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楼主 |
发表于 12-5-2009 09:08 PM
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发表于 12-5-2009 10:47 PM
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大家还好吗？
有没有被吓到。
从中午到现在，我自我分析好几个penny stock,
觉得价钱有些高了。
要博是可以，不过要hold 一段日子，对我来说时间就是钱，（我的contra limit 对我来说很重要，所以我尽量让trust account 有多点钱），可能我不会先进去。
第一考虑进场的有GNTA....买上来，不看它。6个月看一次。可能一不小心，ei...成为百万富翁了。 |
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楼主 |
发表于 12-5-2009 11:09 PM
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原帖由 napster 于 12-5-2009 10:47 PM 发表 
大家还好吗？
有没有被吓到。
从中午到现在，我自我分析好几个penny stock,
觉得价钱有些高了。
要博是可以，不过要hold 一段日子，对我来说时间就是钱，（我的contra limit 对我来说很重要，所以我尽量让 ...
hahaha ..
how many share u own for GNTA? |
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发表于 12-5-2009 11:22 PM
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发表于 12-5-2009 11:27 PM
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发表于 13-5-2009 02:29 AM
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发表于 13-5-2009 08:12 AM
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发表于 13-5-2009 09:39 AM
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原帖由 napster 于 12-5-2009 11:22 PM 发表 
还没买，向分两批买入。大概USD5000
如果hit
$0.4---USD$201K
$0.8--USD$407K
2007年有过$1 以上。
就当作赌博，买了不看，一看就发
不好意思可以告诉我你买进的原因吗？ |
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发表于 13-5-2009 12:05 PM
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Cell Therapeutics: I can think of 462 million reasons why Cell Therapeutics(CTIC Quote) is not the feel-good biotech turnaround story of the year, despite a raging stock price.
More from Adam Feuerstein Biotech Data Preview: ASCO's Top StoriesVanda, Up 800%, Still Has Room to RiseGilead Sciences Thumped by Drug DataDendreon's $230M Haul Says It AllSurprising Approval for Vanda's FanaptDendreon Raising CashDendreon Investors, Be PatientAMAG's Feraheme Closer to ApprovalNorthfield Blood Substitute Rejected by FDASequenom Fallout Hits Hedge Funds Market Activity Novartis AG ADS| NVS UPThe Seattle-based drugmaker has a whopping 462 million shares outstanding. Plus, about $118 million in convertible debt is on the company's books, with a big chunk coming due next year. (More on the debt and the company's attempt to pay it off below.)
Add it all up, and the Cell Therapeutics sports an enterprise value of more than $800 million!
And what do investors get in return for an $800 million enterprise value?
Not much.
CEO Jim Bianco will have investors believe that pixantrone, a cancer drug soon to be filed with U.S. Food and Drug Administration, is the company's ticket to profitability after years of clinical failure and stinging corporate losses.
Pixantrone will be used widely to treat various forms of lymphoma and leukemia as well as breast cancer, says Bianco, and could generate peak sales exceeding $600 million a year.
It's a nice story -- wildly exaggerated. Pixantrone is, at best, a mildly improved version of a commonly used chemotherapy drug that has already gone generic. If Cell Therapeutics is lucky, pixantrone will be used as a last-resort treatment for a few thousand desperately sick lymphoma patients and generate $50 million a year in sales. If I were generous, I'd say peak sales could reach $100 million. |
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发表于 13-5-2009 12:12 PM
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原帖由 napster 于 12-5-2009 10:47 PM 发表 
.....第一考虑进场的有GNTA....买上来，不看它。6个月看一次。可能一不小心，ei........
