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价值投资为王
毛票都是垃圾,价投才是王道!
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价值投资为王
价值投资为王
·
05-16 14:52
全球唯一的滴血验癌概念股觅瑞Mirxes上市,能否打新?
Mirxes(觅瑞)成立于2014年,是一家总部位于新加坡的微小核糖核酸(“miRNA”)技术公司,致力于使疾病筛查诊断解决方案在亚洲关键市场(包括新加坡及中国)触手可及。 根据弗若斯特沙利文的资料,觅瑞是用于癌症及其他疾病早期检测的、有效的、无创的、可负担的、基于血液的miRNA检测试剂盒的提供商,是全球首家且唯一一家获得分子胃癌筛查IVD产品监管批准的公司。 目前,觅瑞拥有一种核心产品(即GASTROClear)、两种其他商业化产品(即LUNGClear及Fortitude)及六种处于临床前阶段的候选产品: GASTROClear为全球首款也是唯一一款获批准进行胃癌筛查的分子诊断 IVD产品,由12种miRNA生物标志物组成的用于胃癌筛查的基于血液的miRNA检测组。GASTROClear已于2019年5月在新加坡成功商业化,预计今年上半年在中国获批上市。 胃癌是2023年全球第五大癌症死亡原因,在2023 年全球所有癌症发病率中排名第五,全球发病人数共约100万人。人们普遍认为,胃癌是最可预防的癌症之一,乃由于筛查无症状个体能够发现癌前腺瘤,而癌前腺瘤可在癌变之前通过手术切除。在疾病进展早期被诊断出的患者更有可能完全康复并产生较少医疗开支: 目前,胃癌筛查方法主要包括基于miRNA的筛查、胃镜检查、基于蛋白质的筛查及基于其他遗传生物标志物的技术。 胃镜检查是将内窥镜放入胃中进行观察的过程,为目前胃癌筛查及诊断的金标准。 尽管胃镜检查具有较高的特异性及准确性,但其为成本高、耗时且不太适合大规模人群筛查的有创手术。 血液诊断标志物对于胃癌筛查具有重要意义。其中,miRNA是肿瘤液体活检的生物标志物,具有诸多优势。基于miRNA液体活检技术,GASTROClear为可适用于大规模临床筛查的无创胃癌筛查解决方案,可用作胃癌筛查金标准的补充检测。 GASTROClear在临床相
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全球唯一的滴血验癌概念股觅瑞Mirxes上市,能否打新?
价值投资为王
价值投资为王
·
05-16 10:13
下周一中午12点,我在老虎社区直播,跟大家聊聊恒瑞医药和
$MIRXES-B(02629)$
怎么打?欢迎关注!
$恒瑞医药(600276)$
$恒瑞医药(01276)$
恒瑞医药 VS MIRXES-B 打新看点
恒瑞医药 VS MIRXES-B 打新看点
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价值投资为王
价值投资为王
·
05-15 23:17
感谢虎妞
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价值投资为王
价值投资为王
·
05-15 20:35
恒瑞医药能打新吗?
