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 Post subject: Re: 药股王
PostPosted: 1/3/18 13:42 
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Joined: 9/8/11 22:41
Posts: 4605
我现在买就得卖别的,所以换得不多。除了前面提到的AUPH今天又做了一下MNKD,PBYI,前些天还加了一下IONS。想做JUNO,CLVS。你推荐一下治癌药股。


koi wrote:
宝哥,祝你今年账户屡屡新高 8-) 感觉今年中小药股应该表现不错,你不再来一点?


 
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 Post subject: Re: 药股王
PostPosted: 1/3/18 21:37 
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Joined: 11/15/09 14:44
Posts: 1886
低风险的我喜欢板栗哥的zlab,风险高的我有imgn,tgtx,tril


 
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 Post subject: Re: 药股王
PostPosted: 1/3/18 23:49 
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Joined: 9/8/11 22:41
Posts: 4605

koi wrote:
低风险的我喜欢板栗哥的zlab,风险高的我有imgn,tgtx,tril

zlab I rather wait another 3 months to consider.
tril looks not bad.


 
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 Post subject: Re: 药股王
PostPosted: 1/4/18 00:05 
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Joined: 9/8/11 22:41
Posts: 4605
recently, I spend more time to study sectors. Now, bio/healthcare sector is in momo. Overweight.

luckalways wrote:
没错,板块转得快还大,很不适应. 哪个板块还没有大动过?


 
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 Post subject: Re: 药股王
PostPosted: 1/5/18 22:54 
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Joined: 9/8/11 22:41
Posts: 4605
判断板块比个股容易很多。比如这个判断是以XLV为基础。可是XLV里什么杂牌都有医保医院制药卖药手术刀二道贩子无所不包。XLV好,BIO不会太差,但不是100%正相关。


now wrote:
recently, I spend more time to study sectors. Now, bio/healthcare sector is in momo. Overweight.

luckalways wrote:
没错,板块转得快还大,很不适应. 哪个板块还没有大动过?


 
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 Post subject: Re: 药股王
PostPosted: 1/17/18 13:20 
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Joined: 2/9/11 02:12
Posts: 137
还有什么收购题材?会是今年主题.
now wrote:
判断板块比个股容易很多。比如这个判断是以XLV为基础。可是XLV里什么杂牌都有医保医院制药卖药手术刀二道贩子无所不包。XLV好,BIO不会太差,但不是100%正相关。


now wrote:
recently, I spend more time to study sectors. Now, bio/healthcare sector is in momo. Overweight.

luckalways wrote:
没错,板块转得快还大,很不适应. 哪个板块还没有大动过?


 
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