得财的个人主页 - 老虎社区

得财

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IP属地：黑龙江

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2021-01-12

$Sundial Growers Inc.(SNDL)$怎么跌这么多

2021-01-12

$Sundial Growers Inc.(SNDL)$怎么跌这么多

2021-01-11

大摩最不要脸 13块时疯狂唱空魏莱现在疯狂唱多

多家投行上调蔚来目标价！中金最高看至85美元

2020-12-01

$Tilray Inc.(TLRY)$这股好弱

2020-11-27

$Sundial Growers Inc.(SNDL)$又来咋高开咋回去

2020-11-24

$Tilray Inc.(TLRY)$下来吧别装了

2020-11-13

$理想汽车(LI)$今晚最大跳水王

2020-11-10

高盛最恶心

高盛：未来疫苗的五大焦点问题

2020-10-20

没有成交量

2020-01-31

$中国医疗集团(08225)$ 开始割了吧

2020-01-31

开始收割了

2020-01-30

这篇文章不错，转发给大家看

@tgjason:$中国医疗集团(08225)$为何不能空，简直就是捡钱

2019-10-29

$特斯拉(TSLA)$ 回调了吧

2019-10-25

$Twitter(TWTR)$ 这货一年的涨幅一晚回去了

2019-10-24

$Twitter(TWTR)$ 妈的幸亏前几天把这货清了不然赔死了

2019-09-26

等一块还不如直接做空

@卜榕:$蔚来(NIO)$ 等一块

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/JPM\">摩根大通</a>：将<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价从50美元升至75美元。</p><p><img src=\"https://static.tigerbbs.com/57fe7cf0e37ea20ccb42fffad4883a93\" tg-width=\"1516\" tg-height=\"604\"></p><p>受周末推出首款轿车NIO ET7利好影响，蔚来今日美股盘前一度涨近6%，截止发稿，涨4.46%，报61.55美元。</p><p><img src=\"https://static.tigerbbs.com/02afbcc94c001e6ca5277ed6164a98ce\" tg-width=\"1302\" tg-height=\"833\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>多家投行上调蔚来目标价！中金最高看至85美元</title>\n<style 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别装了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393952538","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304473538,"gmtCreate":1605282818924,"gmtModify":1703837312601,"author":{"id":"3493943728956964","authorId":"3493943728956964","name":"得财","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493943728956964","authorIdStr":"3493943728956964"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>今晚最大跳水王","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>今晚最大跳水王","text":"$理想汽车(LI)$今晚最大跳水王","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304473538","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305408565,"gmtCreate":1605020818057,"gmtModify":1703835833255,"author":{"id":"3493943728956964","authorId":"3493943728956964","name":"得财","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493943728956964","authorIdStr":"3493943728956964"},"themes":[],"htmlText":"高盛最恶心","listText":"高盛最恶心","text":"高盛最恶心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305408565","repostId":"1181369770","repostType":4,"repost":{"id":"1181369770","pubTimestamp":1605004278,"share":"https://www.laohu8.com/m/news/1181369770?lang=&edition=full","pubTime":"2020-11-10 