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 Post subject: Re: 沙里淘金
PostPosted: 7/20/17 09:54 
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Aezs 出货了


 
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 Post subject: Re: 沙里淘金
PostPosted: 7/20/17 14:03 
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AMGN BIIB CELG GILD REGN, 5大毛毛,势不可挡。谁挡谁是鸭子。


koi wrote:
GILD这次是真的反转了?希望我不要乌鸦嘴 下周三出季报


 
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 Post subject: Re: 沙里淘金
PostPosted: 7/20/17 14:59 
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五美宝哥全部拥有?
now wrote:
AMGN BIIB CELG GILD REGN, 5大毛毛,势不可挡。谁挡谁是鸭子。


koi wrote:
GILD这次是真的反转了?希望我不要乌鸦嘴 下周三出季报


 
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 Post subject: Re: 沙里淘金
PostPosted: 7/20/17 18:37 
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没有REGN,就是对BIO还有一丝恐惧,你会想为什么你在几$时不买,在$300-500时做它。这种事情我老想通了,它不赚钱时MM能算好它未来赚多少,你却不知道也不敢买。等它最后赚钱时,你才会恍然大悟,但又因为价格太高不敢买。既然如此,按TA买也就很正常了,只是时有时无,主要一个板块太重就想减减。


koi wrote:
五美宝哥全部拥有?
now wrote:
AMGN BIIB CELG GILD REGN, 5大毛毛,势不可挡。谁挡谁是鸭子。


koi wrote:
GILD这次是真的反转了?希望我不要乌鸦嘴 下周三出季报


 
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 Post subject: Re: 沙里淘金
PostPosted: 7/23/17 22:44 
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Together these networks allowed Goodson to distil the most promising areas for investment:

Augmented reality will be far more significant than virtual reality because it will shape the way we look at and interact with the world around us.
Image recognition and mapping technologies will be deployed across the auto industry as traditional car manufacturers adapt to self-driving vehicles.
The problems associated with online security and fraud detection will continue to deepen, with major implications for government and enterprises, and mobile and e-commerce.
The digitization of education is happening via practical applications that integrate into the existing system, including teaching and training applications as well as gaming.
Drones are gaining adoption in commercial environments and companies at the forefront will be well placed to expand into consumer applications in the future.
The smart home is developing through a range of affordable consumer products including lightbulb speakers, smart lighting, flexible security sensors and garden sensors.
As computing becomes more closely integrated into the human experience, new applications of smart sensors are possible, including sweat analysis, earbuds, eye authentication and holograms.
There continue to be major market opportunities in e-commerce as fashion becomes increasingly mobile and social.
Artificial intelligence is supporting greater efficiency in knowledge work, which involves handling data or information, including bots and within sales and marketing.
Space technology continues to advance in areas such as space satellite propulsion and mining.
Goodson then whittled down the list, giving preference to companies with these characteristics: at least two rounds of funding; fewer days between rounds; fewer days since the last round; and founders who had worked together previously now bringing in a third outside partner.


 
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 Post subject: Re: 沙里淘金
PostPosted: 7/23/17 23:38 
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• Radius Health (NASDAQ:RDUS) announces that the Committee for Medicinal Products for Human Use's (CHMP) scientific group has issued a second Day-180 List of Outstanding Issues regarding its Marketing Authorization Application (MAA) seeking approval of Eladynos (abaloparatide-SC) for the treatment of postmenopausal women with osteoporosis at high risk of fracture. The group has requested additional analyses related to the safety and efficacy data. The company intends to promptly respond to the issues. CHMP should issue an opinion by the end of the year.


