U.S. Stock Market Continues to Crater

17,908 Views | 342 Replies | Last: 2 hrs ago by DiabloWags
oski003
How long do you want to ignore this user?
DiabloWags said:

NATERA Q1 EARNINGS SOLID.

Revenues $501.8 million vs $367.7 million

37% YoY product growth.

63.1% gross margins.

25 Presentations coming up at ASCO - May 30 - June 3 in Chicago

Genentech Trial readout due at midyear in bladder cancer.
This would be the first companion DX test.

1.0 Million 22q tests (Di George Syndrome) performed with no reimbursement.

It's built into the COGS, the CPT code is already in place (@$750) and once in guidelines this will really be a big boost to revs. Could be anywhere between $200 - $500 reimbursement per test.

Do the Math.

45% of oncologists are already placing orders for Signatera (ctDNA)

Natera, Inc. | Natera Reports First Quarter 2025 Financial Results




Another earnings with negative EPS. When will they break even?
DiabloWags
How long do you want to ignore this user?
oski003 said:

DiabloWags said:

NATERA Q1 EARNINGS SOLID.

Revenues $501.8 million vs $367.7 million

37% YoY product growth.

63.1% gross margins.

25 Presentations coming up at ASCO - May 30 - June 3 in Chicago

Genentech Trial readout due at midyear in bladder cancer.
This would be the first companion DX test.

1.0 Million 22q tests (Di George Syndrome) performed with no reimbursement.

It's built into the COGS, the CPT code is already in place (@$750) and once in guidelines this will really be a big boost to revs. Could be anywhere between $200 - $500 reimbursement per test.

Do the Math.

45% of oncologists are already placing orders for Signatera (ctDNA)

Natera, Inc. | Natera Reports First Quarter 2025 Financial Results




Another earnings with negative EPS. When will they break even?
Doesn't really matter right now.
But they did have positive cash flow on the quarter of $23.2 million

They are the leader in MRD by miles and are still investing in their platform.
They can pull back the levers on SG&A and R&D anytime they want.
Now is NOT that time in the cycle.

Doesn't sound like you know growth companies work or have ever invested in Medical DX.
That's ok.






DiabloWags
How long do you want to ignore this user?
I doubt there are any "traders" here or people heavily invested in the stock market given that this thread is literally "dead", but the trade here is to SELL THE OPENING.

Since 1993, there have only been seven +2.5% moves above the 200-day MA.
The SPY closed lower than the open 5 of 7 times and one and three day performance was negative 6 of 7 times, with 3-day performance averaging - 1.36%

oski003
How long do you want to ignore this user?
DiabloWags said:

I doubt there are any "traders" here or people heavily invested in the stock market given that this thread is literally "dead", but the trade here is to SELL THE OPENING.

Since 1993, there have only been seven +2.5% moves above the 200-day MA.
The SPY closed lower than the open 5 of 7 times and one and three day performance was negative 6 of 7 times, with 3-day performance averaging - 1.36%




VTI is above opening for the second time today.
movielover
How long do you want to ignore this user?
Up 900 points today. 90 day cooling off w China.

Big Pharma confronted, will radical Progressive judges demand that we continue to subsidize the EU healthcare? Yuuuge.

Last American hostage released in Palestine.

New airplane given to the WH as Boeing drops the ball, again.



PAC-10-BEAR
How long do you want to ignore this user?

Wags is beside himself.
movielover
How long do you want to ignore this user?
Was he short or long?
PAC-10-BEAR
How long do you want to ignore this user?
He sold half at the bottom and then went short?
DiabloWags
How long do you want to ignore this user?
bear2034 said:

He sold half at the bottom and then went short?

You reading comprehension continues to be stuck at the 6th grade level.
DiabloWags
How long do you want to ignore this user?
movielover said:

Was he short or long?

I will post a screenshot of my brokerage (equities) account if you post yours.
Wanna play kid?
DiabloWags
How long do you want to ignore this user?
Next target is 5870 SPX.

