有时投资得有点运气

南风17
楼主 (文学峸)

LLY因为出了减肥药,股票大涨。大概10年前买了300股,因为是在IRA账户里买的,没有记录买时的价格,但是现在值20万+,至少10倍收益。忘了当时为什么买它?无非是有分红,药品不容易外包。谁能想到它放个卫星?

同时也买了少量MRK和其他药厂股,收益平平,收点分红而已。投药厂就是有点像扔飞镖,撞到了就赢了。

加州阳光123
赞运气好!投坛总算拥有了应有的宁静!
圭妈
是的,新药研发的偶然性很大,运气很重要。
大百百
不光是运气。赞有定力。
H
HenryLi
Exactly ! you can lose all, or you can gain really huge.
米奇的厨房
大药厂好一点,因为你买的是一个portfolio,小妖厂就麻烦了,因为是0或者1.
南风17
If you buy well established pharmaceutical companies,

you can't lose money. It is a matter of how much you gain.

It is different from buying small startups in biotechnology.

H
HenryLi
Agree
H
HenryLi
Yes, but sometimes it's difficult to make the distinction

like Moderna in it's current stage.

 

It's relatively new, but also kind of established.

Besides Covid vaccine, it has around 20 ish products on it's pipeline, with some well passed phase II already. 

h
hhtt
投资一半靠运气!
南风17
药厂是这样

其他的基本上靠着大盘就不错