合一 - 股票
By Steve
at 2020-07-09T15:53
at 2020-07-09T15:53
Table of Contents
其實到現在
還有很多人認為合一是在亂噴
甚至我弟還在說是防疫股
合一為什麼噴成這樣?
因為它很明顯是2020最大遺珠之憾
在825或101成功之前
公司完全沒有買通廣告
類似之前晟x
還沒賣出去還沒解盲之前
就有報紙雜誌來報導「有望授權」
授權不是你喊多少就多少
我喊台積3000就3000嗎
那825跟101屌在哪?
825 異位性皮膚炎新藥
台灣史上最大授權金額
(目前為止啦,後面可能被101超車)
可以看一下合一法說會ppt
新藥分成
1.探索 2.一期 3.二期 4.三期 5.藥證
五個階段
越靠近5就代表藥越接近有效
注意是有效喔,不代表有人買單
有國外製藥大廠願意在三期前買下
和825同進退,不代表不會失敗
而是在此之後只要每過一關
都有實質的收益回來,不再有成本壓力
也代表此藥廠非常看好825
不惜在早期就重金收購
怕在未來三期更貴
順帶一提公司說九月會有新消息喔
101
101屌在哪?股東會都跟你說了阿
領先其他藥廠十年進度
為什麼路總敢這樣講
因為其他藥廠的相似藥物
最快都還在二期
二期代表還要做三期
三期就是十年
一堆人連現況都搞不懂
以為是糖尿病的藥
是「糖尿病足」的藥物
幫助糖尿病人傷口癒合
請問市面上有任何一款藥物
比起101更有優勢且銷售中嗎?
還真的是沒有
阿這麼屌的藥為什麼沒授權
因為這麼屌的藥就是要自己賣啊= =
中天取得中國大陸地區101獨家授權
台灣預計2020年取得藥證
(雖然我覺得根本不會賣,只是里程碑)
歐美及印度其他大國
將有國際藥廠合作
中天集團路孔明屌在哪
雖然有掛中天兩字
但年初到現在我沒看過他吹牛半次
有幾分進度講幾分話
確定成了才會停牌跟股東報告
法說會股東會也一直講
我合一不是零風險
目前成長期還需要資金
短期內真的發不出股息股利
請各位投資人審慎投資
面對媒體的臆測和誤報
也是用訊息方式澄清再澄清
不要在拿那種解盲失敗的垃圾來比
也不要再拿那種沒競爭力的藥來比
短期內我不知道會上多少
但一家股本35億(增資後最多45億)
單一產品預計年營業額600億的公司
合一大家最想知道的問題
那股價應該要多少?
抱歉我抓不出來
因為真的無前例可循
這是繼煙霧彈炒股可恨生技公司之後
第一家真正想做事的新藥廠
反正就放著給他飛
http://i.imgur.com/7YW8lpx.jpg
-----
Sent from JPTT on my Asus ASUS_X00QD.
--
還有很多人認為合一是在亂噴
甚至我弟還在說是防疫股
合一為什麼噴成這樣?
因為它很明顯是2020最大遺珠之憾
在825或101成功之前
公司完全沒有買通廣告
類似之前晟x
還沒賣出去還沒解盲之前
就有報紙雜誌來報導「有望授權」
授權不是你喊多少就多少
我喊台積3000就3000嗎
那825跟101屌在哪?
825 異位性皮膚炎新藥
台灣史上最大授權金額
(目前為止啦,後面可能被101超車)
可以看一下合一法說會ppt
新藥分成
1.探索 2.一期 3.二期 4.三期 5.藥證
五個階段
越靠近5就代表藥越接近有效
注意是有效喔,不代表有人買單
有國外製藥大廠願意在三期前買下
和825同進退,不代表不會失敗
而是在此之後只要每過一關
都有實質的收益回來,不再有成本壓力
也代表此藥廠非常看好825
不惜在早期就重金收購
怕在未來三期更貴
順帶一提公司說九月會有新消息喔
101
101屌在哪?股東會都跟你說了阿
領先其他藥廠十年進度
為什麼路總敢這樣講
因為其他藥廠的相似藥物
最快都還在二期
二期代表還要做三期
三期就是十年
一堆人連現況都搞不懂
以為是糖尿病的藥
是「糖尿病足」的藥物
幫助糖尿病人傷口癒合
請問市面上有任何一款藥物
比起101更有優勢且銷售中嗎?
還真的是沒有
阿這麼屌的藥為什麼沒授權
因為這麼屌的藥就是要自己賣啊= =
中天取得中國大陸地區101獨家授權
台灣預計2020年取得藥證
(雖然我覺得根本不會賣,只是里程碑)
歐美及印度其他大國
將有國際藥廠合作
中天集團路孔明屌在哪
雖然有掛中天兩字
但年初到現在我沒看過他吹牛半次
有幾分進度講幾分話
確定成了才會停牌跟股東報告
法說會股東會也一直講
我合一不是零風險
目前成長期還需要資金
短期內真的發不出股息股利
請各位投資人審慎投資
面對媒體的臆測和誤報
也是用訊息方式澄清再澄清
不要在拿那種解盲失敗的垃圾來比
也不要再拿那種沒競爭力的藥來比
短期內我不知道會上多少
但一家股本35億(增資後最多45億)
單一產品預計年營業額600億的公司
合一大家最想知道的問題
那股價應該要多少?
抱歉我抓不出來
因為真的無前例可循
這是繼煙霧彈炒股可恨生技公司之後
第一家真正想做事的新藥廠
反正就放著給他飛
http://i.imgur.com/7YW8lpx.jpg
-----
Sent from JPTT on my Asus ASUS_X00QD.
--
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