e*****7
发帖数: 31 | 1 Being in Biology field for about 10 years in the past, biotech and big
Pharma stocks are always part of my interest in my own investment research.
I followed R&D of all major companies and their clinical trials closely.
Just want to give my 2c on the field in general.
I don't think there is any upside near term on all big Pharma stocks. The
reason is simple: no blockbusters from any of these firms near term. In mean
time patents of lots of their big selling drugs will expire in near future.
Most |
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t****t
发帖数: 273 | 2 Biotech似乎不太适合长期持有。几个月最多了。风险太大。跟赌博差不多。pipeline
上的药，成功了，大赚一笔。失败了，恐怕就会血本无归。最近的ARDX，虽然药效很好
，但是有其他药厂类似的药效果更好。结果ARDX跌的一塌糊涂。估计是两家差不多时间
起步，被别人抢先获得了成功。 |
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a******d
发帖数: 955 | 3 DNA 那时候多少biotech ipo，走下来的有几个？ |
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j*****7
发帖数: 4348 | 4 【 以下文字转载自 pennystock 俱乐部 】
发信人: jhsph07 (银杏), 信区: pennystock
标 题: ARRY － 基本面良好的小biotech
发信站: BBS 未名空间站 (Fri Aug 14 15:39:51 2009, 美东)
在RA, 糖尿病和Oncology area都有成功希望的药， 公司有研有发， 不缺钱。
ARRY-162 九月份出二期实验结果。
整盘许久， 盘子小， share outstanding少， 好拉。
一个药不好，可以AD.
缺点： Pipeline上的药大多为early/mid-stage的， 目前没有大的partnership， 等
于是还没有大药厂的背书。 |
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f***o
发帖数: 13 | 5 近来biotech 轮涨， 我也给出自己已经观察了半年的一个股票 OXGN
Pipeline 很强， 1个phase3， 3个phase2. 很多trial都临近出结果的日期.
http://www.oxigene.com/pipeline.php
二月三号有OXGN和VXGN合并议案的VXGN股东投票。这是VXGN第二次为与其它公司合并而
进行的股
东投票，如果通过，将会给oxgn带来$33的cash，但股价稀释的代价很小(增发15.6m)。
如果没有
通过，VXGN也会付给OXGN$1.4m。
http://www.reuters.com/finance/s ... tamp=20091117173000
因为临近VXGN合并案的投票，OXGN很有可能会放出好的消息来推动议案通过。最有可能
的是
OXI4503 trial(Primary completion date Dec 2009)
http://clinicaltrials.gov/ct2/sh ... =oxi4503&rank=2
和
PCV ophthalmology trial (Primary completio |
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l*******r
发帖数: 3799 | 6 【 以下文字转载自 MacroInvesting 俱乐部 】
发信人: liliwater (lyrist), 信区: MacroInvesting
标 题: [Biotech] 大规模/高速测序相关的新闻及股票
发信站: BBS 未名空间站 (Tue Oct 6 19:21:15 2009, 美东)
开一个thread专门讨论这方面的新闻和股票。
大规模/高速测序继续（以下简称测序）顾名思义就是确定DNA序列的中四种核苷酸的的
排列顺序。高速高效低廉的测序技术对生物科学研究，疾病诊断，药物开发等具有革命
性的影响。 (Internet那个重量级的吧）(忽略若干背景知识）
第一代测序技术
* Sanger sequencing. 能够测量~1,000bp长的序列，精确性99.999%。缺点是费用相
当昂贵，在high-throughput shotgun genomic sequencing中的成本大约~$0.5/Kb
第二代测序技术， 包括
1. microelectrophoretic methods
2. sequencing by hybridization
3. |
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j******e
发帖数: 294 | 9 saw several biotech stocks are strong today. like SGMO.
any comment for this sector? |
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w****a
发帖数: 12 | 10 Biotech Calendar: 2011 FDA Drug Approvals
05/25/11
BOSTON (TheStreet) -- The 2011 FDA drug approval calendar has been updated.
For easier reference, this regulatory calendar is organized in chronological
order based on the drug approval decision date. Information on pending FDA
advisory panels is also included.
Optimer Pharmaceuticals(OPTR_)
Drug/indication: Dificid for Clostridium difficile infection
FDA approval decision date: May 30, 2011
GlaxoSmithKline(GSK_) and Valeant Pharmaceuticals(VRX_... 阅读全帖 |
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w*w
发帖数: 546 | 11
方便说下之前都关注了哪些biotech stocks？ |
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g****e
发帖数: 1426 | 12 Undervalued biotech pharma is getting attention. Short term 10% return!!
