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关小西qmh
2021-06-11
[强] [强]
@价值投资为王:贝达药业:肺癌王者踏向悲情
关小西qmh
2021-04-14
[强]
@小虎AV:据东京新闻报道,为了宣传东京电力福岛第一核电站处理水中所含有的放射性氚的安全性,日本复兴厅于13日制作并发布了一份传单。#日本政府宣传放射性氚可爱形象#在这份传单中,“放射性氚”被拟化成了“吉祥物”的可爱角色。此前,东京电力公司此前曾表示,经过处理后,核污水中除了氚之外的绝大部分放射性元素都可以清除,氚浓度也将稀释到日本国家标准的1/40。然而,国际原子能机构(IAEA)则在2015年的《福岛第一核电站事故》报告中表示:“这些水经处理,以去除除氚之外的放射性核素,氚是无法去除的。”[眼眼]无话可说
关小西qmh
2021-03-19
[思考]
@小虎AV:据媒体报道, 近日,马斯克在推特发布消息称,将收回一些车主的FSD beta版的试用权限。原因是这些车主在使用FSD beta功能时,没有对道路情况给予足够的关注。马斯克称,之所以是beta版本,就意味着还处在测试阶段,虽然至今没有发生任何事故,但不能完全不管不顾。因而对于这些不够关注路况的车主,特斯拉将会收回FSD beta版本的试用权限。有用户向马斯克询问,特斯拉的车内摄像头,可以检测车主的目光?对此,马斯克直接回答“Yes”。这也是特斯拉官方首次承认,通过车内摄像头来监视驾驶员[眼眼]现实版老大哥在看着你???来源:@财经网科技频道$特斯拉(TSLA)$
关小西qmh
2021-02-24
这篇文章不错,转发给大家看看
@小虎活动:【发奖】老虎春联大赛,你中奖啦!
去老虎APP查看更多动态
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[强] ","listText":"[强] [强] ","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181645871","repostId":"181170595","repostType":1,"repost":{"id":181170595,"gmtCreate":1623381250617,"gmtModify":1623385800201,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"贝达药业:肺癌王者踏向悲情","htmlText":"肺癌是全世界发病率、死亡率最高的癌症,每年死于肺癌的人数超过180万人,恐怖程度远胜胃癌、肝癌和白血病。成立于2003年的贝达药业,十数年死磕肺癌药物研发,终成该领域霸主。旗下药品埃克替尼是我国第一个拥有完全自主知识产权的小分子靶向抗癌药,也是第一个年销售额超过10亿元的自主创新药!带着无限荣光,贝达药业于2016年登陆A股创业板,上市至今,涨幅超过400%,成为创新药领域的小霸王。虽然埃克替尼吸金无数,但创新药研发号称吞金兽,每年数亿的研发费用,都不够医药巨头塞牙缝,为了发展,贝达药业将目光转向港股,希望通过二次上市募集资金,迎战未来。二次上市的新股向来鸡肋,但贝达药业是肺癌领域的王者,关注者众,借上市契机,不如梳理下贝达药业的未来前景如何?肺癌王者踏向悲情!肺癌分很多类型,其中,非小细胞肺癌,简称NSCLC占比约85%。因此,多数药企将研发的重心放在了NSCLC上。导致NSCLC的突变致癌基因主要有3种,分别为表皮生长因子受体(简称EGFR)、v-Ki-ras2克尔斯滕大鼠肉瘤病毒癌基因同源物(简称KRAS)及间变性淋巴瘤激酶(简称ALK)。这三种突变已广泛成为药物研发的靶点,贝达药业的研发管线基本围绕这三点进行布局。目前,已经上市的药品是EGFR突变下的埃克替尼和ALK突变下的恩沙替尼。埃克替尼上市时间是2011年,上市9个月,销售额就达到1.23亿,打破当时最快破1亿的历史记录。恩沙替尼上市时间是2020年,因此,在贝达药业登陆A股的几年中,时长被市场diss为单腿走路,过于依赖埃克替尼。埃克替尼是贝达药业主要的收入来源,2020年贡献了99.4%的营收。从总营收增长速度来看,2020年贝达药业营收同比增速20%,回溯历史增速,2016年至2020年的年营收复合增速仅为16%。并不高的增速,背后原因何在?在招股书中,贝达药业透露了背后的隐情。依据EGFR靶点研发的药","listText":"肺癌是全世界发病率、死亡率最高的癌症,每年死于肺癌的人数超过180万人,恐怖程度远胜胃癌、肝癌和白血病。成立于2003年的贝达药业,十数年死磕肺癌药物研发,终成该领域霸主。旗下药品埃克替尼是我国第一个拥有完全自主知识产权的小分子靶向抗癌药,也是第一个年销售额超过10亿元的自主创新药!带着无限荣光,贝达药业于2016年登陆A股创业板,上市至今,涨幅超过400%,成为创新药领域的小霸王。