合一4743 多 - 股票

By Annie
at 2020-06-27T11:38
at 2020-06-27T11:38
Table of Contents
1. 標的:合一4743
2. 分類:多
3. 分析/正文:
個人不善技術分析
對於什麼線型完全沒研究
只單純討論合一旗下產品on101
合一還有其他有競爭力的產品
如今年剛授權出去的FB825
還有伏兵FB704A
但我只看關於on101的消息
因為我認為最近的利多才有效
為什麼新藥生技沒人投資?
就像路總說的,伴隨巨大風險
但新藥開發總體也是回到市場面
開發的藥有沒有人要?
退一千萬步來說,有沒有效?
之前幾家公司為何有新藥卻沒起色?
藥品解盲失敗的不說
解盲成功的藥品沒競爭力也沒用
on101已經做完最後解盲
癒合率62.2%
對照組癒合率僅34.7%
已經證實有效
且on101為藥膏
只要醫師處方簽帶回家擦即可
免除病人住院困擾
再來,藥有沒有人要?
根據本周法說,已有廠商洽談授權
這就要說到合一的策略了
目前合一看似將市場分成兩部分
一塊是藥證進度領先的台灣/中國
合一已經準備好初步產能
只要打入中國市場
初步,二期產能將會馬上被填滿
因合一目前尚未公布訂價
還無法算出銷售額
(但總不會比藥局藥膏300NTD少吧)
再來是疑慮最大的海外市場
由於距離取得美國藥證還要一段時間
合一策略性的將其申請為"醫材上市"
什麼是醫材上市?
在美國醫材指的是
拐杖/貼布/工具/器械等等
非藥物藥品的輔助項目
仿照目前販售中的IZN-6D4模式
IZN-6D4目前尚在二期
復原率相比on101也差了一大截
只要證明安全性及藥效高於目前醫材
我認為成功通過510K的機率很高
合一是一家有自知之明的公司
知道自己產能不夠
且在歐美可能不進展順利
後續將合作授權國際藥廠
讓藥品在歐美其他地區銷售
以上談的都只是on101而已
還有其他未知的利多
依照路總所說的
就算只吃下糖尿病足的10%
也有約20億美金市場
目前拉回真的都是買點
進入股市一年到現在
只有合一買了可以安穩睡覺
只怕凱基市政而已
合一真的比起其他生技公司透明
每日回答投資人問題
有疑慮的部分公司早就都釋疑了
目前股價還在成長階段
處置完全讓股價失真
預計7/1出關恢復正常交易
(或者20分盤才是常態?)
手上還沒有票可以考慮進場
賺個10%就好
買在100左右的人就安心睡吧
還好這檔不能空
不然真的很多人會睡公園
股價也早就突破300了....
4. 進退場機制:
停損:若有壞消息就停利
停利:2020年底on101消息完全揭露
進場:250左右都不錯
理性分析理性討論
http://i.imgur.com/dJF3a0G.jpg
附上一張我覺得最可愛的
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Sent from JPTT on my Asus ASUS_X00QD.
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