Re: [標的] 4162智擎消失

看板Stock (股票)作者時間13年前 (2012/12/07 13:46), 編輯推噓12(12014)
留言26則, 13人參與, 最新討論串4/12 (看更多)
※ 引述《v131415 (wulongStorM)》之銘言: : ※ 引述《cuteolivia (我愛奧莉薇)》之銘言: : : 1. 標的: 智擎(4162) **高風險** : : 2. 進場理由 : : a.基本面:智擎是所謂NRDO的公司,目前主要發展方向是朝癌症新藥 : : b.技術面:不懂 : : c.籌碼面:不懂 : : d.消息面:學某J大作研究的方法,看看新聞 : : http://ppt.cc/fxAA : : 3. 進場價格:170以下買個一兩張看看,想要賺一倍,就是340元賣的意思 : : (打算至少抱1~2年,短線勿參考,不過若氣氛炒熱,逢高也會考慮出場) : : 4. 停損價格:無,但若新藥進度不順利,不管什麼價位都要賣 : : ***高風險!!投資前必看!!盈虧自負!!高風險!!*** : 感謝cuteolivia大的標的,小小的跟了兩張,小賺一包紅包剛好可以吃頓好的^^, : 不過抱到這邊我已經有點怕了,我比較不貪心,想說有賺到就好,但是又看到生技股最近 : 很強,又有點想續抱,不知道cute大或是各位前輩有研究這檔的可以給點建議,看還能不 : 能續抱,祝大家投資順利賺錢。 要買智擎就要先了解pep02 也就是現在的MM-398 最近剛好有篇研究報告 貼給你看 Does Merrimack Pharmaceuticals Have A Blockbuster Drug With MM-398? http://0rz.tw/i8Tcw 節錄部分內容 Does Merrimack Pharmaceuticals (MACK) have a blockbuster pancreatic cancer drug with MM-398? MM-398 has been tested in four Phase 1 studies and two Phase 2 clinical trials looking at its safety and effectiveness in treating gastric and pancreatic cancers. Merrimack's MM-398 is currently being evaluated in the pivotal Phase 3 trial (NAPOLI-1) as a treatment for 2nd line pancreatic cancer and is in earlier stage development for other tumor types. Pancreatic cancer incidence is increasing worldwide with almost 220,000 cases per year, and there is a significant need for effective therapies. 臨床實驗效果 Andrew Ko, MD, of the University of California, San Francisco, led the study that evaluated PEP02, also known as MM-398, as a second line therapy in 40 metastatic pancreatic cancer patients in Taiwan and the United States who were refractory to the gemcitabine-containing regimen. In the study, 75% of patients achieved the primary endpoint of 3-month survival rate, exceeding the targeted statistical threshold, with acceptable safety. The study found some patients had survived six months or longer. Researchers also found that 20% of the patients survived for more than one year. 銷售預測 MM-398 Phase 3 data is expected in mid-2013. Several analysts expect MM-398 to launch in 2015, with global peak sales in pancreatic cancer alone exceeding $900M given the unmet medical need. Why do some analysts believe that MM-398 could be a blockbuster? There is little competition. MM-398's market is for patients with metastatic pancreatic cancer who fail treatment with gemcitabine. There are no approved therapies for patients with metastatic pancreatic cancer who fail treatment with gemcitabine. -- ※ 發信站: 批踢踢實業坊(ptt.cc)

12/07 13:47, , 1F
純粹跟單的人有幾個會花時間看這篇呢:P
12/07 13:47, 1F

12/07 13:47, , 2F
可以說一下大概嗎= =?
12/07 13:47, 2F

12/07 13:48, , 3F
可以翻譯一下嘛 我真的想了解 謝謝
12/07 13:48, 3F

12/07 13:52, , 4F
有看有推
12/07 13:52, 4F

12/07 13:55, , 5F
快推 不然別人以為我們看不懂
12/07 13:55, 5F

12/07 14:02, , 6F
就針對轉移性的胰臟癌來治療感覺不錯效果
12/07 14:02, 6F

12/07 14:05, , 7F
政府:說一堆你也不懂,買!就對了^ _^
12/07 14:05, 7F

12/07 14:07, , 8F
因為胰臟癌最怕就是惡性轉移,之前用gemcitabine治療
12/07 14:07, 8F

12/07 14:08, , 9F
但對某些病人沒有明顯效果,而用新藥會延長半年或更
12/07 14:08, 9F

12/07 14:09, , 10F
長的存活率
12/07 14:09, 10F

12/07 14:11, , 11F
預計Phase 3 data明年中會出來,要跑的話....
12/07 14:11, 11F

12/07 14:14, , 12F
大概看一下是這樣講,有錯請指正~謝謝~
12/07 14:14, 12F

12/07 14:19, , 13F
這類報告很多 但散戶懶得看也看不懂
12/07 14:19, 13F

12/07 14:22, , 14F
請問哪裡可以看到 sample size 和 hazard ratio?
12/07 14:22, 14F

12/07 16:27, , 15F
實用推
12/07 16:27, 15F

12/07 16:32, , 16F
pubmed上搜尋 XD
12/07 16:32, 16F

12/07 16:43, , 17F
臨床試驗網站有 http://www.clinicaltrials.gov/
12/07 16:43, 17F

12/07 16:54, , 18F
open-label trial...大家要隨時注意4162的動向哦 ^_^
12/07 16:54, 18F

12/07 17:09, , 19F
A大有什麼訊息嗎,能否多提示一下,注意動向是指?
12/07 17:09, 19F

12/07 17:19, , 20F
雙盲試驗是試驗最後要分析時,才知道病人的用藥資訊
12/07 17:19, 20F

12/07 17:20, , 21F
open-label就是試驗中就知道病人的用藥,所以用下去
12/07 17:20, 21F

12/07 17:20, , 22F
是好是壞馬上就知道,病人知道醫生知道獨眼龍也知道.
12/07 17:20, 22F

12/07 17:21, , 23F
千萬不要等傻傻的等到試驗結束.....
12/07 17:21, 23F

12/07 17:22, , 24F
了解,所以公司本身掌握實驗進度也就更即時囉?
12/07 17:22, 24F

12/07 17:23, , 25F
假設公司沒有騙人的前提下,目前釋出的訊息都是正面
12/07 17:23, 25F

12/07 17:24, , 26F
理論上所有參與的人都有保密義務,但是你知道的..
12/07 17:24, 26F
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