宁德时代刚刚结束申购,恒瑞医药就来了! 投资A股的朋友对恒瑞医药应该很熟悉了,头顶“药茅”光环,市值高达3425亿,妥妥的创新药巨头! 但是,和宁德时代一样,恒瑞医药也是二次上市,这类新股,上市首日的表现往往小涨小跌,是否参与,极具争议。 不同于宁德时代,恒瑞医药虽然也是行业龙头,但外资认可度不同。 如截止今年一季度,外资通过沪深港通持有宁德时代14.2%的流通盘,而恒瑞医药只有6%,且2018年后,外资持股比例一路下降: 而且,恒瑞医药此次IPO定价区间在41.45-44.05港币之间,中位数较A股(5月15日收盘价)折价20.4%,虽然比宁德时代6%的折价高很多,但对比其他创新药企业,恒瑞医药的折价率算是低的: 因此,恒瑞医药虽然招股时间已超半日,但目前的融资认购倍数只有3.5倍,并不火爆: 此种情况下,恒瑞医药是否值得打新呢? 先看下恒瑞医药的基本面。 正如名字所言,恒瑞医药是一家医药公司,旗下拥有110多款商业化药物,包括19款新 分子实体创新药和四款其他创新药。目前的研发管线涵盖逾90款候选新分子实体创新药及七款处于临床或更后期阶段的其他创新在研药物,包括30多款处于关键性临床研究或更后期阶段的创新在研药物: 恒瑞医药的产品主要集中在肿瘤、代谢和心血管疾病、免疫和呼吸系统疾病及神经科学领域。 2024年,恒瑞医药52%的收入来自肿瘤药,15%的收入来自神经科学,其余是造影剂、代谢和心血管疾病等: 2024年,恒瑞医药研发投入金额高达82亿,占总收入的比重达到惊人的29.4%! 经过连续多年的投入,恒瑞医药已经成为国产创新药龙头企业,市值位列行业第一,自2019年起,连续六年跻身美国《制药经理人》(Pharm Exec)杂志评选的全球制药企业50强榜单。 基本面优秀,业绩也不差,2024年,恒瑞医药营收达到280亿,同比增长22.6%;净利润达到63亿,同比增长47
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恒瑞医药能打新吗?
价值投资为王
价值投资为王
·
05-15 16:35
纯赌票,亏了的人只能愿赌服输,不过说实话,消费型企业,最好吃相别这么难看,亏了钱的散户恐怕再也不会吃你家的菜了
$绿茶集团(06831)$
绿茶基本面一般,但最近上市的新股全部上涨,你赌吗?
@价值投资为王:
开餐厅的绿茶正在招股,热度虽然不高,但老虎证券APP显示已有36倍超额认购: 很多人对绿茶都不陌生,2008年绿茶在杭州开了第一家餐厅,到今年已有493家餐厅。 从餐厅数量上看,2022年绿茶有276家,2023年360家,2024年达到465家: 餐厅数量快速增长的情况下,绿茶的收入水涨船高,2022-2024年分别为23.8亿、35.9亿和38.4亿;净利润分别为1.1亿、3亿和3.5亿。 在招股书中,绿茶表示今年将新开150家店铺,2026年再开200家,2027年开213家。 从2008年创业开始,绿茶用十多年的时间才开到276家,为了上市,这两年快速扩充至493家。 餐饮业这两年表现不佳,九毛九、呷哺呷哺等明星餐饮上市公司扑街,绿茶也没好到哪去,从接待总人数上看,2022-2024年分别为3778.6万、5792.2万和6807.1万,人数增加不少。 $九毛九(09922)$ $海底捞(06862)$ 但从人均消费来看,2022-2024年分别为62.9元、61.8元和56.2元。 翻台率在2024年也有明显的下滑,疫情前的2019年为3.34次,2023年为3.3亿,2024年只有3次。 运营数据恶化的原因主要是宏观大环境恶化,比如消费者减少外出用餐的支出及次数,这不是绿茶一家的问题,整个餐饮行业都面临下行周期的考验。 或是为了打消投资者对经营数据恶化的担忧,绿茶给大家画出未来3年快速开店的大饼。 按照以往,店铺数量快速增长的情况下,绿茶的业绩也会同步大增,但是港股这些年上了不少餐饮类公司,部分公司在上市时也承诺未来大肆开店,比如海伦司,它是一家连锁酒馆上市公司,2021年上市时,曾计划2021年、2
绿茶基本面一般,但最近上市的新股全部上涨,你赌吗?
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价值投资为王
价值投资为王
·
05-14
美股这轮危机,搞下来,账户还新高了,感谢特朗普,给了低位抄底机会,爱了!
$英伟达(NVDA)$
$特斯拉(TSLA)$
$小米集团-W(01810)$
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价值投资为王
价值投资为王
·
05-14
$台积电(TSM)$
回来了,这次220高低得减仓了,上次回调真是令人害怕!
