4743 合一 長線多 - 股票

By Quanna
at 2021-04-13T15:04
at 2021-04-13T15:04
Table of Contents
1. 標的: 4743 合一
2. 分類:多
3. 分析/正文:
1.ON101(速必一)昨日生產廠證已到手,短時間可預期不確定因素皆已排除,接下
來就是等東南亞、中國藥證申請與權利金公佈。
2.公司資金充足,ON101美國三期藥證合一自己執行,第二次三期不假他人之手,大幅
降低潛在不確定性。
3.美國通過ON101快速審查認定,配合恩慈療法可加速產品推廣佈局。
4.依法說會資料FB825所得數據正面,後續新藥皆在預定行程中。
5.今年初在股價200附近進行基本建倉,近日合一股價持續量縮下跌,進行第二次建倉
,每日開盤價跌2%就買,預計買滿40張。
6.目前計畫就是拉長時間,只要不跌破停損價,預計持有三~四年後,美國藥證通過上
市一年再來審視投資成效。
7.股市未滿一年新手,這是我首po標的文,沒意外應該應該也是唯一一篇,希望三年後
有機會來跟大家報告獲利狀況。
4. 進退場機制:(非長期投資者,必須有停損機制。請益免填)
停利:美國on101藥證通過後,美國市場銷售一年
停損:95元(開始投入股市的全部資金)
附上對帳單:
https://i.imgur.com/5XymKdn.jpg
合一持股狀況:
https://i.imgur.com/rCCPCIN.jpg
--
2. 分類:多
3. 分析/正文:
1.ON101(速必一)昨日生產廠證已到手,短時間可預期不確定因素皆已排除,接下
來就是等東南亞、中國藥證申請與權利金公佈。
2.公司資金充足,ON101美國三期藥證合一自己執行,第二次三期不假他人之手,大幅
降低潛在不確定性。
3.美國通過ON101快速審查認定,配合恩慈療法可加速產品推廣佈局。
4.依法說會資料FB825所得數據正面,後續新藥皆在預定行程中。
5.今年初在股價200附近進行基本建倉,近日合一股價持續量縮下跌,進行第二次建倉
,每日開盤價跌2%就買,預計買滿40張。
6.目前計畫就是拉長時間,只要不跌破停損價,預計持有三~四年後,美國藥證通過上
市一年再來審視投資成效。
7.股市未滿一年新手,這是我首po標的文,沒意外應該應該也是唯一一篇,希望三年後
有機會來跟大家報告獲利狀況。
4. 進退場機制:(非長期投資者,必須有停損機制。請益免填)
停利:美國on101藥證通過後,美國市場銷售一年
停損:95元(開始投入股市的全部資金)
附上對帳單:
https://i.imgur.com/5XymKdn.jpg
合一持股狀況:
https://i.imgur.com/rCCPCIN.jpg
--
Tags:
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