由买买提看人间百态

topics

全部话题 - 话题: genz
1 (共1页)
g******0
发帖数: 1165
1
UPDATE 3-Sanofi makes approach to Genzyme - source
2:37pm EDT
* Sanofi makes early approach to Genzyme - source
* Issues such as price, management have not been discussed
* Genzyme shares up over 17 pct (Adds analyst comments, details on Genzyme
strategy)
By Jessica Hall
NEW YORK, July 23 (Reuters) - French drugmaker Sanofi-Aventis SA (SASY.PA:
Quote, Profile, Research, Stock Buzz), on the hunt for a large acquisition,
is sounding out biotech Genzyme Corp (GENZ.O: Quote, Profile, Research,
Stock... 阅读全帖
n**2
发帖数: 630
2
FDA今天放过了一个generic的药,mnta矿长了。过了10年保护期,就是generic的天下了。
作为generic老大的teva担心Copaxone会受到其他generic的挑战,而且mnta的确也这么
做了。teva被抛了,不过-8.6%也有些过分。
http://online.wsj.com/article/BT-CO-20100723-712047.html
agn降了2.3%,很接近今天generic药股大盘。还没有仔细看过,不过伊的一个药刚被UK说ok
了。是不是伊有类似Lovenox的药啊?
但作为mnta的合作伙伴的nvs反而降了,不明白。
个人看法,sny预计到这一点了,所以加快了M&A的动作,genz就也彪上去了。既然genz
上去了,那么biib和celg就没戏了。但sny降的4.2%不能全部归咎于今天的这个FDA的决
定,大药厂都半死不活的,pipeline上的货大多是用来please shareholder的,真正有前途的没有几个。drug major的大盘今天降了0.78%。
http://www.mitbbs.com/article_t/Pharma
Y********e
发帖数: 2445
3
来自主题: _Stockcafeteria版 - 作了一下功课: SEC 13F
狂赞一下good work!!!!
我仔细看了几个图,发现狗剩、鲍尔森、索罗斯都大量增持GENZ。
鲍尔森的建仓平均价大概是71刀左右,目前GENZ市场价75刀。
不知道俺们现在也跟着冲进去有没有搞头?请未眠老大指点一下。
g******0
发帖数: 1165
4
YMYD
o**n
发帖数: 2130
5
The first bristle toothbrush, resembling the modern toothbrush, was found in
China during the Tang Dynasty (619–907) and used hog bristle.[4][9] The
bristles were sourced from hogs living in Siberia and northern China because
the colder temperatures provided firmer bristles. They were then attached
to a handle manufactured from bamboo or bone, forming a toothbrush.[3] In
1223, Japanese Zen master Dōgen Kigen recorded on Shōbōgenzō that he saw
monks in China clean their teeth with brushes made of... 阅读全帖
s*******t
发帖数: 224
6
参赛ID:seminvest
参赛picks(限制两pick):
Pick#1 (Long/Short,权重比): Long 30% GENZ
Pick#2 (Long/Short,权重比): Long 70% RF
j*****7
发帖数: 4348
7
ISIS - GENZ
ONXX - Bayer
HGSI - GSK
m*****t
发帖数: 998
8
多谢n202兄啊,现在这里很少有这么关注FA的帖子了!FDA批准了应该是利好啊,难道
市场是担心行业竞争的加剧导致利润的下降?可是从financial statement上面看不出
来啊。而且这次不是只是teva下跌,是整个行业。你对ipxl有研究么?我一直在关注它
,今年q1业绩很抢眼,今年以来狂涨啊,马上q2的业绩就要出来了,不知道会怎么样。
看来我还是对这个行业不熟悉,是不是过了10年保护期以后大家就可以随便做了?但是
好像没有看出有很大的竞争似的,是不是他们在选择药的时候也会刻意避开竞争?最后
,大药厂日子的确不好过,但是generic是很舒服啊,看看他们的income statement就
知道了,暴利啊。

下了。
UK说ok
genz
有前途的没有几个。drug major的大盘今天降了0.78%。
I****m
发帖数: 771
9
来自主题: Stock版 - Wednesday's Economic Calendar
Earnings: Wednesday Before Open
* Check Point Software (CHKP): Q3 EPS of $0.63 beats by $0.04. Revenue
of $273.2M (+16.9%) vs. $262.8M. (PR)
* Comerica (CMA): Q3 EPS of $0.33 misses by $0.08. Shares -8.8%
premarket. (PR)
* EnCana (ECA): Q3 EPS of $0.13 misses by $0.06. Shares -4.3% premarket.
