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全部话题 - 话题: pipelined
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h**********5
发帖数: 5355
1
不是打回pipeline,而是lender顾不上改我的这个doc,因为他们的pipeline排的漫漫的
.这是个local的不大不小的银行。。。
C********2
发帖数: 435
2
来自主题: Living版 - 离油井很近的房子能买呢?
躲得越远越好,要逃!
GOOGLE "gas pipeline explosion" "gas pipeline property value"
j**********1
发帖数: 73
3
能不能展开说说, 这个和PIPELINE的区别是什么? 危险吗? GAS MAIN 是不是指
DEVELOPMENT小区的 LOCAL PIPELINE ? 多谢
s*****a
发帖数: 914
4
来自主题: NextGeneration版 - [bssd]我的孩子,我的经历
Roche, PTC strike potential $490M deal for genetic disease program
Read more: Roche, PTC strike potential $490M deal for genetic disease
program - FierceBiotech http://www.fiercebiotech.com/story/roche-ptc-strike-potential-490m-deal-genetic-disease-program/2011-11-29#ixzz1qzvcsyxo
Subscribe: http://www.fiercebiotech.com/signup?sourceform=Viral-Tynt-FierceBiotech-FierceBiotech
Swiss drug giant Roche has bought exclusive rights to PTC Therapeutics'
program for spinal muscular atrophy (SMA) for $30... 阅读全帖
c*******u
发帖数: 12899
5
来自主题: NextGeneration版 - [合集] [bssd]我的孩子,我的经历
☆─────────────────────────────────────☆
aprilxu (妞妞是个乖宝宝) 于 (Fri Mar 30 00:33:44 2012, 美东) 提到:
我已经很久很久不发帖了,自从我女儿确诊以后,我就再没有心思在网上发帖和回帖了
。这几天看了一些关于残疾孩子和流产的帖子,我忍不住想说几句我自己的经历,也算
是一种倾诉吧。
我女儿快三岁了,又漂亮又聪明,可是,她不会走路,而且永远也不会。她患有SMA (
Spinal Muscular Atrophy) 。这是一种genetic disorder,由于基因缺失身体无
法制造一种蛋白,严重影响她的运动神经元和所控制的肌肉,导致肌张力低下。SMA是
一种罕见病,发病率仅为万分之一,由于我和我老公都是携带者(我们都不知道,也没
有家族史),我们的孩子有四分之一的几率患病,我的女儿很不幸。
但是幸运的是,我的女儿不是最严重的情况。Type 1,也就是最严重的情况,孩子一般
不会活过两岁。我女儿属于type 2,医生没说能活多久,只是告诉我们,最终依靠仪器
,她也许能活到成年,能上college,但是... 阅读全帖
a*****g
发帖数: 19398
6
With more state money available to reduce class sizes, school districts in
California are using incentives such as bonuses and housing subsidies to
recruit teachers. Schools have hired 7,700 teachers over the past two years
who have only temporary permits, waivers or intern credentials, data show.
BY DIANA LAMBERT
[email protected]
/* */
A growing teacher shortage has California school districts offering
subsidized housing and signing bonuses in an effort to woo potential
recruits.
The hir... 阅读全帖
h*****g
发帖数: 2
7
来自主题: Postdoc版 - Post-doc Position at U of A
Post-doctoral Position, Simulation of Crack Initiation in Pipeline
The Computational Materials Science group in the Department of Chemical and
Materials Engineering at the University of Alberta has a post-doctoral opening in the area of atomistic simulation of crack initiation to be filled as soon as suitable candidates can be identified.
NNPHSCC(Near-neutral pH stress corrosion cracking) is a form of environmentally assisted cracking that of great significance to Canadian oil and gas pipelines
g***o
发帖数: 92
8
【 以下文字转载自 Biology 讨论区 】
发信人: ganbo (niu), 信区: Biology
标 题: Senior Bioinformatics Scientist, Clinical Molecular Diagnostics in Beijing
关键字: bioinformatics,job,beijing
发信站: BBS 未名空间站 (Thu Mar 16 10:04:59 2017, 美东)
Genetron Health (Beijing) Co. Ltd is a molecular diagnostics company
headquartered in Beijing of China with multiple sites across China and in
the US. The company conducts high-complexity clinical tests for the
diagnosis of cancer and provides guidance for cancer health management.
