y*****9 发帖数: 43 | 1 感谢版主邀请,既然进来了,怎么也得贡献一点心得。这个就再这里首发了~~
这两个股票目前都还是低价股,但是都属于同一类股票。都是与血液肿瘤(癌症)相关
的BIO公司。
医药股的特点不是EPS,不是REV,(当然这些仍是成熟BIO的特点)对于研发阶段的BIO
,最重要的是它的实验数据(trial data).每次关键的data公布都会成为股价的催化剂。
SNTA: 最近两日的大涨都源自于本月底前后的data
Preliminary results from the GALAXY trial are expected in the second quarter
of 2012, and additional results from the GALAXY trial together with
preliminary results from the ALK+ lung cancer and breast cancer trials are
expected in the second half of 2012. In addition to the company-sponsored
trials in lung and breast cancers, additional investigator-sponsored,
foundation-sponsored, and cooperative-group sponsored trials with ganetespib
are expected to initiate in 2012.
据说SNTA的GALAXY药试的效果不错,最近几天即将公布,拭目以待。有分析师已经将
SNTA的股价上调至14元。GALZXY是肺癌相关的phase2/3药试,一旦效果不错,两位数的
股价当不成问题。
THLD:昨日也是逆势上涨,这个公司的药物也是与癌症相关,其中有ONXX这次panel过
会的mm药试(多发性骨髓瘤)以及类似于PCYC的血癌药试,将于今年的下半年公布关键
数据。We expect to provide detailed updated top-line results, including
mature data on overall survival in the second half of 2012.
一旦数据不错,这个股票也将毫无疑问进入飙升快车道。
TH-302 is currently in Phase 1, Phase 2 and Phase 3 clinical trials. The
development plan for TH-302 is designed to investigate the efficacy and
safety across a broad range of solid tumors and hematologic malignancies. We
reported updated top-line results from the initial Phase 1 monotherapy
trial of TH-302 (401 trial) including indication specific data in patients
with metastatic melanoma and small-cell lung cancer (SCLC). We have also
reported results from each of four Phase 1/2 combination therapy
investigations of a chemotherapy agent plus TH-302 in solid tumors involving
combining TH-302 with doxorubicin, gemcitabine, docetaxel and pemetrexed.
We have also reported results from our clinical study of TH-302 in patients
with advanced leukemias (407 trial) and initiated a clinical study of TH-302
in patients with multiple myeloma (408 trial). In addition, investigations
have been initiated to explore the combination of TH-302 with anti-
angiogenic therapies including a Phase 1/2 dose escalation clinical trial of
TH-302 in combination with sunitinib (Sutent ® ) in patients with
advanced renal cell carcinoma or gastrointestinal stromal tumors (410 trial)
and physician initiated clinical trial of TH-302 administered either in
combination with bevacizumab (Avastin ® ) in patients with recurrent
high grade astrocytoma including glioblastoma or in combination with
pazopanib (Votrient ® ) in patients with solid tumors.
SNTA本月底左右即有结果,THLD可能要再等几个与才有结果。
这两个股票,都值得关注。一旦数据positive,两位数的股价指日可待。 |
j********e 发帖数: 1192 | 2 如何控制风险呢?买put?
BIO
剂。
quarter
【在 y*****9 的大作中提到】 : 感谢版主邀请,既然进来了,怎么也得贡献一点心得。这个就再这里首发了~~ : 这两个股票目前都还是低价股,但是都属于同一类股票。都是与血液肿瘤(癌症)相关 : 的BIO公司。 : 医药股的特点不是EPS,不是REV,(当然这些仍是成熟BIO的特点)对于研发阶段的BIO : ,最重要的是它的实验数据(trial data).每次关键的data公布都会成为股价的催化剂。 : SNTA: 最近两日的大涨都源自于本月底前后的data : Preliminary results from the GALAXY trial are expected in the second quarter : of 2012, and additional results from the GALAXY trial together with : preliminary results from the ALK+ lung cancer and breast cancer trials are : expected in the second half of 2012. In addition to the company-sponsored
|
y*****9 发帖数: 43 | 3 我们这个俱乐部不是叫四两拨千斤吗?
四两拨千斤的含义是,用40快钱换取1000快~~~
举个最实际的例子,当PCYC上个月只有30多的时候你买了七月的44的c**[email protected],现在
是8快;当onxx再FDA panel前你买了七月的5****[email protected],现在是10快。。。这样的效
果就是四两拨千斤了
这样的风险是不是可以很好的控制?~~~
比如即使你买了100张这样的合同,最大的损失不过就是这100张得钱而已;你也可以买
10张甚至一张,完全根据你的资金量以及准备承担的损失控制
【在 j********e 的大作中提到】 : 如何控制风险呢?买put? : : BIO : 剂。 : quarter
|
y*****9 发帖数: 43 | 4 当然低价股可以直接买股票,再event前用put保护 |
y*****l 发帖数: 5997 | 5 Mark.
BIO
剂。
quarter
【在 y*****9 的大作中提到】 : 感谢版主邀请,既然进来了,怎么也得贡献一点心得。这个就再这里首发了~~ : 这两个股票目前都还是低价股,但是都属于同一类股票。都是与血液肿瘤(癌症)相关 : 的BIO公司。 : 医药股的特点不是EPS,不是REV,(当然这些仍是成熟BIO的特点)对于研发阶段的BIO : ,最重要的是它的实验数据(trial data).每次关键的data公布都会成为股价的催化剂。 : SNTA: 最近两日的大涨都源自于本月底前后的data : Preliminary results from the GALAXY trial are expected in the second quarter : of 2012, and additional results from the GALAXY trial together with : preliminary results from the ALK+ lung cancer and breast cancer trials are : expected in the second half of 2012. In addition to the company-sponsored
|
c*******r 发帖数: 6971 | 6 赞,小赌一下
【在 y*****9 的大作中提到】 : 我们这个俱乐部不是叫四两拨千斤吗? : 四两拨千斤的含义是,用40快钱换取1000快~~~ : 举个最实际的例子,当PCYC上个月只有30多的时候你买了七月的44的c**[email protected],现在 : 是8快;当onxx再FDA panel前你买了七月的5****[email protected],现在是10快。。。这样的效 : 果就是四两拨千斤了 : 这样的风险是不是可以很好的控制?~~~ : 比如即使你买了100张这样的合同,最大的损失不过就是这100张得钱而已;你也可以买 : 10张甚至一张,完全根据你的资金量以及准备承担的损失控制
|