钱多多股票论坛

trader1688.com
 FAQ FAQ RSS

支持168: Amazon Ebay Amazon(Canada)
Half


Post new topic Reply to topic  [ 234 Posts ]  Go to page Previous  1 ... 9, 10, 11, 12, 13, 14, 15, 16  Next
Author Message
 Post subject: Re: 沙里淘金
PostPosted: 7/6/17 19:55 
Offline 模拟帐户

Joined: 10/18/15 23:19
Posts: 59
我知道了,临床试验结果和公司季报就是现在大家都说的大数据,最时髦的,我对不对?!


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/7/17 22:30 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
@US_FDA #breakthroughtherapy program almost 5 yrs old; thru 6/30/2017 CDER has received 473 BTD requests, granting 167 and denying 229


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/9/17 11:24 
Offline 模拟帐户

Joined: 6/23/15 17:18
Posts: 25
↑ 这个number看着挺鼓舞人心啊。 其实要分大小药公司来分析,大的是btd的大赢家 (罗氏 14; 诺华 12; bms 10; 默沙东 9; 辉瑞 8 ; ...... until 5/2017)。 还有前面贴的那个table with probability of phase failing [especially on approval phase], if stratify by big /small, u could see the rates for small company are much higher. 现在做的那些分析都太浅, 别轻易看这些number去赌events,尤其逍遥股。我看到的赌的方法都没advantages, 瞎弄的,当然首先我也看不懂。 可操做的是小散就是利用这种假hope做news driving MOMO。价值投资除外,,, 就是 use the talent you possess ......


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/10/17 21:33 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
$ARNA ralinepag ph2 PAH study results: 30% improvement in PVR compared to placebo. That's good.


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/10/17 21:52 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
$SBPH Announces Collaboration with $GILD for HBV P2 Study Exploring Combination Treatment of SB 9200 and Vemlidy


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/10/17 22:32 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
Xencor is based just outside Los Angeles. This developmental concern is focusing on developing superior monoclonal antibody therapeutics that have been optimized to treat autoimmune disorders, asthma and allergic diseases, and cancer. It recently crossed over the $1 billion market capitalization milestone and trades right at $23.00 a share. The company came public in 2013.
Pipeline:
The company uses its proprietary XmAb antibody engineering platform to make subtle changes to the structure of monoclonal antibodies resulting in new mechanisms of therapeutic action, and enhanced performance and market differentiation. These small structural changes augment the interactions that antibodies naturally have with the immune system. According to the company's website,
“Four primary XmAb Fc domains are designed to improve therapeutic antibody performance by enhancing immune regulation, cytotoxic potency, or circulating half-life or by creating bispecific antibody structures that are stable, long-acting and readily produced. The plug-and-play nature of each domain has enabled the rapid discovery of a portfolio of differentiated drug candidates with a diversity of mechanisms, targets and potential disease indications.”
What this results in is a large amount of ‘shots on goal’. The company has wholly owned pipeline candidates that are in Phase II Development for IgG4-RD and Lupus. The trial for IgG4-RD recently showed good initial results after first dosing and has Orphan Drug status for that indication as well. IgG4-RD is a rare autoimmune disorder characterized by chronic inflammation, specifically tissue infiltration with lymphocytes (includes B cells) and IgG-4-secreting plasma cells. More top line data will be disclosed later this year. The Lupus trial probably will not disclose results until 2019.


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/12/17 22:56 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
BURLINGTON, Mass.--(BUSINESS WIRE)--ArQule, Inc. (Nasdaq: ARQL) today announced that the first patient has been dosed in a phase 1a/b trial with its BTK inhibitor, ARQ 531, in patients with B-cell malignancies refractory to other approved therapies. The trial can enroll up to 120 patients. ARQ 531 is an investigational, orally bioavailable, potent and reversible inhibitor of both wild type and C481S-mutant Bruton’s tyrosine kinase (BTK).


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/17/17 23:28 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
Deerfield reports 9.98% stake in MRNS.


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/18/17 21:19 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
bot MRNS, cost 1.45


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/18/17 23:42 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
100x baggers usually:
(1) owner-operator w/ skin the game
(2) small cap
(3) big runway/TAM
(4) compelling operating model
(5) TIME; 10 years


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/19/17 07:35 
Offline 模拟帐户

Joined: 10/18/15 23:19
Posts: 59
卖彩票的?


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/19/17 23:11 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
今天蹦出来的小垃圾AEZS,涨了129%


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/19/17 23:12 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
这个是真正的垃圾,呵呵


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/19/17 23:13 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788

last wrote:
卖彩票的?
嗯,只是中奖几率比乐透要高不少


 
 Profile  
Reply to topic 
 Post subject: Re: 沙里淘金
PostPosted: 7/19/17 23:15 
Offline 模拟帐户

Joined: 11/15/09 14:44
Posts: 1788
GILD这次是真的反转了?希望我不要乌鸦嘴

下周三出季报


 
 Profile  
Reply to topic 
Display posts from previous:  Sort by  
Post new topic Reply to topic  [ 234 Posts ]  Go to page Previous  1 ... 9, 10, 11, 12, 13, 14, 15, 16  Next

Home 


Who is online

Users browsing this forum: No registered users and 2 guests


You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum

Search for:

Batch Generator
Hutong9 SizzlingStock GaoFamily  Hearty  TT  股通 财籽 GrusInvest E.T. Yahoo Google msn 大千 未名 外汇牛人邦 CNFinance 华人 investern optionpain YangCai 司空金融网


This site is mainly for stock market discussion, it does not provide any investment advice. It is not suggested to rely on posts here for investment decision.
本网站主要作为股市讨论用途,并不提供任何投资建议。请不要将本站内容作为投资依据,否则风险自负。

钱多多股票论坛 - Trader1688.com© Powered by phpBB © 2002, 2006 phpBB Group