Gene... 阅读全帖
a***e
发帖数: 27968
9
att的基本特点就是慢,所以呢,基本原则就是耐心,
千万不要干什么cancel一个开下一个的事情
因为事情进入他们的工作pipeline之后是不能消除的
只会在pipeline里面增加一个新的工作去消除上一个工作的影响
比如你定A,隔3天砍A订B
结果就是一星期后A通了,这时候你去砍B
又过了3天A断了,这个只是完成一星期前你砍的A工作
如果在等下去,你会发现B通了,然后B又断了
这个也是一个个完成你的order
这年头,一条线可以装4个电话,他们没人会问为什么
如果装和砍的进度有差异会更乱
碰到promotion就更复杂了,因为这东西基本是one per name.
所以A有折扣,B没有(你定B的时候A还没有取消完成)
然后A被砍了,折扣没了
所以,一件事情没完之前千万不要改,而是要求fix
比如A订完了没通,就电话确定活干了没有,干了,让修,没干,等
如果要砍,得砍完了,确定砍了,再做下一步
verizon也是一个德性,按开过一个family plan,给我两个individual账单
取消完了打3个月电话才把账算清楚,然后下面18个月,月月给我来账单
上面是-50刀,其实也不欠我... 阅读全帖
j*****0
发帖数: 26
10
来自主题: StartUp版 - 早期制药公司寻求Seed Money
We are a US-based early stage drug discovery company focusing on cancer
treatments. We have been functioning for several years with own fund.
Although the pace is slow, we have made huge progress with the platform that
we set out to develop. The fact that our leading compound (pre-clinical
stage)was recently licensed to another pharma company is a big boost to our
confidence. The licensing deal did not bring us big upfront payment.
Therefore, we would like to seek seed money to accelerate the... 阅读全帖
j*****7
发帖数: 4348
11
来自主题: Stock版 - 莫谈牛熊, 只论垃圾
牛熊之争在现在已经失去意义了, 看牛的有几个敢甩开膀子追高的? 看熊的不是已经残
废就是手拿cash等机会.
咱们来讨论一个和牛熊没太大关系的版块 - 小biotech.
小biotech涨起来惊人, 像今天盘后的VDNA, 上个月的DNDN. 当然跌起来也够意思, 一
个药效果不理想的话, 动辄削掉50%以上.
这里专门研究一下腰斩以后的捞底策略.
1) 要捞pipeline相对比较多样化的, 像HGSI, 今年一度被搞到了$0.45, 因为它的
pipeline上面还有其它产品(虽然比较lame), 还是有机构愿意接手, 来赌一赌它的
potential.
2) 要捞有噱头的, DNDN的噱头就很大, 前列腺癌的市场不可限量, 又没有其它的竞争
对手(CEGE的已经失败了), 在重大消息出来之前可以搞埋伏.
3) 要捞有合作协议的, 像IDMI, 至少是对它的研发能力的一种肯定.
再分析几个失败的biotech:
ENCY: 虽然在欧洲得到了生产许可, 在美国的死活过不去, 最后把自己给贱卖了, 为什
么? 它的竞争对手是GILD, 谁是GILD的头头? Rumsfield!
GN
f***o
发帖数: 13
12
来自主题: Stock版 - OXGN, smallcap biotech play
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

PCV ophthalmology trial (Primary completio
l******n
发帖数: 152
13
Stock Rating/Sector View: 1-Overweight/2-Neutral
Price Target: USD 23.00 (from USD 18.00)
Price (17-Feb-2011): USD 17.43
Potential Upside/Downside: +32%
Q4 results were above consensus, but more importantly, Q1/2011 outlook was
revised upwards (buy-side was expecting management to maintain 2011 outlook)
. Although the beat was driven by Italy, the raise was largely due to
improved demand outlook in North America, in our view. Despite the recent
positive share price performance, we continue to se... 阅读全帖
b******r
发帖数: 16603
14
来自主题: Stock版 - 移动CPU的战争
I dunno the details. But it is reported that MRVL delivered over 1GHz over
ARMv7 ISA with 6-9 pipeline depth only while Cortex A8 using 13-stage
pipeline. Quite different implementation.

