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Post subject: Re: 药股王  Posted: 1/3/18 13:42 |
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Joined: 9/8/11 22:41
Posts: 4738
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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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| koi |
Post subject: Re: 药股王 Posted: 1/3/18 21:37 |
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Joined: 11/15/09 14:44
Posts: 1951
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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 Posted: 1/3/18 23:49 |
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Joined: 9/8/11 22:41
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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 Posted: 1/4/18 00:05 |
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Joined: 9/8/11 22:41
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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 Posted: 1/5/18 22:54 |
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Joined: 9/8/11 22:41
Posts: 4738
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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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| luckalways |
Post subject: Re: 药股王 Posted: 1/17/18 13:20 |
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Joined: 2/9/11 02:12
Posts: 145
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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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Post subject: Re: 药股王 Posted: 1/17/18 20:40 |
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Joined: 9/8/11 22:41
Posts: 4738
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这东西只能巧遇。。
luckalways wrote: 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.
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Post subject: Re: 药股王 Posted: 1/22/18 10:51 |
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Joined: 9/8/11 22:41
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花街流氓去年10月BIO的大跌，就是为了这个月的M&A。上当了，尽管我保留大部分HOLDINGS，但感觉SO SO。
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Post subject: Re: 药股王 Posted: 1/26/18 11:43 |
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Joined: 9/8/11 22:41
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今天大BIO突然发力有些出乎医疗。今天主要靠BIO和INTC拉我的账户了。大部分东西在大部分情况下都是陪衬。
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| koi |
Post subject: Re: 药股王 Posted: 1/26/18 13:57 |
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Joined: 11/15/09 14:44
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Post subject: Re: 药股王 Posted: 1/26/18 17:03 |
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Joined: 9/8/11 22:41
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now wrote: 今天大BIO突然发力有些出乎医疗。今天主要靠BIO和INTC拉我的账户了。大部分东西在大部分情况下都是陪衬。
尽管具体操作仍然不尽意但是，今天BIO和INTC可以熬鸡PARTY了。
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| 常将军 |
Post subject: Re: 药股王 Posted: 1/26/18 22:32 |
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Joined: 6/25/10 17:32
Posts: 6298
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biotech被打压了三年多了， 是不是轮到biotech飚一波了？
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Post subject: Re: 药股王 Posted: 1/26/18 22:37 |
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Joined: 9/8/11 22:41
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如此甚是。今天药股SUPERNOVA，连PFE都大涨。
常将军 wrote: biotech被打压了三年多了， 是不是轮到biotech飚一波了？
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| koi |
Post subject: Re: 药股王 Posted: 1/29/18 13:51 |
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Joined: 11/15/09 14:44
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Post subject: Re: 药股王 Posted: 1/29/18 13:59 |
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Joined: 9/8/11 22:41
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amgn, gild, cheers.
koi wrote: 最近gild真猛，2月6号季报
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