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January 23rd, 2015 at 9:09 am
Phil, looking at ILMN as a long term hold due to what I think is a moat in technology that will be increasingly incorporated with increasing availability to primary testing: genetics. Docs (I'm one) can now order screening tests as to patients susceptibility to various diseases and will soon order tests to determine what meds to prescribe. Any way, earnings Monday; what do you think? Also curious as to what you or pharm or others in the community think of the moat.