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benjaminshi
benjaminshi
·
04-28 19:18
$BioNTech SE(BNTX)$
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benjaminshi
benjaminshi
·
02-16
好文。我个人觉得10年以后Moderna会远超Biontech。 首先,BioNTech确实在多个领域进行布局,这种多元化的策略虽然能够分散风险,但也可能导致资源的分散,尤其是ADC领域的竞争也非常激烈。因此,虽然BioNTech看似在多个方面开花,但每个领域的竞争力都较大,未必能在所有领域都取得突破。 相比之下, Moderna的策略相对集中,这种集中力量大事的策略可能让Moderna在mRNA技术领域建立起更大的护城河,尤其是在"first in class"的机会上。 最后，MNRA CEO这种破斧成舟all in新技术的魄力也是值得佩服的，个人也更欣赏这种精神 risk everything to win everything
非常抱歉，此主贴已删除
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benjaminshi
benjaminshi
·
02-14
$Moderna, Inc.(MRNA)$
其实对于这个公司：未来其实只决定于一个产品，癌症疫苗。季报根本不重要，通过癌症疫苗p3就上天，不通过就归零。
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benjaminshi
benjaminshi
·
01-08
$Moderna, Inc.(MRNA)$
终于等到你，还好我没放弃，回100吧我的moderna
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benjaminshi
benjaminshi
·
2024-11-25
$Moderna, Inc.(MRNA)$
这只是个开始，等癌症疫苗三期通过，涨回300不是梦
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benjaminshi
benjaminshi
·
2024-11-19
$小米集团-W(01810)$
那么多人都看好小米么？我觉得小米短期涨问题不大，但是长期来看还是有很多问题，手机和新能源行业都太卷。 而且小米长期一直是市场跟随者，不是领导者，没有那种尝试突破人类边界的产品，太保守，如果哪天小米准备发射卫星或者进军生物医药行业啥的，倒是可以入哈哈
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benjaminshi
benjaminshi
·
2024-10-30
$辉瑞(PFE)$
作为辉瑞的坚定持有者，
$礼来(LLY)$
的大跌甚至还有点幸灾乐祸，glp1被炒的太过了
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benjaminshi
benjaminshi
·
2024-10-30
$小米集团-W(01810)$
身为10年米粉，看好了发布会感觉手机真的要变成夕阳行业了，基本没任何创新可言，没有任何惊喜。老实说有点失望。
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benjaminshi
benjaminshi
·
2024-10-29
$辉瑞(PFE)$
无语 财报超预期 先涨后跌
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benjaminshi
benjaminshi
·
2024-10-14
美国衰落你有什么好处么？
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首先,BioNTech确实在多个领域进行布局,这种多元化的策略虽然能够分散风险,但也可能导致资源的分散,尤其是ADC领域的竞争也非常激烈。因此,虽然BioNTech看似在多个方面开花,但每个领域的竞争力都较大,未必能在所有领域都取得突破。 相比之下, Moderna的策略相对集中,这种集中力量大事的策略可能让Moderna在mRNA技术领域建立起更大的护城河,尤其是在\"first in class\"的机会上。 最后，MNRA CEO这种破斧成舟all in新技术的魄力也是值得佩服的，个人也更欣赏这种精神 risk everything to win everything","listText":"好文。我个人觉得10年以后Moderna会远超Biontech。 首先,BioNTech确实在多个领域进行布局,这种多元化的策略虽然能够分散风险,但也可能导致资源的分散,尤其是ADC领域的竞争也非常激烈。因此,虽然BioNTech看似在多个方面开花,但每个领域的竞争力都较大,未必能在所有领域都取得突破。 相比之下, Moderna的策略相对集中,这种集中力量大事的策略可能让Moderna在mRNA技术领域建立起更大的护城河,尤其是在\"first in class\"的机会上。 最后，MNRA CEO这种破斧成舟all in新技术的魄力也是值得佩服的，个人也更欣赏这种精神 risk everything to win everything","text":"好文。我个人觉得10年以后Moderna会远超Biontech。 首先,BioNTech确实在多个领域进行布局,这种多元化的策略虽然能够分散风险,但也可能导致资源的分散,尤其是ADC领域的竞争也非常激烈。因此,虽然BioNTech看似在多个方面开花,但每个领域的竞争力都较大,未必能在所有领域都取得突破。 相比之下, Moderna的策略相对集中,这种集中力量大事的策略可能让Moderna在mRNA技术领域建立起更大的护城河,尤其是在\"first in class\"的机会上。 最后，MNRA CEO这种破斧成舟all in新技术的魄力也是值得佩服的，个人也更欣赏这种精神 risk everything to win everything","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404115485573480","repostId":"2511895969","repostType":2,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403513388245184,"gmtCreate":1739538712391,"gmtModify":1739538713923,"author":{"id":"3545349525191149","authorId":"3545349525191149","name":"benjaminshi","avatar":"https://static.tigerbbs.com/af754260baf2fa23205972d9f19d3b30","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545349525191149","authorIdStr":"3545349525191149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$ </a> 其实对于这个公司：未来其实只决定于一个产品，癌症疫苗。季报根本不重要，通过癌症疫苗p3就上天，不通过就归零。","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$ </a> 其实对于这个公司：未来其实只决定于一个产品，癌症疫苗。季报根本不重要，通过癌症疫苗p3就上天，不通过就归零。","text":"$Moderna, Inc.(MRNA)$ 其实对于这个公司：未来其实只决定于一个产品，癌症疫苗。季报根本不重要，通过癌症疫苗p3就上天，不通过就归零。