGT. Best genetic company at 10% valuation compared to peers.
PROG . Short interest 33-% unreasonable or not you decide .
FLGT - great genetics testing company making ~1b$ - EPS 12.5$ trades at 73$ . 30% float shorted.
Twist Bioscience (TWST) - great biotech play and also working with Microsoft on the future of data storage. Let me know what you think!
Here is a Market Recap for today Tuesday, April 6, 2021
Here is a Market Recap for today Tuesday, April 6, 2021
FTC files suit against Illumina (ILMN) to block vertical integration with Grail
FTC sues Illumina (ILMN) to block vertical integration with Grail
Mentions
ILMN 145C, Poet 10C, Spce 4+5 puts (iv crashed). Steak time.
There have already been hyped up names around AI drug discovery like RXRX; a name that I said a while ago that I thought was a short and wish I would have. "$CRSP, $NTLA, and $BEAM" All Ark-y names that have generally not traded that well over the last 5 years or so. I like investing in biotech, but don't own any of these. " $ILMN is building the infrastructure behind the industry," I'd rather own TMO than ILMN but life science has continued to be awful post-covid given overcapacity and other issues. I think AI would be particularly useful in terms of things like medical imaging - not long those names but that hasn't worked out well yet either - GEHC and the rest of medtech have had a lousy year. I'd like healthcare to be a more meaningful beneficiary of AI but I have yet to see the kind of meaningful progress I'd like. Most of it has been hype with little to show for it (rxrx)
NOW and ILMN became my winners today
ILMN looking good last few days
I think ILMN is a good bet and hedge out of AI stocks. CEO was also there…
ILMN 145C. No idea what I’m doing =]
Biotech Cathy Woods biotechs such as twst and ILMN finally having their day in the sun. Boomers want to live forever.
MU and ILMN can you do something or fuck off? Please?
I'll sit and watch ILMN and wonder why I picked this stock as my first time ever buying a call option...
ILMN calls after China appearance for sure. Or I'm just refarded also
MU and ILMN. Calls for both.
ILMN definitely needs that sweet Chinese RMB
ILMN, MU, F. Did a silly ILMN 7/17 $200 call after the regard yesterday made that post. Why not.
Well why didnt you say so? All in $ILMN so I can goon to steam smut in a mansion
I hold ILMN stock and I approve of this message. Biotech is growing in the shadows while AI sucks up all the oxygen. Twst is another good play.
Gemini pro worked great on TEM, TWST and ILMN earnings, each time it correctly interpreted earnings and even the earnings call, identified the sell over reaction and I was able to make bank on shares on the bounce back.
So I was watching an old Ancient Aliens episode the other day because I wanted to be reassured that the answer to everything is "aliens did it". Anyway, they were talking about storing data in synthetic DNA. I did some research and it is a real thing. TWST and ILMN are the tickers that are pure plays. I am up 5% since I bought them on Friday. I would be up more, but I started light and slowly bought more the last couple days.
ILMN beat earnings, guess Cathy Woods was right.
Good! I sold a third of my pltr calls so worst case scenario I make only a little Sold my ILMN calls for 200% gains Lost all my overnight spy puts I entered overnight amzn puts Let those print
QSI has the potential to be the ILMN of proteomics. I try to accumulate whenever it’s below a dollar
Yeah I'm surprised ILMN is holding up as well as it is, esp since I have some ILMN shares. Are the GRAL results that bad? Seems more like a mixed bag to me.
I guess I am glad Europe blocked ILMN from that aquisition
Nothing wrong with pharma as they add value but avoid insurers. Recently loaded up on ILMN, ISRG and TWST shares. Lots of wealthy boomers.
MELI, RBRK. Not watching, bought both of them during last two weeks. I also keep ILMN since last year, I will not sell it at all. High risk high reward play is Caris Lifescience. it is even low risk, high reward.