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价值投资为王
价值投资为王
·
05-14
宁德时代今天这么一涨,上限定价的概率很高了:
$宁德时代(300750)$
$宁德时代(03750)$
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价值投资为王
价值投资为王
·
05-14
$纳指100ETF(QQQ)$
卖出了,当时抄底的时候也算捏着鼻子、无脑执行纪律买的,本来计划一年后纳指创新高,赚他个30%+,没想到,一个多月就快30%收益了,满意了,后面的利润留给有缘人了
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价值投资为王
价值投资为王
·
05-14
$宁德时代(03750)$
申购了,宁德时代今天A股表现不错,搏一搏,大概率不会亏,吃个小肉,重在确定性!
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投资A股的朋友对恒瑞医药应该很熟悉了,头顶“药茅”光环,市值高达3425亿,妥妥的创新药巨头! 但是,和宁德时代一样,恒瑞医药也是二次上市,这类新股,上市首日的表现往往小涨小跌,是否参与,极具争议。 不同于宁德时代,恒瑞医药虽然也是行业龙头,但外资认可度不同。 如截止今年一季度,外资通过沪深港通持有宁德时代14.2%的流通盘,而恒瑞医药只有6%,且2018年后,外资持股比例一路下降: 而且,恒瑞医药此次IPO定价区间在41.45-44.05港币之间,中位数较A股(5月15日收盘价)折价20.4%,虽然比宁德时代6%的折价高很多,但对比其他创新药企业,恒瑞医药的折价率算是低的: 因此,恒瑞医药虽然招股时间已超半日,但目前的融资认购倍数只有3.5倍,并不火爆: 此种情况下,恒瑞医药是否值得打新呢? 先看下恒瑞医药的基本面。 正如名字所言,恒瑞医药是一家医药公司,旗下拥有110多款商业化药物,包括19款新 分子实体创新药和四款其他创新药。目前的研发管线涵盖逾90款候选新分子实体创新药及七款处于临床或更后期阶段的其他创新在研药物,包括30多款处于关键性临床研究或更后期阶段的创新在研药物: 恒瑞医药的产品主要集中在肿瘤、代谢和心血管疾病、免疫和呼吸系统疾病及神经科学领域。 2024年,恒瑞医药52%的收入来自肿瘤药,15%的收入来自神经科学,其余是造影剂、代谢和心血管疾病等: 2024年,恒瑞医药研发投入金额高达82亿,占总收入的比重达到惊人的29.4%! 经过连续多年的投入,恒瑞医药已经成为国产创新药龙头企业,市值位列行业第一,自2019年起,连续六年跻身美国《制药经理人》(Pharm Exec)杂志评选的全球制药企业50强榜单。 基本面优秀,业绩也不差,2024年,恒瑞医药营收达到280亿,同比增长22.6%;净利润达到63亿,同比增长47","listText":"宁德时代刚刚结束申购,恒瑞医药就来了! 投资A股的朋友对恒瑞医药应该很熟悉了,头顶“药茅”光环,市值高达3425亿,妥妥的创新药巨头! 但是,和宁德时代一样,恒瑞医药也是二次上市,这类新股,上市首日的表现往往小涨小跌,是否参与,极具争议。 不同于宁德时代,恒瑞医药虽然也是行业龙头,但外资认可度不同。 如截止今年一季度,外资通过沪深港通持有宁德时代14.2%的流通盘,而恒瑞医药只有6%,且2018年后,外资持股比例一路下降: 而且,恒瑞医药此次IPO定价区间在41.45-44.05港币之间,中位数较A股(5月15日收盘价)折价20.4%,虽然比宁德时代6%的折价高很多,但对比其他创新药企业,恒瑞医药的折价率算是低的: 因此,恒瑞医药虽然招股时间已超半日,但目前的融资认购倍数只有3.5倍,并不火爆: 此种情况下,恒瑞医药是否值得打新呢? 先看下恒瑞医药的基本面。 正如名字所言,恒瑞医药是一家医药公司,旗下拥有110多款商业化药物,包括19款新 分子实体创新药和四款其他创新药。目前的研发管线涵盖逾90款候选新分子实体创新药及七款处于临床或更后期阶段的其他创新在研药物,包括30多款处于关键性临床研究或更后期阶段的创新在研药物: 恒瑞医药的产品主要集中在肿瘤、代谢和心血管疾病、免疫和呼吸系统疾病及神经科学领域。 2024年,恒瑞医药52%的收入来自肿瘤药,15%的收入来自神经科学,其余是造影剂、代谢和心血管疾病等: 2024年,恒瑞医药研发投入金额高达82亿,占总收入的比重达到惊人的29.4%! 