※ 引述《v131415 (wulongStorM)》之铭言：
: ※ 引述《cuteolivia (我爱奥莉薇)》之铭言：
: : 1. 标的： 智擎(4162) **高风险**
: : 2. 进场理由
: : a.基本面：智擎是所谓NRDO的公司，目前主要发展方向是朝癌症新药
: : b.技术面：不懂
: : c.筹码面：不懂
: : d.消息面：学某J大作研究的方法，看看新闻
: : http://ppt.cc/fxAA
: : 3. 进场价格：170以下买个一两张看看，想要赚一倍，就是340元卖的意思
: : (打算至少抱1~2年，短线勿参考，不过若气氛炒热，逢高也会考虑出场)
: : 4. 停损价格：无，但若新药进度不顺利，不管什么价位都要卖
: : ***高风险!!投资前必看!!盈亏自负!!高风险!!***
: 感谢cuteolivia大的标的，小小的跟了两张，小赚一包红包刚好可以吃顿好的^^，
: 不过抱到这边我已经有点怕了，我比较不贪心，想说有赚到就好，但是又看到生技股最近
: 很强，又有点想续抱，不知道cute大或是各位前辈有研究这档的可以给点建议，看还能不
: 能续抱，祝大家投资顺利赚钱。
要买智擎就要先了解pep02 也就是现在的MM-398
最近刚好有篇研究报告 贴给你看
Does Merrimack Pharmaceuticals Have A Blockbuster Drug With MM-398?
http://0rz.tw/i8Tcw
节录部分内容
Does Merrimack Pharmaceuticals (MACK) have a blockbuster pancreatic cancer
drug with MM-398?
MM-398 has been tested in four Phase 1 studies and two Phase 2 clinical
trials looking at its safety and effectiveness in treating gastric and
pancreatic cancers. Merrimack's MM-398 is currently being evaluated in the
pivotal Phase 3 trial (NAPOLI-1) as a treatment for 2nd line pancreatic
cancer and is in earlier stage development for other tumor types.
Pancreatic cancer incidence is increasing worldwide with almost 220,000 cases
per year, and there is a significant need for effective therapies.
临床实验效果
Andrew Ko, MD, of the University of California, San Francisco, led the study
that evaluated PEP02, also known as MM-398, as a second line therapy in 40
metastatic pancreatic cancer patients in Taiwan and the United States who
were refractory to the gemcitabine-containing regimen. In the study, 75% of
patients achieved the primary endpoint of 3-month survival rate, exceeding
the targeted statistical threshold, with acceptable safety. The study found
some patients had survived six months or longer. Researchers also found that
20% of the patients survived for more than one year.
销售预测
MM-398 Phase 3 data is expected in mid-2013. Several analysts expect MM-398
to launch in 2015, with global peak sales in pancreatic cancer alone
exceeding $900M given the unmet medical need. Why do some analysts believe
that MM-398 could be a blockbuster? There is little competition. MM-398's
market is for patients with metastatic pancreatic cancer who fail treatment
with gemcitabine. There are no approved therapies for patients with
metastatic pancreatic cancer who fail treatment with gemcitabine.