how
l***n
发帖数: 812
15
来自主题: Stock版 - 再谈WNR
WNR在一个niche market,你提到的这几个公司的竞争环境都不一样, VLO是最大的两
个独立炼油公司之一,炼油厂很多,东西海岸都有,所以原油的来源也分散,运营效率
也有不少差异(这个不仅和管理有关系,还和炼油厂设备的复杂度,原油的来源,区域
crack spread有关系)。比如LA, NY, GC3-2-1都是不大一样的,目前LA > GC > NY。
炼油厂的位置就决定其可以用哪个crack spread做benchmark, WNR是50%LA, 50%GC。
另外几个炼油厂都算是reginal的,区域不一样,虽然没有直接竞争(今天的电话会议
还有分析员提到了FTO,呵呵),但是不妨比较一下operating margin,看附图,WNR正
在运转的炼油厂的利润率排名很靠前。
另外,WNR的管理层一直强调El Paso炼油厂的位置,看附图,很多product pipelines。
另外WNR生产一种低硫的汽油,这种汽油的尾气排放量比一般的汽油要小,很收到加州
政府的欢迎,因为加州有smog problem。
另外你可以看看这个video,理解介绍了keystone pi... 阅读全帖
l***n
发帖数: 812
16
This is the express transcript from Factset.
Operator: Good morning and welcome to the First Quarter 2011 Western
Refining Earnings Conference Call. After the speakers' opening remarks,
there will be a question-and-answer period. [Operator Instructions] As a
reminder, ladies and gentlemen, this conference call is being recorded and
your participation implies consent to our recording of this call. If you do
not agree with these terms, please disconnect at this time. Thank you.
I would now li... 阅读全帖
l******s
发帖数: 1276
17
通读了一遍公开信,讲的还是老调调,攻击展讯的90天defered cost/ defered income... 关于武平离职的问题,是个人都知leo上台后sprd的变化。。。。这个也需要谈吗?
The company’s revenue in the third quarter of 2009 was $38.4 million, up 92 percent from a year earlier and 137 percent from the second quarter, according to a PR Newsire statement on Nov. 16, 2009.
“Why would the board have lost confidence in Mr. Wu when the sales pipeline was so promising?” Muddy Waters wrote in its report. “Because it would be unusual to fire a CFO during the financing process, i... 阅读全帖
p*t
发帖数: 1210
18
搭车问下,展讯的政府贷款和研发经费是怎样入账的?

income... 关于武平离职的问题,是个人都知leo上台后sprd的变化。。。。这个也需
要谈吗?
92 percent from a year earlier and 137 percent from the second quarter,
according to a PR Newsire statement on Nov. 16, 2009.
pipeline was so promising?” Muddy Waters wrote in its report. “Because it
would be unusual to fire a CFO during the financing process, is it fair to
assume he chose to leave? If ‘yes,’ why would he have left with such
strong sales in the pipeline?”
下。
d******8
发帖数: 1972
19
来自主题: Stock版 - CYOU马上就要彪了
Changyou.com Ltd (NASDAQ: CYOU)‘s stock had its “overweight” rating
reaffirmed by equities research analysts at Piper Jaffray (NYSE: PJC) in a
research note issued to investors on Monday.
Separately, analysts at Goldman Sachs (NYSE: GS) upgraded shares of Changyou
.com Ltd from a “neutral” rating to a “buy” rating in a research note to
investors on Thursday, October 20th. Analysts at Zacks Investment Research
downgraded shares of Changyou.com Ltd from an “outperform” rating to a “
neutral” ratin... 阅读全帖
c********r
发帖数: 128
20
来自主题: Stock版 - New 52 Week Highs
If you want this list sent to your email every day, please reply with
your email or send your email to my mailbox.
