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$Portola制药(PTLA)$ A药销售模式已经改变。小医院也可以采购了。而且现在的现金能支持到2020Q2. 只要回款及时。趋势就完全改变了。

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2019-01-09 14:40

图片评论

2019-01-16 23:24

还有上车机会吗

2019-01-15 22:29

cgc大麻股干吗?放量了

2019-01-10 03:05

new CEO is so far so good ,exuded confidence on CC, pulled the plug on B which shows progress on finding a partner going forward . A partner in Europe for A is also highly likely , which takes care of launch cost overrun q2. Dilution seems not so likely first half of 19. ....all in all , Once they start “being normal” , The stoCk becomes a convincing buy. Can’t think of any other way to screw up further.

2019-01-09 22:54

现在的现金能支持到2020Q2 --我觉得公司觉得股价低,等30 -40一定会增发;, 现在a 药的 销量 就算不断翻翻 q4- 7M  Q1 -14 Q2-28M Q3 -56M  , 比起 每个季度的近100M花销,还有一两年的时间才能转正;

2019-01-09 22:49

謝謝板栗哥

我赚了40%了,想跑,但是又怕放跑了大头。

2019-01-09 22:08

增发风险还是不小

2019-01-09 20:53

看来真的有肉吃了 谢谢板栗哥