g****e
发帖数: 1426 | 1 Due to the high risk and reward, it is hard to resist to gamble. But never
play up and down like MM!! Since MM have insider knowledges and huge funds
to manipulate share price! The only advantage we have is time. We know the
FDA decision event is coming and should buy these stocks
When the price is low ahead of time! The price will eventually go up when
the catalyst event is approaching and then we sell for gains.
Currently I have long position on AMRN, DCTH, AEGR & DVAX. Among these 4,
AMRN is ... 阅读全帖 |
|
g****e
发帖数: 1426 | 2 Had nice net gain (>10%) on these 3 biotech stocks this week. No plan to
sell AMRN & AEGR yet, maybe sell DCTH on NDA submission news.
Here are my reasons for the uptrend for these 3 stock:
AMRN: buyout speculation and huge potential market of new drug vascepa!
AEGR: insider bought, oversold, rich cash(>100min) and upcoming PUDFA
catalyst!
DCTH: NDA submission news next week, insider bought!
None of these stocks will need dilution to raise cash in near term(say 1.5
months), will buy any dip.
Do ... 阅读全帖 |
|
g****e
发帖数: 1426 | 3 Thanks for your comment on buyout. NCE delay is expected per Earning PR.
Delay somehow means it will get NCE from FDA by mid Sep.
AMRN is already at the bottom, low could be $10 but any positive news on
patent or buyout could go above $17.
Anything could happen. Small position and decided to go long with it. No
plan to hire sales untill Oct is kind of very uncommon in bio-pharma after
approval. For example, AEGR already started to build its sale team for
Lomitapide even before advisory meeting(... 阅读全帖 |
|
P**********y
发帖数: 245 | 4 有我发贴的时间精准吗？大涨前夜啊。何况还有AEGR呢。 |
|
|
l*****u
发帖数: 12114 | 6 Days ago, there was an article saying this drug will be approved regardless
of the concerns. Because the number of patients can not meet the sampling
requirements for any conclusion, the study will continue even after "post-
marketing" phase. AEGR's also has concerns, especially with liver damage
which could lead to more serious consequences too. So, this kind of drugs
are all facing the same set of problems and relying on the doctors' decision
to weigh the benefits and risks.
That said, provide... 阅读全帖 |
|
g****e
发帖数: 1426 | 7 See below presentation scripts from coo &cfo about Isis. Its pipeline is
amazing, more than 25 drugs!! Actually based on this reading, I bought it
yesterday since all negative news on kynamro/mipomersen already mentioned
there.
http://m.seekingalpha.com/article/876781
AEGR essentially has only one drug, if AEGR is valued more than half billion
, then there is no double that Isis could fill the gap and go much much
higher!! It will move over 13 next week, give it some time to fly! |
|
w****r
发帖数: 245 | 8 大侠，分类都分好了，求神签
# Basic Materials, Agricultural Chemicals
AGU Agrium Inc.
AVD American Vanguard Corp.
CAGC China Agritech Inc.
CF CF Industries Holdings, Inc.
CGA China Green Agriculture, Inc.
CMP Compass Minerals International
COIN Converted Organics Inc.
IPI Intrepid Potash, Inc.
MON Monsanto Co.
MOS Mosaic Co.
NOEC New Oriental Energy & Chemical
POT Potas... 阅读全帖 |
|
n**x
发帖数: 606 | 9 Russell 2000:
AAON
AAT
AATI
AAWW
ABAX
ABBC
ABCB
ABCD
ABCO
ABD
ABFS
ABG
ABM
ABMD
ABVT
ACAT
ACC
ACCL
ACET
ACHN
ACIW
ACLS
ACO
ACOM
ACOR
ACPW
ACTG
ACTV
ACUR
ACW
ACXM
ADC
ADPI
ADTN
ADVS
AEA
AEC
AEGR
AEIS
AEL
AEPI
AF
AFAM
AFCE
AFFX
AFFY
AFP
AFSI
AGII
AGM
AGX
AGYS
AH
AHC
AHS
AHT
AI
AIMC
AIN
AINV
AIQ
AIR
AIRM
AIS
AIT
AKR
AKRX
ALC
ALCO
ALE
ALG
ALGN
ALGT
ALIM
ALJ
ALK
ALKS
ALNC
ALNY
ALOG
ALSK
ALTE
ALTH
ALX
AM
AMAG
AMCC
AMED
AMKR
AMN
AMPE
AMRC
AMRI
AMRS
AMSC
AMSF
AMSG
AMSWA
AMWD
ANAC
ANAD
ANDE
ANEN
ANGO
ANH... 阅读全帖 |
|
l********i
发帖数: 2503 | 10 ALXA不好,一涨就会增发.
