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天青
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
天青
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]
天青
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
天青
2019-10-30
$梯瓦制药(TEVA)$
慢慢在涨回去
天青
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]
天青
2019-10-29
$微软(MSFT)$
用时间来证明价值的长线股
天青
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😭
天青
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
天青
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
去老虎APP查看更多动态
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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":2386,"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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静等11月出结果,5成仓位都压在上面了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/936496463","isVote":1,"tweetType":1,"viewCount":1324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936491442,"gmtCreate":1572356229986,"gmtModify":1704724110188,"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 href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 用时间来证明价值的长线股","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 用时间来证明价值的长线股","text":"$微软(MSFT)$ 用时间来证明价值的长线股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/936491442","isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327890,"gmtCreate":1541921322551,"gmtModify":1704780439231,"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":"$阿玛琳(AMRN)$ 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😭","listText":"$阿玛琳(AMRN)$ 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😭","text":"$阿玛琳(AMRN)$ 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