據我所知，GNTA 是屬于 OTC 的，是我們不能買進。
我已經問過Remisier了。
我之前問的是 ACUS，也是屬于 OTC （Order to Confirm ?? ) |
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发表于 13-5-2009 12:28 PM
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刚才去看了fda approval process,看来这不是容易的事情哦．
很多公司的产品也来到了phase 3,NDA,
在nda成功submit后,fda有60days时间想是否要fill in,然后如果fill in了正式review,如果快６个月就知道成绩，如果慢,遥遥无期
所以当务之急就是要找cash,不然的话product还没出来，他们已经要restructure debt了.．
这是我的看法．．
我想在座每位都希望他成功另一个VDNA吧，那我们来看看关于整个biotech的神话,VDNA呢,它在得到fda approve后升了８００％，现在１０００％了,,approve的药物是拿来医治精神分裂的,不过就不是每个公司都那么幸运了.
举个例子：EPIX也是得到了fda approval,不过它的股价却还是底迷，原因出在那里呢?
运气的确是很重要的因素，这只是我说出个人看法而已，没意思想泼大家冷水的,因为我自己也打算买进,希望各位来发表下你们对ctic为何如此有信心.
[ 本帖最后由 =[Zone]= 于 13-5-2009 12:29 PM 编辑 ] |
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发表于 13-5-2009 12:53 PM
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原帖由 =[Zone]= 于 13-5-2009 12:28 PM 发表
刚才去看了fda approval process,看来这不是容易的事情哦．
很多公司的产品也来到了phase 3,NDA,
在nda成功submit后,fda有60days时间想是否要fill in,然后如果fill in了正式review,如果快６个月就知道成绩，如 ...
我告诉你一个医药界的事实。每当要开药的时候，他们都有一个protocol的，只要这个药是在这个protocol的第一个，也就是只要遇到这个病就要给这个pixantrone，他肯定是赚翻的。而且这个药已经在euro name-basis patient的阶段，我看到的是只要pixantrone真的是less toxic，而且真的可以降低tumor size，那么他是会大卖的。其实我是想买vnda的，因为schizophrenia的市场比cancer的还要大，然而来不及了。不要看到FDA好想很难，其实当vnda resubmit他的fanapt的时候，是没有重新做过phase III 的clinical study，而只是重新fill up而已。记得“有钱能使鬼推磨”啊。 |
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发表于 13-5-2009 01:05 PM
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发表于 13-5-2009 01:33 PM
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原帖由 bennywt 于 13-5-2009 12:53 PM 发表
我告诉你一个医药界的事实。每当要开药的时候，他们都有一个protocol的，只要这个药是在这个protocol的第一个，也就是只要遇到这个病就要给这个pixantrone，他肯定是赚翻的。而且这个药已经在euro name-basis pa ...
哦，谢谢你的讲解哦，那照你看来为何epix股价没有起落呢,因为它们也得到fda approval |
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发表于 13-5-2009 02:21 PM
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謝謝解釋。
以下的是在Google Discussions裏看見的，和大家分享下。
The good, the bad, and the ugly （CTIC)
Good:
Two drugs in phase three awaiting FDA approval within the next 6 month Pixantrone : Pixantrone (BBR 2778), a DNA intercalating antitumor agent that contains an aza-anthracenedione molecular structure,
differentiating it from anthracycline chemotherapy agents, was discovered by our scientists in Bresso, Italy. Pixantrone is a novelDNA major groove binder that contains an aza- anthracenedionemolecular structure, differentiating it from anthracyclinechemotherapy agents. Anthracyclines have been shown to be very active
clinically in a number of tumor types, such as lymphoma, leukemia, andbreast cancer. For these diseases, anthracycline-containingchemotherapy regimens are effective in first-line (initial) treatment.