If you just want to view the report, you can visit
http://www.traviancompanion.com/simmarket/report
11/17/2011 KMR $68.51 273,500 Oil Gas Pipelines
11/17/2011 HS $54.56 5,644,900 Health Care Plans
11/17/2011 UVV $45.87 202,300 Tobacco Products Other 11/08/11
After Market Close
11/17/2011 ASPS $45.66 126,800 Mortgag... 阅读全帖
I***5
发帖数: 272
21
来自主题: Stock版 - rival 可以说说NTES嘛?
NetEase (NTES): Robust in-house pipeline; Diablo 3 Debut
In the last quarter, NetEase pointed out that its in-house developed games
such as Westward Journey Online II [WJ2], Tianxian II [TX2] and Ghost
contributed to most of the revenue growth along with World of Warcraft [WoW]
. In 2012, I expect the company to continue to execute on its robust in-
house pipelines.
Tianxia III was released in late October of last year and I believe that the
expansion will become a successful the sequel to TX2 b... 阅读全帖
o*******w
发帖数: 2310
22
来自主题: Stock版 - HGSI, GNOM or ROSG (转载)
【 以下文字转载自 MoneyFriends 俱乐部 】
发信人: opiumsnow (谦虚使人进步), 信区: MoneyFriends
标 题: HGSI, GNOM or ROSG
发信站: BBS 未名空间站 (Thu Jan 26 15:19:24 2012, 美东)
If it feels like there's a little more activity and interest in Human Genome
Sciences (NASDAQ:HGSI), Rosetta Genomics Ltd. (NASDAQ:ROSG), and Complete
Genomics, Inc. (NASDAQ:GNOM), you're not crazy - there is. The fact that
GNOM, HGSI, and ROSG are all up big-time today is proof enough of that
sudden interest, but even on a more subjective level there's cl... 阅读全帖
x*********n
发帖数: 28013
23
来自主题: Stock版 - 我问过小小人PAA
PAA did The Transportation segment transports crude oil, natural gas
liquids (NGL), and refined products through pipelines
这个是属于pipeline那一类的。因为属于很稳定,section分的时候会分到utilities一
类。和EXC是完全2嘛事,但是一定会分在一个小组的。
Telecom也和utilities分在一起,2者也是完全不搭界,因为都属于很稳定的business
,还是分在一个小组。
D******e
发帖数: 11265
24
来自主题: Stock版 - KBR net value
epc没有property asset
有的是专利和垄断
所以那种算法不准
epc的价值来自于项目pipeline
项目pipeline又跟专利有关联。
kbr垄断不少专利。
比如竞争对手cbi是垄断不少压力容器专利,LNG方面有优势
a**********2
发帖数: 355
25
来自主题: Stock版 - 高盛每日晨报 4/3
微信公众平台 USOPTIONS
Stocks in Asia were mixed Thursday as markets appear to be treading water
ahead of today's ECB meeting statement and tomorrow's US March Payrolls
report - two important events for gauging the trajectory of growth and
policy in the developed world. Stocks in Japan continue to enjoy a modest
rebound on the back of a steadily weakening yen (now ¥104.0/$). In Europe
this morning, stocks have barely budged and across asset classes we can also
see more of a desire to wait than engage ... 阅读全帖
f*******e
发帖数: 74
26
一下是本人长期关注unconventional的总结,无法列举详细饮用,错误之处海涵,里面
的pick不做投资建议,ymyd
所谓unconventional resources是指保存在页岩里的油气,常规油气从页岩成熟后小部
分会迁移到砂岩里,大部分仍留在页岩里,所以从储量上来讲,unconventional
resources里的储量应该更大。但问题是unconventional resources空隙度,连通性都
很差,打一口井下去就一小孔,商业价值不大。
所以需要找到所谓的sweet spot,是指在这里有较好的空隙度,连通性,通过水平钻井
,然后压裂就可以把里面的油气搞出来。如何找到sweet spot还是一个热门研究课题
这样的井特点就是产量下降很快,但是由于在陆上钻井成本低,储量大,很多公司都可
以实现赢利。由于这些新技术造就了一大批中小石油公司股价在短期内迅速攀升,比如
HK, ECA,DVN,FANG, SN, APC 等等。
这些新技术的另外一个后果就是天然气严重供大于求,有些公司不得不关井停产气,只
生产油。不过现在很多公司在申请天然气出口,有些已经得到批准. 但... 阅读全帖
s***d
发帖数: 15421
27
来自主题: Stock版 - 卖石油公司,
你这些所谓的化工投资不是生产化学中间体,是生产lng 好不好,是为了出口。我周末
发的文章说了,Houston 现在无数天然气 pipeline 和 液化站。和我得到的info不矛
盾。
The American Chemistry Council (ACC) announced today that potential U.S.