ARIA和SNTS看着不错.还有AEGR |
|
g****e
发帖数: 1426 | 11 Bought it today. Great buying opportunity. It has cash more then $100m, and
Pdufa next January. Don't miss it!!!!! |
|
|
|
g****e
发帖数: 1426 | 14 Bought dvax @3.7x today. Currently holding these 4 biotech stock long
position. |
|
|
g****e
发帖数: 1426 | 16 Planned to sell DCTH on NDA submission news, but changed my mind due to the
small pop. I will hold it till it goes to $3. Huge up potential, don't miss
the buy opportunity today!!! |
|
h**********a
发帖数: 746 | 17 NCE is delayed. I don't think AMRN will be sold by Oct...
reduced |
|
|
d*****i
发帖数: 346 | 19 Do you still hold HZNP ? |
|
g****e
发帖数: 1426 | 20 No, no position on HZNP. Good luck with it.
HZNP will have EU DUEXIS approval news and launch of RAYOS in 4Q. $4 is low
and will go back to over $5 per news in 4Q. The only concern is its
financial. |
|
g****e
发帖数: 1426 | 21 Sold DCTH & AEGR. All in AMRN!! |
|
g****e
发帖数: 1426 | 22 Just want to share some thoughts on recent biotech stocks bought or
currently holding:
AMRN: since all in, sold all @ mid 14. Re-enter below 13 and added more this
Friday. Performance +. Looking for buyout and recongnition of the
blockbuster market potential of its drug vascepa.
CPRX: sold in mid 1.3 with loss. Performance -. Dilution and its
questionable ownership of the drug keep me away from re-entering.
DVAX: sold. Good stock to own now. Still has room to run, but maybe pull
back some time ... 阅读全帖 |
|
P**********y
发帖数: 245 | 23 现在的情况是：下周有一个研讨会讨论这两个药，是治疗小儿心脏病的，街上在拼命鼓
吹这两个药，我们用统计的办法来思考问题：
三种可能
第一种：1/3的可能性两个药都批
第二种：1/3的可能性两个药都不批
第三种：1/3的可能性只批一个药（每个药只有1/6的可能性被批）
所以每种药有50%的可能性会上涨：1/3+1/6=1/2
其实买任何股票都是一样的，涨跌各有50%的可能性。 |
|
k**********4
发帖数: 16092 | 24 if u assume these two drugs are indepent with
probability of approval as 50% , then the probabliety
should be;
第一种：1/4的可能性两个药都批
第二种：1/4的可能性两个药都不批
第三种：1/2的可能性只批一个药
but the conclusion remains the same. |
|
P**********y
发帖数: 245 | 25 谢谢！那岂不是每个药的胜算仍然是50%。
梁山伯明代人，祝英台南北朝人，相差八百年啊！祝是侠女，劫富济贫，三去太守家盗
银，后中埋伏死于乱刀之下，百姓将其厚葬；梁为宁波府银县县官，死后入葬挖墓时，
恰刨出祝之墓碑，风水看好，另择地而葬又不妥，故合葬，立碑，黑者为梁，红者为祝
。有文人心生奇想，敷衍出一出惊天地泣鬼神的爱情故事。 |
|
k**********4
发帖数: 16092 | 26 hehe, that is right, but this is yr assumption :) |
|
P**********y
发帖数: 245 | 27 其实我是在提醒大家发财机会到了，有人领会了没有？哈哈哈哈！ |
|
|
|
l*****u
发帖数: 12114 | 30 貌似ISIS盘后暴涨。希望这次有个好收成。谢了。 |
|
P**********y
发帖数: 245 | 31 我只看与大盘无关的股票。
AEGR is up 13%. |
|
|
|
P**********y
发帖数: 245 | 34 险啊！
Google崩盘！
MSFT，AMD和CMG出季报。
AEGR暴涨！
苹果有话要说！
Booz Allen不用RIMM了。 |
|
P**********y
发帖数: 245 | 35 （１）FDA声明有致癌风险，大跌
（２）今天不是全票通过，只是9比6，而AEGR是13比2通过
明天怎么操作？非常胸险！ |
|
P**********y
发帖数: 245 | 36 but AEGR is a little down from its peak today because the market size could
be smaller than estimated. ISIS should have a difficult time to clime up to
$14. Moreover, FDA may sill deny its application because of the cancer
concerns. The votes are not overwhelming at all: 40% of the advisors voted
against it. I'm not optimistic about this stock in the short term. But I
agree with you in the long term it's a good one. |
|
g****e
