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 Post subject: Re: 沙里淘金
PostPosted: 1/9/18 20:01 
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Joined: 9/8/11 22:41
Posts: 4605
绝望就是转机。


now wrote:
BIO这板块很难同步,看人家能源股那么烂几乎同时涨,金属材料也是,中概也不错。如此这般,不该如此错爱BIO。


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/9/18 20:03 
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Joined: 10/18/15 23:19
Posts: 76

koi wrote:
今天主要是因为大家都等着大公司宣布重磅的收购并购消息,结果最大的也就是celg买impact biomedicine,首付才1.1B。所以很让人失望,不少中小公司股票强烈回调
今天又发生了啥大事没,每天有啥想法,要不你每天晚上讲讲,这个好, 期待 👏


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/9/18 20:06 
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Joined: 10/18/15 23:19
Posts: 76
now 老师 也讲讲sector的。 dls在黑屋里看着你 多可怕啊 出来吧
now wrote:
绝望就是转机。


now wrote:
BIO这板块很难同步,看人家能源股那么烂几乎同时涨,金属材料也是,中概也不错。如此这般,不该如此错爱BIO。


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/9/18 22:47 
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Joined: 11/15/09 14:44
Posts: 1886

last wrote:

koi wrote:
今天主要是因为大家都等着大公司宣布重磅的收购并购消息,结果最大的也就是celg买impact biomedicine,首付才1.1B。所以很让人失望,不少中小公司股票强烈回调
今天又发生了啥大事没,每天有啥想法,要不你每天晚上讲讲,这个好, 期待 👏
今天可以借用芒格的名言“I have nothing to add",呵呵


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/9/18 23:00 
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Joined: 9/8/11 22:41
Posts: 4605

koi wrote:

last wrote:

koi wrote:
今天主要是因为大家都等着大公司宣布重磅的收购并购消息,结果最大的也就是celg买impact biomedicine,首付才1.1B。所以很让人失望,不少中小公司股票强烈回调
今天又发生了啥大事没,每天有啥想法,要不你每天晚上讲讲,这个好, 期待 👏

今天可以借用芒格的名言“I have nothing to add",呵呵

Buffett 名言“I have one more thing to add":
Trump's pick to head HHS balks at having government negotiate drug prices


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/10/18 23:08 
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Joined: 11/15/09 14:44
Posts: 1886
药股的并购需要时间,估计第二季度开始多起来,下半年进入高峰


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/11/18 12:59 
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Joined: 3/14/13 15:12
Posts: 7504
tgtx 走出来了。
koi wrote:
TGTX 已经有不少了,有空研究一下ptla


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/11/18 13:26 
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Joined: 11/15/09 14:44
Posts: 1886
这个牛,给你吼上去了
silenceman2013 wrote:
tgtx 走出来了。
koi wrote:
TGTX 已经有不少了,有空研究一下ptla


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/11/18 21:22 
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Joined: 9/8/11 22:41
Posts: 4605
今天我也做了一下这个。还有EPZM,JNCE。今天在BIO上不算有成就,因为我关注航空,材料,能源。接连2天晚上看了股票弄个小单子要第二天大概做什么,都有AGIO,都没做。


koi wrote:
这个牛,给你吼上去了
silenceman2013 wrote:
tgtx 走出来了。
koi wrote:
TGTX 已经有不少了,有空研究一下ptla


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/11/18 22:24 
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Joined: 3/14/13 15:12
Posts: 7504
这个该是小药股为主。 Flxn ptla 这类白马股
koi wrote:
药股的并购需要时间,估计第二季度开始多起来,下半年进入高峰


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/11/18 22:54 
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Joined: 11/15/09 14:44
Posts: 1886
差不多,首先是那些有好的三期结果,或者是已经报批等结果的小公司会被买。那几个海外现金多的大药厂,很可能加大股票回购力度


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/12/18 14:04 
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Joined: 11/15/09 14:44
Posts: 1886
Tgtx 空头疯狂反击,呵呵
silenceman2013 wrote:
tgtx 走出来了。
koi wrote:
TGTX 已经有不少了,有空研究一下ptla


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/14/18 02:38 
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Joined: 8/24/06 16:28
Posts: 121
这个影响大吗?盘后跌了不少,这个药好像没有多少revenue TESARO Announces Updates to the U.S. Prescribing Information for VARUBI� (rolapitant) Injectable Emulsion https://finance.yahoo.com/news/tesaro-a ... 00954.html


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/14/18 09:53 
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Joined: 12/17/15 21:13
Posts: 40
TSRO主要炒并购。再往下掉掉应该有机会的。短期风险是季报时PARP药的销售情况,如果不好或者是竞争者如AZN的市场份额上升的话,被并购前景会更淡。去年SNY出价七十亿买TSRO,被拒绝了。今年TSRO市值掉到四五十亿的时候,SNY的CEO在谈及并购时说抗癌药的公司都太贵了,Jeffreies在适当的时候下调了TSRO的预期,造成了上一波下跌。如果掉到三十多亿市值,肯定会有大公司买的。PARP是个好target,目前抗实体瘤还是靠小分子药。ABBV的PARP药的临床结果不好,所以有潜在的可能ABBV会买。但一切都取决于TSRO的PARP荮的市场占有率,现在在百分之六十左右。

另外,建议关注下AZN的PARP药的FDA events。我有印象AZN在试图把label expansion to maintenance therapy。应该在今年上半年有FDA结果(记不清了)。如果AZN做成了,TSRO并购前景会更淡。AZN现领导层做deal的能力特强。


 
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 Post subject: Re: 沙里淘金
PostPosted: 1/14/18 11:32 
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Joined: 11/15/09 14:44
Posts: 1886
Parp 这块现在是越来越拥挤了,所以tsro也就没那么值钱了。Azn的parpy药刚刚被批了可以用于治疗乳腺癌。

Sense of emergency? more competitions of PARP inhibitors ... $TSRO, $CLVS, $AZN. FDA approves first treatment for breast cancer with a certain inherited genetic mutation


 
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