chemical industry investment linked to plentiful and affordable natural gas
and natural gas liquids from shale formations has topped $100 billion. As of
this month, 148 projects valued at $100.2 billion have been announced.
These projects—new factories, expansions and process changes to increase
capacity—could lead to $81 billion p... 阅读全帖
s***d
发帖数: 15421
28
欧猪们就是被美帝暗算了,美帝不是第一次暗算欧猪了。米油最恨欧猪,欧猪现在讨厌
柚子的程度超越穆斯林,如果你看过讲述一些文艺复兴的电影电视,就知道优优们在欧
洲不比吉普赛人号多少,米犹发家致富主要是30年战争之后欧猪们互相打人口打掉了一
半之后的事情。现在欧洲人依然讨厌柚子,就像全国人民不喜欢河南人一样。
美国ng出口之后没多久,乌克兰就乱了,他妈也太巧了吧,乌克兰几条pipeline 那可
是欧洲的命根子。现在更有意思的事情就是 出口天然气的obm主席令在议会又卡住了,
呵呵,美国在和欧洲讨价还价呢。讨价还价效果不好,炸掉一更pipeline非常有可能。
However, instead of sending a clear message that LNG export licenses and
American energy leadership are coming, the U.S. Senate has put off
addressing legislation on LNG exports until September, a risky delay when U.
S.... 阅读全帖
d******8
发帖数: 1972
29
利好还是坏消息?
How Much? Gilead Pays $125M For an FDA Priority Review Voucher

By
Ed Silverman
David Gothard
For the first time since the FDA began a voucher program several years ago
to encourage development of drugs to treat neglected tropical diseases, a
drug maker has sold a voucher to another company. And the deal may help the
pharmaceutical industry ballpark the value of these vouchers.
In a brief statement, Knight Therapeutics says Gilead Sciences agGILD -1.32%
reed to pay $125 mi... 阅读全帖
W***n
发帖数: 11530
30
4 Biotech Catalyst Stocks to Buy With 60% to 100% Upside Potential
By Lee Jackson November 20, 2014 8:55 am EST
In the world of biotech investing, there are some sure-fire ways for stocks
to move. Pipeline announcements, clinical data and regulatory approval all
can move the needle as catalysts for stocks in the industry. A new report
from the biotech team at Stifel has a self-described plethora of catalysts
from companies that are presenting at the firm’s annual health care
conference.
We sc... 阅读全帖
t*********1
发帖数: 2852
31
来自主题: Stock版 - Agen
不是大牛,也就一蝌蚪。
你说的可能都对,我没有具体看他家的数据,只是大概看了他家的pipeline,对一个当
时100M的biotech来说,他家的pipeline是强大的。有不少合作,任何一个成功都会翻
倍,我当时最看好的是他家收购了4-antibody后的checkpoint antibody的潜力。虽然
在很早期,但看看BMY和MRK批的PD1药的市场预期和其他cancer immunotherapy公司涨
成什么样子就知道他家的股票是低估的。
古板不适合讨论药股,尤其是小盘股,很可能一个很好的pick就废了。如果有机会,以
后在龙老师的俱乐部里再讨论吧。

Shingles
r*******l
发帖数: 54
32
It has a medicine which is used in US and Europe, another medicine that
should be used together with Roche's. But its main pipeline failed in the
last year and they fired about 2/3 employees. Now they still have two other
pipelines, who knows if they will succeed or fail again.
