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Barron's本周发表一篇长文讨论AD对人类的伤害以及近期的药物研发进展(还是与SAVA相关)

(2021-02-22 07:03:17) 下一个

这是一位Yahoo Finance上的网友读过Barron文章之后的摘要的读后感,有兴趣的同学可以看一下:))

我个人感觉是越来越多的媒体开始关注AD对人类的伤害,越来越多的药厂也在积极寻找治疗或缓解AD进程的药物。这对相关药物研究公司是一件幸事。

另外以SAVA目前的market cap来看,只能被称为microsmall cap。如果他们的药物对于缓解AD有效的话,他们的market cap也会成长壮大。大家可以查一下Biogen公司在AD药物研发有了进展之后的股价走势。

另外提醒一句:每个人买入一只股票之前要做功课,并且要做足功课。不要随意跟风,随意跟风只能让你买入之后如坐针毡寝食难安。如果你难受了,最有效的办法就是去寻找相关知识和资料。。。

祝福大家周末愉快!

我准备年菜去了~~~

This week's lead Barron's article is on the high cost of Alzheimer's disease on patients and families and BIIB's Alzheimer's treatment . The last paragraph about sums it up:  

"The FDA's delay gives investors more time to decide how to play the aducanumab conundrum. Precedent suggests that Biogen will be disappointed, and that the stock will dive. But it's hard not to dismiss the signs that something is in store ". 

Dr Peter Bach......"I think it would be a great pity to see the drug approved"

My thoughts: SAVA wins regardless of the June 7th FDA decision on aducanumab.....If it gets approved Simufilam wins because it has a superior efficacy and safety profile, and if aducanumab gets rejected Simufilam wins because now the entire $20 bil a year in estimated revenues for a best in class Alzheimer's treatment is open to SAVA.

Some Key Facts from the article:
1) Most patients only live 4-8 years after being diagnosed (similar to a death sentence)
2)Total Alzheimer's costs will rise from about $305 Bil currently to $1 TRILLION by 2050
3)Number of Alzheimer patients globally will triple by 2050 to........ *152 mil patients

Given the enormous and growing size of the global Alzheimer's market, there will be plenty of room for multiple players; especially for those that have a superior safety and efficacy profile, like SAVA's Sumifilam.

Long and strong

这是Biogen的曲线图:

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