淺談新藥 - 股票
By Leila
at 2020-07-12T21:26
at 2020-07-12T21:26
Table of Contents
※ 引述《lid (this is L.I.D.)》之銘言:
: 但我一直無法理解ON101為什麼會被捧上天
: 「過去20年沒有任何一個糖尿病傷口藥上市」 真的是這樣嗎?
我用市場的看法說說吧,畢竟中裕也才剛沒多久的經驗。
中裕的問題是上市後實際賣出的數量比預期小太多了,通路實際賣出的數量很少,
營收沒有灌進來,當初300大家看好上五百假設是藥賣得好。
那麼lid大提到一點就是版上大家都沒有注意到的,實驗設計的對象都是血管好的,
(感謝lid大,這點的確沒人注意到)
等於是以best case去跑,實際上市後,須要截肢的會不會血管狀況通常都很糟?
這是非常有可能的。
因此中裕的經驗會不會發生在合一上面?值得深思。
但我們也可以根本不用管這種問題,反正單純「市場的事情市場解決」。
因合一禮拜五盤面是一個出貨盤(知道怎麼看嗎?),禮拜一當然直接就會開大低了,
如果買盤沒馬上進駐,就會進入快速壓回的時期,到時候再搶一波反彈,也是OK的。
: 這邊是有關DM foot最新(2019)的國際照護指引,
: https://reurl.cc/9EKG28
: 裡面有關敷料的部分,就有提到幾種建議
: 1. sucrose octasulfate impregnated dressing
: 2. multi-layered patch of autologous leucocytes, platelets and fibrin
: 3. Placental membrane allografts
: 上面三個隨便找都一堆關於使用在DM foot的論文,
: 每個看起來都很威呀 會放在指引內的都有一定證據強度
: 我個人是覺得,或許DM foot有很大商機,
: 但敷料市場只能佔一部分,
: 而且這幾年來新興敷料越來越多,
: ON101解盲成功就代表DM foot從此有救、可以吃下這所謂百億市場嗎 ?
--
: 但我一直無法理解ON101為什麼會被捧上天
: 「過去20年沒有任何一個糖尿病傷口藥上市」 真的是這樣嗎?
我用市場的看法說說吧,畢竟中裕也才剛沒多久的經驗。
中裕的問題是上市後實際賣出的數量比預期小太多了,通路實際賣出的數量很少,
營收沒有灌進來,當初300大家看好上五百假設是藥賣得好。
那麼lid大提到一點就是版上大家都沒有注意到的,實驗設計的對象都是血管好的,
(感謝lid大,這點的確沒人注意到)
等於是以best case去跑,實際上市後,須要截肢的會不會血管狀況通常都很糟?
這是非常有可能的。
因此中裕的經驗會不會發生在合一上面?值得深思。
但我們也可以根本不用管這種問題,反正單純「市場的事情市場解決」。
因合一禮拜五盤面是一個出貨盤(知道怎麼看嗎?),禮拜一當然直接就會開大低了,
如果買盤沒馬上進駐,就會進入快速壓回的時期,到時候再搶一波反彈,也是OK的。
: 這邊是有關DM foot最新(2019)的國際照護指引,
: https://reurl.cc/9EKG28
: 裡面有關敷料的部分,就有提到幾種建議
: 1. sucrose octasulfate impregnated dressing
: 2. multi-layered patch of autologous leucocytes, platelets and fibrin
: 3. Placental membrane allografts
: 上面三個隨便找都一堆關於使用在DM foot的論文,
: 每個看起來都很威呀 會放在指引內的都有一定證據強度
: 我個人是覺得,或許DM foot有很大商機,
: 但敷料市場只能佔一部分,
: 而且這幾年來新興敷料越來越多,
: ON101解盲成功就代表DM foot從此有救、可以吃下這所謂百億市場嗎 ?
--
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