rwx
2021-11-16
这篇文章不错，转发给大家看看
@牛唐：
APTO\ELDN\MEIP财报更新
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":871271738,"tweetId":"871271738","gmtCreate":1637077006722,"gmtModify":1637077006722,"author":{"id":3531215755720367,"idStr":"3531215755720367","authorId":3531215755720367,"authorIdStr":"3531215755720367","name":"rwx","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>这篇文章不错，转发给大家看看</p></body></html>","htmlText":"<html><head></head><body><p>这篇文章不错，转发给大家看看</p></body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/871271738","repostId":879183658,"repostType":1,"repost":{"magic":2,"id":879183658,"tweetId":"879183658","gmtCreate":1636690336594,"gmtModify":1636694010904,"author":{"id":3452938437060827,"idStr":"3452938437060827","authorId":3452938437060827,"authorIdStr":"3452938437060827","name":"牛唐","avatar":"https://static.tigerbbs.com/de2e2f2e2676bc8463b050f4e3ff17d2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6323,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"APTO\\ELDN\\MEIP财报更新","extraTitle":"","html":"<html><head></head><body><p>1、APTO</p><p>公司是ASH大会的传统热门股，几乎每逢ASH都要炒一波。昨日发布的财报上，公司确认了在ASH上有三个数据发布，同时在ASH大会期间，公司还会举办投资者日的活动，多个实验的剂量有所提升，耐受性貌似不错。最近资金流入较为明显，此前我们也有建仓，没有仓位的球友可以考虑在2.4附近建仓不超过3%，鉴于公司在7月11日发布的数据不好，以及在ASH上会发布与韩美合作的药物HM43239数据，不建议赌数据。</p><p>2、ELDN</p><p>公司在三季末有现金9400万美元，季度消耗1000万美元，财报上确认了明年的催化剂，非常多：</p><p>Q4 2021: initiation of Phase 1b clinical trial of AT-1501 in kidney transplantation.</p><p>Q4 2021: initiation of Phase 2 clinical trial of AT-1501 in IgAN.</p><p>1H 2022: topline data from Phase 2 trial of AT-1501 in ALS.</p><p>1H 2022: completion of non-human primate study with AT-1501.</p><p>2H 2022: initial data from Phase 1b trial of AT-1501 in kidney transplantation.</p><p>2H 2022: initial data from Phase 2 trial of AT-1501 in IgAN.</p><p>2022: initial data from Phase 2 trial of AT-1501 in islet cell transplantation.</p><p>比较重磅的是ALS的适应症，正在进行临床二期实验，目前前三个 cohort已经入组，预计在年底前完成最后一个 cohort的入组。公司股价在明年有翻倍的可能，可以列入中期布局的标的，建议在5.1美元附近先建仓不超过2%。</p><p>3、MEIP</p><p>财报上确认在AHS会发布Vorciclib治疗B 细胞恶性肿瘤和急性髓系白血病的一期数据，此外，另一款药物Zandelisib在年底前也有数据更新。三季度末有现金1.45亿，同时8月和Kyowa Kirin 达成合作协议，后者支付的1000万美元在10月已经收到，不过公司季度消耗现金有些多，一个季度差不多2800万美元，此前我们持有1%的仓位，计划赌数据。</p></body></html>","htmlText":"<html><head></head><body><p>1、APTO</p><p>公司是ASH大会的传统热门股，几乎每逢ASH都要炒一波。昨日发布的财报上，公司确认了在ASH上有三个数据发布，同时在ASH大会期间，公司还会举办投资者日的活动，多个实验的剂量有所提升，耐受性貌似不错。最近资金流入较为明显，此前我们也有建仓，没有仓位的球友可以考虑在2.4附近建仓不超过3%，鉴于公司在7月11日发布的数据不好，以及在ASH上会发布与韩美合作的药物HM43239数据，不建议赌数据。</p><p>2、ELDN</p><p>公司在三季末有现金9400万美元，季度消耗1000万美元，财报上确认了明年的催化剂，非常多：</p><p>Q4 2021: initiation of Phase 1b clinical trial of AT-1501 in kidney transplantation.</p><p>Q4 2021: initiation of Phase 2 clinical trial of AT-1501 in IgAN.</p><p>1H 2022: topline data from Phase 2 trial of AT-1501 in ALS.</p><p>1H 2022: completion of non-human primate study with AT-1501.</p><p>2H 2022: initial data from Phase 1b trial of AT-1501 in kidney transplantation.</p><p>2H 2022: initial data from Phase 2 trial of AT-1501 in IgAN.</p><p>2022: initial data from Phase 2 trial of AT-1501 in islet cell transplantation.</p><p>比较重磅的是ALS的适应症，正在进行临床二期实验，目前前三个 cohort已经入组，预计在年底前完成最后一个 cohort的入组。公司股价在明年有翻倍的可能，可以列入中期布局的标的，建议在5.1美元附近先建仓不超过2%。</p><p>3、MEIP</p><p>财报上确认在AHS会发布Vorciclib治疗B 细胞恶性肿瘤和急性髓系白血病的一期数据，此外，另一款药物Zandelisib在年底前也有数据更新。三季度末有现金1.45亿，同时8月和Kyowa Kirin 达成合作协议，后者支付的1000万美元在10月已经收到，不过公司季度消耗现金有些多，一个季度差不多2800万美元，此前我们持有1%的仓位，计划赌数据。</p></body></html>","text":"1、APTO 公司是ASH大会的传统热门股，几乎每逢ASH都要炒一波。昨日发布的财报上，公司确认了在ASH上有三个数据发布，同时在ASH大会期间，公司还会举办投资者日的活动，多个实验的剂量有所提升，耐受性貌似不错。最近资金流入较为明显，此前我们也有建仓，没有仓位的球友可以考虑在2.4附近建仓不超过3%，鉴于公司在7月11日发布的数据不好，以及在ASH上会发布与韩美合作的药物HM43239数据，不建议赌数据。 2、ELDN 公司在三季末有现金9400万美元，季度消耗1000万美元，财报上确认了明年的催化剂，非常多： Q4 2021: initiation of Phase 1b clinical trial of AT-1501 in kidney transplantation. Q4 2021: initiation of Phase 2 clinical trial of AT-1501 in IgAN. 1H 2022: topline data from Phase 2 trial of AT-1501 in ALS. 1H 2022: completion of non-human primate study with AT-1501. 2H 2022: initial data from Phase 1b trial of AT-1501 in kidney transplantation. 2H 2022: initial data from Phase 2 trial of AT-1501 in IgAN. 2022: initial data from Phase 2 trial of AT-1501 in islet cell transplantation. 比较重磅的是ALS的适应症，正在进行临床二期实验，目前前三个 cohort已经入组，预计在年底前完成最后一个 cohort的入组。公司股价在明年有翻倍的可能，可以列入中期布局的标的，建议在5.1美元附近先建仓不超过2%。 3、MEIP 财报上确认在AHS会发布Vorciclib治疗B 细胞恶性肿瘤和急性髓系白血病的一期数据，此外，另一款药物Zandelisib在年底前也有数据更新。三季度末有现金1.45亿，同时8月和Kyowa Kirin 达成合作协议，后者支付的1000万美元在10月已经收到，不过公司季度消耗现金有些多，一个季度差不多2800万美元，此前我们持有1%的仓位，计划赌数据。","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/879183658","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":[],"verified":1,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":false,"causeOfNotShareable":"审核中，请稍后重试","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1340,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1726,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/871271738"}
精彩评论