经过连续多年的投入,恒瑞医药已经成为国产创新药龙头企业,市值位列行业第一,自2019年起,连续六年跻身美国《制药经理人》(Pharm Exec)杂志评选的全球制药企业50强榜单。 基本面优秀,业绩也不差,2024年,恒瑞医药营收达到280亿,同比增长22.6%;净利润达到63亿,同比增长47","text":"宁德时代刚刚结束申购,恒瑞医药就来了! 投资A股的朋友对恒瑞医药应该很熟悉了,头顶“药茅”光环,市值高达3425亿,妥妥的创新药巨头! 但是,和宁德时代一样,恒瑞医药也是二次上市,这类新股,上市首日的表现往往小涨小跌,是否参与,极具争议。 不同于宁德时代,恒瑞医药虽然也是行业龙头,但外资认可度不同。 如截止今年一季度,外资通过沪深港通持有宁德时代14.2%的流通盘,而恒瑞医药只有6%,且2018年后,外资持股比例一路下降: 而且,恒瑞医药此次IPO定价区间在41.45-44.05港币之间,中位数较A股(5月15日收盘价)折价20.4%,虽然比宁德时代6%的折价高很多,但对比其他创新药企业,恒瑞医药的折价率算是低的: 因此,恒瑞医药虽然招股时间已超半日,但目前的融资认购倍数只有3.5倍,并不火爆: 此种情况下,恒瑞医药是否值得打新呢? 先看下恒瑞医药的基本面。 正如名字所言,恒瑞医药是一家医药公司,旗下拥有110多款商业化药物,包括19款新 分子实体创新药和四款其他创新药。目前的研发管线涵盖逾90款候选新分子实体创新药及七款处于临床或更后期阶段的其他创新在研药物,包括30多款处于关键性临床研究或更后期阶段的创新在研药物: 恒瑞医药的产品主要集中在肿瘤、代谢和心血管疾病、免疫和呼吸系统疾病及神经科学领域。 2024年,恒瑞医药52%的收入来自肿瘤药,15%的收入来自神经科学,其余是造影剂、代谢和心血管疾病等: 2024年,恒瑞医药研发投入金额高达82亿,占总收入的比重达到惊人的29.4%! 经过连续多年的投入,恒瑞医药已经成为国产创新药龙头企业,市值位列行业第一,自2019年起,连续六年跻身美国《制药经理人》(Pharm Exec)杂志评选的全球制药企业50强榜单。 基本面优秀,业绩也不差,2024年,恒瑞医药营收达到280亿,同比增长22.6%;净利润达到63亿,同比增长47","images":[{"img":"https://static.tigerbbs.com/f771edfb7843506032be1307c68b26be","width":"1443","height":"285"},{"img":"https://static.tigerbbs.com/42decacb3f950c7f86f6ca2a4998116b","width":"831","height":"575"},{"img":"https://static.tigerbbs.com/d82c253996d0b1857e778d9a20f70f2a","width":"1084","height":"2412"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":4,"repostSize":2,"link":"https://laohu8.com/post/435418349634296","isVote":1,"tweetType":1,"viewCount":11665,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/a2f3cf18d9385e273efad9ac0cebbc66","crmLevel":5,"crmLevelSwitch":1,"idStr":"4088626949262520","authorIdStr":"4088626949262520"},"content":"我现在看什么都比绿茶好[捂脸][捂脸][捂脸]","text":"我现在看什么都比绿茶好[捂脸][捂脸][捂脸]","html":"我现在看什么都比绿茶好[捂脸][捂脸][捂脸]"}],"imageCount":13,"langContent":"CN","totalScore":0},{"id":435359229722992,"gmtCreate":1747298135381,"gmtModify":1747303204985,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"htmlText":"纯赌票,亏了的人只能愿赌服输,不过说实话,消费型企业,最好吃相别这么难看,亏了钱的散户恐怕再也不会吃你家的菜了<a