虽然埃克替尼吸金无数,但创新药研发号称吞金兽,每年数亿的研发费用,都不够医药巨头塞牙缝,为了发展,贝达药业将目光转向港股,希望通过二次上市募集资金,迎战未来。二次上市的新股向来鸡肋,但贝达药业是肺癌领域的王者,关注者众,借上市契机,不如梳理下贝达药业的未来前景如何?肺癌王者踏向悲情!肺癌分很多类型,其中,非小细胞肺癌,简称NSCLC占比约85%。因此,多数药企将研发的重心放在了NSCLC上。导致NSCLC的突变致癌基因主要有3种,分别为表皮生长因子受体(简称EGFR)、v-Ki-ras2克尔斯滕大鼠肉瘤病毒癌基因同源物(简称KRAS)及间变性淋巴瘤激酶(简称ALK)。这三种突变已广泛成为药物研发的靶点,贝达药业的研发管线基本围绕这三点进行布局。目前,已经上市的药品是EGFR突变下的埃克替尼和ALK突变下的恩沙替尼。埃克替尼上市时间是2011年,上市9个月,销售额就达到1.23亿,打破当时最快破1亿的历史记录。恩沙替尼上市时间是2020年,因此,在贝达药业登陆A股的几年中,时长被市场diss为单腿走路,过于依赖埃克替尼。埃克替尼是贝达药业主要的收入来源,2020年贡献了99.4%的营收。从总营收增长速度来看,2020年贝达药业营收同比增速20%,回溯历史增速,2016年至2020年的年营收复合增速仅为16%。并不高的增速,背后原因何在?在招股书中,贝达药业透露了背后的隐情。依据EGFR靶点研发的药","text":"肺癌是全世界发病率、死亡率最高的癌症,每年死于肺癌的人数超过180万人,恐怖程度远胜胃癌、肝癌和白血病。成立于2003年的贝达药业,十数年死磕肺癌药物研发,终成该领域霸主。旗下药品埃克替尼是我国第一个拥有完全自主知识产权的小分子靶向抗癌药,也是第一个年销售额超过10亿元的自主创新药!带着无限荣光,贝达药业于2016年登陆A股创业板,上市至今,涨幅超过400%,成为创新药领域的小霸王。虽然埃克替尼吸金无数,但创新药研发号称吞金兽,每年数亿的研发费用,都不够医药巨头塞牙缝,为了发展,贝达药业将目光转向港股,希望通过二次上市募集资金,迎战未来。二次上市的新股向来鸡肋,但贝达药业是肺癌领域的王者,关注者众,借上市契机,不如梳理下贝达药业的未来前景如何?肺癌王者踏向悲情!肺癌分很多类型,其中,非小细胞肺癌,简称NSCLC占比约85%。因此,多数药企将研发的重心放在了NSCLC上。导致NSCLC的突变致癌基因主要有3种,分别为表皮生长因子受体(简称EGFR)、v-Ki-ras2克尔斯滕大鼠肉瘤病毒癌基因同源物(简称KRAS)及间变性淋巴瘤激酶(简称ALK)。这三种突变已广泛成为药物研发的靶点,贝达药业的研发管线基本围绕这三点进行布局。目前,已经上市的药品是EGFR突变下的埃克替尼和ALK突变下的恩沙替尼。埃克替尼上市时间是2011年,上市9个月,销售额就达到1.23亿,打破当时最快破1亿的历史记录。恩沙替尼上市时间是2020年,因此,在贝达药业登陆A股的几年中,时长被市场diss为单腿走路,过于依赖埃克替尼。埃克替尼是贝达药业主要的收入来源,2020年贡献了99.4%的营收。从总营收增长速度来看,2020年贝达药业营收同比增速20%,回溯历史增速,2016年至2020年的年营收复合增速仅为16%。并不高的增速,背后原因何在?在招股书中,贝达药业透露了背后的隐情。依据EGFR靶点研发的药","images":[{"img":"https://static.tigerbbs.com/51c58200c6f7b61528f00541c63d4d5d","width":"688","height":"407"},{"img":"https://static.tigerbbs.com/cc069d74fda0cb27daf9871f09d85abe","width":"688","height":"375"},{"img":"https://static.tigerbbs.com/836c5b66fdfc71af126b11fca20010b5","width":"688","height":"375"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181170595","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344868240,"gmtCreate":1618398006280,"gmtModify":1618398006280,"author":{"id":"10000000000007999","authorId":"10000000000007999","name":"关小西qmh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000007999","authorIdStr":"10000000000007999"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344868240","repostId":"344941637","repostType":1,"repost":{"id":344941637,"gmtCreate":1618370781327,"gmtModify":1618374449072,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"迷惑行为大赏:日本政府推出放射性氚吉祥物","htmlText":"\n \n \n 据东京新闻报道,为了宣传东京电力福岛第一核电站处理水中所含有的放射性氚的安全性,日本复兴厅于13日制作并发布了一份传单。