 
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 Post subject: Re: 沙里淘金
PostPosted: 7/24/17 16:02 
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为什么有点REGN是必须的:我的感觉,MM想快速把IBB拉上去的时候,就把REGN这匹黑马拉出来。


now wrote:
没有REGN,就是对BIO还有一丝恐惧,你会想为什么你在几$时不买,在$300-500时做它。这种事情我老想通了,它不赚钱时MM能算好它未来赚多少,你却不知道也不敢买。等它最后赚钱时,你才会恍然大悟,但又因为价格太高不敢买。既然如此,按TA买也就很正常了,只是时有时无,主要一个板块太重就想减减。


koi wrote:
五美宝哥全部拥有?
now wrote:
AMGN BIIB CELG GILD REGN, 5大毛毛,势不可挡。谁挡谁是鸭子。




 
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 Post subject: Re: 沙里淘金
PostPosted: 7/24/17 16:07 
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Joined: 11/12/08 14:15
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NIU!!! I sold REGN too earlier L_L
now wrote:
为什么有点REGN是必须的:我的感觉,MM想快速把IBB拉上去的时候,就把REGN这匹黑马拉出来。


now wrote:
没有REGN,就是对BIO还有一丝恐惧,你会想为什么你在几$时不买,在$300-500时做它。这种事情我老想通了,它不赚钱时MM能算好它未来赚多少,你却不知道也不敢买。等它最后赚钱时,你才会恍然大悟,但又因为价格太高不敢买。既然如此,按TA买也就很正常了,只是时有时无,主要一个板块太重就想减减。


koi wrote:
五美宝哥全部拥有?


 
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 Post subject: Re: 沙里淘金
PostPosted: 7/26/17 21:06 
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• Gilead Sciences (NASDAQ:GILD) Q2 results ($M): Total Revenues: 7,141 (-8.2%); Product Sales: 7,046 (-7.9%); Antivirals - U.S.: 4,488 (+0.2%).
• Net Income: 3,073 (-12.1%); Non-GAAP Net Income: 3,372 (-19.3%); EPS: 2.33 (-9.7%); Non-GAAP EPS: 2.56 (-16.9%).
• Harvoni sales down 46% to $1,382; Epclusa sales $1,171 (+999%); Genvoya sales up 184% to 857.
• 2017 Guidance: Product Sales: $24.0B - 25.5B from $22.5B - 24.5B; HCV Product Sales: $8.5B - 9.5B from $7.5B - 9.0B; Non-HCV Product Sales: $15.5B - 16.0B from $15.0B - 15.5B.
• Shares are up3%燼fter hours on consensus beat.


 
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 Post subject: Re: 沙里淘金
PostPosted: 7/27/17 07:37 
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AstraZeneca’s crucial combination trial of durvalumab (Imfinzi) and tremelimumab has failed the primary endpoint on progression-free survival as a first-line therapy for non-small cell lung cancer.

The news is a major setback for AstraZeneca $AZN. Analysts have been waiting months for the results, seeing it as a critical test of CEO Pascal Soriot’s plan to turn things around at the pharma giant after five years at the helm. A success here could have vaulted AstraZeneca into the front ranks of a furious assault on a multibillion-dollar market; failure was deemed a disaster. The combo study of the PD-L1 and CTLA-4 checkpoint drugs is considered the most important trial that the pharma giant has been pursuing, and its biggest stock catalyst of the year.


Sean Bohen, AstraZeneca

AstraZeneca’s shares cratered on the news, plunging 15% and wiping out more than $12 billion in market cap. Merck shares $MRK, meanwhile, surged 4% in pre-market trading as the prospect of a direct threat to its lead position on lung cancer receded. And once again Bristol-Myers Squibb was damaged, dropping 6% as investors considered the consequences of failure for a PD-(L)1 and CTLA-4 similar to its own matchup for Opdivo and Yervoy in the CM-227 trial.

AstraZeneca sought to take the sting out of the trial failure by simultaneously announcing a major new development and commercialization partnership with Merck for its promising PARP Lynparza along with the experimental MEK drug selumetinib.

Merck $MRK agreed to pay a whopping $2.35 billion in an upfront and option fee to co-develop and market the two drugs, working on monotherapy studies as well as combinations alongside their rival PD-(L)1 drugs Imfinzi and Keytruda. Merck will also pay up to $6.15 billion in milestones, making this an $8.4 billion deal — one of the largest of its kind.