Covered half earlier today and will cover the other half on the close today.
Live to play another day.
PAC-10-BEAR
How long do you want to ignore this user?
So, you missed the Trump pump. You'll have more chances later.
DiabloWags
How long do you want to ignore this user?
Funny how none of the Orange Man fans here never posted that they were BUYERS of stocks in April.
Shocker.

PAC-10-BEAR
How long do you want to ignore this user?
It's best to leave your emotions behind when investing or you'll end up rage selling at the bottom.
bearister
How long do you want to ignore this user?
I'm thinking that the same handful of players that made billions with $Trump meme coin are the same elite crew making billions from the manipulation of the stock market.
Cancel my subscription to the Resurrection
Send my credentials to the House of Detention
I got some friends inside

“I love Cal deeply, by the way, what are the directions to The Portal from Sproul Plaza?”
SBGold
How long do you want to ignore this user?
bear2034 said:

It's best to leave your emotions behind when investing or you'll end up rage selling at the bottom.
so you're not showing your equity statement?

Answer the questions presented MAGAts

VOTE BLUE

Go Bears Forever
movielover
How long do you want to ignore this user?
bear2034 said:

He sold half at the bottom and then went short?


Well, we know he's short in the bedroom...
tequila4kapp
How long do you want to ignore this user?
How are our portfolios doing gents?

I don't look at my account regularly and I don't sweat it to the penny (long term investor) but I took a look today and it appears my 401K has recovered the previous losses, if not moved some amount ahead. I knew the market rebounded with the recent news of the 90 day China deal but I have to admit to being surprised, as I thought I'd still be down some.
DiabloWags
How long do you want to ignore this user?
What does your 401k own?
sycasey
How long do you want to ignore this user?
Seems like by mostly backing off on tariffs, Trump has managed to get the market back to where it was when he started. Progress?

Of course, the policy could change again tomorrow.
PAC-10-BEAR
How long do you want to ignore this user?
bearister said:

I'm thinking that the same handful of players that made billions with $Trump meme coin are the same elite crew making billions from the manipulation of the stock market.


Maybe now's the time to sell?
DiabloWags
How long do you want to ignore this user?
That gap down at 5720 is still gonna get closed.

oski003
How long do you want to ignore this user?
DiabloWags said:

That gap down at 5720 is still gonna get closed.




Probably.
tequila4kapp
How long do you want to ignore this user?
4 months since this thread was started. I got my 401k statement today. I'm up >8% for the year. YMVV.
Chapman_is_Gone
How long do you want to ignore this user?

OMG, this cratering of the stock market is just awful.
DiabloWags
How long do you want to ignore this user?
oski003 said:


These charts don't represent 30 days. Please try to not be such an egotistical misleading liar, and that's being kind. Did you sell the billion dollars you have in EXAS stock before you shorted the market to make another billion dollars? If your middle class hair stylist bought EXAS when you told everyone that you owned a billion dollars of it ($150 pps), I can see their portfolio down a ton since it is at $40 now. When am I going to see the Wags basketball practice facility?

You're just not very good at this are you?
lol

oski003
How long do you want to ignore this user?
DiabloWags said:

oski003 said:


These charts don't represent 30 days. Please try to not be such an egotistical misleading liar, and that's being kind. Did you sell the billion dollars you have in EXAS stock before you shorted the market to make another billion dollars? If your middle class hair stylist bought EXAS when you told everyone that you owned a billion dollars of it ($150 pps), I can see their portfolio down a ton since it is at $40 now. When am I going to see the Wags basketball practice facility?

You're just not very good at this are you?
lol




Let me know when it gets above $150. Btw, we took a $10 swing in it recently, which was a good call. Thanks.
DiabloWags
How long do you want to ignore this user?
I've had a good month in it.
> $600,000

Have no idea what the significance is of $150.

I could see $100 given an enterprise value (EV)-to-estimate 2026 revenue (FactSet) multiple of over 5.4x, which is roughly in line with the median peer multiple.

But it probably should command a premium to the group given its cash position, pipeline, and the biggest sales rep force in primary care for medical dx.

What does Ai or Robinhood say?
Lolz.


 
×
subscribe Verify your student status
See Subscription Benefits
Trial only available to users who have never subscribed or participated in a previous trial.