組合1%或以下持股-

先前的救市加上起身看到瑞德西韋,侵的打算恢復經濟,港股和美股期貨大升,明天直播再深入詳細講一點我地看法和部署,明晚週六會進行第二次直播分享,21:00進行,地點在以下網址,歡迎訂閱和按一按鐘仔,你們支持令我們去做更好,明晚見! https://www.youtube.com/channel/UCyCWN0glxMi15GONZwt1qtg 。所以今日先說說組合中影響唔大的 CGEN、長江生命科技、毛記葵涌

CGEN,3月17日公司宣佈配股後,大約7元附近買入,大約一個月接近賺一倍,公司是乜東東,Compugen is a clinical-stage therapeutic discovery and development company utilizing its broadly applicable, predictive computational discovery platforms to identify novel drug targets and develop therapeutics in the field of cancer immunotherapy. The Company’s lead product candidate, COM701, a first-in-class anti-PVRIG antibody, for the treatment of solid tumors, is undergoing a Phase 1 clinical study. In addition, COM902, Compugen’s antibody targeting TIGIT, is in a Phase 1 clinical study. The Company’s therapeutic pipeline also includes early stage immuno-oncology programs focused largely on myeloid targets. Compugen’s business model is to selectively enter into collaborations for its novel targets and related drug product candidates at various stages of research and development. The Company is headquartered in Israel, with offices in South San Francisco, CA. Compugen’s shares are listed on the Nasdaq and the Tel Aviv Stock Exchange under the ticker symbol CGEN.

近來大升主要是  it will present updates on its ongoing Phase 1 clinical trial evaluating COM701, a first-in-class therapeutic antibody targeting PVRIG, for the treatment of advanced solid tumors in an oral presentation at the 2020 American Association for Cancer Research (AACR) Virtual Annual Meeting I on April 27, 2020 at 11:45 AM EST.即這段新聞https://finance.yahoo.com/news/compugen-present-data-com701-phase-110000403.html

這公司其實都頗有趣,不過著實我了解真的不夠深,不會好有信心,成功爆升,不成便…

長江生命科技,也做了數次買賣,大跌市時0.7左右買入,其實其資產仍是有有趣地方,為澳洲最大草地保育產品及服務供應商及第二大家居園藝產品供應商。也是澳紐地區第二大葡萄園主,同時為澳洲本地市場的最大製鹽商。先前升原因是腫瘤免疫學生物製藥的美國附屬Polynoma的黑色素瘤抗原疫苗免疫療法研究初始數據正面,今次是與新加坡Biolidics簽訂協議,分銷以血清學診斷為基礎之新型冠狀病毒肺炎(COVID-19)快速檢測試劑盒。先前已公布分銷一項由新加坡科技研究院及陳篤生醫院共同研發之RT-PCR檢測試劑盒,連同是次與Biolidics簽訂的協議,長江生命科技現已引進兩項COVID-19檢測方案可供香港選擇。

其實公司長遠前景該不錯,但有大型收入項目是要等時間。現時只是借消息炒作較多。

至於毛記葵涌0.445買,一百毛,毛記電視,渣哥 ,大渣哥可能不少人認識,有潛質但能否躍飛有好多疑問…

這些股全部有不錯升幅甚至一倍,但對組合貢獻有限,對於我是研究功課及好玩更多…為什麼我沒重倉,這些股先天我信心不及其他持股,認識把握度也是。所以又如昨天說,若為回報投資,買自已識的研究足的有信心有把握的已足夠。

訂閱
通知
guest
0 Comments
Inline Feedbacks
View all comments