#日本政府宣传放射性氚可爱形象#在这份传单中,“放射性氚”被拟化成了“吉祥物”的可爱角色。此前,东京电力公司此前曾表示,经过处理后,核污水中除了氚之外的绝大部分放射性元素都可以清除,氚浓度也将稀释到日本国家标准的1/40。然而,国际原子能机构(IAEA)则在2015年的《福岛第一核电站事故》报告中表示:“这些水经处理,以去除除氚之外的放射性核素,氚是无法去除的。”[眼眼]无话可说\n \n","listText":"据东京新闻报道,为了宣传东京电力福岛第一核电站处理水中所含有的放射性氚的安全性,日本复兴厅于13日制作并发布了一份传单。#日本政府宣传放射性氚可爱形象#在这份传单中,“放射性氚”被拟化成了“吉祥物”的可爱角色。此前,东京电力公司此前曾表示,经过处理后,核污水中除了氚之外的绝大部分放射性元素都可以清除,氚浓度也将稀释到日本国家标准的1/40。然而,国际原子能机构(IAEA)则在2015年的《福岛第一核电站事故》报告中表示:“这些水经处理,以去除除氚之外的放射性核素,氚是无法去除的。”[眼眼]无话可说","text":"据东京新闻报道,为了宣传东京电力福岛第一核电站处理水中所含有的放射性氚的安全性,日本复兴厅于13日制作并发布了一份传单。#日本政府宣传放射性氚可爱形象#在这份传单中,“放射性氚”被拟化成了“吉祥物”的可爱角色。此前,东京电力公司此前曾表示,经过处理后,核污水中除了氚之外的绝大部分放射性元素都可以清除,氚浓度也将稀释到日本国家标准的1/40。然而,国际原子能机构(IAEA)则在2015年的《福岛第一核电站事故》报告中表示:“这些水经处理,以去除除氚之外的放射性核素,氚是无法去除的。”[眼眼]无话可说","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344941637","isVote":1,"tweetType":2,"object":{"id":"dd1d4cf1d82d404d89665dbe508128bd","tweetId":"344941637","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/aedd5a8b5285890816814551271/gtyUs7Nove8A.mp4","poster":"https://static.tigerbbs.com/4d9cae46e5e6336f5871d427ff403935"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327420534,"gmtCreate":1616118300728,"gmtModify":1616118300728,"author":{"id":"10000000000007999","authorId":"10000000000007999","name":"关小西qmh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000007999","authorIdStr":"10000000000007999"},"themes":[],"title":"","htmlText":"[思考] ","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327420534","repostId":"327360371","repostType":1,"repost":{"id":327360371,"gmtCreate":1616060182089,"gmtModify":1703497029248,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"马斯克承认特斯拉用车内摄像头监控车主","htmlText":"\n \n \n 据媒体报道, 近日,马斯克在推特发布消息称,将收回一些车主的FSD beta版的试用权限。原因是这些车主在使用FSD beta功能时,没有对道路情况给予足够的关注。马斯克称,之所以是beta版本,就意味着还处在测试阶段,虽然至今没有发生任何事故,但不能完全不管不顾。因而对于这些不够关注路况的车主,特斯拉将会收回FSD beta版本的试用权限。