(PR)
* Quest Diagnostics (DGX): Q3 EPS of $1.13 beats by $0.13. Revenue of $1
.86B (-1.7%) vs. $1.87B. (PR)
Earnings: Tuesday After Close
* Altera (ALTR): Q3 EPS of $0.69 beats by $0.04.... 阅读全帖
c*******9
发帖数: 6411
10
来自主题: Stock版 - in GENZ
should have a deal on Monday
c********t
发帖数: 4527
11
来自主题: Stock版 - er
04:44 PM Eastern Standard Time, 02/11/2011 (MidnightTrader) -- MONDAY,
Feb. 14 Extended-Hours Earnings: A, ACGL, BEAC, CDII, BOBE, CW, CYTK,
DBD, DYNT, FTI, NSIT, KVHI, MAR, MAS, MERC, MGM, MITK, LLNW, NAT, OPTI,
QBAK, SKH, STEC (STEC:$23.79,00$-0.37,00-1.53%) , UCTT, VAL, URRE, WINN.
Economic Data: None. TUESDAY, Feb. 15 Extended-Hours Earnings: AAN,
ACIW, MDRX, ACAS, AMMD, ADI, CPLA, FUN, CENX, CIT, CGEN, DELL
(DELL:$13.97,00$0.12,000.87%) , DENN, DW, EXAS, FOSL, GPRO, GIVN, GUID,
HWAY, HST, I... 阅读全帖
w****r
发帖数: 245
12
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
R********a
发帖数: 467
13
兄弟,国内的销售额都很有问题。
200亿就是30亿美元,3B美元的销售额。BIIB和GENZ都是4B。那都是世界前20
-30的制药公司了。大概亚洲现在能混进前50的,除了日本就是印度的dr. 什么东
西。
你知道一个医药销售代表,在国内平均是150万人刀一年的销售额。所以200亿就
要有1万3千人在销售。然后这个公司至少要有1万7千-2000万人。因为有生产
,原料,储运,资金各个环节。
如果这个公司没有1万3千个销售代表,基本就是骗人的。
http://www.jtyy.com/ReadNews.asp?NewsID=8183%20&BigClassName=%D2%BD%D1%A7%B6%AF%CC%AC&SmallClassName=%B9%FA%C4%DA%D0%C2%CE%C5&SpecialID=0
美国大概最大的generic, watson pharm,WPI,一年revenue 3B
http://finance.yahoo.com/q/ks?s=WPI+Key+Statistics
p*****k
发帖数: 318
14
来自主题: Quant版 - 这个期权公式可化简吗?
probably should read the reference by zhucai first before
i comment, but i fail to see the relevance of the
spread option here.
in any case, a call on either the maximum (or minimum)
of two stocks can be expressed using bivariate normal c.d.f..
see e.g., Stulz (1982)
http://dx.doi.org/10.1016/0304-405X(82)90011-3
similar to 1d normal c.d.f., good algorithms exist to
evaluate it numerically:
http://www.math.wsu.edu/faculty/genz/papers/bvnt/bvnt.html
w*******y
发帖数: 60932
15
Ok, so this may appeal only to a select few people out there, but I cannot
stress enuogh how good of a deal this is.
