Burt J的个人主页 - 老虎社区

Burt J

Burt J

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IP属地：浙江

14关注

2粉丝

1主题

0勋章

10-17

一万亿达成！

@Burt J:$台积电(TSM)$ 未来两年突破一万亿市值也不是不可能！耐心等待....

10-16

$英伟达(NVDA)$

10-16

$台积电(TSM)$

05-31

$英伟达(NVDA)$ 前途无量

05-23

$英伟达(NVDA)$

05-16

$台积电(TSM)$

05-16

这篇文章不错，转发给大家看看

抱歉，原内容已删除

05-15

$台积电(TSM)$ 强者恒强

05-15

$台积电(TSM)$ 未来两年突破一万亿市值也不是不可能！耐心等待....

03-25

$英伟达(NVDA)$

03-14

这篇文章不错，转发给大家看看

@美港股观察社:Seagen开始开花结果

2023-04-18

这篇文章不错，转发给大家看看

@胖虎哒哒:【转】英伟达：人工智能背后的新帝国

2023-04-16

这篇文章不错，转发给大家看看

直播：为什么引领新一轮AI发展的，又有英伟达？

2023-02-27

$英伟达(NVDA)$ AI主力军

2023-02-23

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2023-02-06

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2022-11-17

Amgen

@阿浦美股:【投资观点】安进公司（AMGN）：风越大，飞得越高

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2023年12月中旬完成对Seagen的收购，是辉瑞恢复增长的关键步骤之一。430亿美元的价格标签设定了很高的期望，今天Adcetris在复发/难治性弥漫性大B细胞淋巴瘤（DLBCL）患者中取得成功的消息是朝着正确方向迈出的一步，可能会导致该药物扩展到一个非常大的市场。 自收购Seagen以来，Adcetris取得了首胜 辉瑞从Adcetris的ECHELON-3试验中得到了好消息。Adcetris是Seagen公司的主要商业资产，辉瑞公司现在拥有Seagen公司在美国和加拿大的商业权利，并从美国之外的公司获得专利。并从合作伙伴武田制药公司那里获得来自美国以外地区的销售分成。 ECHELON-3试验招募了DLBCL患者，无论CD30表达如何，并测试了Adcetris与来那度胺（Revlimid）和利妥昔单抗（Rituxan）联合使用，与这两种药物和安慰剂相比，它显示了总生存率的显着改善，无进展生存和总反应率也是如此。 除了安全性符合Adcetris的已知的安全性外，还没有其他细节，需要等待医学会议上公布的数据，以更好地了解其潜力。 辉瑞将与监管机构讨论数据和潜在的监管提交，这是该资产的潜在重大更新，因为它将允许Adcetris从较小的市场（如典型何杰金氏淋巴瘤）扩展。 仅在美国，每年就有超过25,000例DLBCL确诊病例，40%的患者在一线治疗后复发或难治性疾病。在看到数据以及Adcetris联合来那度胺和利妥昔单抗与安慰剂相比的表现之前，估计每年的最高收入贡献为数亿美元。 对于辉瑞这样规模的公司来说，这只是九牛一毛，但这是一个好消息，代表着朝着正确方向迈出的一步，并且证明了Seagen的高价格是合理的。 肿瘤学创新日 辉瑞在2月底举行了","listText":"辉瑞花大价钱收购的Seagen，终于开始开花结果了。有外国分析师认为，肿瘤或许会成为辉瑞新的增长故事。 作者：ONeil Trader 2023年12月中旬完成对Seagen的收购，是辉瑞恢复增长的关键步骤之一。430亿美元的价格标签设定了很高的期望，今天Adcetris在复发/难治性弥漫性大B细胞淋巴瘤（DLBCL）患者中取得成功的消息是朝着正确方向迈出的一步，可能会导致该药物扩展到一个非常大的市场。 自收购Seagen以来，Adcetris取得了首胜 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ECHELON-3试验招募了DLBCL患者，无论CD30表达如何，并测试了Adcetris与来那度胺（Revlimid）和利妥昔单抗（Rituxan）联合使用，与这两种药物和安慰剂相比，它显示了总生存率的显着改善，无进展生存和总反应率也是如此。 除了安全性符合Adcetris的已知的安全性外，还没有其他细节，需要等待医学会议上公布的数据，以更好地了解其潜力。 辉瑞将与监管机构讨论数据和潜在的监管提交，这是该资产的潜在重大更新，因为它将允许Adcetris从较小的市场（如典型何杰金氏淋巴瘤）扩展。 仅在美国，每年就有超过25,000例DLBCL确诊病例，40%的患者在一线治疗后复发或难治性疾病。在看到数据以及Adcetris联合来那度胺和利妥昔单抗与安慰剂相比的表现之前，估计每年的最高收入贡献为数亿美元。 对于辉瑞这样规模的公司来说，这只是九牛一毛，但这是一个好消息，代表着朝着正确方向迈出的一步，并且证明了Seagen的高价格是合理的。 肿瘤学创新日 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还没完全站稳脚跟，他希望如日中天的台积电能代工英伟达的显卡，他打电话过去，没人搭理。多年后，他还在向张忠谋抱怨这段往事：“当年给你打电话打不通也没人回，是不是我电话号码记错了？给你公司在美国的销售部门打电话也没人接。”今天，全球科技界恐怕没有几个人敢不接黄仁勋的电话，这个当年求人代工显卡的小伙子被称为“教主”，在3月21日的英伟达GTC大会上，他穿着标志性的黑色皮衣出现台上，说出了石破天惊的一番话：我们正处于AI的“iPhone时刻”。