胡祈随想
胡祈随想是自己的随便乱想,无拘无束,无边无际.
正文
ZT:来自YAHOO的BCRX论坛：PERAMIVIR可能很快要拿到FDA的EUA?
The great preponderance of investors/traders/hacks have done the obvious.. bought into vaccine stocks. They don\'t understand the difference between a vaccine and an antiviral therapy. One preventative.. the other therapeutic.
As an investment opportunity.. there is an even greater difference. Vaccines sales generate lower profit margins.. constrained by the existence of many! many! competitors. Pretty good revenue potential.. but low margins.
As the Peramivir story gets out and BCRX gains the long awaited EUA .. thousands! of these investor/trader/hack will seek out the winner in the H1N1 Flu space. Some sooner.. some later.
There is only ONE new antiviral ready for deployment into clinical flu treatment.. let alone that it fits perfectly into the category of the most desperate need.. that of a concentrated I.V. therapy with the potential to save H1N1 flu victims who deteriorate rapidly with little warning.. too often dying with-in 48-72 hours of admittance.
There are nearly 25M people who fall into high risk categories! IF only 2% of those people (500,000) require emergency treatment with Peramivir over the next year.. BCRX will generate roughly a billion $$ in sales in the U.S. alone.. at 80%+ margins.
There is only one clear choice. A pure play.. a pure therapy. IMO.. it is Peramivir. The H1N1 SuperDose™ for investors.. and flu victims alike. Soon.. they will all come to know this.
The great preponderance of investors/traders/hacks have done the obvious.. bought into vaccine stocks. They don\'t understand the difference between a vaccine and an antiviral therapy. One preventative.. the other therapeutic.
As an investment opportunity.. there is an even greater difference. Vaccines sales generate lower profit margins.. constrained by the existence of many! many! competitors. Pretty good revenue potential.. but low margins.
As the Peramivir story gets out and BCRX gains the long awaited EUA .. thousands! of these investor/trader/hack will seek out the winner in the H1N1 Flu space. Some sooner.. some later.
There is only ONE new antiviral ready for deployment into clinical flu treatment.. let alone that it fits perfectly into the category of the most desperate need.. that of a concentrated I.V. therapy with the potential to save H1N1 flu victims who deteriorate rapidly with little warning.. too often dying with-in 48-72 hours of admittance.
There are nearly 25M people who fall into high risk categories! IF only 2% of those people (500,000) require emergency treatment with Peramivir over the next year.. BCRX will generate roughly a billion $$ in sales in the U.S. alone.. at 80%+ margins.
There is only one clear choice. A pure play.. a pure therapy. IMO.. it is Peramivir. The H1N1 SuperDose™ for investors.. and flu victims alike. Soon.. they will all come to know this.
评论
目前还没有任何评论
登录后才可评论.
