天青的个人主页 - 老虎社区

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2019-11-14

$阿玛琳(AMRN)$ 读了下FDA和AMRN各自提交的简报，结合SA上的分析，给大家解读下。FDA给委员会的简报里提出3个问题。 1、疗效实验疗效的认可程度，同时，FDA指出实验由FDA全程指导，不存在问题，并且矿物油不影响，因此这条基本是通过了 2、安全性实验中出现的低概率心颤和出血现象，心颤概率很低，出血难愈合是服用omega-3产品的通病，所以这条大概率也会过 3、最关键的目标患者人群 AMRN申请扩标签TG>135，按ACC心脏协会标准，TG<150是正常，就是正常人群也可以吃，原标签是高危人群TG>500，目标群体400W，本季收入1.12亿，姑且认为一年5亿左右收入，如果扩到135，那就可能5000W用户，超级重磅药，每年几十亿收入，135-500之间每一档标签都是对应几百万至千万级用户，估值上下限非常大。最后，根据简报内容和一些大佬分析，药过审概率很高，焦点在于标签范围以及是否需要补充实验

2019-11-12

$阿玛琳(AMRN)$ 不枉我持仓快1年的等待，但愿明天投票通过[捂脸]

2019-11-05

$阿玛琳(AMRN)$ 财报还不错，然而没啥用，还是得看能不能过审

2019-10-30

$梯瓦制药(TEVA)$ 慢慢在涨回去

2019-10-29

$阿玛琳(AMRN)$ 静等11月出结果，5成仓位都压在上面了[捂脸]

2019-10-29

$微软(MSFT)$ 用时间来证明价值的长线股

2018-11-11

$阿玛琳(AMRN)$ 数据太好了，5个主要终点，7个次要终点达到，还以为15号开会，忘记补仓了😭

2017-03-02

看好最近涨势

$Advanced Micro Devices Inc.(AMD)$ 今日看了国内第一手评测，确实进步明显，与英特尔可以一战，1700X性价比很高。另外与B社联合，对玩家来说是个好消息

看好最近涨势

2016-03-18

胜负都看3.31

$特斯拉(TSLA)$ 只有在月底证明model3的成功才能持续吸引投资者买单

胜负都看3.31

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不枉我持仓快1年的等待，但愿明天投票通过[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/935688217","isVote":1,"tweetType":1,"viewCount":2980,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463396495859877","authorId":"3463396495859877","name":"韭菜们冲啊","avatar":"https://static.tigerbbs.com/0ed1cab609fbd8b5f64e6d01da19ef18","crmLevel":1,"crmLevelSwitch":0,"idStr":"3463396495859877","authorIdStr":"3463396495859877"},"content":"因为什么大涨","text":"因为什么大涨","html":"因为什么大涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":932284296,"gmtCreate":1572949085615,"gmtModify":1704725167806,"author":{"id":"42368435686941","authorId":"42368435686941","name":"天青","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"42368435686941","authorIdStr":"42368435686941"},"themes":[],"htmlText":"<a 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财报还不错，然而没啥用，还是得看能不能过审","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/932284296","isVote":1,"tweetType":1,"viewCount":2337,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473051248875682","authorId":"3473051248875682","name":"T20211211480","avatar":"https://static.tigerbbs.com/021b0089f0a806d9c087c188c4edcacc","crmLevel":1,"crmLevelSwitch":0,"idStr":"3473051248875682","authorIdStr":"3473051248875682"},"content":"啥时候知道过没过审？","text":"啥时候知道过没过审？","html":"啥时候知道过没过审？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936723028,"gmtCreate":1572440217864,"gmtModify":1704724308317,"author":{"id":"42368435686941","authorId":"42368435686941","name":"天青","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"42368435686941","authorIdStr":"42368435686941"},"themes":[],"htmlText":"<a 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