All in all, no worry to die in the short time, but very risky. The best
scenario will be being purchased by Roche.
J**********D
发帖数: 160
33
来自主题: Stock版 - 请教药股高手
Not an expert by any measure, but this one is very hot lately, ZIOP, maybe
it belongs to the so-called immunotherapy.
http://www.ziopharm.com/pipeline/overview
On the surface it is very early stage with only several preclinical and
phase I drugs in the pipeline. However this one could be a very very big
deal. It might become a 100-billion dollar company like BIIB or CELG. The
story goes that the company, together with its partner, XON, intrexon, co-
owned a proprietary engineering technique call... 阅读全帖
h*********r
发帖数: 10182
34
天然气和煤不一样,应用没有下降,不过这几年生产效率增长太快了,远超使用需求的
增长。所以还是用在取暖,空调用电等靠天吃饭的地方。价格难以维持。一定要等天然
气价格上涨后再考虑抄底。或者买点 天然气pipeline公司,这些对价格不敏感,看看
那些 pipeline,石油,天然气的下降对其影响很小,有些还在连创新高。像是 ete.
h*********r
发帖数: 10182
35
天然气和煤不一样,应用没有下降,不过这几年生产效率增长太快了,远超使用需求的
增长。所以还是用在取暖,空调用电等靠天吃饭的地方。价格难以维持。一定要等天然
气价格上涨后再考虑抄底。或者买点 天然气pipeline公司,这些对价格不敏感,看看
那些 pipeline,石油,天然气的下降对其影响很小,有些还在连创新高。像是 ete.
M***n
发帖数: 5815
36
7/22/2015
@ uwti dwti 价格表 - 作者 aaddoo
http://www.mitbbs.com/article_t/Stock/36273093.html
油气专家aaddoo给出了WTI原油价格对应的uwti dwti价格对照表
@ 今年跟明年是银行股爆发年 - 作者 shortSPY
http://www.mitbbs.com/article_t/Stock/36272913.html
shortSPY展望今明两年银行板块将走强
@ aapl最大的风险 - 作者 guvest
http://www.mitbbs.com/article_t/Stock/36272237.html
guvest认为aapl的最大的风险是大笔cash
------------------------------------------------------
7/21/2015
@ 小小机构美股赌博系列二KO,FFIV,FTNT - 作者 xiaoxiaoren
http://www.mitbbs.com/article_t/Stock/36271813.html
小小人对K... 阅读全帖
M***n
发帖数: 5815
37
免责声明:【每天好贴导读】里列出的帖子仅代表作者本人意见,不代表版务的立场或
意见,不代表版务推荐任何pick
----------------------------------------------------
2/2/2016
@ 要看大趋势,不要被每天的涨跌困扰 - 作者 skybluewei
http://www.mitbbs.com/article_t/Stock/36549027.html
skybluewei谈未来几年的大趋势是FED收紧银根,美元回流。石油是这个战略重要的一
部分。
@ A股消息出来了,强刺激 - 作者 guvest
http://www.mitbbs.com/article_t/Stock/36548471.html
guvest对A股的近期的看法
@ 分享几个新的option心得 - 作者 memajia
http://www.mitbbs.com/article_t/Stock/36549681.html
@ 谁还记得2008年 - 作者 ayi