有用户向马斯克询问,特斯拉的车内摄像头,可以检测车主的目光?对此,马斯克直接回答“Yes”。这也是特斯拉官方首次承认,通过车内摄像头来监视驾驶员[眼眼]现实版老大哥在看着你???来源:@财经网科技频道<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"据媒体报道, 近日,马斯克在推特发布消息称,将收回一些车主的FSD beta版的试用权限。原因是这些车主在使用FSD beta功能时,没有对道路情况给予足够的关注。马斯克称,之所以是beta版本,就意味着还处在测试阶段,虽然至今没有发生任何事故,但不能完全不管不顾。因而对于这些不够关注路况的车主,特斯拉将会收回FSD beta版本的试用权限。有用户向马斯克询问,特斯拉的车内摄像头,可以检测车主的目光?对此,马斯克直接回答“Yes”。这也是特斯拉官方首次承认,通过车内摄像头来监视驾驶员[眼眼]现实版老大哥在看着你???来源:@财经网科技频道<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"据媒体报道, 近日,马斯克在推特发布消息称,将收回一些车主的FSD beta版的试用权限。原因是这些车主在使用FSD beta功能时,没有对道路情况给予足够的关注。马斯克称,之所以是beta版本,就意味着还处在测试阶段,虽然至今没有发生任何事故,但不能完全不管不顾。因而对于这些不够关注路况的车主,特斯拉将会收回FSD beta版本的试用权限。有用户向马斯克询问,特斯拉的车内摄像头,可以检测车主的目光?对此,马斯克直接回答“Yes”。这也是特斯拉官方首次承认,通过车内摄像头来监视驾驶员[眼眼]现实版老大哥在看着你???来源:@财经网科技频道$特斯拉(TSLA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327360371","isVote":1,"tweetType":2,"object":{"id":"20e2eb845b4b4a99af1fe53ab059faab","tweetId":"327360371","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/9d131c885285890815641411069/FShgAQcYNNQA.mp4","poster":"https://static.tigerbbs.com/bfbec8df4d0c8014d2e479278197480c"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363455536,"gmtCreate":1614167100725,"gmtModify":1614167100725,"author":{"id":"10000000000007999","authorId":"10000000000007999","name":"关小西qmh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000007999","authorIdStr":"10000000000007999"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363455536","repostId":"363648283","repostType":1,"repost":{"id":363648283,"gmtCreate":1614137071738,"gmtModify":1631888938979,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【发奖】老虎春联大赛,你中奖啦!","htmlText":"吾虎闹新春,属你最有才(财)。农历年的<a href=\"https://laohu8.com/TW/381103197\" target=\"_blank\">春联活动</a>,虎妞要发奖收尾啦[贱笑]~ 恭喜以下两位用户,获得活动新年限量福袋(老虎新年限量小黄杯+萌萌哒小虎眼罩+Smart money帆布袋): <a target=\"_blank\" href=\"https://laohu8.com/U/3573546993361553\">@BruceHao</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3439810654623442\">@番茄男人</a> 恭喜以下用户,获得萌萌哒老虎眼罩1只: <a target=\"_blank\" href=\"https://laohu8.com/U/3516602766195799\">@美股排头兵</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3537396850649972\">@MadAss</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3545208444757912\">@威士忌加番薯</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3547808860768720\">@价值投资马化云</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3557724691371428\">@世纪韭菜</a> ","listText":"吾虎闹新春,属你最有才(财)。