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CaiCai99
CaiCai99
·
2021-12-04
[Surprised] [Surprised]
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CaiCai99
CaiCai99
·
2021-12-04
[What] [Miser]
12.3期权异动观察,中概股继续暴跌
@期权异动观察:
$AMC院线(AMC)$ $AMC 20211203 30.0 CALL$继昨日期权异动后,今日期权再次异动,盘中波动非常大,如果短线不能有效企稳,下跌空间会非常大。 $Bausch Health Companies Inc(BHC)$ $BHC 20220414 27.0 CALL$经过连续多日下跌之后,昨日出现了小幅度反弹,看空为主。 $Gores Guggenheim Inc(GGPI)$ $GGPI 20230120 25.0 CALL$基本面无异动,股价在20日线附近的支撑几乎被打破,后续看能否有新的支撑位出现,短线看空为主。 $DraftKings Inc.(DKNG)$
12.3期权异动观察,中概股继续暴跌
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CaiCai99
CaiCai99
·
2021-11-29
[Miser] [Miser]
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CaiCai99
CaiCai99
·
2021-11-21
[Grin] [Grin]
@小左第一视角:
大型头肩底,抄底?半导体、科技股还得涨吗?NVDA又涨了?TSLA洗盘。
大型头肩底,抄底?半导体、科技股还得涨吗?NVDA又涨了?TSLA洗盘。
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CaiCai99
CaiCai99
·
2021-11-21
[Anger] [Anger]
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CaiCai99
CaiCai99
·
2021-11-20
[Happy] [Happy]
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CaiCai99
CaiCai99
·
2021-11-18
[Miser] [Miser]
Amazon Cloud CEO Tweaks Strategy Amid Microsoft, Google Rivalry
(Bloomberg) -- New Amazon cloud chief Adam Selipsky plans to tailor more products to specific sector
Amazon Cloud CEO Tweaks Strategy Amid Microsoft, Google Rivalry
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CaiCai99
CaiCai99
·
2021-11-14
[Surprised] [Surprised]
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CaiCai99
CaiCai99
·
2021-11-13
[Miser] [Miser]
Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.
Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo
Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.
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CaiCai99
CaiCai99
·
2021-11-11
[Smile] [Smile]
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[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608984600","repostId":"601891577","repostType":1,"repost":{"id":601891577,"gmtCreate":1638504689496,"gmtModify":1638525206259,"author":{"id":"3527667583497005","authorId":"3527667583497005","name":"期权异动观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667583497005","authorIdStr":"3527667583497005"},"themes":[],"title":"12.3期权异动观察,中概股继续暴跌","htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/AMC%2020211203%2030.0%20CALL\"> $AMC 20211203 30.0 CALL$</a>继昨日期权异动后,今日期权再次异动,盘中波动非常大,如果短线不能有效企稳,下跌空间会非常大。 <a href=\"https://laohu8.com/S/BHC\">$Bausch Health Companies Inc(BHC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/BHC%2020220414%2027.0%20CALL\">$BHC 20220414 27.0 CALL$</a>经过连续多日下跌之后,昨日出现了小幅度反弹,看空为主。 <a href=\"https://laohu8.com/S/GGPI\">$Gores Guggenheim Inc(GGPI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/GGPI%2020230120%2025.0%20CALL\"> $GGPI 20230120 25.0 CALL$</a>基本面无异动,股价在20日线附近的支撑几乎被打破,后续看能否有新的支撑位出现,短线看空为主。 <a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a> ","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/AMC%2020211203%2030.0%20CALL\"> $AMC 20211203 30.0 CALL$</a>继昨日期权异动后,今日期权再次异动,盘中波动非常大,如果短线不能有效企稳,下跌空间会非常大。 <a href=\"https://laohu8.com/S/BHC\">$Bausch Health Companies Inc(BHC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/BHC%2020220414%2027.0%20CALL\">$BHC 20220414 27.0 CALL$</a>经过连续多日下跌之后,昨日出现了小幅度反弹,看空为主。 <a href=\"https://laohu8.com/S/GGPI\">$Gores Guggenheim Inc(GGPI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/OPT/GGPI%2020230120%2025.0%20CALL\"> $GGPI 20230120 25.0 CALL$</a>基本面无异动,股价在20日线附近的支撑几乎被打破,后续看能否有新的支撑位出现,短线看空为主。 <a 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[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872101802","repostId":"876277041","repostType":1,"repost":{"id":876277041,"gmtCreate":1637327655981,"gmtModify":1637377844933,"author":{"id":"9000000000000104","authorId":"9000000000000104","name":"小左第一视角","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000104","authorIdStr":"9000000000000104"},"themes":[],"title":"","htmlText":"\n \n \n 大型头肩底,抄底?半导体、科技股还得涨吗?NVDA又涨了?TSLA洗盘。\n \n","listText":"大型头肩底,抄底?半导体、科技股还得涨吗?NVDA又涨了?TSLA洗盘。","text":"大型头肩底,抄底?半导体、科技股还得涨吗?NVDA又涨了?TSLA洗盘。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876277041","isVote":1,"tweetType":2,"object":{"id":"6ed5c7bdfbd24f40adf8ce2b5ae84a4a","tweetId":"876277041","title":"大型头肩底,抄底?半导体、科技股还得涨吗?NVDA又涨了?TSLA洗盘。AAL、AI、AMZN、ASML、BABA、CRM、DIS、FB、HD、NIO、NVDA、QS、TSLA、TSM小左1119五","videoUrl":"http://v.tigerbbs.com/1637327646853e4b33b84e40912e7e141c1f542882b75.mp4","poster":"https://static.tigerbbs.com/b0dbd85e0fe64f0078ffb3370ca2ae45","shareLink":"http://v.tigerbbs.com/1637327646853e4b33b84e40912e7e141c1f542882b75.