Below is the facts about DSCO I just copied from DSCO yahoo message board:
Facts:
1. one approved device
2. one approved drug
3. $40 million in cash
4. no debts
5. no preferred stocks
6. no warrnts
8. exclusive rights
9. excellent pipeline
10. Newly partnership
11. MAA approval soon
12. New device new drug launch soon
13. Mkt Cap 128 million ???
At 3 times sales, this is already $400 million firm, and that is $10 PPS.
DSCO ... 阅读全帖 |
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g****e
发帖数: 1426 | 13 Another Biotech stock in my watch list is DCTH, which is similar to CLSN in
oncology area. DD on your own.
Again, don't sell HZNP if you are underwater. I strongly believe it will
approach $9 as close to 07/26. The only risk here is a possible delay on FDA
approval which I think is highly unlikely and the drug will be approved on
time. |
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g****e
发帖数: 1426 | 14 Don't hold your shares if you don't feel comfortable with.
I am currently holding 1000 shares of HZNP which I bought at $6.2. I believe
the company and it's products and 07/26 PDUFA catalyst.
Next week is very critical, I will sell them on Thursday if the price goes
up to my target or at least upper 8s. Otherwise, I will hold it and consider
a mid term investment. Also please note that HZNP will have EU approval
decison in August. BTW, I am not dt and don't care about too much daily drop
and gai... 阅读全帖 |
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g****e
发帖数: 1426 | 15 Had good return on ARNA, VVUS, AMRN and HZNP (could have more on HZNP if not
too greedy. I didn't expect today's dilution or too late to find it). It
seems there are lots of MIT investors like me are insterested in Biotech
companies facing FDA decisions, it would be nice to form a discussion group
for next picks and exchange ideas when trading these stocks. Please reply to
share your thoughts and let's play together.
Here could be a starting point for picking:
http://www.thestreet.com/story/1163... 阅读全帖 |
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g****e
发帖数: 1426 | 17 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 |
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g****e
发帖数: 1426 | 18 Bought dvax @3.7x today. Currently holding these 4 biotech stock long
position. |
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g****e
发帖数: 1426 | 19 Just read SA article below about CPRX -- the next ANRA:
http://seekingalpha.com/article/843531-3-speculative-biotech-st
Reasons to buy:
1. $6M stock offering just completed, that means someone just bought 4M
shares at $1.5
2. Catalyst event CPP-109 Phase IIb result due on or before 09/30
3. Huge market for CPP-109 the treatment of cocaine and methamphetamine
addiction and sensational impact to world on Drug addiction
4. FDA granted CPRX Fast Track status for CPP-109, that means NDA could be
subm... 阅读全帖 |
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g****e
发帖数: 1426 | 20 Read some posters in zhuxi's club. Very sad to see big losses in biotech
stocks. Please do complete DD before buying. I wish all you best and all the
losses will come back soon. |
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g****e
发帖数: 1426 | 21 I don't have them anymore. Hznp will have eu approval too this month.
Sppi belinostat data will be this month. Amrn NCE/Bo ... So many exciting,
going to be a very volatility period for these biotech stocks. Trading them
accordingly. Good luck!! |
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J***e
发帖数: 142 | 22 买的是CLDX, ACAD 和 OMER. CLDX 20多进，35卖掉， ACAD也是赚了不少。 但被OMER
宰了。
买了OMER第二天GOV shutdown 跌了很多，来不及卖掉， 想的政治环境影响， 政府重
开了后会上涨， 但一直没涨，有跌了很多，干脆就没卖了。 但从此以后好消息出了不
