Reddit Posts
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
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.
This is what I hope happens: My stock breaks even at my cost basis, I sell for a tiny profit because I'm glad it recovered. It pumps into oblivion, and I have to convince myself it's better to break even than to have lost. SOLD ADSK, EL, FL, JWN, LCID, ILMN, SNOW before today. Some this week, some last week.
No idea on Uipath. TDOC sell. PACB I'd probably sell. ILMN to me is such a wild case that nobody really talks about much - that was my largest position years ago and it was such a quiet, elegant growth story and that really has almost completely crumbled - just total mismanagement and the Grail situation is probably not over. ILMN could be a turnaround story over time but I don't think it's ever the growth story it was again.
Sell PATH around $23 TDOC is likely due for a bounce to 2x+ these levels but may take a year or more PACB is a get out at whatever you can stock ILMN has a lot more downside ahead after a potential moderate bounce but should eventually return to triple digits (again may take a year or more) I’d say sell PACB immediately and decide your holding period willingness on the others. You’d need a lot of patience with TDOC and ILMN.
The same things I’m doing tonight…crying about my $130 cost basis on ILMN
Seems like there’s a lot of good opportunities there at the moment to me. Yesterday bought a lot more ILMN and some MDT.
Call+Put ILMN, Call+Put ALK, Put CTSH, Put DVA, Put EXPD, Put LH, Call MGM, Call CCL, Call CHRW, contact me if you need more tickers and/or if you are significantly wealthier by next week (hold for at least one week)
First off, other than maybe ILMN, the companies you’ve listed are all very nascent and therefore I’m very risky. If you’re just looking to 2x your investment, stick with more mature companies like TMO (more on them below). These other companies are small enough that, if it hits, you’re probably looking at 10-100x over a decade or less. I discuss this a bit later too, but suffice it to say, if you go that route, be ready to lose 90% of your investment. OK, on to the companies: ILMN is fairly mature sequencing tech, and therefore stands apart from the others. Another commenter already spoke on them, and I agree with their stance. You could throw a few other companies in that pool alongside PACB, such as Agilent, TXG, and Oxford Nanopore. These companies are primarily focused on still new-ish tech, and don’t have a moat anywhere near as deep as TMO, so somewhat risky. TMO, btw, has been growing pretty rapidly, is very stable, and is currently at a low, so it’s a much safer bet than anything else on this list. It also has a good track record for payout (IIRC 2x financials over four years or so, which is a big deal for such a mature company). The others are all therapeutics based on very new tech, and so are very risky. One or two of these (even one that isn’t listed), will probably hit it out of the park and explode. Some will get bought by the likes of PFE or Merck. Most will crash and burn. I currently own CRSP, but it’s a very small part of my portfolio. Held EDIT and NTLA very briefly but luckily dumped them before they really started crashing. After a fair amount of DD I ended up investing in VRTX instead. It’s a much more mature company with a more mature pipeline and decent IP that isn’t afraid to try out new tech. VRTX is partnering with CRSP on their CRISPR-based blood disease targeted therapeutics. In other words, they’ll bounce if CRSP hits a home run in this field, but also won’t collapse on a single strikeout. Out of all of the CRISPR-based therapeutics companies, CRSP probably has the easiest path to success given their focus on very well-characterized blood-based disease targets/pathways. That is to say, it’ll be much easier for them to clear FDA approval than anyone else.
"We're in an AI and health tech boom" The real concern is that people get swept up in this sort of thing and then everything that seems remotely innovative seems like a good investment when it's not. Basically, "Cathie Wood"-ing. ME was never a particularly great business to begin with - ILMN has had some very significant issues lately, but the boom in 23 and Me type services and ILMN usage came and went a while ago so there was indications of issues apparent at least a few years ago. From early in 2020: "The major reason for the downsizing? Simply put, consumers aren’t buying as many at-home DNA tests as they used to. The first sign came in the summer, when Illumina, maker of the DNA sequencing machines that are used by Ancestry and 23andMe, acknowledged in an earnings call to investors that the category had hit a lull. CEO Francis DeSouza didn’t share an explanation for that, but noted that Illumina was taking a “cautious view” of the opportunity in the near term. Orasure , maker of the spit tubes used by consumer DNA testing companies, has also seen its stock take a hit." https://www.cnbc.com/2020/02/07/how-dna-testing-companies-like-ancestry-and-23andme-can-survive.html ("Consumer DNA testing hits a rough patch: Here’s how companies like Ancestry and 23andMe can survive") So you have a thing that was a fad for a while, cooled off a few years ago and pivoting was/still is questionable, not to mention other issues.