http://www.mitbbs.com/article_t/Stock/36549503.ht... 阅读全帖
M***n
发帖数: 5815
38
谢谢风云老师的同意,特在股版转载风云老师fengyun11的文章
-------------------------------------------------
发信人: fengyun11 (fengfeng), 信区: xiaoyaogu
标 题: 多年炒股的一点经验和教训和大家分享一下。
发信站: BBS 未名空间站 (Sun Sep 13 10:30:16 2015, 美东)
有感股哥这么短时间赚到一百万退市,写下那么长的文章。这里也写一些自己的感悟和
大家分享
炒股第一步是选股,不同的股决定了不同的操作。不同的股有不同的习性。
对于炒股经验不足的刚入门不久的人来说,千万要避开垃圾股和3倍指数之类的, 我以
前说过,如果重仓这些并长线,有多少钱都不够你赔的。不是说这些垃圾股不会涨,恰
恰相反,这些垃圾股一旦疯起来比正常好股涨的趋势要猛得多,能一天彪100%以上,
甚至几天彪300%到1000%都有可能。这比吸海洛因还上瘾。 但这些股一般都是一跌就
跌上一两年的,没有几个人真能活到它爆发的那一天。
下面是我经历的垃圾股名单, 排名不分先后,绝对不可重仓长线地玩。
PRAN,... 阅读全帖
y****e
发帖数: 229
39
来自主题: Stock版 - 2000伪币讨论GILD
这个公司近期不会有什么重大的消息了,HCV and HIV的消息基本都price in了,Q1
HCV的销售在美国很差,主要是竞争带来的降价,实际上开始用的病人反而多了,估计
HCV的价格会越来越低,考虑到往后越来越多的public payer。 欧洲基本上也比较稳定
了,不会有什么大变化。 日本的价格4月份开始下降30%。 HCV主要看能不能进入中国
了,其他没什么大的市场,也没什么大的增长点了。
HIV其实推出了TAF以后,估计发展和前景比预想的要好一点,但是不可能抵消HCV的下
降。
现在主要看pipeline了,NASH和Hematology, 癌症暂时还没什么可能作的很大。
个人感觉management还是比较谨慎的,没有因为股价压力就随便收购。感觉他们会等到
nash的数据出来一些以后再决定收购的strategy.他们对nash的pipeline很有信心,但
是很明显对癌症的药基本上没什么信心。现在还在找lead 癌症要的EVP。
短期看股票价格很难有大的突破,除非下半年NASH的数据很好,长期看应该不错的。
不是大牛,以上都是个人意见,有不同意见请轻拍。欢迎交流。
i a... 阅读全帖
b*********n
发帖数: 13256
40
来自主题: Stock版 - 什么时候抄底juno?
CART要完蛋。看丫的pipeline,够呛
https://www.junotherapeutics.com/pipeline/clinical/
N******s
发帖数: 10555
41
来自主题: Stock版 - [合集] Pay Attention to EXEL
☆─────────────────────────────────────☆
chemmaster (chemmaster) 于  提到:
EXEL:
The company has the best line up of MAPK pathway inhibitors
Its pipeline is very complementary to ROCHE's, is a speculated target for
ROCHE.
Its MEK inhibitor cobimetinib is the best in class, and has shown good
results in combination with ROCHE's RAF inhibitor and PI3K inhibitor
Its market cap is only 700 million, a bargain for a biotech with a drug
already approved to market
etc etc.
☆───────────────────────────... 阅读全帖
b*********n
发帖数: 13256
42
来自主题: Stock版 - alny, 盘前搞?
pipeline看着不错,搞砸了一个。
http://www.alnylam.com/product-pipeline/
N*****d
发帖数: 9872
43
来自主题: Stock版 - 现在不买GILD,你就别草菇了
到目前为止,azn涨17%,中间分红一次
Gild跌4%
Pipeline, pipeline!