2022年11月，大语言模型ChatGPT问世，预示着能生成自然文章和图像的“生成式AI”将在社会普及，给世界带来颠覆性的改变。而支撑这幅图景的，有英伟达的GPU——AI时代最重要的基础设施之一，GPU提供算力，犹如AI时代的原油。2020年，全世界跑AI的云计算与数据中心，80.6%都在用英伟达的GPU驱动。2021年，英伟达称全球前五百个超算中，七成由它家的芯片驱动，在最新的超算系统中此比例是九成。运行ChatGPT的微软数据中心用了上万块英伟达H100 GPU。后续，预计需要超过3万块英伟达的GPU来维持更高版本的GPT模型运转。如同1970年代的欧派克一限产，全世界的汽车都缺油。现在只要英伟达一断供芯片，管你天高股价、地大营收，全球前十大企业里，至少有一半要地震。黄仁勋和他的算力帝国，已经能扼住时代命脉。这其中，有着通往未来30年的秘密。十年前悄然发生的革命2023年英伟达GTC的主题演讲中，黄仁勋专门提到了生成式AI的飞跃：“十年间，我们从自动判读猫图，进步到能自动生成‘穿太空服的猫在月球漫步’的图片。”图片皮衣老黄真不忘本。无论是","listText":"英伟达无疑是近年新能源、AI热潮的最大赢家，分享一篇好文1990年代中期，黄仁勋30出头，他创办的 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 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href=\"https://laohu8.com/S/AMGN\">$安进(AMGN)$</a>&nbsp;是一家生物技术公司，致力于通过发现、开发、制造和提供创新的人类疗法，为患有严重疾病的患者提供生物学治疗的可能。安进专注于不完善的医疗需求领域，并利用其专业知识来努力寻求改善健康状况并明显改善人们生活的解决方案。作为生物技术的先驱，安进公司已发展成为世界领先的独立生物技术公司之一，已覆盖全球数百万患者，并正在开发具有突破性潜力的药物管道。安进于1980年在加利福尼亚州注册成立，并于1987年成为特拉华州公司。业务遍及全球约 100 个国家/地区。02 市场细分安进公司的产品销往世界各地，美国是其最大的市场。下图显示了按主要产品划分的产品销售额。经营业绩01 运营成果2021年第三季度，产品总销售额同比增长4%，主要原因是某些品牌（包括Prolia，Repatha和EVENITY）的需求增加，以及估计销售扣除额的有利变化。安进预计净售价下降的趋势将继续影响业务。展望未来，预计净销售价格下降将由ENBREL，Neulasta，Repatha和一些生物仿制药产品推动。2021年第三季度，其他收入同比增加21%，这主要得益于COVID-19抗体材料的销售。2021年第三季度，总收入为67.06亿美元，同比增长4%。2021年第三季度，运营费用同比增长9%，这主要是由于与KKC许可协议相关的预付款。2021年前三季度，运营费用的增加是由于与作为Five Prime收购的一部分而获得的bemarituzumab计划相关的知识产权和开发费用以及与KKC许可协议相关的预付款。2021年第三季度营业利润（Operating income）为23.78亿美元，同比下降3%；净收入（Net income）为","text":"公司简介01 简述Amgen Inc.（安进公司）$安进(AMGN)$ 是一家生物技术公司，致力于通过发现、开发、制造和提供创新的人类疗法，为患有严重疾病的患者提供生物学治疗的可能。安进专注于不完善的医疗需求领域，并利用其专业知识来努力寻求改善健康状况并明显改善人们生活的解决方案。作为生物技术的先驱，安进公司已发展成为世界领先的独立生物技术公司之一，已覆盖全球数百万患者，并正在开发具有突破性潜力的药物管道。安进于1980年在加利福尼亚州注册成立，并于1987年成为特拉华州公司。业务遍及全球约 100 个国家/地区。02 市场细分安进公司的产品销往世界各地，美国是其最大的市场。下图显示了按主要产品划分的产品销售额。经营业绩01 运营成果2021年第三季度，产品总销售额同比增长4%，主要原因是某些品牌（包括Prolia，Repatha和EVENITY）的需求增加，以及估计销售扣除额的有利变化。安进预计净售价下降的趋势将继续影响业务。展望未来，预计净销售价格下降将由ENBREL，Neulasta，Repatha和一些生物仿制药产品推动。2021年第三季度，其他收入同比增加21%，这主要得益于COVID-19抗体材料的销售。2021年第三季度，总收入为67.06亿美元，同比增长4%。2021年第三季度，运营费用同比增长9%，这主要是由于与KKC许可协议相关的预付款。2021年前三季度，运营费用的增加是由于与作为Five Prime收购的一部分而获得的bemarituzumab计划相关的知识产权和开发费用以及与KKC许可协议相关的预付款。2021年第三季度营业利润（Operating income）为23.78亿美元，同比下降3%；净收入（Net income）为","images":[{"img":"https://static.tigerbbs.com/defa0fb008c57fde610f8e4b8644c272","width":"632","height":"505"},{"img":"https://static.tigerbbs.com/6790ad715ca3c58e2c043462f06cbe30","width":"632","height":"336"},{"img":"https://static.tigerbbs.com/c5d6b030028b45fcf7a8c1f8288052a1","width":"632","height":"314"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614455856","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}