been investing in stocks (not ETFs) since 2010 and counting. I was in a similar boat and was super scared to put in my hard earned money. Despite being scared my FOMO emotions got the best out of me because a colleague of mine bragged about how he 30Xed his money by investing in some bailed out institutions back in 2009 and naively fell for it and invested in companies like Citi group, OfficeMax, OfficeDepot, Target etc. without doing any research. 3 years later most/all these companies didn't do anything, the money I invested was close to the same amount and it felt like I wasn't getting anywhere. disappointingly, I kept digging to learn more and stumbled into Peter Lynch's investing principles, read up on it they are completely common sense based. One of the key take aways is pick industries that you are closely familiar with. Simple, yet despite me being in tech I ignored companies like Apple, Amazon, Google, Facebook etc. By then many of these companies already rallied by several 100s of %. Here are some thoughts and questions I dig around with my investment approach 1. Invest in industries you are familiar with. 2. Learn how to reach a company's income statement, balance sheet and cash flows. Unfortunately most of the finance tools out there do a shitty job of representing this information in a intuitive way for retail passive investors like me. 3. Is the CEO also the founder of the company? 4. Is the CEO a great story teller? 5. Even if the company is not profitable, could then turn in a profit in the next 12 to 18 months? and is the company re-iterating this in their earnings calls. 6. Invest only money that you won't really need it for at least 3 to 5 years or more? Its not that difficult as long as you have the patience and determination to stick on and not give up. While I lost a lot of money with many investments like Citi, OfficeMax, Depot, Intel many more. Trust me, if you happen to find a few home runs it will make up for all these other misreads. My few home runs till date are FAANGs, AMD (got in at $3), ILMN (got it at $30 and sold at $300) and of course TSLA (got in at $6 and still riding it)
I’ve had a similar experience with ILMN. Held too long after the Grail acquisition started to go sideways, and while I exited still up by a good multiple, by waiting I turned a homer into a double. Fwiw, I’ve been investing for a long time and every 5-10 years I catch a wave at the right moment like that, but if it’s not a “hold forever” company I have a hard time getting out before the party is clearly over to everybody else but me.
I yoloed 70k on ILMN so I guess I'll check the chart every 5 minutes
Raytheon $RTX, Illumina $ILMN, $ETSY, Dollar Tree $DLTR, Discover Financial $DFS, Chewy $CHWY, Conagra $CAG, Hershey $HSY, and Norfolk Southern $NSC all hit new 52 week lows today Saw on Twitter So bearish subprime banks, low end consumer retailer, candy and industrial?
I know ILMN has some problems, but I think many will be kicking themselves in a year for not buying at these prices.
> watching ILMN The Grail situation should have gotten much more press. They spin off a company, decide later they want to buy it back, overpay, ignore the EU regulators and close the deal and now are going to have to spin it out at a lower valuation and pay fines. Worth a read https://www.nongaap.com/p/illumina-ceo-abruptly-resigns, https://www.nongaap.com/p/illumina-malignant-governance
I like buying into panic/fear/doldrums of negativity, currently watching ILMN and TGT. Already own DIS, BABA, PYPL. Any other ones I should keep an eye on?
I'm 50% VTI because I believe in diversification. I'm 30% AAPL, MSFT, GOOG, AMZN because I believe in aggregation theory. I'm 10% YOLO (TSLA, ENPH, SQ, ILMN, etc) because I love to gamble. I'm 10% cash so I can buy the dip. It's okay to be overweight in tech, but you better have the conviction to double down if it drops 50%.
* RKLB: SpaceX competitor. #2 for 1% the price, but not profitable yet. Neutron launch in 2024 so that's pretty hype. * ILMN: ASML of genetic sequencing. They used to be profitable but made terrible deals in 2022. * PLTR: Apple of analytics software. They are in a good position to provide a platform to streamline the implementation of LLMs. Profitable for 2 quarters straight.
Illumina ILMN. They created the technology for Grail, then decided to spin Grail off. Less than 2 years later they decided to buy Grail back. Got blocked by the SEC and the EU. Finially won legal battle with SEC, bought Grail for an enormous amount of money, without EU approval. Now EU is making them undo the deal and spend another obscene amount of money. Now there was just a proxy vote to oust the CEO. Some of the other execs are incompetent too but they are still there. This company once held enormous competitive advantage in the DNA space. Meanwhile my stock value plummeted. I am out. There is no happy ending here.
ILMN to 220 tomorrow AMD to 90 SNOW to 180
My short term opinion of ILMN: if Icahn gets what he wants, the stock will go down, if he doesn’t, the stock will go down. If they beat and raise the stock will go sideways. It’s over priced.
>CARL ICAHN BLASTS ILLUMINA FOR NEARLY DOUBLING CEO’S PAY DESPITE STEEP DROP IN MARKET VALUE- CNBC $ILMN ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2023-03-31 ^12:21:28 ^EDT-0400
Two years ago my boss told me to buy ILMN. It was in the mid-400s at that point. I’ve got my performance review today. Considering asking him how that position is going for him.
ILMN - biotech - storing data on DNA
Morning all. ILMN at 210 by Feb 17 NFAdvice.
ILMN - The market for genomics, cell and gene therapies, multiomics etc is only going to increase.
​ https://preview.redd.it/4xob5g95bj9a1.png?width=1800&format=png&auto=webp&s=57b6d0e48271405fd42558ce24038b384f23ab46 It's selling ENPH is what really hurts. Would've had another 10x Course ILMN is dogging because of BS market shaping by the EUTC and FTC. Digging up the 2013/2014 TSLA snapshot will be harder. 
A little company called Singular Genomics. $OMIC. They have a working product that is 4x faster at 1/10 the cost of their market. Margins check out and appetite is there. Right now they are under-reporting their sales numbers so that bigger companies ($ILMN) don't sell at a loss to drive them out of business.
Earnings im watching today: Starbucks $Sbux PayPal $PYPL Monster $MNST Atlassian $TEAM Mecardo Libre $MELI Illumina $ILMN Square $SQ DoorDash $DASH Cloud flare $NET Coinbase $COIN Twilio $TWLO