农历年的<a href=\"https://laohu8.com/TW/381103197\" target=\"_blank\">春联活动</a>,虎妞要发奖收尾啦[贱笑]~ 恭喜以下两位用户,获得活动新年限量福袋(老虎新年限量小黄杯+萌萌哒小虎眼罩+Smart money帆布袋): <a target=\"_blank\" href=\"https://laohu8.com/U/3573546993361553\">@BruceHao</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3439810654623442\">@番茄男人</a> 恭喜以下用户,获得萌萌哒老虎眼罩1只: <a target=\"_blank\" href=\"https://laohu8.com/U/3516602766195799\">@美股排头兵</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3537396850649972\">@MadAss</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3545208444757912\">@威士忌加番薯</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3547808860768720\">@价值投资马化云</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3557724691371428\">@世纪韭菜</a> ","text":"吾虎闹新春,属你最有才(财)。农历年的春联活动,虎妞要发奖收尾啦[贱笑]~ 恭喜以下两位用户,获得活动新年限量福袋(老虎新年限量小黄杯+萌萌哒小虎眼罩+Smart money帆布袋): @BruceHao @番茄男人 恭喜以下用户,获得萌萌哒老虎眼罩1只: @美股排头兵 @MadAss @威士忌加番薯 @价值投资马化云 @世纪韭菜","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363648283","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":181645871,"gmtCreate":1623393000993,"gmtModify":1623393000993,"author":{"id":"10000000000007999","authorId":"10000000000007999","name":"关小西qmh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000007999","authorIdStr":"10000000000007999"},"themes":[],"title":"","htmlText":"[强] [强] ","listText":"[强] [强] ","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181645871","repostId":"181170595","repostType":1,"repost":{"id":181170595,"gmtCreate":1623381250617,"gmtModify":1623385800201,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"贝达药业:肺癌王者踏向悲情","htmlText":"肺癌是全世界发病率、死亡率最高的癌症,每年死于肺癌的人数超过180万人,恐怖程度远胜胃癌、肝癌和白血病。成立于2003年的贝达药业,十数年死磕肺癌药物研发,终成该领域霸主。旗下药品埃克替尼是我国第一个拥有完全自主知识产权的小分子靶向抗癌药,也是第一个年销售额超过10亿元的自主创新药!带着无限荣光,贝达药业于2016年登陆A股创业板,上市至今,涨幅超过400%,成为创新药领域的小霸王。虽然埃克替尼吸金无数,但创新药研发号称吞金兽,每年数亿的研发费用,都不够医药巨头塞牙缝,为了发展,贝达药业将目光转向港股,希望通过二次上市募集资金,迎战未来。