t*********1 发帖数: 2852 | 1 对,各种insulin pen injection确实不错。不过还是invasive的。
如果能做成non-invasive的,市场还是非常大。
novo nordisk对口服胰岛素非常热情。还有几家小公司也在做各种alternative
delivery insulin。challenge确实很大,risk大,但是一旦成功回报也很大。 |
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t*********1 发帖数: 2852 | 7 同意这是一个concern。
不过非注射的insulin是个非常大的市场,值得一试。 |
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m******3 发帖数: 734 | 8 现在用的micro injection其实没那么可怕。
倒是肺癌更让人担心。 |
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t*********1 发帖数: 2852 | 9 对,各种insulin pen injection确实不错。不过还是invasive的。
如果能做成non-invasive的,市场还是非常大。
novo nordisk对口服胰岛素非常热情。还有几家小公司也在做各种alternative
delivery insulin。challenge确实很大,risk大,但是一旦成功回报也很大。 |
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s******t 发帖数: 213 | 10 pfizer撤销exubera并不是因为副作用,而是因为当时缺少销量,而exubera做的确实也
不够好,至少不够方便。而且价格过高。
肺癌的事情是有的,但后来发现实验组得肺癌的那几个人大都吸烟,于是是否有肺癌危
险,尚无定论。 |
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o********n 发帖数: 1329 | 11 我觉得要慎重。
SA上的文章总结的蛮好的。
Market Cap: 1.57B
也不算便宜了。
FDA什么时候批准?知道日期吗? |
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m******3 发帖数: 734 | 12 如果treatment和placebo组吸烟的比例一样多, treatment得肺癌的比例比对照多了5
倍,就是有问题。癌症是rear disease,5倍比例是高了太多。 |
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C****A 发帖数: 583 | 14 大牛觉得CTIC怎么样? 有BAXTERA在背书 |
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C****A 发帖数: 583 | 16 VP recently sold > 30,000 shares though, 会有影响吗? |
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V*****2 发帖数: 7930 | 18 成功前风险大,成功后搞个类似的会很容易,所以这胰岛素最好还是不要碰。 |
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p**********e 发帖数: 703 | 19 Fortunately I make some money in last up, 4-8, and I bought a TINY bit last
month around 5, totally bidding, 51+ -1 /49 + - 1 chance within the next few
months....
Buy or not, depends on your style on stocks...
Just my opinion, Good luck! |
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t******6 发帖数: 457 | 22 TA看,agree
另外Insider Trans 39.29%,也是个很明显的提示点
谢谢推荐! |
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j****7 发帖数: 786 | 24 doing a big bet today... bought 200 contracts of nov call @5 post earning...
getting rich or nothing... |
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l********i 发帖数: 2503 | 26 你赌这种没必要,连收入都没有,ER能有多大影响啊 |
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j****7 发帖数: 786 | 27 ya, there wasn't much action. it's all about this conference call happening
in 6 mins... i'm just betting blindly here... |
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d**********r 发帖数: 24123 | 28 这种conference call 不太可能出新药相关的消息吧。
happening |
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j****7 发帖数: 786 | 29 just some partnership info at best... but this stocks is like penny stock...
i'm just betting on a less than 5% chance of at least bounce up a bit in the
next few days... |
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j****7 发帖数: 786 | 31 hopefully it stay high throughout most of today, so i can at least sell my
contracts... |
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j****7 发帖数: 786 | 32 hahaha, doubled today on this one... what a fking lucky day... |
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p**********e 发帖数: 703 | 34 Here is my list
Recently sold two stocks: ANAC (bought at 5.7, sold at 12.8), ACAD (bought
at 11, sold at 22)
Still holding RMTI (bought at 4.6, 9.3 and 11.4), expecting it to be next
ACAD, and will sell when over 20 in a couple of months...
Still holding ATHX (bought at 1.58), will keep for at least one more year
Recently bought AEZS at 1.03, will hold for a year
Recently bought CBMX at 2.68, will hold for a year
Recently bought ARNA at 4.5 (previously bought around 8 and 6), will hold
for two ... 阅读全帖 |
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p**********e 发帖数: 703 | 35 I sold too earlier this morning to buy MNKD... |
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p**********e 发帖数: 703 | 36 Totally agree...
My first love is ARNA, the second one is MNKD, and I knew this one is more
risky...still have time before April 1st...
I have a problem as you said before: holding a up trend stock, like ACAD,
ANAC...still learning, and will try to hold ATHX and RMTI longer... |
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s********n 发帖数: 50 | 38 楼主,帮忙看看MNKD,能不能在5.8进点?谢谢 |
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E**********r 发帖数: 2743 | 39 先祝大家新年快乐!
收了些妖股,与大家分享。
降妖有风险,请务必谨慎。
在此大力感谢本坛药神fengyun11,pineapplepie,sugarcat,和其他一些人的贡献。
另:这个帖子里的不全是药股,有些是healthcare sector的pick。请大家继续分享,
我会在第一时间更新这个帖子, 并在更新后推上首页。
ABIO
ACAD
ACHN
AEZS
ALNY
AMRN
APRI
ARIA
ARNA
ATHX
ATOS
AUXL
CANF
CBLI
CBMX
CHTP
CLDX
CYTR
DCTH
DNDN
DVAX
ENZN
GALE
HALO
IBB
IDRA
IMGN
IMUC
INFI
INO
ISIS
ITMN
LBIO
MACK
MDVN
MNKD
NBS
ONCS
ONVO
OPXA
OREX
PBYI
RMTI
RNA
RNN
SGEN
SRPT
STEM
STXS
SUPN
XOMA
ITMN
ILMN
PACB
SQNM
XLRN
XNCR |
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E**********r 发帖数: 2743 | 40 收了些药股,与大家分享。
药股有风险,请务必谨慎。
在此大力感谢本坛药神fengyun11,pineapplepie,sugarcat,和其他一些人的贡献。
另:这个帖子里的不全是药股,有些是healthcare sector的pick。请大家继续分享,
我会在第一时间更新这个帖子。
ABIO
ACAD
ACHN
AEZS
ALNY
AMRN
APRI
ARIA
ARNA
ATHX
ATOS
AUXL
CANF
CBLI
CBMX
CHTP
CLDX
CYTR
DCTH
DNDN
DVAX
ENZN
FONR
GALE
HALO
IBB (deer2005:etf,风险相对较小)
IDRA
IMGN
IMUC
INFI (deer2005:烂股,忘了好)
INO
ISIS
ITMN
LBIO
MACK
MDVN
MNKD
NBS
ONCS
ONVO
OPXA
OREX
PBYI
RMTI
RNA
RNN
SGEN
SRPT
STEM
STXS
SUPN
XOMA
ITMN
ILMN (deer2005:牛股)
PACB
SQNM
XLRN
XNCR |
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p**y 发帖数: 7407 | 45 MNKD
本人并未持有该股
只作TA学习之用. |
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s******t 发帖数: 213 | 47 但是长线投这个的一定要注意ormp,口服胰岛素有了重大进展,所以mnkd的市场前途不
乐观。 |
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l*****t 发帖数: 8319 | 50 如果上天再给我一个今天早上all in 的机会。。。我一定不会买aria这个垃圾。。。 |
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