※ 引述《v131415 (wulongStorM)》之銘言：
: ※ 引述《cuteolivia (我愛奧莉薇)》之銘言：
: : 1. 標的： 智擎(4162) **高風險**
: : 2. 進場理由
: : a.基本面：智擎是所謂NRDO的公司，目前主要發展方向是朝癌症新藥
: : b.技術面：不懂
: : c.籌碼面：不懂
: : d.消息面：學某J大作研究的方法，看看新聞
: : http://ppt.cc/fxAA
: : 3. 進場價格：170以下買個一兩張看看，想要賺一倍，就是340元賣的意思
: : (打算至少抱1~2年，短線勿參考，不過若氣氛炒熱，逢高也會考慮出場)
: : 4. 停損價格：無，但若新藥進度不順利，不管什麼價位都要賣
: : ***高風險!!投資前必看!!盈虧自負!!高風險!!***
: 感謝cuteolivia大的標的，小小的跟了兩張，小賺一包紅包剛好可以吃頓好的^^，
: 不過抱到這邊我已經有點怕了，我比較不貪心，想說有賺到就好，但是又看到生技股最近
: 很強，又有點想續抱，不知道cute大或是各位前輩有研究這檔的可以給點建議，看還能不
: 能續抱，祝大家投資順利賺錢。
要買智擎就要先了解pep02 也就是現在的MM-398
最近剛好有篇研究報告 貼給你看
Does Merrimack Pharmaceuticals Have A Blockbuster Drug With MM-398?
http://0rz.tw/i8Tcw
節錄部分內容
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.
臨床實驗效果
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.
銷售預測
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.