However, they may cause cumulative heart damage that limits lifetimedosage and does not allow for retreatment. Pixantrone has beendesigned to reduce the potential for heart damage compared to
currently available anthracyclines or anthracenediones without a lossin anti-tumor or immunomodulatory activities.It acts as a topoisomerase II poison and intercalating agent. [2]OPAXIO :is a biologically-enhanced chemotherapeutic that linkspaclitaxel, the active ingredient in Taxol(R), to a biodegradablepolyglutamate polymer, which results in a new chemical entity. Whenbound to the polymer, the chemotherapy is rendered inactive,potentially sparing normal tissue's exposure to high levels ofunbound, active chemotherapy and its associated toxicities. Bloodvessels in tumor tissue, unlike blood vessels in normal tissue, areporous to molecules like polyglutamate. Based on preclinical studies,it appears that XYOTAX is preferentially distributed to tumors due totheir leaky blood vessels and trapped in the tumor bed allowingsignificantly more of the dose of chemotherapy to localize in thetumor than with standard paclitaxel. Once inside the tumor cell,
enzymes metabolize the protein polymer, releasing the paclitaxelchemotherapy. Preclinical and clinical studies support that XYOTAXmetabolism by lung cancer cells may be influenced by estrogen, which
could lead to enhanced release of paclitaxel and efficacy in womenwith lung cancer compared to standard therapies. In April 2009, CTIC began rolling submission of a New Drug Application(NDA) to the U.S. Food and Drug Administration (FDA) for pixantrone totreat relapsed or refractory aggressive NHL. priority review by FDAhas been granted. Both drugs are awaiting FDA approval, Pixantrone is now being used in
Europe under named patients bases which means, a patient that has nochance of survival can choose to take the drug at their own risk,which shows the true potential of this drug and its demand(considering that each treatment costs about $40,000)CTIC is now paying its debt which has been accumulated over the years,and has accumulated enough cash to continue operating until end ofyear, they have also minmized their expenses by shutting down theirlabs in Italy (at this point labs are not needed as much due to their
main drugs being out of phase 3). Pixantrone sales are expected to hit 1 billion dollars within the next
2 years.
BAD: 89 million debt still remains (Down from 100+ just a few monthago)
The ugly:
Minimum dilution in stock seems to be scaring a lot of shortterm investors, more dilution is expected to completely wipe out dept(which is a good thing in the long run due to the probability of a bigcompany buying CTIC out at that point).The stock's performance in the past few weeks shows the true potential
of this stock but also spread the idea that this stock will makeeveryone a millionaire causing many first time investors to jump innot knowing anything about stocks or the company itself, which is themain cause of huge up and down trends.
Conclusion:
CTIC is one of the most undervalued stocks on the market today, target price by the end of the year is around $35-$50, short term investing is no longer a good idea with CTIC, that is the main reason for the drop today, the stock will continue climbing in a much slower pace than before, I recommend holding for at least 3 month to see true gains. |
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发表于 13-5-2009 03:58 PM
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原帖由 =[Zone]= 于 13-5-2009 01:33 PM 发表
哦，谢谢你的讲解哦，那照你看来为何epix股价没有起落呢,因为它们也得到fda approval
EPIX的是不是Vasovist？？？
它不是life saving的药，只是一种diagnose技术。这个就有差。 |
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发表于 13-5-2009 05:39 PM
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很有趣的股， 今晚就买１０００ｕｎｉｔｓ 吧！
但是， 有人知道为什么它从２０００年的ｕｓｄ２６００＋＋掉到１。００＋＋呢？ |
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发表于 13-5-2009 06:20 PM
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发表于 13-5-2009 06:27 PM
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不好意思个人看法觉得heb得到approve的机会比ctic低..
因为根据fda审核程序来看,在nda后,如果被批准就会进行为期6个月的审核,而这段其间他们最注重的就是安全性
以下就是heb的报告.
The reaction isusually infusion-rate related and can generally be controlled byslowing the infusion rate. Other adverse side effects include liverenzyme level elevations, diarrhea, itching, urticaria (swelling of theskin), bronchospasm, hypotension, photophobia, rash, bradycardia,transient visual disturbances, arrhythmias, decreased platelets andwhite blood cell counts, anemia, dizziness, confusion, elevation ofkidney function tests, occasional temporary hair loss and variousflu-like symptoms, including fever, chills fatigue, muscular aches,joint pains, headaches, nausea and vomiting. These flu-like sideeffects typically subside within several months.
从中我们可以看到该药的副作用不少,因此安全性方面是否就扣分了呢?
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发表于 13-5-2009 10:02 PM
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