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/403513388245184","isVote":1,"tweetType":1,"viewCount":3880,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570877595649720","authorId":"3570877595649720","name":"Helen20","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3570877595649720","authorIdStr":"3570877595649720"},"content":"请问癌症疫苗p3几月份会出结果？","text":"请问癌症疫苗p3几月份会出结果？","html":"请问癌症疫苗p3几月份会出结果？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390022599799288,"gmtCreate":1736266087087,"gmtModify":1736266616651,"author":{"id":"3545349525191149","authorId":"3545349525191149","name":"benjaminshi","avatar":"https://static.tigerbbs.com/af754260baf2fa23205972d9f19d3b30","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545349525191149","authorIdStr":"3545349525191149"},"themes":[],"htmlText":"<a 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终于等到你，还好我没放弃，回100吧我的moderna","images":[{"img":"https://static.tigerbbs.com/dbe1bc21bcacc665e4cb4cf5f19390b1","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390022599799288","isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":374863881957568,"gmtCreate":1732548688348,"gmtModify":1732548789799,"author":{"id":"3545349525191149","authorId":"3545349525191149","name":"benjaminshi","avatar":"https://static.tigerbbs.com/af754260baf2fa23205972d9f19d3b30","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545349525191149","authorIdStr":"3545349525191149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$ </a> 这只是个开始，等癌症疫苗三期通过，涨回300不是梦","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$ </a> 这只是个开始，等癌症疫苗三期通过，涨回300不是梦","text":"$Moderna, Inc.(MRNA)$ 这只是个开始，等癌症疫苗三期通过，涨回300不是梦","images":[{"img":"https://static.tigerbbs.com/43f438b6a4a5db0ed68d588a57b2200a","width":"906","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/374863881957568","isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":372524938158400,"gmtCreate":1731988128136,"gmtModify":1731995377749,"author":{"id":"3545349525191149","authorId":"3545349525191149","name":"benjaminshi","avatar":"https://static.tigerbbs.com/af754260baf2fa23205972d9f19d3b30","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545349525191149","authorIdStr":"3545349525191149"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 那么多人都看好小米么？我觉得小米短期涨问题不大，但是长期来看还是有很多问题，手机和新能源行业都太卷。 而且小米长期一直是市场跟随者，不是领导者，没有那种尝试突破人类边界的产品，太保守，如果哪天小米准备发射卫星或者进军生物医药行业啥的，倒是可以入哈哈","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"0\"></v-v> 那么多人都看好小米么？我觉得小米短期涨问题不大，但是长期来看还是有很多问题，手机和新能源行业都太卷。 而且小米长期一直是市场跟随者，不是领导者，没有那种尝试突破人类边界的产品，太保守，如果哪天小米准备发射卫星或者进军生物医药行业啥的，倒是可以入哈哈","text":"$小米集团-W(01810)$ 那么多人都看好小米么？我觉得小米短期涨问题不大，但是长期来看还是有很多问题，手机和新能源行业都太卷。 而且小米长期一直是市场跟随者，不是领导者，没有那种尝试突破人类边界的产品，太保守，如果哪天小米准备发射卫星或者进军生物医药行业啥的，倒是可以入哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":9,"repostSize":1,"link":"https://laohu8.com/post/372524938158400","isVote":1,"tweetType":1,"viewCount":4775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492670886328492","authorId":"3492670886328492","name":"niubikele","avatar":"https://static.tigerbbs.com/dd736aeb5a5b7663de30873c38e87758","crmLevel":6,"crmLevelSwitch":0,"idStr":"3492670886328492","authorIdStr":"3492670886328492"},"content":"做手机的时候让雷总做冰箱彩电空调，做IoT的时候，让雷总做车做房地产，今天终于做车了，还要让雷总去发射火箭，太难为雷总了","text":"做手机的时候让雷总做冰箱彩电空调，做IoT的时候，让雷总做车做房地产，今天终于做车了，还要让雷总去发射火箭，太难为雷总了","html":"做手机的时候让雷总做冰箱彩电空调，做IoT的时候，让雷总做车做房地产，今天终于做车了，还要让雷总去发射火箭，太难为雷总了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365754735976720,"gmtCreate":1730296123800,"gmtModify":1730296125694,"author":{"id":"3545349525191149","authorId":"3545349525191149","name":"benjaminshi","avatar":"https://static.tigerbbs.com/af754260baf2fa23205972d9f19d3b30","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545349525191149","authorIdStr":"3545349525191149"},"themes":[],"htmlText":"<a 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