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陆biotech
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IP属地:上海
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热门
陆biotech
2022-11-01
$Immunovant, Inc.(IMVT)$
终于解套了
陆biotech
2022-03-22
$一起教育科技(YQ)$
上周五把本金出了 利润再跑一段时间
陆biotech
2021-11-11
$Athenex Inc.(ATNX)$
喋喋不休
陆biotech
2021-11-11
$StoneCo(STNE)$
跟着巴菲特买
陆biotech
2021-11-05
$Deciphera Pharmaceuticals Inc.(DCPH)$
咋了
陆biotech
2021-11-03
$Irhythm Technologies Inc.(IRTC)$
终于解套了
陆biotech
2021-10-28
$Athenex Inc.(ATNX)$
下半年仍是杀估值行情
陆biotech
2021-10-26
$Roivant Sciences Ltd.(ROIV)$
终于正了
陆biotech
2021-10-22
$Immunovant, Inc.(IMVT)$
这只啥时候能恢复临床试验
陆biotech
2021-08-04
拿到没信心了
陆biotech
2021-08-02
$Immunovant, Inc.(IMVT)$
我这也是一路补一路泪了
陆biotech
2021-07-23
$一起教育科技(YQ)$
太狗了
陆biotech
2021-07-22
$Limelight Networks(LLNW)$
没有热度
陆biotech
2021-07-13
$国美金融科技(00628)$
之前赚的亏回去不少了
陆biotech
2021-06-18
$Athira Pharma, Inc.(ATHA)$
我觉得ceo十年前造假不影响现在的管线。不用担心他现在造假。公开的临床试验造假很难。
陆biotech
2021-06-18
疫情期间用过
抱歉,原内容已删除
陆biotech
2021-06-17
$Cellectis S.A.(CLLS)$
公司虽好 追高仍是错误的开始被迫一句补仓
陆biotech
2021-06-17
$Evofem Biosciences Inc.(EVFM)$
希望不要再增发了 伤心了
陆biotech
2021-06-17
$触宝(CTK)$
之前翻倍挣得钱 赔了25%了
陆biotech
2021-06-17
$Karyopharm Therapeutics Inc.(KPTI)$
叫好不叫座的公司
去老虎APP查看更多动态
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Inc.(KPTI)$</a>叫好不叫座的公司","listText":"<a href=\"https://laohu8.com/S/KPTI\">$Karyopharm Therapeutics Inc.(KPTI)$</a>叫好不叫座的公司","text":"$Karyopharm Therapeutics Inc.(KPTI)$叫好不叫座的公司","images":[{"img":"https://static.tigerbbs.com/7bb215ee4ce6ec5862c426a0ac102ff7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163790885","isVote":1,"tweetType":1,"viewCount":1530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":342011557,"gmtCreate":1618126186479,"gmtModify":1618150755483,"author":{"id":"3543094710320172","authorId":"3543094710320172","name":"陆biotech","avatar":"https://static.tigerbbs.com/7000c4d56768ac2cd99d25062909d653","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543094710320172","idStr":"3543094710320172"},"themes":[],"title":"PRVB的T1DM单抗是否会获批?上周是否被误杀?","htmlText":"PRVB 周五捞了点PRVB,周末看了下这个公司的管线,我还挺喜欢这个故事。近期我浏览了过去半年IPO的医药美股,感觉是半数以上都跌破IPO价格,这表明生物医药股领域的热度降了。行情不好,安心做点研究。 首先看管线。Focus是自身免疫性疾病,具体是T1DM、B细胞、消化道3个领域的自身免疫性疾病。产品是PRV-031(又称teplizumab)、PRV-101、PRV-3279、PRV-015。PRV-031针对T1DM,有At-risk研究(延缓高危病例发病)和PROTECT研究(治疗已发病人群)两个试验。At-risk研究在完成P2后向FDA提交了上市申请,PDUFA日期定在2021年7月2日。PROTECT研究在P3入组状态,2020年因COVID暂缓入组3个月。PRV-101也针对T1DM,是一种疫苗,在P1状态。PRV-3279针对系统性红斑狼疮,在P1状态。PRV-015针对Celiac disease,即乳糜泻。近期的股价变化主要是集中在PRV-031的研究变化和FDA回应。本文集中在PRV-031的综述。PRVB在研管线 我印象里,T1DM,一般认为是先天性为主,发病率远低于T2DM,大概是DM中的5%以下。PRVB官网上说,With ~300K people living with preclinical T1D in the United States alone。T1DM一般在儿童或青少年期发病,标准治疗是终身使用胰岛素泵。去年我看了部好莱坞灾难片,男主角被选中进美国政府的避难所,儿子大概是T1DM,随身带了胰岛素泵,胰岛素药剂丢了。最后一家人都没能进避难所。这个电影的细节大概是真实的。下图是PRVB对T1DM的pre-stage 1、stage 1、stage 2(血糖代谢异常和自身抗体)和stage 3(新诊断、有症","listText":"PRVB 周五捞了点PRVB,周末看了下这个公司的管线,我还挺喜欢这个故事。近期我浏览了过去半年IPO的医药美股,感觉是半数以上都跌破IPO价格,这表明生物医药股领域的热度降了。行情不好,安心做点研究。 首先看管线。Focus是自身免疫性疾病,具体是T1DM、B细胞、消化道3个领域的自身免疫性疾病。产品是PRV-031(又称teplizumab)、PRV-101、PRV-3279、PRV-015。PRV-031针对T1DM,有At-risk研究(延缓高危病例发病)和PROTECT研究(治疗已发病人群)两个试验。At-risk研究在完成P2后向FDA提交了上市申请,PDUFA日期定在2021年7月2日。PROTECT研究在P3入组状态,2020年因COVID暂缓入组3个月。PRV-101也针对T1DM,是一种疫苗,在P1状态。PRV-3279针对系统性红斑狼疮,在P1状态。PRV-015针对Celiac disease,即乳糜泻。近期的股价变化主要是集中在PRV-031的研究变化和FDA回应。本文集中在PRV-031的综述。