张小丰 的讨论

发布于: 雪球回复:7喜欢:1
为何不停的有坏消息都不能让我舍弃$再生元制药(REGN)$ 呢?
我们来看看到目前为止再生元做了些什么:
1:Elyea上市这么多年但是药效至今无法被超越。
2:Praluent还有安进的Repatha肯定是非常牛逼的,因为辉瑞PSCK9药物3期快做完的时候放弃了,直接承认“没有已上市的2个药效果好,不具备竞争力”。 Repatha的outcome实验出结果了,Praluent还要等到年底或者明年初。
3:Sarilumab效果击败阿达木单抗。
4:Dupliumab是一个难度非常大的药,要不然不会直到现在重度特应性皮炎都无药可医。更有意思的是同样的靶点安进其实在更早就开始做,然后失败了!是的就连大安进都失败了。
5:每年在全世界拿非常多的钱给奖学金搜刮最优秀的科学家。

在一个创新几乎是一切的行业里面我相信再生元能创造长期价值。

热门回复

2017-03-23 21:54

恰人,你对恒瑞的定投是有钱就买么?

2017-04-07 23:13

了解不多

2017-04-07 21:04

老哥,翰宇这个医药公司怎么样?[笑]

2017-04-07 18:39

礼来都看不惯安进关于PSCK9这种专利了。直接说安进的这种专利布局管的太宽,垄断靶点扼杀创新。
以往的专利都是封杀抄袭结构。安进的PSCK9专利只要你binds到PSCK9就算侵权。就算你的抗体和我完全不一样,但是只要是结合PSCK9靶点就算侵权。[吐血]
如果专利可以这么布局那么以后每个靶点都只能一家企业垄断。其他人都是侵权。

Turning to the controversy before this Court, the disputed claims cover a genus of antibodies that bind to a naturally occurring antigen, PCSK9. The claims 3 Appellees’ January 27, 2017 Opposition to Appellant’s Motion for a Stay at page 25. Case: 17-1480 CASE PARTICIPANTS ONLY Document: 73 Page: 8 Filed: 02/23/2017 4 do not recite any structural features of the antibodies per se – instead the claims only recite various functional characteristics, e.g., “binds” to PCSK9. As a foundation to all of its proffered evidence that these claims were adequately described, Amgen relied on the so-called “newly-characterized antigen test.” Because of its foundational relationship to the written description issues in this case, the “newly-characterized antigen test” is at the core of an unjustifiably unique application of law that threatens innovative antibody drug development

This Court should reaffirm that purely functional antibody genus claims, like those before this Court, lack written description when their supporting disclosures distinguish the claimed genus solely by what they do rather than by what they are. Regents of the Univ. of Cal. v. Eli Lilly & Co., 119 F.3d 1559, 1568 (Fed. Cir. 1997). Furthermore, unless this Court provides definitive instruction regarding proper application of the written description requirement to functionally-defined antibody claims, and firmly rejects the newly characterized antigen test as a means for complying with the written description requirement, such claims shall continue to improperly tax antibody innovation leading to more uncertainty in a burgeoning area of drug development, more expensive antibody medicines, and delays or removal (as Amgen seek here) of alternative treatment options for patients and payers.

这个还是支持下的,regn是一个令人敬佩的科研公司。应该还有些黑科技没被估值。我比较看好regn/celg。

2017-03-23 21:58

嗯,主要是想了解一下你如何对个股定投。

2017-03-23 21:55

目前涨的太猛,这个价格不会有钱就定投。会买其他的