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872103137,"gmtCreate":1637453722736,"gmtModify":1637453722736,"author":{"id":"3577149952498564","authorId":"3577149952498564","name":"CaiCai99","avatar":"https://static.tigerbbs.com/c59f7b803ae24d48731eeccaef4733dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577149952498564","authorIdStr":"3577149952498564"},"themes":[],"htmlText":"[Anger] [Anger] ","listText":"[Anger] [Anger] ","text":"[Anger] [Anger]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872103137","repostId":"2184384295","repostType":4,"isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":872913922,"gmtCreate":1637389846629,"gmtModify":1637390296485,"author":{"id":"3577149952498564","authorId":"3577149952498564","name":"CaiCai99","avatar":"https://static.tigerbbs.com/c59f7b803ae24d48731eeccaef4733dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577149952498564","authorIdStr":"3577149952498564"},"themes":[],"htmlText":"[Happy] [Happy] ","listText":"[Happy] [Happy] ","text":"[Happy] [Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872913922","repostId":"2184842262","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878289905,"gmtCreate":1637197235805,"gmtModify":1637197235805,"author":{"id":"3577149952498564","authorId":"3577149952498564","name":"CaiCai99","avatar":"https://static.tigerbbs.com/c59f7b803ae24d48731eeccaef4733dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577149952498564","authorIdStr":"3577149952498564"},"themes":[],"htmlText":"[Miser] [Miser] ","listText":"[Miser] [Miser] ","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878289905","repostId":"2184854899","repostType":4,"repost":{"id":"2184854899","kind":"news","pubTimestamp":1637195538,"share":"https://www.laohu8.com/m/news/2184854899?lang=&edition=full","pubTime":"2021-11-18 08:32","market":"us","language":"en","title":"Amazon Cloud CEO Tweaks Strategy Amid Microsoft, Google Rivalry","url":"https://stock-news.laohu8.com/highlight/detail?id=2184854899","media":"Bloomberg","summary":"(Bloomberg) -- New Amazon cloud chief Adam Selipsky plans to tailor more products to specific sector","content":"<p>(Bloomberg) -- New Amazon cloud chief Adam Selipsky plans to tailor more products to specific sectors such as the healthcare, automotive and telecommunications industries, a shift for a business that once focused on broader solutions that can be used by most customers.</p>\n<p>“The world around us is changing so much that we're going to have to be different,” Selipsky told Bloomberg Television. “It doesn't matter what we did yesterday.”</p>\n<p>To a certain extent, Amazon Web Services is taking a page from rivals Microsoft Corp. and Alphabet Inc.’s Google, which have been rolling out cloud packages designed for certain sectors. Microsoft, for example, offers targeted clouds to the healthcare, retail and space industries. Selipsky’s predecessor Andy Jassy, now CEO of parent company Amazon.com Inc., typically avoided doing special or <a href=\"https://laohu8.com/S/AONE.U\">one</a>-off products, even when customers asked for it. Jassy resisted tailoring cloud services to the unique requirements of governments, although he eventually relented.</p>\n<p>AWS is by far the leader in the business of providing rented computing infrastructure, and serves companies in virtually every industry. But Selipsky said customers are demanding various new products and focuses, including sector-specific offerings, “which we’re starting to do now for industries like financial services and telco and healthcare and automotive. And we’re doing really exciting things for all of those industries and more.”</p>\n<p>The strategy isn’t without challenges. A shift to tailored products risks spreading efforts too thin or slicing the company’s strategy too finely. Already some executives and workers say they’re leaving for startups and new areas because they say it’s becoming harder to do broad, enterprising work at AWS. Still, cloud software applications sold as a service are highly profitable for companies like Microsoft, more so than the infrastructure services where Amazon still dominates.</p>\n<p>Jassy’s Right Hand</p>\n<p>Selipsky was tapped as AWS chief in March after Jassy was picked to replace founder Jeff Bezos as CEO of all of Amazon. Selipsky spent five years at the helm of Tableau, guiding the Seattle company through a reboot of its data visualization software business and $15.3 billion sale to <a href=\"https://laohu8.com/S/CRM\">Salesforce</a>.com in 2019. Before joining Tableau, Selipsky was Jassy’s right hand at AWS, serving in a chief operating officer-like role that saw him overseeing the unit’s sales, marketing, technical support and customer service. He joined the company in 2005.</p>\n<p>Asked whether Amazon needs to focus more on office productivity apps, like Microsoft’s cloud-based Office or Google’s Workspace, Selipsky said AWS still has the “broadest and the deepest set of cloud services” but that it’s important for the cloud giant to build more applications. “It might be marketing, it might be human resources,” he said, citing Amazon Connect, a call-center program that demonstrates the company’s ability to build specific applications on top of general-purpose cloud services. In other cases, Amazon will leave the more granular products to partners to build, he said. Either way, he acknowledged that AWS must avoid getting too comfortable.</p>\n<p>“It's really important to continue to act as if we're insurgents and not to start to act like incumbents,” Selipsky said.