https://youtu.be/UBYnT8JY7sE
正在琢磨怎麽對付手裏的三個高級神藥股。
HALO:
drug delivery,獨門暗器。
https://finance.yahoo.com/quote/HALO/profile?p=HALO
Halozyme Therapeutics, Inc. operates as a biopharma technology platform company in the United States, Switzerland, and internationally. The company's products are based on the ENHANZE drug delivery technology, a patented recombinant human hyaluronidase enzyme (rHuPH20) that enables the subcutaneous delivery of injectable biologics, such as monoclonal antibodies and other therapeutic molecules, as well as small molecules and fluids.
目前的情況,最有希望奔“詩和遠方”:
https://finance.yahoo.com/quote/HALO/analysis?p=HALO
耗子(SDGR):教授開的神藥開發平台
https://finance.yahoo.com/quote/SDGR/profile?p=SDGR
Inc. provides computational platform to accelerate drug discovery and materials design for biopharmaceutical and industrial companies, academic institutions, and government laboratories worldwide. The company operates through two segments, Software and Drug Discovery.
大千轟轟烈烈討論了好久。目前最大的頂是62.5$。感覺過去是分分鍾的事情。然後就回80-90$ 區間。
曾經的大愛。
Pachelbel (PACB):Sequencing tool (電氣工程師企圖冒充醫學專家,嗬嗬嗬)
https://finance.yahoo.com/quote/PACB/profile?p=PACB&.tsrc=fin-srch
Pacific Biosciences of California, Inc. designs, develops, and manufactures sequencing systems to resolve genetically complex problems. Its single molecule real-time (SMRT) sequencing technology enables single molecule real-time detection of biological processes. The company also provides consumable products, including SMRT cells, as well as various reagent kits designed for specific workflow such as template preparation to convert DNA into SMRTbell double-stranded DNA library formats including molecular biology reagents, such as ligase, buffers and exonucleases.
這個也是大千轟轟烈烈討論過的股票。看樣子也是有獨門暗器。將來會成為武林領袖人物(按大千網友評論)。
TA: 目前耗子還在上升/整理區,HALO要看著點,Pachelbel看樣子還要跌一點。
目前holding:HALO > 耗子,耗子~= Pachelbel。
Verdict?各有千秋。
YMYD。