href=\"https://laohu8.com/S/06831\"> $绿茶集团(06831)$ </a>","listText":"纯赌票,亏了的人只能愿赌服输,不过说实话,消费型企业,最好吃相别这么难看,亏了钱的散户恐怕再也不会吃你家的菜了<a href=\"https://laohu8.com/S/06831\"> $绿茶集团(06831)$ </a>","text":"纯赌票,亏了的人只能愿赌服输,不过说实话,消费型企业,最好吃相别这么难看,亏了钱的散户恐怕再也不会吃你家的菜了 $绿茶集团(06831)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":32,"repostSize":1,"link":"https://laohu8.com/post/435359229722992","repostId":"433147185115200","repostType":1,"repost":{"id":433147185115200,"gmtCreate":1746782880736,"gmtModify":1746782904548,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"绿茶基本面一般,但最近上市的新股全部上涨,你赌吗?","htmlText":"开餐厅的绿茶正在招股,热度虽然不高,但老虎证券APP显示已有36倍超额认购: 很多人对绿茶都不陌生,2008年绿茶在杭州开了第一家餐厅,到今年已有493家餐厅。 从餐厅数量上看,2022年绿茶有276家,2023年360家,2024年达到465家: 餐厅数量快速增长的情况下,绿茶的收入水涨船高,2022-2024年分别为23.8亿、35.9亿和38.4亿;净利润分别为1.1亿、3亿和3.5亿。 在招股书中,绿茶表示今年将新开150家店铺,2026年再开200家,2027年开213家。 从2008年创业开始,绿茶用十多年的时间才开到276家,为了上市,这两年快速扩充至493家。 餐饮业这两年表现不佳,九毛九、呷哺呷哺等明星餐饮上市公司扑街,绿茶也没好到哪去,从接待总人数上看,2022-2024年分别为3778.6万、5792.2万和6807.1万,人数增加不少。 <a href=\"https://laohu8.com/S/09922\">$九毛九(09922)$</a> <a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 但从人均消费来看,2022-2024年分别为62.9元、61.8元和56.2元。 翻台率在2024年也有明显的下滑,疫情前的2019年为3.34次,2023年为3.3亿,2024年只有3次。 运营数据恶化的原因主要是宏观大环境恶化,比如消费者减少外出用餐的支出及次数,这不是绿茶一家的问题,整个餐饮行业都面临下行周期的考验。 或是为了打消投资者对经营数据恶化的担忧,绿茶给大家画出未来3年快速开店的大饼。 按照以往,店铺数量快速增长的情况下,绿茶的业绩也会同步大增,但是港股这些年上了不少餐饮类公司,部分公司在上市时也承诺未来大肆开店,比如海伦司,它是一家连锁酒馆上市公司,2021年上市时,曾计划2021年、2","listText":"开餐厅的绿茶正在招股,热度虽然不高,但老虎证券APP显示已有36倍超额认购: 很多人对绿茶都不陌生,2008年绿茶在杭州开了第一家餐厅,到今年已有493家餐厅。 从餐厅数量上看,2022年绿茶有276家,2023年360家,2024年达到465家: 餐厅数量快速增长的情况下,绿茶的收入水涨船高,2022-2024年分别为23.8亿、35.9亿和38.4亿;净利润分别为1.1亿、3亿和3.5亿。 在招股书中,绿茶表示今年将新开150家店铺,2026年再开200家,2027年开213家。 从2008年创业开始,绿茶用十多年的时间才开到276家,为了上市,这两年快速扩充至493家。 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