</p>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Cloud CEO Tweaks Strategy Amid Microsoft, Google Rivalry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Cloud CEO Tweaks Strategy Amid Microsoft, Google Rivalry\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-18 08:32 GMT+8 <a href=https://finance.yahoo.com/news/amazon-cloud-ceo-tweaks-strategy-214459156.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- New Amazon cloud chief Adam Selipsky plans to tailor more products to specific sectors such as the healthcare, automotive and telecommunications industries, a shift for a business that ...</p>\n\n<a href=\"https://finance.yahoo.com/news/amazon-cloud-ceo-tweaks-strategy-214459156.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/amazon-cloud-ceo-tweaks-strategy-214459156.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2184854899","content_text":"(Bloomberg) -- New Amazon cloud chief Adam Selipsky plans to tailor more products to specific sectors such as the healthcare, automotive and telecommunications industries, a shift for a business that once focused on broader solutions that can be used by most customers.\n“The world around us is changing so much that we're going to have to be different,” Selipsky told Bloomberg Television. “It doesn't matter what we did yesterday.”\nTo a certain extent, Amazon Web Services is taking a page from rivals Microsoft Corp. and Alphabet Inc.’s Google, which have been rolling out cloud packages designed for certain sectors. Microsoft, for example, offers targeted clouds to the healthcare, retail and space industries. Selipsky’s predecessor Andy Jassy, now CEO of parent company Amazon.com Inc., typically avoided doing special or one-off products, even when customers asked for it. Jassy resisted tailoring cloud services to the unique requirements of governments, although he eventually relented.\nAWS is by far the leader in the business of providing rented computing infrastructure, and serves companies in virtually every industry. But Selipsky said customers are demanding various new products and focuses, including sector-specific offerings, “which we’re starting to do now for industries like financial services and telco and healthcare and automotive. And we’re doing really exciting things for all of those industries and more.”\nThe strategy isn’t without challenges. A shift to tailored products risks spreading efforts too thin or slicing the company’s strategy too finely. Already some executives and workers say they’re leaving for startups and new areas because they say it’s becoming harder to do broad, enterprising work at AWS. Still, cloud software applications sold as a service are highly profitable for companies like Microsoft, more so than the infrastructure services where Amazon still dominates.\nJassy’s Right Hand\nSelipsky was tapped as AWS chief in March after Jassy was picked to replace founder Jeff Bezos as CEO of all of Amazon. Selipsky spent five years at the helm of Tableau, guiding the Seattle company through a reboot of its data visualization software business and $15.3 billion sale to Salesforce.com in 2019. Before joining Tableau, Selipsky was Jassy’s right hand at AWS, serving in a chief operating officer-like role that saw him overseeing the unit’s sales, marketing, technical support and customer service. He joined the company in 2005.\nAsked whether Amazon needs to focus more on office productivity apps, like Microsoft’s cloud-based Office or Google’s Workspace, Selipsky said AWS still has the “broadest and the deepest set of cloud services” but that it’s important for the cloud giant to build more applications. “It might be marketing, it might be human resources,” he said, citing Amazon Connect, a call-center program that demonstrates the company’s ability to build specific applications on top of general-purpose cloud services. In other cases, Amazon will leave the more granular products to partners to build, he said. Either way, he acknowledged that AWS must avoid getting too comfortable.\n“It's really important to continue to act as if we're insurgents and not to start to act like incumbents,” Selipsky said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":873181408,"gmtCreate":1636883721018,"gmtModify":1636883721018,"author":{"id":"3577149952498564","authorId":"3577149952498564","name":"CaiCai99","avatar":"https://static.tigerbbs.com/c59f7b803ae24d48731eeccaef4733dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577149952498564","authorIdStr":"3577149952498564"},"themes":[],"htmlText":"[Surprised] [Surprised] ","listText":"[Surprised] [Surprised] ","text":"[Surprised] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/873181408","repostId":"1103944030","repostType":4,"isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879741980,"gmtCreate":1636779524101,"gmtModify":1636779524190,"author":{"id":"3577149952498564","authorId":"3577149952498564","name":"CaiCai99","avatar":"https://static.tigerbbs.com/c59f7b803ae24d48731eeccaef4733dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577149952498564","authorIdStr":"3577149952498564"},"themes":[],"htmlText":"[Miser] [Miser] ","listText":"[Miser] [Miser] ","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/879741980","repostId":"1102251183","repostType":4,"repost":{"id":"1102251183","kind":"news","pubTimestamp":1636772424,"share":"https://www.laohu8.com/m/news/1102251183?lang=&edition=full","pubTime":"2021-11-13 11:00","market":"us","language":"en","title":"Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.","url":"https://stock-news.laohu8.com/highlight/detail?id=1102251183","media":"Barrons","summary":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Mo","content":"<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.