AstraZeneca first acknowledged the failure of MYSTIC in a download early Thursday of new clinical trial results, then confirmed it in a release. There was more bad news.

“As a secondary endpoint, although not formally tested,” the company adds, “Imfinzi monotherapy would not have met a pre-specified threshold of PFS benefit over SoC in this disease setting.”

“We now have to wait for overall survival data in the first half of 2018,” said Soriot in a call with reporters, adding that he was disappointed by the initial results. “This is the main endpoint,” he added about OS, looking to keep hope alive.

AstraZeneca was 5th to market with a PD-(L)1 drug. Merck and Bristol-Myers Squibb were able to seize the lead in the megablockbuster cancer market, so AstraZeneca recalibrated its development plans to emphasize its combination strategy.

Soriot has repeatedly flashed signs of the stress that has been building over MYSTIC. It’s extraordinary for any Big Pharma to be in a position like this, where one trial can play such a crucial role in determining a company’s fate.

This morning, though, Soriot and R&D chief Sean Bohen defended their design of the MYSTIC study, putting PFS in for the first take.

“If it had been successful everyone would have been thrilled,” Bohen said about MYSTIC PFS data. Soriot also batted back concerns about the potential negative impact of crossovers on the OS endpoint, which several analysts have raised as a potential hurdle on survival rates.

“People are commenting on the danger of crossover,” the CEO told reporters. “We have limited crossover. The risk there is much lower than in other studies.”

We may never know, though, what role the data played in the strange story about Teva’s reported move to offer the CEO’s job to Soriot. Over several days AstraZeneca’s stock shed billions in market cap as rumors floated about his possible departure from AstraZeneca. Soriot dispelled those rumors with an internal memo underscoring his intention to stay and fight it out. Back when Pfizer was looking to buy the company, he pledged AstraZeneca will almost double last year’s $23 billion in revenue by 2023.

That goal, however, looks like it’s receding — at least today. In H1 AstraZeneca’s total revenue declined 11% compared to the same period in 2016 as franchise revenue continued to erode in the face of generic competition. The company expects a single-digit decline for the year in what has been presented as the bottom point for the numbers.

Soriot repeatedly refused to directly address the Teva story today, but he publicly reiterated his intention to stay focused on his goals at the pharma giant.

“I’m committed to delivering on our strategy to returning to growth,” he said. Not everything has worked out, he noted, but Soriot insisted that the company had made “enormous progress.”

Pressed on Teva, he added:

“I’m not a quitter. That is as far as I will go.”

Asked by Reuters’ Ben Hirschler about a share price that fell to £43 this morning, compared to the £55 that Pfizer offered, the CEO said: “Overall the pipeline is delivering…You have to give these things time,” says Soriot. “There’s a lot more in our pipeline than MYSTIC.”


 
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 Post subject: Re: 沙里淘金
PostPosted: 7/27/17 07:40 
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一直觉得azn 不行,总算现原型了.
前一阵CEO差点叛逃到teva


 
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 Post subject: Re: 沙里淘金
PostPosted: 7/27/17 07:49 
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Alexion joins the R&D reorganization gala, pruning a slate of projects and revving up new deals

July 27, 2017 07:09 AM EDT
Alexion CEO Ludwig Hantson is pulling the trigger on a pipeline reorganization, joining a mid-year gala of restructurings led by new CEOs at GlaxoSmithKline, Eli Lilly and Biogen.

In the revamp the biotech will now drop ALXN1101 (cPMP replacement therapy) and ALXN6000 (samalizumab), looking for buyers to pick these therapies up. And it is punting an ambitious effort on a range of preclinical pacts with Moderna, Blueprint and Arbutus.

Alexion paid Moderna $100 million upfront to partner on up to 10 programs, which now revert back to the Cambridge, MA-based biotech. Alexion tied up with Blueprint on a 2015 discovery deal, anteing up $15 million and promising up to $250 million more. Arbutus $ABUS came into the picture much more recently, signing on to an $82.5 million deal in March.

In vogue now are new BD deals to redirect R&D in rare diseases while streamlining wherever it can in an effort to get the company back on track.