IMO, RXRX is a very Cathie Wood stock. It conceptually sounds appealing/exciting theme but when you look at ARKG over the last 5 years, you can see the "hype years" and you can see the years where healthcare is struggling and fundamentals matter. In the latter (2021, 2022, 2024) , the fund has been at the bottom of the category. When you look at the long-term? 3YR/5YR/10YR the fund is at or near the bottom of the category. IMO, if you have one of the greatest growth investing periods that I've ever invested in and the 5 year chart is just a continual erosion, there's something amatter. Recursion merged with peer Exscientia in August 2024. If this was such a compelling area, why would that company sell itself way off the highs? The merger hasn't seemed to help RXRX either. In terms of trials: REC-994 (Cerebral Cavernous Malformation): Recursion's lead candidate failed to demonstrate convincing efficacy in Phase 2. While it met the primary goal of safety, long-term extension data showed no promising trends in MRI or functional outcomes, becoming indistinguishable from natural history. REC-2282 (Neurofibromatosis Type 2): Development was halted after preliminary Phase 2/3 data from the POPLAR-NF2 trial showed limited tumor shrinkage and clinical activity. While the 40mg dose passed a futility threshold, the totality of the data did not justify further investment. REC-3964 (C. difficile Infection): Despite being the first new chemical entity developed through the "RecursionOS" platform, this Phase 2 program was discontinued in May 2025. The company cited a strategic decision to focus on other areas rather than clinical setbacks. REC-4881 (Solid Tumors): A pause was announced for this drug specifically targeting solid tumors, though it remains in development for other indications like FAP (Familial Adenomatous Polyposis) where it has shown more positive results. The company has been around for a bit now and when you look at the pipeline, there is one thing in phase 2, nothing in phase 3, the rest are all phase 1/pre clinical. Looking at a discussion on r/biotech: "Think it came up in another thread, but they just don't give the vibe they know what they're doing in clinical development. It's hard to say it exactly. But somehow they don't talk like they understand how hard it is to actually get something to market and what needs to be done to make that happen." (https://www.reddit.com/r/biotech/comments/1f8icsi/with_few_specifics_recursion_underwhelms_with/ - another thread: https://www.reddit.com/r/biotech/comments/1klmsi1/what_do_you_guys_think_of_recursion/) Also, I wasn't even aware the CEO stepped down a couple mo ago. Again, not saying this is a zero and don't want to be harsh but I just think this is one of those things where the results haven't matched the hype. The stock is 33% short (which says something) so any good news and could get a short squeeze. There is some cash to get through the year and there is a pipeline, but nothing in that pipeline is in stage 3/is seeming to generate that much excitement. IMO, AI around genetic testing (TEM, GH, former ILMN spin off/source of controversy GRAL, NTRA) has been an investment theme that has delivered a lot more than AI drug discovery - at least at this point.
not a commonly spoke about stock but illumina (ILMN) is the major player in genomic sequencing and testing. With increasing shifts towards personalised medicines and early identification of disease, ILMN could be set for major growth in years to come. Spain have just started subsidising genetic testing for personalised medicines so depending how that goes more countries could follow suit :)
I thought GRAL would go to the moon after spinning off from ILMN but it still hasn’t
XBI exposure, when the news of pharma tariffs happened, sold a bunch of puts, which turned into 15k gains. Then used that to buy picks and shovels and some specific names. Now I have XBI, IQV, ICLR, REGN, BIO, BRKR, AVTR, EXAS, ILMN, also many big biotech.
ILMN’s Adjusted EPS: $0.36 vs analyst expectations of $1.01 (64.4% miss) That’s a big miss that led to a big drop in the stock price after earnings announcement
> You typically should sell on two occasions: a.) you need money, and b.) your thesis for the company has changed. The latter typically meaning you don't think the stock price will continue appreciating in whatever time frame you're looking at the stock in the context of. True, however which category do you think do PYPL and ILMN fall into in the last 3-5 years?
$ILMN great sector for growth. I’m long
"'NIH halts grant terminations 'effective immediately,' email says'" - interesting dont see a good source but ILMN/BRKR were moving I think from that headline
The announcement for the June 2025 S&P 500 rebalance was made after the close of trading on Friday, June 6, 2025. Here are the changes: Additions to the S&P 500: * CrowdStrike Holdings Inc. (CRWD) * KKR & Co. Inc. (KKR) * GoDaddy Inc. (GDDY) Deletions from the S&P 500: * Robert Half Inc. (RHI) * Comerica Inc. (CMA) * Illumina Inc. (ILMN) These changes will be effective prior to the open of trading on Monday, June 24, 2025. This rebalancing is part of the regular quarterly review of the index to ensure it accurately reflects the large-cap segment of the U.S. equity market. The addition of technology-focused companies like CrowdStrike and GoDaddy, and a major private equity firm like KKR, reflects the evolving landscape of the American economy.
ILMN. There was large scsle buying last week if you look at the candles.