二次上市的新股向来鸡肋,但贝达药业是肺癌领域的王者,关注者众,借上市契机,不如梳理下贝达药业的未来前景如何?肺癌王者踏向悲情!肺癌分很多类型,其中,非小细胞肺癌,简称NSCLC占比约85%。因此,多数药企将研发的重心放在了NSCLC上。导致NSCLC的突变致癌基因主要有3种,分别为表皮生长因子受体(简称EGFR)、v-Ki-ras2克尔斯滕大鼠肉瘤病毒癌基因同源物(简称KRAS)及间变性淋巴瘤激酶(简称ALK)。这三种突变已广泛成为药物研发的靶点,贝达药业的研发管线基本围绕这三点进行布局。目前,已经上市的药品是EGFR突变下的埃克替尼和ALK突变下的恩沙替尼。埃克替尼上市时间是2011年,上市9个月,销售额就达到1.23亿,打破当时最快破1亿的历史记录。恩沙替尼上市时间是2020年,因此,在贝达药业登陆A股的几年中,时长被市场diss为单腿走路,过于依赖埃克替尼。埃克替尼是贝达药业主要的收入来源,2020年贡献了99.4%的营收。从总营收增长速度来看,2020年贝达药业营收同比增速20%,回溯历史增速,2016年至2020年的年营收复合增速仅为16%。并不高的增速,背后原因何在?在招股书中,贝达药业透露了背后的隐情。依据EGFR靶点研发的药","listText":"肺癌是全世界发病率、死亡率最高的癌症,每年死于肺癌的人数超过180万人,恐怖程度远胜胃癌、肝癌和白血病。成立于2003年的贝达药业,十数年死磕肺癌药物研发,终成该领域霸主。旗下药品埃克替尼是我国第一个拥有完全自主知识产权的小分子靶向抗癌药,也是第一个年销售额超过10亿元的自主创新药!带着无限荣光,贝达药业于2016年登陆A股创业板,上市至今,涨幅超过400%,成为创新药领域的小霸王。虽然埃克替尼吸金无数,但创新药研发号称吞金兽,每年数亿的研发费用,都不够医药巨头塞牙缝,为了发展,贝达药业将目光转向港股,希望通过二次上市募集资金,迎战未来。二次上市的新股向来鸡肋,但贝达药业是肺癌领域的王者,关注者众,借上市契机,不如梳理下贝达药业的未来前景如何?肺癌王者踏向悲情!肺癌分很多类型,其中,非小细胞肺癌,简称NSCLC占比约85%。因此,多数药企将研发的重心放在了NSCLC上。导致NSCLC的突变致癌基因主要有3种,分别为表皮生长因子受体(简称EGFR)、v-Ki-ras2克尔斯滕大鼠肉瘤病毒癌基因同源物(简称KRAS)及间变性淋巴瘤激酶(简称ALK)。这三种突变已广泛成为药物研发的靶点,贝达药业的研发管线基本围绕这三点进行布局。目前,已经上市的药品是EGFR突变下的埃克替尼和ALK突变下的恩沙替尼。埃克替尼上市时间是2011年,上市9个月,销售额就达到1.23亿,打破当时最快破1亿的历史记录。恩沙替尼上市时间是2020年,因此,在贝达药业登陆A股的几年中,时长被市场diss为单腿走路,过于依赖埃克替尼。埃克替尼是贝达药业主要的收入来源,2020年贡献了99.4%的营收。从总营收增长速度来看,2020年贝达药业营收同比增速20%,回溯历史增速,2016年至2020年的年营收复合增速仅为16%。并不高的增速,背后原因何在?在招股书中,贝达药业透露了背后的隐情。依据EGFR靶点研发的药","text":"肺癌是全世界发病率、死亡率最高的癌症,每年死于肺癌的人数超过180万人,恐怖程度远胜胃癌、肝癌和白血病。成立于2003年的贝达药业,十数年死磕肺癌药物研发,终成该领域霸主。旗下药品埃克替尼是我国第一个拥有完全自主知识产权的小分子靶向抗癌药,也是第一个年销售额超过10亿元的自主创新药!带着无限荣光,贝达药业于2016年登陆A股创业板,上市至今,涨幅超过400%,成为创新药领域的小霸王。虽然埃克替尼吸金无数,但创新药研发号称吞金兽,每年数亿的研发费用,都不够医药巨头塞牙缝,为了发展,贝达药业将目光转向港股,希望通过二次上市募集资金,迎战未来。二次上市的新股向来鸡肋,但贝达药业是肺癌领域的王者,关注者众,借上市契机,不如梳理下贝达药业的未来前景如何?肺癌王者踏向悲情!肺癌分很多类型,其中,非小细胞肺癌,简称NSCLC占比约85%。因此,多数药企将研发的重心放在了NSCLC上。导致NSCLC的突变致癌基因主要有3种,分别为表皮生长因子受体(简称EGFR)、v-Ki-ras2克尔斯滕大鼠肉瘤病毒癌基因同源物(简称KRAS)及间变性淋巴瘤激酶(简称ALK)。这三种突变已广泛成为药物研发的靶点,贝达药业的研发管线基本围绕这三点进行布局。目前,已经上市的药品是EGFR突变下的埃克替尼和ALK突变下的恩沙替尼。埃克替尼上市时间是2011年,上市9个月,销售额就达到1.23亿,打破当时最快破1亿的历史记录。恩沙替尼上市时间是2020年,因此,在贝达药业登陆A股的几年中,时长被市场diss为单腿走路,过于依赖埃克替尼。埃克替尼是贝达药业主要的收入来源,2020年贡献了99.4%的营收。从总营收增长速度来看,2020年贝达药业营收同比增速20%,回溯历史增速,2016年至2020年的年营收复合增速仅为16%。