S*******h
发帖数: 7021
44
来自主题: Stock版 - 川普百日政绩清单 (转载)
【 以下文字转载自 USANews 讨论区 】
发信人: StanMarsh (ojo), 信区: USANews
标 题: 川普百日政绩清单
发信站: BBS 未名空间站 (Tue Apr 25 00:59:43 2017, 美东)
白宫已准备好川普「百日政绩」,内容涵诱E大类别,37项工作,包括放松法规、创造
就业机会、贸易、国家安全、任命最高法院大法官等。
川普百日内完成的37项工作,有23项是通过签署总统行政命令或备忘录完成的,占比约
62%,其中有些遭遇阻碍,例如旅行禁令,目前仍陷入法律僵局。
一、放松法规
能源独立行政命令
川普3月28日签署,暂停、修订或撤销前总统奥巴马签署扼杀美国能源发展的4项行政令。
撤销联邦契约行政令
川普3月27日签署,撤销奥巴马签署的联邦契约行政令(The Federal Contracting
Executive Orders)。
检视CAFE标准
美国环保署(EPA)及交通部(Department Of Transportation)3月15日宣布,重新检
视「企业平均燃料经济性」(CAFE)有关汽车及轻型卡车的排放标准。
检视美国水源法规... 阅读全帖

发帖数: 1
45
来自主题: Stock版 - 2018年床铺推荐的18个股票
18 stocks to consider for 2018
All of the names are seen rising 25% or more, according to analysts.

1. Range Resources (RRC)
Price on Dec. 15: $15.63
Target price: $28.98
Percent change: +85.4%
Independent natural gas and oil company is one of the most active drillers
in Pennsylvania, including Marcellus Shale.
2. Incyte (INCY)
Price on Dec. 15: $96.41
Target price: $145.76
Percent change: +51.2%
Biotech firm engages in discovery, development and sale of drugs, including
profit... 阅读全帖
k**o
发帖数: 15334
46
来自主题: Stock版 - 油崩了哈哈
问题是油太多了,美国新开发的permian basin那里油生产了一大堆挤着出不来,因为
pipeline不够用,很多公司宁可每桶多付$15左右,靠卡车往外运,或者干脆在当地以
$50一桶左右价格卖出,让买家自己想办法运出。当时国际市场是$70一桶。
现在permian basin大量的pipeline正在建,等2019-2020全通了之后,原油市场将
面临每天多出来五六百万桶的量,甚至更多。油价想涨,还是比较难。permian basin
总探明原油储量是300亿桶左右。未来将是美国原油生产和出口的主力。
m******u
发帖数: 12400
47
3 of 4
Compare custom stock or index
4 of 4
DescriptionKinder Morgan, Inc. is one of the largest energy infrastructure
companies in North America. The company specializes in owning and
controlling oil and gas pipelines and terminals. Kinder Morgan owns an
interest in or operates approximately 85,000 miles of pipelines and 152
terminals. Wikipedia
Headquarters: Houston, TX
CEO: Steven J. Kean
General counsel: Catherine Callaway James
Revenue: 13.7 billion USD (2017)
Number of employees: 10,897 (D... 阅读全帖
r********n
发帖数: 1162
48
An Indian Guru said:
Nice summary SKpanda. I think #2 is more likely. #1 is next & #3 is least
likely.
The reason being USCIS and DOS do not have such fine operations to move
dates in a fine manner such as #3. So that leaves #1 & #2. #1 is a bit
extreme. So #2 is more likely.
Originally Posted by skpanda
There is no precedent for this kind of situation. Many people including me
are waiting for what steps DOS/USCIS will take to build the pipeline once
their Demand Data shows '0' for EB2IC. A pos... 阅读全帖
j**d
发帖数: 82
49
What do you think of the chances that he rebuilds pipeline in Sept. VB?
After the 07 fiasco, could he decide not to rebuild pipeline at all?

China and India will use 2.5K and EB3 will use 1-2k. In August and September
EB1 and EB2 ROW will use 5k-10k (really depends on whether USCIS expedite
the EB1 and EB2 ROW).
j**d
发帖数: 82
50
From friskpipi's communication, with O, it seems like he understands the
importance of rebuilding pipeline. The key is if we can get enough SO n Sept
. VB to clear out 07 wave.
Still we should constantly remind O about rebuilding pipeline. That's the
only thing we can control now. We don't know and can't have any control over
the additional visa numbers he assigns in the remaining months.

worst.
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