ILMN holy shit. The chart from COVID. Cisco level disaster
Look at ILMN. China banned them this morning. American innovation dumping
Looking at $ILMN chart. There is no way insiders didn't already know about what will happen, the stock is down 41% YTD
>China’s finance ministry said it will impose tariffs of 15% on chicken, wheat, corn, and cotton imports from the U.S., while soybeans, sorghum, pork, beef, fruits and vegetables, aquatic products, and dairy will face a 10% tariff. >China’s Commerce Ministry added 15 U.S. entities to an export control list and added 10 U.S. firms to a list of unreliable entities. The measures will take effect from March 10. >One of the companies targeted by Beijing was Illumina Inc (NASDAQ:ILMN), which is now banned from exporting gene sequencing machines to China. Now that finally look like a proper retaliatory tariffs. 2018 China barely fight back
Poor ILMN china singling them out specifically for death
Full-ported ILMN. Wish me luck regards!
Y'all do I buy the ILMN dip or go for AI???
ILMN 
I would like to add that sentiment changed for different speculative groups from 2021 to now. Coming off from COVID, everyone was thinking biotech. Therefore, stocks like MRNA, CRSP, and ILMN were hyped. Now the hype is about AI, so stocks like PLTR are being hyped.
AXON is being added to the NASDAQ 100 (QQQ) during its upcoming reconstitution. Moderna (MRNA), illumina (ILMN), and super micro computer (SMCI) are being removed and Axon (AXON), Micro Strategy (MSTR) and Palantir (PLTR) are being added. Changes will become effective prior to market open on Monday, December 23rd 2024
Was Friday after hours close 8pm. MSTR AXON PLTR in; MRNA SMCI ILMN got kicked out. There's money to be made tomorrow in every one of those stonks. We ride at dawn. 
NASDAQ 100 says: Hello: PLTR , MSTR, AXON 🎉🎉🎉 Good bye: ILMN, SMCI, MRNA 👋😞
the following three companies will be removed from the Index: Illumina, Inc. (Nasdaq: ILMN), Super Micro Computer, Inc. (Nasdaq: SMCI), and Moderna, Inc. (Nasdaq: MRNA).
Top QQQ potential adds: PLTR, MSTR, AXON, EQIX Top regards to get kicked out: MRNA, SMCI, MDB, ILMN
Whoa what a similar track we've had. About 3 years into my work career, started investing in 2000. Maxxed out the HSA once it was available to me in like 2010. Also lost about half my value in 2008-2009. I was in set it and forget it mode the whole time. I'm 49 now and the investments hit 2.1M this week. The HSA is at 130k. I only dabbled into one stock once, which was ILMN. Wish I never did that.
AMD, NVDA, EPH, AAPL, ILMN, VRT 30 Days
ILMN looking attractive at these prices. PACB, their main competitor is running out of cash fast. TMO isn't putting that much effort into next gen sequencing. It seems like ILMN will be a monopoly for the foreseeable future. We are getting to the point where LLM context length is getting so large that we can fit an entire human genome in the prompt. I'm betting genomic data will be very valuable in the near future. ILMN is the picks and shovels play for this soon to be (hopefully) trend.
Thanks for the intel. So, can you directly invest in Grail right now, or do you need to buy shares of ILMN? If the latter, what happens if Grail becomes its own free-standing entity in the future? Sorry for potentially dumb questions...I am a novice with M&A stuff. Thanks again.
Saw this thread--Grail just got re-spun out from ILMN. Say they are going for FDA approval in 2026. Still unfolding story about valuation. June 30th quarterly will help but right now, could be a bargain. I'm trading it right now but looking to accumulate too.
Any time there is a corporate action, like a split, acquisition, or spinoff, google: theocc XXX option adjustment Where XXX is the ticker of the option contract you are interested in. When I use ILMN in that search, I get: https://infomemo.theocc.com/infomemos?number=54734 If you need help interpretating that memo, you can read our wiki article here: https://www.reddit.com/r/options/wiki/faq/pages/adjustments/ And more explainers here: https://www.reddit.com/r/options/wiki/faq/#wiki_option_adjustments.3A_splits.2C_mergers.2C_special_dividends.2C_and_more
A spin-off is one of the reasons options are adjusted. When dealing with an options adjustment, you can usually google "\[ticker\] theocc adjustment" to find the memo from the OCC describing the adjustment. Here it is: [https://infomemo.theocc.com/infomemos?number=54734](https://infomemo.theocc.com/infomemos?number=54734) What this means is that the deliverable has been changed from 100 shares of ILMN to 100 shares of ILMN, 16 shares of GRAL (not GRAIL,) and cash in lieu of 0.6667 GRAL shares (the cash in lieu amount not having been determined yet.) You can no longer simply look at the price of ILMN and compare it to 155 to see whether the option is ITM. You have to use the formula in the memo: ILMN1 = ILMN + 0.166667 (GRAL) A good brokerage platform will take this into account, and show you whether your option is ITM or OTM. Your option is way, way OTM and has no bids. This means you cannot sell it. This is typical with adjusted options. Liquidity dries up. All existing ILMN options were adjusted, but as new expirations are issued, they will be standard (i.e., on 100 shares of ILMN only.) When you find out there is going to be an adjustment, it's usually best to just close your position.