18:31","market":"us","language":"zh","title":"高盛：未来疫苗的五大焦点问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1181369770","media":"华尔街见闻","summary":"当地时间周一盘前，辉瑞、BioNTech发布新冠疫苗Ⅲ期试验第一次中期分析显示候选疫苗安全有效，比“最好的预期还要好”，为市场注入一剂强心针。\n双盲试验中，在第二次注射后7天，疫苗对有症状感染有效性超","content":"<p>当地时间周一盘前，<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>、BioNTech发布新冠疫苗Ⅲ期试验第一次中期分析显示候选疫苗安全有效，比“最好的预期还要好”，为市场注入一剂强心针。</p>\n<p>双盲试验中，在第二次注射后7天，疫苗对有症状感染有效性超过90%，这意味着首次注射28天后就能达到保护效果。</p>\n<p><b><a href=\"https://laohu8.com/S/GS\">高盛</a>表示，基于这一积极信号，未来市场关注的焦点将围绕几个方面：</b>（1）辉瑞疫苗上市的路径（EUA/EAP）和时间表；（2）Ⅲ期试验中，有关辉瑞疫苗对严重疾病的有效性及其免疫持久性的其他数据；（3）疫苗生产和供应能力；（4）疫苗分发；（5）其他候选疫苗的进展。</p>\n<p>周一发布的研报中，高盛从以上五个角度展望了疫苗的未来路径。</p>\n<p><b>上市路径和时间表</b></p>\n<p>辉瑞的三期临床试验于7月27日开始，迄今已有43538名志愿者，截至2020年11月8日，其中38955人接受了候选疫苗的第二针注射。约42%的全球志愿者和30%的美国志愿者拥有不同种族和民族背景。</p>\n<p>如今按照计划，辉瑞疫苗Ⅲ期实验将进入最终分析阶段。辉瑞称，<b>下周之前将为志愿者积累两个月的安全数据，如果没有不可预见的问题，此后不久（可能就在本月）就能申请美国的紧急使用授权。</b></p>\n<p>根据美国食药监局（FDA）的规定，该疫苗在申请紧急使用授权（EUA）前，必须在Ⅲ期实验中观察5个或5个以上的严重病例。但FDA疫苗及相关生物制品咨询委员会(VRBPAC)小组此前评论显示，如果疫苗疗效异常高，FDA对5个严重病例的规定似乎很灵活。</p>\n<p>辉瑞公司负责疫苗临床研发的高级副总裁William Gruber此前称，集齐5类严重病例很困难，因为随着疫情发展和治疗技术改善，严重感染的比率已经下降。高盛数据表明，5月1日以来感染新冠病毒的住院人数占总感染人数比约为5%。</p>\n<p>提交申请后，预计FDA疫苗和相关生物制品咨询委员会(VRBPAC)将于12月，对辉瑞的候选疫苗举行小组会议。辉瑞董事会成员Scott Gottlieb博士在CNBC最近的采访中称，FDA可能需要2-4周的时间来批准疫苗，<b>因此如果一切顺利，到12月中下旬EUA正式批准后不久，就可以首先为高危人群提供疫苗的第一针注射。</b></p>\n<p><b>VRBPAC小组会议上似乎为辉瑞疫苗的扩展性使用(EAP)也打开了大门，</b>将其作为替代EUA，或在EUA批准之前提前将疫苗投入使用的另一种选择。通俗来说，EAP指的是在满足一定条件和规定的情况下，允许仍处于临床试验中的药物让病人使用。</p>\n<p>高盛表示，无论是在EAP还是EUA路径下，<b>高危人群预计始终是新疫苗的第一批接种者。</b></p>\n<p><b>免疫持久性</b></p>\n<p>关于疫苗产生免疫的持久性问题，高盛坚持此前的假设，继续认为疫苗需要每年注射加强针。</p>\n<p>高盛上个月举行的“Inoculating the Recovery”会议上，小组成员指出，他们并不十分关心抗体反应的持久性，因为与其他疫苗一样，可以随时注射加强针，并且病毒每年都在发生变化。至于多久需要加强一次，还需要继续追踪临床试验中的患者数据加以确定。</p>\n<p>此外，此次Ⅲ期试验中辉瑞疫苗主要疗效的评估结果，是在疫苗第二次注射后的第7天记录的，接下来以第二次注射后的第14天为端点，会有一轮新的疗效评估。辉瑞和BioNTech认为，添加这些次要端点将有助于整合所有新疫苗的数据，以便进一步比对研究。</p>\n<p><b>生产和供应</b></p>\n<p>辉瑞周一在一篇新闻稿中预计，<b>如果疫苗按照预期在今年年底上市，约能在全球范围内</b>供应2500万人的使用量（每人两剂），也就是5000万剂；到2021年将增至13亿剂。</p>\n<p>此前三季报电话会议上，辉瑞表示，疫苗一旦获得批准并由政府分发，预计到2020年底将在美国提供3000万至4000万剂疫苗，并表示有信心在2021年3月前在美国供应1亿剂疫苗。</p>\n<p><b>据高盛估算，若疫苗成功投入使用，2021-25年，辉瑞和BioNTech的BNT162b2疫苗全球销售额预计约为50亿美元/年，</b>两家公司将各得全球（除中国）毛利润的一半。