默沙东股票讨论区

$默沙东(MRK.US)$从上星期 开始就慢慢持仓买入看涨期权就等这次财报出来暴涨！马上退出游戏

Morning Movers
Gapping up
$美国航空(AAL.US)$ stock increased by 5.2% as the company predicted profits for the current quarter that are largely above expectations, fueled by a resurgence in business travel and the prospect of strong demand during the summer season.
$福特汽车(F.US)$ stock climbed 1.1% due to robust first-quarter earnings, a strong showing from its commercial vehicle division, rising hybrid vehicle sale...

Earnings Preview
Next week's earnings reports from major technology companies might provide a boost to a weakening market, or at the very least, offer investors insight into future stock trends.
$特斯拉(TSLA.US)$ is set to release its earnings on Tuesday, followed by $Meta Platforms(META.US)$ on Wednesday. The week continues with a significant day on Thursday, as $谷歌-C(GOOG.US)$ , the parent company of Google...

Producer price index, a measure of inflation at wholesale level, increased 0.2%. This is less than the 0.3% estimate, which kind of provides some level of relief for the market.
That said, this new set data is still showing that inflation is very sticky. The final mile towards Fed’s 2% is going to be a tough one
 $Marathon Digital(MARA.US)$$Palantir(PLTR.US)$$Arm Holdings(ARM.US)$$iShares Bitcoin Trust(IBIT.US)$$超微电脑(SMCI.US)$$第一共和银行(FRCB.US)$$SPDR道琼斯指数ETF(DIA.US)$$默沙东(MRK.US)$$联合健康(UNH.US)$$达美航空(DAL.US)$$波音(BA.US)$$DraftKings(DKNG.US)$$Snap Inc(SNAP.US)$$劳氏(LOW.US)$

🗓️ Last week’s PDUFAs:
$Akebia Therapeutics(AKBA.US)$ : Approved 🎉
⇒ Vafseo (Vadadustat)
⇒ Anemia due to CKD
⇒ NDA
⇒ PDUFA: 3/27/24
$默沙东(MRK.US)$ : Approved 🎉
⇒ WINREVAIR (sotatercept)
⇒ Pulmonary arterial hypertension
⇒ BLA
⇒ PDUFA: 3/26/24
$阿斯利康(AZN.US)$ : Approved 🎉
⇒ Ultomiris (ravulizumab)
⇒ NMOSD
⇒ sBLA
$再生元制药公司(REGN.US)$ : CRL 🙁
⇒ Odronextamab
⇒ r/r FL and r/r DLBCL
⇒ BLA
⇒ PDUFA: 3/31/24
📌 This week’s PDUFAs: 🚨
$阿斯利康(AZN.US)$ : 🤔
⇒...

$SPDR标普生物科技ETF(XBI.US)$
$默沙东(MRK.US)$ x $Immunovant(IMVT.US)$
$礼来(LLY.US)$ x $Cytokinetics(CYTK.US)$ (and soon)
$再生元制药公司(REGN.US)$ x $Apellis Pharmaceuticals(APLS.US)$ (panache & brash)
$吉利德科学(GILD.US)$ x %$Madrigal Pharmaceuticals(MDGL.US)$ (liver king)
$施贵宝(BMY.US)$ x $Iovance Biotherapeutics(IOVA.US)$ (cell Tx boost needed)
$礼来(LLY.US)$ x $Merus(MRUS.US)$ (partner n...

$默沙东(MRK.US)$'s $11.5 bil bet on Acceleron in 2021 pays off w/ FDA approval of Wenrevair for PAH,
When deal closed in 2021 analysts were projecting peak sales of $2.2 bil for sotatercept (Wenrevair), now estimates are as high as $5-$7.5 bil,
Looks like MRK got a great deal but Wenrevair would still only cover about 20%-25% of Keytruda's $25 bil in rev from LOE in 2028,
MRK's made 4 other big acquisitions since 2021: $680 mil for $HARP, $610 mil for Caraway, $1.3 bil for Imago and the big...

$默沙东(MRK.US)$ FDA Approves WINREVAIR™ (sotatercept-csrk) 🥳
🥇 First-in-class Tx for adults with pulmonary arterial hypertension (PAH WHO Group 1)
📌 significantly improved exercise capacity & multiple important secondary outcome measures
ℹ️ WINREVAIR™
⇒ injection for SC use 💉
⇒ previously granted Breakthrough Therapy Designation
⇒ BLA w/ assigned PDUFA 3/26/24

S&P 500 Opening Bell Heatmap (Mar. 27, 2024)
$SPDR 标普500指数ETF(SPY.US)$ +0.51% 🟩
$纳指100ETF-Invesco QQQ Trust(QQQ.US)$ +0.54% 🟩
$道琼斯指数(.DJI.US)$ +0.67% 🟩
$iShares罗素2000指数ETF(IWM.US)$ +1.01% 🟩
Stocks on move: $Robinhood(HOOD.US)$ +4.5%, $默沙东(MRK.US)$ +4.6%, $迪士尼(DIS.US)$ +1.5%, $Enphase Energy(ENPH.US)$ +4.9%, $特朗普媒体科技集团(DJT.US)$ +19%, $MicroStrategy(MSTR.US)$ + 5.7%, $迈威尔科技(MRVL.US)$ +4.90%, $nCino(NCNO.US)$ +16%, $特斯拉(TSLA.US)$ +0.4% (...