发布于: 雪球转发：1回复：8喜欢：0
回复@破落鸭头: $Adaptimmune治疗(ADAP)$ 我觉得数据还可以。只是不知看着数据挺好，也跌了$Immatics(IMTX)$ 是不是可以加仓呢？$Affimed(AFMD)$//@破落鸭头:回复@Takeabreak:@Takeabreak AGEN 1181关键数据还可以，虽然股价没有反应，AFMD还要等下个月？ADAP的数据两位怎么看 @Spica
引用：
2021-09-17 06:34
$Affimed(AFMD)$$Adaptimmune治疗(ADAP)$ $安帝君斯(AGEN)$ 3A全部加仓！超超重！成本显著抬高！爱在深秋或者大约在冬季，提前爆发也可以！

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破落鸭头
2021-11-15 07:35

我觉得IMTX的SITC数据还不错，50% ORR，安全性好像也没大的问题，加入观察列表了，这些里面肯定最终会有被收购的

Spica
2021-11-14 06:45

网页链接 网页链接

破落鸭头
2021-12-14 23:50

小生药基本进入熊市底部，什么样的数据和消息都不太能激起涟漪了
Bristol Myers Squibb Co. and Immatics N.V. on Tuesday said they will work to develop and commercialize IMA401, the most advanced product candidate in Immatics' TCR Bispecifics pipeline.
New York biopharmaceutical company Bristol Myers said it will make an upfront payment of $150 million to Immatics, which is also eligible for up to $770 million in milestone payments, along with royalties on sales of IMA401.
Bristol Myers said it will have an exclusive global license to IMA401, while Immatics, a Tuebingen, Germany, clinical-stage biopharmaceutical company, retains the options to co-fund U.S. development in exchange for enhanced U.S. royalty payments and/or to co-promote IMA401 in the U.S.
Bristol Myers and Immatics said IMA401 has shown anti-tumor activity in preclinical proof-of-concept studies, with complete remissions in various in-vivo tumor models including patient-derived xenograft models. The companies said they will collaborate to advance the program through clinical development.

破落鸭头
2021-11-14 08:56

都太早期了，除非跌的很多，我一般观望。3A里面我还是选择AGEN，1181进展不错，股价没有反应，值得继续潜伏