并不高的增速,背后原因何在?在招股书中,贝达药业透露了背后的隐情。依据EGFR靶点研发的药","images":[{"img":"https://static.tigerbbs.com/51c58200c6f7b61528f00541c63d4d5d","width":"688","height":"407"},{"img":"https://static.tigerbbs.com/cc069d74fda0cb27daf9871f09d85abe","width":"688","height":"375"},{"img":"https://static.tigerbbs.com/836c5b66fdfc71af126b11fca20010b5","width":"688","height":"375"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181170595","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344868240,"gmtCreate":1618398006280,"gmtModify":1618398006280,"author":{"id":"10000000000007999","authorId":"10000000000007999","name":"关小西qmh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000007999","authorIdStr":"10000000000007999"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344868240","repostId":"344941637","repostType":1,"repost":{"id":344941637,"gmtCreate":1618370781327,"gmtModify":1618374449072,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"迷惑行为大赏:日本政府推出放射性氚吉祥物","htmlText":"\n \n \n 据东京新闻报道,为了宣传东京电力福岛第一核电站处理水中所含有的放射性氚的安全性,日本复兴厅于13日制作并发布了一份传单。#日本政府宣传放射性氚可爱形象#在这份传单中,“放射性氚”被拟化成了“吉祥物”的可爱角色。此前,东京电力公司此前曾表示,经过处理后,核污水中除了氚之外的绝大部分放射性元素都可以清除,氚浓度也将稀释到日本国家标准的1/40。然而,国际原子能机构(IAEA)则在2015年的《福岛第一核电站事故》报告中表示:“这些水经处理,以去除除氚之外的放射性核素,氚是无法去除的。”[眼眼]无话可说\n 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","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327420534","repostId":"327360371","repostType":1,"repost":{"id":327360371,"gmtCreate":1616060182089,"gmtModify":1703497029248,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"themes":[],"title":"马斯克承认特斯拉用车内摄像头监控车主","htmlText":"\n \n \n 据媒体报道, 近日,马斯克在推特发布消息称,将收回一些车主的FSD beta版的试用权限。原因是这些车主在使用FSD beta功能时,没有对道路情况给予足够的关注。马斯克称,之所以是beta版本,就意味着还处在测试阶段,虽然至今没有发生任何事故,但不能完全不管不顾。因而对于这些不够关注路况的车主,特斯拉将会收回FSD beta版本的试用权限。有用户向马斯克询问,特斯拉的车内摄像头,可以检测车主的目光?对此,马斯克直接回答“Yes”。这也是特斯拉官方首次承认,通过车内摄像头来监视驾驶员[眼眼]现实版老大哥在看着你???来源:@财经网科技频道<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"据媒体报道, 近日,马斯克在推特发布消息称,将收回一些车主的FSD beta版的试用权限。原因是这些车主在使用FSD beta功能时,没有对道路情况给予足够的关注。马斯克称,之所以是beta版本,就意味着还处在测试阶段,虽然至今没有发生任何事故,但不能完全不管不顾。因而对于这些不够关注路况的车主,特斯拉将会收回FSD beta版本的试用权限。有用户向马斯克询问,特斯拉的车内摄像头,可以检测车主的目光?