发帖数: 1426 | 37 AEGR up more than 30% before the advisory meeting. There are many cases 60%
in favor drugs got approved. Time will tell. Let's see tomorrow. |
|
P**********y
发帖数: 245 | 38 这还真不是penny stock，不是小研发团队，是大公司。
这也不是赌ER，是已经推荐了，下面是如何ISIS和AEGR瓜分市场份额的问题。 |
|
S*P
发帖数: 7575 | 39 赌博的童鞋要小心了：
1/16 SNTS PDUFA
1/17 PATH PDUFA
1/21 IPXL PDUFA
1/23 HPTX PDUFA
1/27 FURX PDUFA
1/29 ISIS PDUFA
1/29 AEGR PDUFA
2/2 HEB PDUFA |
|
S*P
发帖数: 7575 | 40 赌博的童鞋要小心了：
1/16 SNTS PDUFA
1/17 PATH PDUFA
1/21 IPXL PDUFA
1/23 HPTX PDUFA
1/27 FURX PDUFA
1/29 ISIS PDUFA
1/29 AEGR PDUFA
2/2 HEB PDUFA |
|
b******r
发帖数: 16603 | 41 TSLA
AEGR
Z
GMCR
CLVS
BBSI
QCOR
QIHU
CONN
BOFI |
|
D*********t
发帖数: 5748 | 42 thanks,
will load TSLA from tomorrow, then AEGR after the TSLA was cut, then.... |
|
u******4
发帖数: 4281 | 43 MDVN 67.70 -2.84 -4.03%
BMRN 78.23 -1.05 -1.32%
AEGR 50.21 -3.54 -6.58%
VRTX 80.42 -2.54 -3.06%
REGN 341.96 -3.53 -1.02%
ALXN 169.01 -1.99 -1.16%
CELG 157.96 -5.28 -3.24%
BIIB 340.37 +1.37 +0.40%
AMGN 125.02 -1.17 -0.93%
GILD 79.83 -3.04 -3.67% |
|
u******4
发帖数: 4281 | 44 REGN 313.83 -24.62 -7.27%
BIIB 324.65 -16.04 -4.71%
GILD 77.84 -2.08 -2.60%
MDVN 69.30 1.46 2.15%
BMRN 76.30 -0.91 -1.18%
AEGR 51.99 1.78 3.54%
VRTX 78.46 -1.48 -1.85%
ALXN 167.80 -0.75 -0.44%
CELG 154.19 -2.42 -1.55%
AMGN 122.25 -1.94 -1.56% |
|
u******4
发帖数: 4281 | 45 REGN 328.62 -11.13 -3.28%
BIIB 333.31 -6.24 -1.84%
GILD 78.35 -1.38 -1.73%
MDVN 68.42 -1.05 -1.50%
BMRN 77.77 -0.68 -0.87%
AEGR 50.70 -0.96 -1.86%
VRTX 78.14 -1.73 -2.17%
ALXN 175.53 -2.37 -1.33%
CELG 156.03 -1.89 -1.20%
AMGN 124.42 -1.56 -1.24% |
|
u******4
发帖数: 4281 | 46 BIIB 332.80 -14.24 -4.10%
PFE 31.96 +0.05 +0.16%
REGN 325.20 -3.49 -1.06%
GILD 73.22 -2.31 -3.05%
MDVN 67.69 -0.99 -1.44%
BMRN 75.41 -3.16 -4.02%
AEGR 49.75 -0.56 -1.11%
VRTX 75.70 -2.07 -2.66%
ALXN 164.94 -8.72 -5.02%
CELG 147.38 -2.63 -1.76%
AMGN 124.92 -2.13 -1.68% |
|
u******4
发帖数: 4281 | 47 尼玛 彻底完蛋了
BIIB 309.05 -9.48 -2.98%
PFE 31.39 -0.79 -2.46%
REGN 305.07 -5.72 -1.84%
GILD 71.55 -0.52 -0.72%
MDVN 64.40 -2.14 -3.21%
BMRN 73.18 -0.75 -1.01%
AEGR 44.94 -2.79 -5.85%
VRTX 72.51 -1.32 -1.79%
ALXN 149.87 -9.92 -6.21%
CELG 141.97 -2.43 -1.68%
AMGN 119.49 -3.45 -2.80% |
|
u******4
发帖数: 4281 | 48 看看我的牛股吧 明天再不反弹就只有跳楼了
BIIB 309.05 -9.48 -2.98%
PFE 31.39 -0.79 -2.46%
REGN 305.07 -5.72 -1.84%
GILD 71.55 -0.52 -0.72%
MDVN 64.40 -2.14 -3.21%
BMRN 73.18 -0.75 -1.01%
AEGR 44.94 -2.79 -5.85%
VRTX 72.51 -1.32 -1.79%
ALXN 149.87 -9.92 -6.21%
CELG 141.97 -2.43 -1.68%
AMGN 119.49 -3.45 -2.80% |
|
u******4
发帖数: 4281 | 49 mud horse:
REGN 301.86 -10.00 -3.21%
BIIB 296.99 -12.77 -4.12%
PFE 31.89 -0.21 -0.65%
GILD 68.88 -2.53 -3.54%
MDVN 61.70 -1.47 -2.33%
BMRN 66.08 -2.83 -4.11%
AEGR 44.43 +0.78 +1.79%
VRTX 68.37 -2.41 -3.41%
ALXN 150.80 -0.30 -0.20%
CELG 139.75 -2.47 -1.74%
AMGN 121.08 -1.21 -0.99% |
|
u******4
发帖数: 4281 | 50 怎么办呢？
REGN 289.92 +4.58 +1.61%
BIIB 293.66 +5.39 +1.87%
GILD 72.04 -0.16 -0.22%
MDVN 61.46 +1.43 +2.38%
BMRN 62.53 -0.81 -1.28%
AEGR 42.44 +0.18 +0.43%
VRTX 66.61 +0.77 +1.17%
ALXN 146.21 +3.71 +2.60%
CELG 138.53 +1.15 +0.84%
AMGN 118.69 -0.42 -0.35% |
|