Says Hantson:

We will achieve this by growing our rare disease business, leveraging our expertise in complement, pursuing disciplined business development to expand the pipeline, and taking steps to optimize our infrastructure and operating model.

That’s all right in line from what we’ve been hearing this week from Emma Walmsley at GSK, Lilly’s Dave Ricks and Biogen’s Michel Vounatsos, who have also been cleaning the R&D house as they prep for new deals.

Hantson, who briefly ran Baxalta before Shire stepped in with a buyout, has been grumbling about the pipeline at Alexion ever since his arrival, leaving plenty of writing on the wall to point to this revamp. The company is hugely dependent on Soliris, its expensive rare disease drug , for most of its revenue. The CEO – brought in after the company was hit with various allegations over the way it was handling sales and revenue – has only been satisfied with a next-gen drug for the Soliris franchise.

Over the last few months Alexion has been undergoing a top-to-bottom revamp in the executive suite. The new management team wants a new pipeline, and they will be starting over with a largely blank drawing board. That could be pricey.


 
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 Post subject: Re: 沙里淘金
PostPosted: 8/8/17 20:52 
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Biotech/HC Top Gainers - 04:26 PM (>$50M mc)

$FGEN 48.2%
$CUTR 21.0%
$ESPR 15.4%
$MYOK 15.1%
$GLMD 12.3%

$IBB -0.9% $XBI -1.1%


 
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 Post subject: Re: 沙里淘金
PostPosted: 8/8/17 21:04 
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Prepping for a rapid-fire launch, Kite Pharma gets a pass from FDA on axi-cel panel review

August 8, 2017 08:43 AM EDT
The FDA has evidently learned all it wants at this point from its outside oncology experts on CAR-T. Kite Pharma’s closely-watched CAR-T drug axi-cel is getting a pass on an adcomm meeting, which may signal a quick thumbs up from regulators.

Kite $KITE execs think so, saying today that they will be fully launch-ready by September in case an early OK comes through. And that bullish stance earned a 7% boost to its share price today.


David Chang, Kite

In a Q2 call with analysts Tuesday morning, Kite R&D chief David Chang told analysts the FDA had notified the biotech that regulators will not be organizing a panel review with outside experts for axi-cel. Novartis was first up in July, gaining unanimous backing for CTL019 from an FDA panel in the leadup to an early-October PDUFA date.

Novartis had been seen as the clear front-runner in the race to get on the market first, but with the FDA finish line blurring, they may now both launch almost simultaneously.

“We are extremely encouraged by the recent advisory committee meeting” for Novartis, Chang said, which he sees as a likely harbinger for Kite. “The FDA has informed us that they will not schedule an advisory committee meeting” for axi-cel. This follows an FDA inspection of its manufacturing facility and its treatment centers in the lead-up to an accelerated review and final decision.

Kite faces a November 29 deadline for its marketing decision from the FDA, but the company says it’s ready to start making the personalized therapy and start shipping almost immediately.

These pioneering CAR-T drugs offer a proverbial game-changing approach in treating blood cancers. T cells are extracted from patients and armed with chimeric antigen receptors, turning them into cancer fighters that are pumped into a potent mix that is then infused into the patient.

To say that Kite has been anticipating the launch for several years now is an understatement. Axi-cel is widely viewed as a blockbuster in the making, and Kite has been building manufacturing operations and a commercial group with plans to hit the ground running, hitting a vein-to-vein turnaround time on this therapy of 17 days. In the meantime, its R&D group today signaled that they have filed for an IND to start Phase I work on KITE-585, its next-gen approach that targets BCMA.

“With the anticipated events on the horizon for the remainder of 2017,” said CEO Arie Belldegrun, “the potential for CAR-T to become one of the most powerful anti-cancer agents for certain patients may finally be realized.”


 
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 Post subject: Re: 沙里淘金
PostPosted: 8/8/17 21:44 
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$AKBA ends Q2'17 w/~320M in cash and ~370M in committed funding/R&D, enough thru Q2'19

mkt cap of 528M


 
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