对此,马斯克直接回答“Yes”。这也是特斯拉官方首次承认,通过车内摄像头来监视驾驶员[眼眼]现实版老大哥在看着你???来源:@财经网科技频道<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"据媒体报道, 近日,马斯克在推特发布消息称,将收回一些车主的FSD beta版的试用权限。原因是这些车主在使用FSD beta功能时,没有对道路情况给予足够的关注。马斯克称,之所以是beta版本,就意味着还处在测试阶段,虽然至今没有发生任何事故,但不能完全不管不顾。因而对于这些不够关注路况的车主,特斯拉将会收回FSD 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href=\"https://laohu8.com/TW/381103197\" target=\"_blank\">春联活动</a>,虎妞要发奖收尾啦[贱笑]~ 恭喜以下两位用户,获得活动新年限量福袋(老虎新年限量小黄杯+萌萌哒小虎眼罩+Smart money帆布袋): <a target=\"_blank\" href=\"https://laohu8.com/U/3573546993361553\">@BruceHao</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3439810654623442\">@番茄男人</a> 恭喜以下用户,获得萌萌哒老虎眼罩1只: <a target=\"_blank\" href=\"https://laohu8.com/U/3516602766195799\">@美股排头兵</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3537396850649972\">@MadAss</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3545208444757912\">@威士忌加番薯</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3547808860768720\">@价值投资马化云</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3557724691371428\">@世纪韭菜</a> ","listText":"吾虎闹新春,属你最有才(财)。农历年的<a href=\"https://laohu8.com/TW/381103197\" target=\"_blank\">春联活动</a>,虎妞要发奖收尾啦[贱笑]~ 恭喜以下两位用户,获得活动新年限量福袋(老虎新年限量小黄杯+萌萌哒小虎眼罩+Smart money帆布袋): <a target=\"_blank\" href=\"https://laohu8.com/U/3573546993361553\">@BruceHao</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3439810654623442\">@番茄男人</a> 恭喜以下用户,获得萌萌哒老虎眼罩1只: <a target=\"_blank\" href=\"https://laohu8.com/U/3516602766195799\">@美股排头兵</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3537396850649972\">@MadAss</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3545208444757912\">@威士忌加番薯</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3547808860768720\">@价值投资马化云</a> <a target=\"_blank\" href=\"https://laohu8.com/U/3557724691371428\">@世纪韭菜</a> ","text":"吾虎闹新春,属你最有才(财)。农历年的春联活动,虎妞要发奖收尾啦[贱笑]~ 恭喜以下两位用户,获得活动新年限量福袋(老虎新年限量小黄杯+萌萌哒小虎眼罩+Smart money帆布袋): @BruceHao @番茄男人 恭喜以下用户,获得萌萌哒老虎眼罩1只: @美股排头兵 @MadAss @威士忌加番薯 @价值投资马化云 @世纪韭菜","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363648283","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}