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NKFC
11-04
$阿里巴巴(BABA)$
走到四浪了
NKFC
11-04
$Figma(FIG)$
快要到底了,看量价配合不,看到40
NKFC
11-04
$Affirm Holdings, Inc.(AFRM)$
成交量缩量,继续下跌
NKFC
11-04
$新思科技(SNPS)$
还会继续下跌
NKFC
11-04
$强生(JNJ)$
5浪走完了,撤退
NKFC
11-04
$九毛九(09922)$
昨天中午蛇口门店基本没人吃饭,不如海底捞啊,亏本走了[喷血] ,不会在这家店消费了
NKFC
10-22
$Coinbase Global, Inc.(COIN)$
目标价位230
NKFC
10-04
$医渡科技(02158)$
解套了,静待国庆下跌吸筹
NKFC
10-01
$墨式烧烤(CMG)$
赶紧到30下面,我来接
NKFC
10-01
$高露洁(CL)$
跟我一起等到70上车
NKFC
09-18
$东方甄选(01797)$
服气,这比科技股还牛呢,变成妖股了
NKFC
09-12
$Figure Technology Solutions(FIGR)$
后续会跌到,20以下,这家公司规模不足以支撑这个市值
NKFC
09-12
$Circle Internet Corp.(CRCL)$
在40左右等你哈[财迷]
NKFC
09-12
$Figure Technology Solutions(FIGR)$
NKFC
09-11
看好,市盈率太高了,继续等
NKFC
09-04
$奥克斯电气(02580)$
跌倒13下可以上,不然观望
NKFC
08-08
这篇文章不错,转发给大家看看
@我爱广州GZ:【港股打新】银诺医药:散户拿不到货,拭目以待5000倍?
NKFC
08-04
666
@LMF.66:
$海天味业(03288)$
投个票看看结果,看着换手率好低啊
NKFC
06-30
$绿茶集团(06831)$
打新亏了,还有手续费,破玩意还在引人进场
NKFC
06-23
$iShares 0-3 Month Treasury Bond ETF(SGOV)$
$iShares 0-3 Month Treasury Bond ETF(SGOV)$
去老虎APP查看更多动态
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Solutions(FIGR)$","images":[{"img":"https://static.tigerbbs.com/49e9d998d5d86b1e6c587dd4657db99d","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477593536963448","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":477574388691344,"gmtCreate":1757604826987,"gmtModify":1757604828864,"author":{"id":"4203572277516002","authorId":"4203572277516002","name":"NKFC","avatar":"https://static.tigerbbs.com/48491f5c5c5defcc6e6d5cd0f203449c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203572277516002","authorIdStr":"4203572277516002"},"themes":[],"htmlText":"看好,市盈率太高了,继续等","listText":"看好,市盈率太高了,继续等","text":"看好,市盈率太高了,继续等","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477574388691344","isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465271330955664,"gmtCreate":1754617194641,"gmtModify":1754617196275,"author":{"id":"4203572277516002","authorId":"4203572277516002","name":"NKFC","avatar":"https://static.tigerbbs.com/48491f5c5c5defcc6e6d5cd0f203449c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4203572277516002","authorIdStr":"4203572277516002"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465271330955664","repostId":"464902842429576","repostType":1,"repost":{"id":464902842429576,"gmtCreate":1754526972648,"gmtModify":1754527883011,"author":{"id":"4185768856935242","authorId":"4185768856935242","name":"我爱广州GZ","avatar":"https://static.tigerbbs.com/2da52acd293ca9fd16f4a24f639e1dd7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185768856935242","authorIdStr":"4185768856935242"},"themes":[],"title":"【港股打新】银诺医药:散户拿不到货,拭目以待5000倍?","htmlText":"一、核心赛道 银诺医药的核心看点,全压在一款GLP-1产品上: 依苏帕格鲁肽α(商品名:怡诺轻) 图片 GLP-1这玩意儿火啊,既能治2型糖尿病 (T2D),又能治肥胖和超重,绝对是医药界的印钞机。