吉利德科學股票討論區

No megadeals in biotech so far this yr, but on track for record amount >$1 bil deals,
2 biggest deals this yr:
$福泰製藥(VRTX.US)$ paid $4.9 bil for $Alpine Immune(ALPN.US)$
$吉利德科學(GILD.US)$ paid $4.3 bil for $CBAY
Bolt-on deals likely to continue to be the dominant story in 2024, which means we could also see more of this trend...
Last yr 84% of M&A deal dollars were for Biotechs w/ Phase 3 & Marketed assets,
In the first four months of 2024 56% of M&A deal dollar went towards P...

$諾瓦瓦克斯醫藥(NVAX.US)$
在過去的一週內，Novavax的股價令人矚目地上漲了20.53%，由4.09美元上升至4.93美元。這一顯著的漲幅引起了投資者和分析師的廣泛關注，其中多名分析師對其股票的持有目標價定爲25.00美元，而買入目標價更是高達200.00美元。但是，是什麼推動了Novavax股票的這一飛躍？以下幾點可能是關鍵因素。
1. 英國市場的進一步滲透
2024年4月18日，Novavax宣佈將其更新的COVID-19疫苗提供給英國的私人醫療提供者。此舉不僅增強了公司在英國的市場份額，還可能推動其整體銷售額的增長。隨着疫情的持續變化，需求對於更新和更有效的疫苗呈上升趨勢，Novavax在這一點上顯得尤爲重要。
2. 加拿大的官方推薦
加拿大國家諮詢委員會於2024年3月11日推薦使用Novavax的Nuvaxovid™ XBB.1.5 COVID-19疫苗。這種官方的背書極大提高了公衆對Novavax疫苗的信任，並可能加速其在加拿大的銷售，爲公司的收入增長打下...

Deep-pocketed investors have taken a bullish approach towards $吉利德科學(GILD.US)$, Benzinga reported, cited nine extraordinary options activities linked to the stock. About 77% of the trades were leaning bullish and 22% bearish, according to the report.
Four of them were puts, totaling $495,628, and five were calls, amounting to $213,111, the report showed. The volume and open interest data on the contract...

$吉利德科學(GILD.US)$ 這個形態不好看了。下面還有個業績的缺口煩，爲什麼要拋售好孩子。乳癌應該很快就大賺了

$SPDR標普生物科技ETF(XBI.US)$ $生物科技指數ETF-iShares(IBB.US)$
M&A in Q1 alone totaled 12 deals for $19.2 bil which is close to the 10 deals for $21.9 bil in all the 1H of 2023...
But one big caveat of this chart, it doesn't include $輝瑞(PFE.US)$ 's $43 bil deal for $SGEN announced in Mar 2023 but didn't close until Dec bc of an FTC challenge,
The biggest biotech M&A deal so far this yr was $吉利德科學(GILD.US)$ 's $4.3 b...

$SPDR標普生物科技ETF(XBI.US)$
$默沙東(MRK.US)$ x $Immunovant(IMVT.US)$
$禮來(LLY.US)$ x $Cytokinetics(CYTK.US)$ (and soon)
$再生元製藥公司(REGN.US)$ x $Apellis Pharmaceuticals(APLS.US)$ (panache & brash)
$吉利德科學(GILD.US)$ x % $Madrigal Pharmaceuticals(MDGL.US)$ (liver king)
$施貴寶(BMY.US)$ x $Iovance Biotherapeutics(IOVA.US)$ (cell Tx boost needed)
$禮來(LLY.US)$ x $Merus(MRUS.US)$ (partner n...

On March 29, $吉利德科學(GILD.US)$ and $Xilio Therapeutics(XLO.US)$ ' announced that they have reached an exclusive license agreement totaling more than 600 million US dollars.
Here's a look at some technical analysis: