前几天有网友推荐GILD

我认为时机不错；

Disclaim: 此贴非投资建议。纯属娱乐。后果自负。

别买。估计还要跌

Any new drugs in the Pipeline?

Why it suffers a lot more than other biotechs?

 

I think the failure of its Covid-19 treatment drug

Caused PFE type of decline in recent months. I don't hear any new drugs in the pipeline.

But I think the drop is overdone. With yield close to 5% and it is trading at 3x of trailing revenue instead of historical average of 3.5x, this could be set up for a rebound.

 

It was me. I like it for stable income.

And potential upside. Down risk should be pretty small

Gild 投了太多钱在oncology， 但是没有啥回报

CD-47：magrolimab 5.9b$ first in class drug。基本打了水漂，一分钱没赚回来，还花了更多的钱做好几个二，三期临床试验。

trop2 ADC: Trodelvy 21b 2020年从immunomedics 买来，绝对的overpriced. 现在看来这个药10b都不值。

其他的和Arcus合作的TIGIT, 业界也是不看好。长期来讲，pipeline 太差，还是靠着virology这一块老本行。

有道理

请教一下ADCT 的CD19-directed ADC ZYNLONTA 市场前景大吗

这个药需要扩大适应症，也不知道能做到多大。

当初读CD47 的文章就觉得是个 hype

看来你是懂行的，那我少买点

试试水。