To preface, I use this amp EXCLUSIVELY for all of our gigs and it's been
bulletproof. I have been using the same head for 5 years now, averaging 2
gigs a month as well as full band practices with no issues. Add to that the
amazing array of tones (glassy clean to rectifier burn), the ACTIVE EQing,
50/100 watt switch, the extremely useful footswitch, etc etc, and you have a
no brain
L******w
发帖数: 970
16
来自主题: _Stockcafeteria版 - 哭死
我的genz,54就放跑了。
u*****n
发帖数: 778
17
来自主题: _Stockcafeteria版 - Oct SP500 ER schedule ZT (转载)
【 以下文字转载自 JQCLUB 俱乐部 】
发信人: urqueen (You suck. I rock.), 信区: JQCLUB
标 题: Oct SP500 ER schedule ZT
发信站: BBS 未名空间站 (Mon Oct 11 17:12:38 2010, 美东)
DATE | TIME | COMPANY NAME AND PERIOD | SYMBOL | EPS ESTIMATE | No.OF
EST | EPS YEAR AGO
12 Oct AMC Q3 CSX Corp. (CSX) 1.04 26 0.74
12 Oct 12:00 Q3 Fastenal & September Sales Release (FAST.O) 0.50 11 0.32
12 Oct Q3 Intel Corp. (INTC.O) 0.50 40 0.33
13 Oct AMC Q4 Apollo Group (APOL.O) 1.30 20 1.06
13 Oct BMO Q3 Host Hotels & Resorts Inc. (HST) -0.... 阅读全帖
Y********e
发帖数: 2445
18
来自主题: _Stockcafeteria版 - 作了一下功课: SEC 13F
是,这些fund上的肯定都是中长线。所以我确实打算在Roth/IRA帐户里搞HIG和GENZ。
d******0
发帖数: 22800
19
来自主题: _Stockcafeteria版 - 作了一下功课: SEC 13F
友情提醒一下,genz要被sanofi买掉了。看一下新闻做一下功课在掏钱跟着人买吧。好
像是74一股。
j*****7
发帖数: 4348
20
【 以下文字转载自 Stock 讨论区 】
发信人: jhsph07 (银杏), 信区: Stock
标 题: 大家看看这几个公司被买断的可能性怎么样?
发信站: BBS 未名空间站 (Fri May 7 09:41:43 2010, 美东)
ISIS - GENZ
ONXX - Bayer
HGSI - GSK
g**********1
发帖数: 399
21
被买的不清楚,
几个大公司近期好像都不大可能
PFE还有银子买吗?
GSK近期好像不大可能买,重组。genz不死不活的一个公司,没什么前途。
hGSI正在准备filing,应该会长, 多少就不知道了
灌水贴
g******0
发帖数: 1165
22
【 以下文字转载自 Stock 讨论区 】
发信人: jhsph07 (银杏), 信区: Stock
标 题: 大家看看这几个公司被买断的可能性怎么样?
发信站: BBS 未名空间站 (Fri May 7 09:41:43 2010, 美东)
ISIS - GENZ
ONXX - Bayer
HGSI - GSK
再加一个:
PLX - PFE
N***i
发帖数: 2063
23
http://www.zacks.com/stock/news/37221/Pharma+and+Biotech+Industry+Outlook+-+July+2010
By: Zacks Equity Research
July 20, 2010 | Comments: 0
Recommended this article (2)
ABT | JNJ | PFE | MRK | RHHBY | BMY | SNY | MYL | LLY | GSK | ACL | GILD |
BIIB | AMLN
Print Share
The pharmaceutical industry has witnessed major changes over the past few
quarters, with performance being affected by factors like sluggish
prescription trends, intensifying generic competition and limited late-stage
catalysts. ... 阅读全帖
K********g
发帖数: 9389
24
不会吧
我还没买GENZ呢
y*****l
发帖数: 5997
25
来自主题: _pennystock版 - 中国数据强劲,美股期指劲扬
How long will this take? 1 day, 1 week, or 1 month?