弗若斯特沙利文说,中国GLP-1肥胖或超重药物市场,预计将从2024年的人民币4亿元,暴增至2028年的人民币200亿元 目前全球GLP-1市场基本被诺和诺德和礼来两家巨头垄断 ,但银诺医药牛就牛在,它是亚洲第一家、全球第三家商业化原研人源长效GLP-1受体激动剂的公司 。这个国产第一的名头,故事就很好听了。 图片 银诺虽然不是全球首家做GLP-1的,但是银诺的GLP-1优势很明显: 1、血统纯正:人源长效GLP-1,副作用风险更低,作用时间更长,半衰期长达204小时 。 2、效果能打:III期临床数据显示,单药治疗24周后,高剂量组能把糖化血红蛋白(HbA1c)从基线降低2.2% ,这个数据相当能打。 3、进度够快:治疗2型糖尿病的适应症已于2025年1月获国家药监局(NMPA)批准,2月份就已经在中国商业化了,京东都卖了不少了。治疗肥胖和超重的IIb/III期临床试验也于2025年3月启动,预计2026年四季度完成 。 这个赛道很性感,年复合增长率高达123.3%,市场就在这里,看谁能抢到。 图片 二、财务状况 Biotech公司的财报,老规矩,都是亏的。 收入:刚开始卖药,2025年前五个月,开始有收入了,收入3810万元,从0到1,这一步已经迈出去了。毛利率高达89.3%,不过这个毛利率不可持续,只是表面光鲜,因为商业化前的生产成本都算进了研发费用,短期看看就好 。 销售费用方面,2025年前五个月,随着开始卖药,销售费用暴增至人民币3750万元,导致亏损扩大至人民币9790万,这在抢市场阶段,不可避免。 亏损:2023年亏损人民币7.33亿元,2024年亏损收窄至人民币","listText":"一、核心赛道 银诺医药的核心看点,全压在一款GLP-1产品上: 依苏帕格鲁肽α(商品名:怡诺轻) 图片 GLP-1这玩意儿火啊,既能治2型糖尿病 (T2D),又能治肥胖和超重,绝对是医药界的印钞机。弗若斯特沙利文说,中国GLP-1肥胖或超重药物市场,预计将从2024年的人民币4亿元,暴增至2028年的人民币200亿元 目前全球GLP-1市场基本被诺和诺德和礼来两家巨头垄断 ,但银诺医药牛就牛在,它是亚洲第一家、全球第三家商业化原研人源长效GLP-1受体激动剂的公司 。这个国产第一的名头,故事就很好听了。 图片 银诺虽然不是全球首家做GLP-1的,但是银诺的GLP-1优势很明显: 1、血统纯正:人源长效GLP-1,副作用风险更低,作用时间更长,半衰期长达204小时 。 2、效果能打:III期临床数据显示,单药治疗24周后,高剂量组能把糖化血红蛋白(HbA1c)从基线降低2.2% ,这个数据相当能打。 3、进度够快:治疗2型糖尿病的适应症已于2025年1月获国家药监局(NMPA)批准,2月份就已经在中国商业化了,京东都卖了不少了。治疗肥胖和超重的IIb/III期临床试验也于2025年3月启动,预计2026年四季度完成 。 这个赛道很性感,年复合增长率高达123.3%,市场就在这里,看谁能抢到。 图片 二、财务状况 Biotech公司的财报,老规矩,都是亏的。 收入:刚开始卖药,2025年前五个月,开始有收入了,收入3810万元,从0到1,这一步已经迈出去了。毛利率高达89.3%,不过这个毛利率不可持续,只是表面光鲜,因为商业化前的生产成本都算进了研发费用,短期看看就好 。 销售费用方面,2025年前五个月,随着开始卖药,销售费用暴增至人民币3750万元,导致亏损扩大至人民币9790万,这在抢市场阶段,不可避免。 亏损:2023年亏损人民币7.33亿元,2024年亏损收窄至人民币","text":"一、核心赛道 银诺医药的核心看点,全压在一款GLP-1产品上: 依苏帕格鲁肽α(商品名:怡诺轻) 图片 GLP-1这玩意儿火啊,既能治2型糖尿病 (T2D),又能治肥胖和超重,绝对是医药界的印钞机。弗若斯特沙利文说,中国GLP-1肥胖或超重药物市场,预计将从2024年的人民币4亿元,暴增至2028年的人民币200亿元 目前全球GLP-1市场基本被诺和诺德和礼来两家巨头垄断 ,但银诺医药牛就牛在,它是亚洲第一家、全球第三家商业化原研人源长效GLP-1受体激动剂的公司 。这个国产第一的名头,故事就很好听了。 图片 银诺虽然不是全球首家做GLP-1的,但是银诺的GLP-1优势很明显: 1、血统纯正:人源长效GLP-1,副作用风险更低,作用时间更长,半衰期长达204小时 。 2、效果能打:III期临床数据显示,单药治疗24周后,高剂量组能把糖化血红蛋白(HbA1c)从基线降低2.2% ,这个数据相当能打。 3、进度够快:治疗2型糖尿病的适应症已于2025年1月获国家药监局(NMPA)批准,2月份就已经在中国商业化了,京东都卖了不少了。治疗肥胖和超重的IIb/III期临床试验也于2025年3月启动,预计2026年四季度完成 。 这个赛道很性感,年复合增长率高达123.3%,市场就在这里,看谁能抢到。 图片 二、财务状况 Biotech公司的财报,老规矩,都是亏的。 收入:刚开始卖药,2025年前五个月,开始有收入了,收入3810万元,从0到1,这一步已经迈出去了。毛利率高达89.3%,不过这个毛利率不可持续,只是表面光鲜,因为商业化前的生产成本都算进了研发费用,短期看看就好 。 销售费用方面,2025年前五个月,随着开始卖药,销售费用暴增至人民币3750万元,导致亏损扩大至人民币9790万,这在抢市场阶段,不可避免。 亏损:2023年亏损人民币7.33亿元,2024年亏损收窄至人民币","images":[{"img":"https://static.tigerbbs.com/86ff2dce4b6b66cadfa4998dfa405ffb","width":"394","height":"711"},{"img":"https://static.tigerbbs.com/0393bc3b1eaf19fc57c9ffd76833526a","width":"1080","height":"432"},{"img":"https://static.tigerbbs.com/e148a738c0a2bad19e9827a08d0af9c6","width":"900","height":"600"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464902842429576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}