請益 4147中裕營收分析 - 股票

※ 引述《haug (廣海)》之銘言：
: 1. 標的：4147 中裕
: 2. 分類：請益
: 3. 分析/正文：
: 已有的法說與新聞資料。4月銷售夥伴訂2500瓶，4月營收約3000W，概估每瓶1W,法說會
張
: 董說明：患者一個月要用9瓶，後來5月營收0,6月營收約700W,即6月賣了700瓶，可以推
估
: 目前用藥人約150人。之後可以追營收，看是否如期成長。公司目標2020高峰期歐美用
藥
: 人數1W-1.5W,保守估用1W算。年營收1W*9*1W*12=108億，純益預估30%,(國外新藥廠純
益)
: 得純益32.4億，股本25億，估2020年eps=32.4/25*10=12.96。
: 至於估股價就要看成長性了，高成長本益比越高。
: 4. 進退場機制：(非長期投資者，必須有停損機制)
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今天TH 中有關中裕的新聞，看來是正面的。

YahooFINANCE

Trogarzo(TM) Included in Most Recent Treatment Guidelines Issued by Internatio
nal Antiviral Society

GlobeNewswireJuly 25, 2018, 7:50 PM GMT+8

MONTREAL, July 25, 2018 (GLOBE NEWSWIRE) -- Theratechnologies Inc. (Theratechn
ologies) (TH.TO) is pleased to announce that Trogarzo™ (ibalizumab-uiyk) inje
ction is now included in the most recent version of the treatment guidelines i
ssued by the International Antiviral Society-USA Panel (“IAS”). The guidelin
es were published in the latest edition of the Journal of the American Medical
Association (“JAMA”).1

The new IAS guidelines state that “Ibalizumab, an anti-CD4 monoclonal antibod
y that inhibits HIV cell entry via CD4 binding, is active against CCR5- and C-
X-C chemokine receptor 4 (CXCR4)–tropic HIV isolates and may be useful as a f
ully active agent for patients with multiclass-resistant virus (evidence ratin
g BII). Almost 50% of adults with virologic failure from multidrug-resistant H
IV achieved undetectable HIV RNA levels at 24 weeks after receipt of biweekly
intravenous ibalizumab (800 mg) with at least 1 other active drug.”

“The inclusion of Trogarzo™ in those guidelines represents an important reco
gnition of the usefulness and efficacy of Trogarzo™ from key opinion leaders
in the field of HIV. This is yet more evidence that Trogarzo™ is well receive
d by physicians and could help patients in need,” said Luc Tanguay, President
and CEO, Theratechnologies Inc.

About TrogarzoTMꀨibalizumab-uiyk) injection

TROGARZO is a CD4-directed post-attachment HIV-1 inhibitor.

Trogarzo™, in combination with other antiretroviral(s), is indicated for the
treatment of human immunodeficiency virus type 1 (HIV-1) infection in heavily
treatment-experienced adults with multidrug resistant HIV-1 infection failing
their current antiretroviral regimen.

Important Safety Information

Before you receive Trogarzo™, tell your healthcare provider if you:

are pregnant or plan to become pregnant.ꀠIt is not known if Trogarzo™ may ha
rm your unborn baby.

are breastfeeding or plan to breastfeed.ꀠIt is not known if Trogarzo™ passes
into breast milk.ꀊ
Tell your healthcare provider about all the medicines you take, including all
prescription and over-the-counter medicines, vitamins, and herbal supplements.

Trogarzo™ can cause serious side effects, including:

Changes in your immune system (Immune Reconstitution Inflammatory Syndrome) ca
n happen when you start taking HIV-1 medicines.ꀠYour immune system might get
stronger and begin to fight infections that have been hidden in your body for
a long time.ꀠTell your health care provider right away if you start having ne
w symptoms after starting your HIV-1 medicine.

The most common side effects of Trogarzo™ include: diarrhea, dizziness, nause
a and rash.

Tell your healthcare provider if you have any side effect that bothers you or
that does not go away. These are not all the possible side effects of Trogarzo
™. For more information, ask your healthcare provider or pharmacist.

Full prescribing information available at www.trogarzo.com

About Theratechnologies

Theratechnologies (TH.TO) is a specialty pharmaceutical company addressing unm
et medical needs to promote healthy living and an improved quality of life amo
ng HIV patients. Further information about Theratechnologies is available on t
he Company's website at烀ww.theratech.com乸nd on SEDAR at烀ww.sedar.com.

Forward-Looking Information

This press release contains forward-looking statements and forward-looking inf
ormation, or, collectively, forward-looking statements, within the meaning of
applicable securities laws, that are based on our management’s belief and ass
umptions and on information currently available to our management. You can ide
ntify forward-looking statements by terms such as “may”, “will”, “should
”, “could”, “would”, “outlook”, “believe”, “plan”, “envisage”, “
anticipate”, “expect” and “estimate” or the negatives of these terms, or
variations of them. The forward-looking statements contained in this press rel
ease include, but are not limited to, the usefulness of Trogarzo™ and the use
of Trogarzo™ in assisting patients in need thereof.

Forward-looking statements are based upon a number of assumptions and are subj
ect to a number of risks and uncertainties, many of which are beyond Theratech
nologies’ control that could cause actual results to differ materially from t
hose that are disclosed in or implied by such forward-looking information. The
se assumptions include but are not limited to, the following: treating physici
ans will adopt the IAS guidelines as it relates to Trogarzo™.

These risks and uncertainties include, but are not limited to, the risk that t
he treating physicians will not adopt the IAS guidelines as it relates to Trog
arzo™.

We refer potential investors to the “Risk Factors” section of our Annual Inf
ormation Form dated February 6, 2018 available on SEDAR at www.sedar.com for a
dditional risks and uncertainties about Theratechnologies and its business. Th
e reader is cautioned to consider these and other risks and uncertainties care
fully and not to put undue reliance on forward-looking statements. Forward-loo
king statements reflect current expectations regarding future events and speak
only as of the date of this press release and represent our expectations as o
f that date. We undertake no obligation to update or revise the information co
ntained in this press release, whether as a result of new information, future
events or circumstances or otherwise, except as may be required by applicable
law.

Media inquiries:ꀊDenis Boucher
Vice President, Communications and Corporate Affairs
Tel.: (514) 336-7800, ext. 236


1喺AMA, 2018;320(4):379-396



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