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sleepinglion Private ID: 182364995
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    sleepinglion commented on
    $SanBio(4592.JP)$
    Sun Bio Co., Ltd. came out (follow-up report) on 2024/6/20.
    “After yesterday's headquarters meeting, it was determined that it is possible to approve the “Acugo Brain Transplantation Note” as an improvement treatment for chronic motor paralysis associated with traumatic brain injury after attaching approval conditions and deadlines. Based on the results of deliberation by the headquarters meeting, it is expected that the Ministry of Health, Labor, and Welfare will formally approve manufacturing and sales with conditions and deadlines in the future.”
    I intended to buy it for 1,148 yen, but I can't believe I can buy it for 848 yen (26% off)...
    Maybe... there are only people who don't understand insurance treatment? Do people who understand become insiders?
    Is this a sale that understands what this means? I don't understand the investor mentality at all. Why are they being sold?
    Is there anything I as an amateur don't understand at all? it's a strange world...
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    sleepinglion commented on
    $SanBio(4592.JP)$
    [Breaking News] Cell Therapy Drugs for Traumatic Brain Injury to Conditional Approval
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    $SanBio(4592.JP)$
    Since the manufacturing method of Sunbio is different between an investigational drug and a mass-produced drug, an order has been received from the Ministry of Health, Labor, and Welfare to prove whether it is the same drug. However, even with the same manufacturing method, the effects of regenerative medicine drugs vary, and it is difficult to maintain homogeneity in quality, let alone a level where it is theoretically impossible if the manufacturing methods are different. When it comes to that, it is a study that assumes the worst pattern of re-testing from scratch using the current manufacturing method, the additional cost is about 30 billion, and the stop is cheap because of the calculation that takes 4 years.
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    $SanBio(4592.JP)$
    Once approved, on the other hand, it will attract global attention, but the country that approved it will also have a large responsibility.
    Does the committee have the courage to approve drugs that have not been approved even in the US
    How much will the drug cost if approved? There are a lot of points of interest
    If it becomes a retest, the situation in Ukraine may have a big impact on additional research costs
    Since it is said that it “targets patients suffering from chronic motor dysfunction due to traumatic brain injury,” what can be considered as cases is head injury due to war or head injury due to traffic accidents, but securing a fixed number of head injuries other than during war is probably difficult because it is an area with high instantaneous mortality.
    I hope that the opportunities will come to fruition in a positive direction.
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    sleepinglion commented on
    $NVIDIA(NVDA.US)$
    For now, NVIDIA's rivals are AMD and Intel, right?
    I wonder if I've overlooked another strong rival 💧
    I'm a little uneasy 💧
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    $Toyota Motor(7203.JP)$
    If the profit margin is already + this year
    If you buy the same number of + loss breaks, the tax will be refunded with an income tax refund
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    $Toyota Motor(7203.JP)$
    As a result, is Gachiho the correct answer for today's movements? It's starting to seem like buying under pressure was the right answer.
    If there were any worse things than this, would it be the short team's experience and courage?
    If the 200-day average touch is over and the backlash from then on is real,
    All that's left is to sleep and wait while dreaming of eating something delicious until it returns to the high price of 3,891 yen.
    I wonder if the explosive profit equation of buying when nobody buys has been established... (-_-) zzz
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