PRVB在研管线 我印象里,T1DM,一般认为是先天性为主,发病率远低于T2DM,大概是DM中的5%以下。PRVB官网上说,With ~300K people living with preclinical T1D in the United States alone。T1DM一般在儿童或青少年期发病,标准治疗是终身使用胰岛素泵。去年我看了部好莱坞灾难片,男主角被选中进美国政府的避难所,儿子大概是T1DM,随身带了胰岛素泵,胰岛素药剂丢了。最后一家人都没能进避难所。这个电影的细节大概是真实的。下图是PRVB对T1DM的pre-stage 1、stage 1、stage 2(血糖代谢异常和自身抗体)和stage 3(新诊断、有症","text":"PRVB 周五捞了点PRVB,周末看了下这个公司的管线,我还挺喜欢这个故事。近期我浏览了过去半年IPO的医药美股,感觉是半数以上都跌破IPO价格,这表明生物医药股领域的热度降了。行情不好,安心做点研究。 首先看管线。Focus是自身免疫性疾病,具体是T1DM、B细胞、消化道3个领域的自身免疫性疾病。产品是PRV-031(又称teplizumab)、PRV-101、PRV-3279、PRV-015。PRV-031针对T1DM,有At-risk研究(延缓高危病例发病)和PROTECT研究(治疗已发病人群)两个试验。At-risk研究在完成P2后向FDA提交了上市申请,PDUFA日期定在2021年7月2日。PROTECT研究在P3入组状态,2020年因COVID暂缓入组3个月。PRV-101也针对T1DM,是一种疫苗,在P1状态。PRV-3279针对系统性红斑狼疮,在P1状态。PRV-015针对Celiac disease,即乳糜泻。近期的股价变化主要是集中在PRV-031的研究变化和FDA回应。本文集中在PRV-031的综述。PRVB在研管线 我印象里,T1DM,一般认为是先天性为主,发病率远低于T2DM,大概是DM中的5%以下。PRVB官网上说,With ~300K people living with preclinical T1D in the United States alone。T1DM一般在儿童或青少年期发病,标准治疗是终身使用胰岛素泵。去年我看了部好莱坞灾难片,男主角被选中进美国政府的避难所,儿子大概是T1DM,随身带了胰岛素泵,胰岛素药剂丢了。最后一家人都没能进避难所。这个电影的细节大概是真实的。下图是PRVB对T1DM的pre-stage 1、stage 1、stage 2(血糖代谢异常和自身抗体)和stage 3(新诊断、有症","images":[{"img":"https://static.tigerbbs.com/449661a7413c8e48e958ab6f086ce8ba","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/0087939485d667b0f2de0643e0efd8ca","width":"0","height":"0"},{"img":"https://static.tigerbbs.com/501ccee70bf6160faf0f7f0a526d6f24","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":6,"repostSize":4,"link":"https://laohu8.com/post/342011557","isVote":1,"tweetType":1,"viewCount":8437,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484536045691836","authorId":"3484536045691836","name":"科迪勒拉","avatar":"https://static.tigerbbs.com/856f04bd0b055f6769e058b1751b7600","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3484536045691836","idStr":"3484536045691836"},"content":"点赞👍你的调研太详实了","text":"点赞👍你的调研太详实了","html":"点赞👍你的调研太详实了"}],"imageCount":8,"langContent":"CN","totalScore":0},{"id":119342975,"gmtCreate":1622523014597,"gmtModify":1622524083055,"author":{"id":"3543094710320172","authorId":"3543094710320172","name":"陆biotech","avatar":"https://static.tigerbbs.com/7000c4d56768ac2cd99d25062909d653","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3543094710320172","idStr":"3543094710320172"},"themes":[],"htmlText":"今天理了下cart和car-nk 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ABBV Adaptimmune Therapeutics PLC. ADAP Amgen, Inc. AMGN Atara Biotherapeutics, Inc. ATRA Autolus Therapeutics PLC. AUTL Bellicum Pharmaceuticals, Inc. BLCM BioAtla LLC. BCAB bluebird bio BLUE Cellectis CLLS Fate Therapeutics Inc. FATE Gilead GILD Humanigen, Inc. HGEN Mesoblast, Ltd. MESO Minerva Biotechnologies Corp. NERV Mustang Bio, Inc. MBIO Novartis AG NVS Pfizer, Inc. PFE Posedia Therapeutics Inc. PSTX Precision Biosciences, Inc. DTIL Sorrento Therapeutics, Inc. SRNE ZIOPHARM Oncology, Inc. ZIOP LEGN GRCL Allogene Therapeutics ALLO Celyad SA CYAD CAR-NKNKArta NKTX ImmunityBio inc IBRX Affimed Tx AFMD","listText":"今天理了下cart和car-nk 仍觉得这个技术会成为和pd1一样的爆款。且会在五年左右临床获批第一个可用于实体瘤的cart技术。CART Key PlayersAbbVie Inc. ABBV Adaptimmune Therapeutics PLC. ADAP Amgen, Inc. AMGN Atara Biotherapeutics, Inc. ATRA Autolus Therapeutics PLC. AUTL Bellicum Pharmaceuticals, Inc. BLCM BioAtla LLC. BCAB bluebird bio BLUE Cellectis CLLS Fate Therapeutics Inc. FATE Gilead GILD Humanigen, Inc. 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