在中国，BioNTech合作方<a href=\"https://laohu8.com/S/600196\">复星医药</a>获得了BNT162大中华区的开发和商业化权利。</p>\n<p><b>疫苗分发</b></p>\n<p>分发方式上，由于辉瑞的疫苗必须保持在超冷温度下，辉瑞全球供应链副总裁Tanya Alcorn最近在美国商会的一次线上研讨会中表示，将不会使用政府选择的经销商麦克森(McKesson)，而是使用自己的体系将新冠疫苗直接交付给医疗机构。</p>\n<p>10月份，辉瑞概述了一项以密歇根州和比利时为中心的雄心勃勃的疫苗分发计划。由于其疫苗必须储存在零下94华氏度(-70℃)，该公司设计了手提箱大小的运输容器，可以将疫苗保持在超低温状态下长达10天，每个容器可容纳1000至5000剂疫苗。</p>\n<p>据华尔街日报报道，辉瑞正同时计划每天从<a href=\"https://laohu8.com/S/FDX\">联邦快递</a>(FedEx)、UPS和DHL International购买平均20架飞机的货位，完成疫苗的承运，并在威斯康星州和德国设立了更多的储存地点。此外，辉瑞开发了可以报告任何温度偏差的实时GPS功能，先进的供应链将进一步降低疫苗在接种前失效的可能性。</p>\n<p>高盛表示，<b>更大的问题或许不在供应，而在需求。</b></p>\n<p><b>一方面，一些调查显示，美国民众接种疫苗的意愿仍然不是很强；另一方面，</b>由于需要超冷储存，辉瑞的疫苗不可能在传统的接种网点、医生办公室或药店就能简单接种，而是需要前往专门的接种点，经销商在接种管理上就需要发挥重要作用。</p>\n<p><b>其他候选疫苗的进展</b></p>\n<p>除了辉瑞的mRNA路径候选疫苗外，目前海外有多种路径的新冠疫苗已经进入三期临床试验阶段（ph3），其中：</p>\n<blockquote>\n Moderna的mRNA疫苗已于2020年7月底在美国启动ph3，计划入组3万人；\n</blockquote>\n<blockquote>\n BioNTech、 Pfizer合作研发的mRNA疫苗已于2020年7月底在美国启动ph3，计划入组3.2万人；\n</blockquote>\n<blockquote>\n 牛津大学、<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>合作研发的腺病毒载体疫苗已于2020年5月底在英国启动ph3，计划入组1万人，于8月启动美国ph3。\n</blockquote>\n<p>上周四阿斯利康公司预计，该公司与牛津大学联合研发的新冠疫苗临床有望在今年年底公布三期临床结果，可能很快在获得监管部门批准后推出。</p>\n<p>高盛表示，鉴于全球需求和主要候选疫苗的现有能力，可能需要不止一种疫苗来满足接种需求。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛：未来疫苗的五大焦点问题</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：未来疫苗的五大焦点问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-10 18:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3609908><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间周一盘前，辉瑞、BioNTech发布新冠疫苗Ⅲ期试验第一次中期分析显示候选疫苗安全有效，比“最好的预期还要好”，为市场注入一剂强心针。\n双盲试验中，在第二次注射后7天，疫苗对有症状感染有效性超过90%，这意味着首次注射28天后就能达到保护效果。\n高盛表示，基于这一积极信号，未来市场关注的焦点将围绕几个方面：（1）辉瑞疫苗上市的路径（EUA/EAP）和时间表；（2）Ⅲ期试验中，有关辉瑞疫苗对...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3609908\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/64b969faf79ef556077dafc324c65cf4","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3609908","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1181369770","content_text":"当地时间周一盘前，辉瑞、BioNTech发布新冠疫苗Ⅲ期试验第一次中期分析显示候选疫苗安全有效，比“最好的预期还要好”，为市场注入一剂强心针。\n双盲试验中，在第二次注射后7天，疫苗对有症状感染有效性超过90%，这意味着首次注射28天后就能达到保护效果。\n高盛表示，基于这一积极信号，未来市场关注的焦点将围绕几个方面：（1）辉瑞疫苗上市的路径（EUA/EAP）和时间表；（2）Ⅲ期试验中，有关辉瑞疫苗对严重疾病的有效性及其免疫持久性的其他数据；（3）疫苗生产和供应能力；（4）疫苗分发；（5）其他候选疫苗的进展。\n周一发布的研报中，高盛从以上五个角度展望了疫苗的未来路径。