ILMN recently had a spin-off as GRAIL. My existing ILMN $115 9/20 call option started to track GRAIL instead of the original parent company. How is that possible? Did the underlying change for all the existing ones, some of them or none of them? Or does it depend on the option seller? I'm trying to wrap my head around it. https://investor.illumina.com/news/press-release-details/2024/Illumina-completes-the-divestiture-of-GRAIL/default.aspx
> Illumina, $ILMN. They're interesting, but how can they be burning money so fast (-4B in 2023, -1B in 2024)?
Illumina, $ILMN. Down 80 %ish from ATH. Huge almost monopoly in gene sequencing which is in constantly increasing demand.
here's the list of S&P additions/deletions: [https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20240607-1472747/1472747\_finaljuneshuffle546.pdf](https://www.spglobal.com/spdji/en/documents/indexnews/announcements/20240607-1472747/1472747_finaljuneshuffle546.pdf) Added: KKR CRWD GDDY Removed: RHI CMA ILMN
Did you take the $ILMN 115 monthly call suggestion? 
$ILMN monthly call
No one's holding ILMN?? I'm like 40% down.
You should consider entering the Icahn play $ILMN
ILMN it time for the rebound
ILMN and TMO for the picks and shovels play
I traded ILMN from 100 to 130. Waiting for a pullback to 120.
I like ILMN. Illumina is the “picks and shovels” equivalent of NVDA for the genomics industry. They manufacture tools for gene sequencing. Long term, genomics is going to be the next revolution in pharmaceutical drug development. The stock has declined a lot and a few weeks ago Carl Icahn bought a long position. He is likely to light a fire under management. I wouldn’t buy a lot — but a small long position might do well.
Check out TMO, ILMN, and PACB. They are the equivalent of ASML in the NGS industry. TMO is the safest pick because they are diversified. ILMN is facing short term issues but they are the leader in NGS tech. PACB is the long shot trying to surpass ILMN.
TSLA, ALB, ADM, ENPH, and ILMN calls 
ILMN going up for sure
ILMN 125P 02/16... Talk me out of it
made over 12% on DIS after the earnings call yesterday. In on ILMN, NET, PEP for today's earnings report expect at least 2 of them to go up by at least 5%. Go in on ILMN!!!
I thought this was ILMN, which sure would be nice. But unlikely
Who bought ILMN show me some hands
what is happening to ILMN ?
ILMN ENPH ASML TSM and maybe SEDG(higher risk)
Where do you get these predictions from? Why do you think ILMN will increase by 60-70%? I’ll join ya and become a big supporter if you got any quick reasons for these predictions.
Bull case on ILMN? Id like to hear it
So far all roads lead to $PACB and $ILMN make dna sequence machines. Drug companies buy these to do drug research but they need compute to process all the data. One day a drug company will get very good at this but the clear winners are unknown.
i'm hoping my calls will print - ILMN, ANF, MRNA and hoping these 1100 shares of a certain IPO stock i bought in a frenzy today that are down 50% bounce
ILMN has done a fantastic job of destroying value since mid-2021 and this year I tapped out. I'm up overall because I invested a long ass time ago, so it's not a paper loss by any stretch, but the stock dropped 80% from ATH this year. It may have hit the bottom but until the new management shows they don't have their head up their ass they can fuck off. They had global domination of the sequencer space but they also have patent issues so who knows if they can continue to hold their position.
Saw some mentions about bio and theraputics, etc…, so I’ll throw my hat in for a few that I hold and am looking to add to: ILMN, EDIT, CRSPR When they rip, they rip hard.
ILMN has squeezed about 30% since last ER.