盘前动态 -- 中国数据强劲,美股期指劲扬

美股期指周一盘前劲扬,因为中国公布8月份经济数据强劲,以及达成巴塞尔协议,对
银行资本订出新规定,激励股市、原料、风险货币全面上涨,但是避险需求滑落,美元
、日圆、政府公债价格走跌。
道琼工业指数期货盘前下跌86点,为10,545点;史坦普500指数期货上涨9.4点,成为1,
114.3点;Nasdaq 100指数期货上涨15.25点,为1,905点。
中国最新公布的数据捎来喜讯,美国股市一周之始可望大涨。中国8月份工业生产成长
13.9%,经济学家预期增长13%;8月份零售额增长18.4%,高於7月份的成长17.9%。
看来中国经济复苏动能开始增温,对股市产生很大的激励作用,欧、亚股纷纷上涨回应
。中国上周六也公布,8月份消费者物价上涨3.5%,合乎市场预期。最近几个月北京当
局采取调控措施,减缓房地产价格涨幅。
亚洲股市上扬,欧洲股市Stoxx 600指数盘中上扬0.8%。美国10年期公债殖利率上涨4个
基点,为2.838%。... 阅读全帖
f**********g
发帖数: 2252
26
来自主题: _pennystock版 - Biotech Calendar: Key Dates for February
http://www.thestreet.com/_yahoo/story/10989791/1/biotech-calend
By Adam Feuerstein 01/31/11 - 09:10 AM EST
ALIM, AEN, EXEL, PLX, GENZ, IDIX, AVNR
BOSTON, Mass. (TheStreet) -- A calendar of important, potentially stock-
moving biotech events for February:
More from Adam Feuerstein
NPS Pharma: Gattex Bowel Study SucceedsArena Pharma: Weight-Loss Drug
WoesBiotech Stock Mailbag: Orexigen TherapeuticsMarket Activity
AVANIR Pharmaceuticals| AVNR DOWNAlimera Sciences Inc.| ALIM DOWNProtalix
BioThera... 阅读全帖
f**********g
发帖数: 2252
27
来自主题: _pennystock版 - Biotech Calendar: Key Dates for February
http://www.thestreet.com/_yahoo/story/10989791/1/biotech-calend
By Adam Feuerstein 01/31/11 - 09:10 AM EST
ALIM, AEN, EXEL, PLX, GENZ, IDIX, AVNR
BOSTON, Mass. (TheStreet) -- A calendar of important, potentially stock-
moving biotech events for February:
More from Adam Feuerstein
NPS Pharma: Gattex Bowel Study SucceedsArena Pharma: Weight-Loss Drug
WoesBiotech Stock Mailbag: Orexigen TherapeuticsMarket Activity
AVANIR Pharmaceuticals| AVNR DOWNAlimera Sciences Inc.| ALIM DOWNProtalix
BioThera... 阅读全帖
g**********1
发帖数: 399
28
来自主题: _pennystock版 - Biotech Calendar: 2011 FDA Drug Approvals
ding~~
genz can be ignored...
g**********1
发帖数: 399
29
来自主题: _pennystock版 - Biotech Calendar: 2011 FDA Drug Approvals
ding~~
genz can be ignored...
b**t
发帖数: 656
30
The following tables show companies listed on the Nasdaq Stock Market that
have the largest changes in short interest as a percentage of shares
available for trading as of the Feb. 15 settlement date.
TOP 25 INCREASES IN SHORT INTEREST VS FLOAT
Feb. 15 Jan. 31
Short Interest Short Interest
Tick /Free Float % /Free Float % Increase %
==== ====================== ================= ===========
OREX 41.56 20.74 20.82
AUTC 24.12 6.03 18.08
MOTR ... 阅读全帖
b**t
发帖数: 656
31
The following tables show companies listed on the Nasdaq Stock Market that
have the largest changes in short interest as a percentage of shares
available for trading as of the Feb. 15 settlement date.
TOP 25 INCREASES IN SHORT INTEREST VS FLOAT
Feb. 15 Jan. 31
Short Interest Short Interest
Tick /Free Float % /Free Float % Increase %
==== ====================== ================= ===========
OREX 41.56 20.74 20.82
AUTC 24.12 6.03 18.08
MOTR ... 阅读全帖
f**********g
发帖数: 2252
y*****l
发帖数: 5997
33
美国股票板块分类,参考资料:
计算机/互联网 >> AAPL ADS ANSW CSCO DELL EBAY ELNK GIGM GOOG IBM JAVA KNOL
LNUX MFLX MSFT NENG NUAN PALM TMTA YHOO
半导体/通讯 >> A AMD AMKR ANAD ASYT ATS AVNX COGO HITT IDTI INTC JDSU LVLT
NVLS QCOM S SIGM SIRI SMH SMSI SPRD WDC
电子商务 >> AMZN DRIV EXPE MIVA PCLN
黄金 >> AUY BGO CAU CLG GBN GG GLG KRY MNG NAK NEM NG NXG TGB TRE VGZ
白银 >> CDE HL HYBT.OB PAAS QCYE.OB SIL SLW SSRI VXPH.OB
黄铜 >> CUP FCX LCC PCU PD RLO
钢铁 >> AKS ATI CPSL GGB IIIN MT NUE PKX RIO SID SIM STLD
其他金属 >> AA CSWT.BO RTI TA... 阅读全帖
1 (共1页)