\n上市路径和时间表\n辉瑞的三期临床试验于7月27日开始，迄今已有43538名志愿者，截至2020年11月8日，其中38955人接受了候选疫苗的第二针注射。约42%的全球志愿者和30%的美国志愿者拥有不同种族和民族背景。\n如今按照计划，辉瑞疫苗Ⅲ期实验将进入最终分析阶段。辉瑞称，下周之前将为志愿者积累两个月的安全数据，如果没有不可预见的问题，此后不久（可能就在本月）就能申请美国的紧急使用授权。\n根据美国食药监局（FDA）的规定，该疫苗在申请紧急使用授权（EUA）前，必须在Ⅲ期实验中观察5个或5个以上的严重病例。但FDA疫苗及相关生物制品咨询委员会(VRBPAC)小组此前评论显示，如果疫苗疗效异常高，FDA对5个严重病例的规定似乎很灵活。\n辉瑞公司负责疫苗临床研发的高级副总裁William Gruber此前称，集齐5类严重病例很困难，因为随着疫情发展和治疗技术改善，严重感染的比率已经下降。高盛数据表明，5月1日以来感染新冠病毒的住院人数占总感染人数比约为5%。\n提交申请后，预计FDA疫苗和相关生物制品咨询委员会(VRBPAC)将于12月，对辉瑞的候选疫苗举行小组会议。辉瑞董事会成员Scott Gottlieb博士在CNBC最近的采访中称，FDA可能需要2-4周的时间来批准疫苗，因此如果一切顺利，到12月中下旬EUA正式批准后不久，就可以首先为高危人群提供疫苗的第一针注射。\nVRBPAC小组会议上似乎为辉瑞疫苗的扩展性使用(EAP)也打开了大门，将其作为替代EUA，或在EUA批准之前提前将疫苗投入使用的另一种选择。通俗来说，EAP指的是在满足一定条件和规定的情况下，允许仍处于临床试验中的药物让病人使用。\n高盛表示，无论是在EAP还是EUA路径下，高危人群预计始终是新疫苗的第一批接种者。\n免疫持久性\n关于疫苗产生免疫的持久性问题，高盛坚持此前的假设，继续认为疫苗需要每年注射加强针。\n高盛上个月举行的“Inoculating the 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现在疯狂唱多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/332157750","repostId":"1171450454","repostType":2,"repost":{"id":"1171450454","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1610358187,"share":"https://www.laohu8.com/m/news/1171450454?lang=&edition=full","pubTime":"2021-01-11 17:43","market":"us","language":"zh","title":"多家投行上调蔚来目标价！中金最高看至85美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1171450454","media":"老虎资讯综合","summary":"1月11日讯，今日，多家投行对蔚来汽车上调目标价，其中，中金上调蔚来硬件(车辆销售)和软件(智能驾驶)部分的市值，并上调目标价42%至85美元，对应44%上行空间；摩根大通：将蔚来汽车目标价从50美元","content":"<p>1月11日讯，今日，多家投行对<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车上调目标价，其中，中金上调蔚来硬件(车辆销售)和软件(<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶)部分的市值，并上调目标价42%至85美元，对应44%上行空间；<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>：将<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价从50美元升至75美元。</p><p><img src=\"https://static.tigerbbs.com/57fe7cf0e37ea20ccb42fffad4883a93\" tg-width=\"1516\" tg-height=\"604\"></p><p>受周末推出首款轿车NIO ET7利好影响，蔚来今日美股盘前一度涨近6%，截止发稿，涨4.46%，报61.55美元。</p><p><img src=\"https://static.tigerbbs.com/02afbcc94c001e6ca5277ed6164a98ce\" tg-width=\"1302\" tg-height=\"833\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>多家投行上调蔚来目标价！中金最高看至85美元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n多家投行上调蔚来目标价！中金最高看至85美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-01-11 17:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月11日讯，今日，多家投行对<a 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