少，什么insider 购买， FDA试用等， 但还是没涨。 一直在关注其他Biotech也没涨
多少， （除了几个个别的），都没回到政府关闭之前的水平。
OMER 从TEST方面没有坏消息， 好象是SECTOR出了问题。 |
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J***e
发帖数: 142 | 23 也不是ALL in, 投了1/5的钱， 总下来也亏的不多， 只是搞不明白。 想知道BIOTECH
的趋势， 毕竟自己不是这行的。 |
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E*********r
发帖数: 4984 | 24 我是做医学检测的，和Biotech有点关系，帮FDA做过好多项目。 这个领域的公司一般
都是一个或两个技术做一堆产品，有些是只做技术，卖给大公司。你除非有些内幕消息
，不然非常不好做。我其实自己从来不买。 |
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d**********r
发帖数: 24123 | 25 谁说跌下来就一定会涨上去？
谁说跌下来就不会再跌？
不只是Biotech，所有的都一样 |
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m*s
发帖数: 6855 | 26 赞观察细致
谁说跌下来就一定会涨上去？
谁说跌下来就不会再跌？
不只是Biotech，所有的都一样 |
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E*******t
发帖数: 119 | 28 哦，就说么,nih funding cut, 怎么biotech 这么火爆。 下一个板块预测是什么啊 |
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c****w
发帖数: 2830 | 29 有人说目前的因特网上市公司，和2000年的那些光膀子start ups，三人一电脑桌就上
市圈钱了不一样了。说现在的模式很成熟，很复杂。虽然一部分依旧不能赚钱，象是
100块钱的yelp，55块钱的twtr。
但这一次的泡沫的猪脚，其实重复的是一样的故事。
火热了很长时间的biotech。三人一桌试管的start ups，就上市圈钱了。不仅不赚钱，
还没有revenue。股价50。 |
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k***n
发帖数: 3158 | 30 we are no where close to a biotech bubble, at least 10 years away
an anology would be IT companies in early 80's
yes, many of them will be eliminated through the next cyclical bear market
but the sector will be the main driver for the following secular
bull market, which will push SP500 to 10000 |
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A***A
发帖数: 251 | 31 这两天biotech暴跌， GILD, AMGN, TMO...
Fidelity基金也跟着暴跌。请问大牛们该如何处理。卖基金？还是捂着？ |
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j**l
发帖数: 486 | 32 同感： HEALTHCARE 和 BIOTECH 可算 DEFENSIVE INVESTMENT + GROWTH。
虽然我对美国医药和生化行业很不满： 搞些有毒食品， 害得人多得病， 多得病就得
看医吃药。。。 这个行业比很“黑”很爆利。 可是小屁民有啥办法？ 斗不过就加入
-- 不能成为这行业的人就投资吧。 |
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w********r
发帖数: 4193 | 33 最近biotech下跌的更深一层原因是因为机构需要钱来买入其它板块(金融，能源，芯片
，etc)和低pe的股票，开始为fed加息以及低增长环境布局。现在fed开始紧缩，机构没
有以前那么多闲钱了，如果想买入新的板块，就要卖掉一些已经很肥的板块。 |
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d******5
发帖数: 4273 | 34 Biotech这块，做多做空都有机会。
GILD看来是龙头，其走向是风向标。 |
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d******5
发帖数: 4273 | 35 biotech强力反弹中，回档可入。看能否突破BB中轨及MACD金叉形成。要注
意止损，提防2次探底。 |
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d******5
发帖数: 4273 | 36 biotech的底还不知道在哪里。等待吧！
捞了的，设止损。
XBI触及200ma，但IBB还没有。 |
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s********k
发帖数: 6180 | 37 买FBIOX吧，至少比你这个好，过去5年的黄金基金，不过一样重仓biotech |
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d******5
发帖数: 4273 | 38 biotech的底出来了么？我看还没有。
今天的反弹太弱了，像是下跌中继。 |
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d******5
发帖数: 4273 | 39 今天biotech的表现实在差。不过，有企稳迹象。 |
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d******5
发帖数: 4273 | 40 目前还有负面新闻不断释出，但股价超卖明显，如果大盘继续回升，这周biotech可能
会有较大反弹。
今天gild领跌，可能原因：保险公司（ESRX）要求gild对其抗丙肝药物降价。 |
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j**t
发帖数: 301 | 41 有没有牛人能分析下，如果长远点看，比如年底，biotech能涨回之前的高点吗？还是
从此完蛋了？
手头还剩一点，在犹豫到底要不要割肉，如果年底能涨回去那就放那算了。
鹿前辈？ |
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d******5
发帖数: 4273 | 42 无法预测啊！
biotech从此完蛋？不至于。 |
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d******5
发帖数: 4273 | 43 Biotech这块，不要急于捞底，觉得BIIB, ALXN, REGN等不少个股还要跌。
我主要关注gild,celg, bmrn，及xbi, ibb。 |
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d******5
发帖数: 4273 | 45 biotech又开始热起来了。不知持续性如何？
股市振荡，锁利和止损很重要。 |
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d******5
发帖数: 4273 | 47 看看biotech标杆股gild.
分批介入， YMYD! |
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d******5
发帖数: 4273 | 50 药厂并购频传，biotech上行的催化剂来了。 |
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