生技最近跌甚麼？

2.5K

生技最近跌甚麼？

2.5K

xingsichuan

註冊會員

樓主

2014-04-24 09:24

xingsichuan

註冊會員

樓主

2014-04-24 09:24

小弟搜到的一篇文章,或許可以為昨天生技產業作個註解
http://www.fool.com/investing/general/2014/04/23/why-intuitive-surgical-netflix-and-amgen-are-today.aspx

強大

管理員

2樓

2014-04-24 09:53

強大

管理員

2樓

2014-04-24 09:53

"xingsichuan"小弟搜到的一篇文章,或許可以為昨天生技產業作個註解
http://www.fool.com/investing/general/2014/04/23/why-intuitive-surgical-netflix-and-amgen-are-today.aspx

感謝大大分享，紅字是重點：
Lastly, shares of Amgen lost 5% Wednesday, taking a page from Intuitive Surgical and earning its sell-off by posting a lousy quarter. "Lousy" is relative, of course: sales were actually 6.6% higher in the first quarter than they were in the first quarter of 2013. Its best-selling drug, an arthritis treatment called Enbrel, nearly logged $1 billion in sales all by itself. Amgen took a real hit on its bottom line, where earnings per share, or EPS, fell from $1.88 in the first quarter of 2013 to $1.07 in the first quarter of this year. While that sounds like something investors shouldn't stand for, the bottom line was mostly hit by increasing R&D spending at Onyx, an oncology treatment company it acquired in October. So Amgen made less money last quarter because it's investing in ways to fight cancer -- not such a terrible thing, on second look.

銷售增加，但EPS因併購而下降。若此為真，不需過度擔心。

xingsichuan

註冊會員

3樓

2014-04-24 10:08

xingsichuan

註冊會員

3樓

2014-04-24 10:08

"fundhot"
"xingsichuan"小弟搜到的一篇文章,或許可以為昨天生技產業作個註解
http://www.fool.com/investing/general/2014/04/23/why-intuitive-surgical-netflix-and-amgen-are-today.aspx

感謝大大分享，紅字是重點：
Lastly, shares of Amgen lost 5% Wednesday, taking a page from Intuitive Surgical and earning its sell-off by posting a lousy quarter. "Lousy" is relative, of course: sales were actually 6.6% higher in the first quarter than they were in the first quarter of 2013. Its best-selling drug, an arthritis treatment called Enbrel, nearly logged $1 billion in sales all by itself. Amgen took a real hit on its bottom line, where earnings per share, or EPS, fell from $1.88 in the first quarter of 2013 to $1.07 in the first quarter of this year. While that sounds like something investors shouldn't stand for, the bottom line was mostly hit by increasing R&D spending at Onyx, an oncology treatment company it acquired in October. So Amgen made less money last quarter because it's investing in ways to fight cancer -- not such a terrible thing, on second look.

銷售增加，但EPS因併購而下降。若此為真，不需過度擔心。

強大說的是！

mrchildren

名人堂

4樓

2014-04-24 10:14

mrchildren

名人堂

4樓

2014-04-24 10:14

Amgen的重挫還有反應膝關節藥物Enbrel銷售不如預期，但沒那麼嚴重。只能說現在投資人信心不足，任何風吹草動都會被擴大檢視。

xingsichuan

註冊會員

5樓

2014-04-25 11:01

xingsichuan

註冊會員

5樓

2014-04-25 11:01

Biotech stocks fell by about 1% today on average. But Biogen Idec wasn't content to be average, slumping 3.9% by day's end. The diversified dru-maker reported first quarter results yesterday before the bell, only to curiously see no reaction from the market. After sleeping on it, investors decided to sell the stock en masse. While Biogen Idec does trade at a lofty 37 P/E multiple, a stock with this sort of growth potential never comes cheap. Tecfidera, its MS treatment, absolutely flew off the shelves in the first quarter, hauling in revenue of $506 million, a 27% jump from the quarter before. It's pipeline also looks appealing, with a hemophilia B drug Alprolix set to debut in May.

摘錄自http://www.fool.com/investing/general/2014/04/24/why-xilinx-inc-biogen-idec-inc-and-qualcomm-incorp.aspx
不過小弟英文破得很,還請大大指點..