</p>\n<p>“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.</p>\n<p>Two years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.</p>\n<p>Bourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.</p>\n<p>In a cover story in November 2019, <i>Barron’s</i> argued that Bourla and Dolsten could pull it off.</p>\n<p>The new antiviral data reaffirms the case for Pfizer that <i>Barron’s</i> made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.</p>\n<p>Pfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).</p>\n<p>The Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.</p>\n<p>The worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.</p>\n<p>The success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.</p>\n<p>While Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.</p>\n<p>In the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.</p>\n<p>The antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.</p>\n<p>“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.</p>\n<p>Dolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.</p>\n<p>“[Pfizer’s] pharmaceutical R&D is better than people had thought.”</p>\n<p>The protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.</p>\n<p>“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.</p>\n<p>Pfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).</p>\n<p>“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.</p>\n<p>Chen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.</p>\n<p>“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”</p>\n<p>That makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.</p>\n<p>Biden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”</p>\n<p>Moderna shares are down more than 40% over the past three months.</p>\n<p>As the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling <i>Barron’s</i> that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.</p>\n<p>When it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.</p>\n<p>That contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.</p>\n<p>Dolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”</p>\n<p>Such a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.</p>\n<p>An aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Pfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPfizer Shows Its R&D Is Strong. It’s a Good Sign for the Stock.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-13 11:00 GMT+8 <a href=https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞"},"source_url":"https://www.barrons.com/articles/buy-pfizer-stock-covid-19-51636674652?mod=hp_LEAD_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102251183","content_text":"Pfizer’s chief scientific officer, Mikael Dolsten, sounded giddy when reached via telephone early Monday morning. It was just days after his company knocked the socks off the market with the news that its Covid-19 antiviral had cut the risk of hospitalization by 89% in high-risk adults.\n“It can’t be just a random thing, that you’re able to beat this type of world record and get a grand slam at the same time by chance,” Dolsten said, scrambling sports metaphors as he sought to illustrate the magnitude of Pfizer’s twin wins: the development of a stunningly effective Covid-19 vaccine in just 10 months, followed a year later by the development of a similarly stunning Covid-19 antiviral.\nTwo years ago, Pfizer (ticker: PFE) CEO Albert Bourla asked investors to take a big gamble on the research-and-development operation that Dolsten has rebuilt over the course of more than a decade. That bet is looking smarter than ever.\nBourla has gotten rid of Pfizer’s off-patent drugs division and the last of its consumer health products, leaving behind a pure-play biopharma company that will live or die on the strength of Dolsten’s science.\nIn a cover story in November 2019, Barron’s argued that Bourla and Dolsten could pull it off.\nThe new antiviral data reaffirms the case for Pfizer that Barron’s made two years ago. Continuing to profit off the pandemic, however, brings new risks, as criticism grows over the global inequity in vaccine distribution. Low-income nations account for less than 1% of the more than seven billion doses administered worldwide. If distribution of Pfizer’s antiviral continues to favor wealthy nations, the company’s stock could ultimately suffer.\nPfizer’s shares surged 10.9% the day the data came out, their best daily showing in at least 20 years. Still, with the stock now changing hands at around $50, investors continue to undervalue the company. Investors are pricing Pfizer at 12 times next year’s expected earnings, cheaper than peers like Johnson & Johnson (JNJ) and Eli Lilly (LLY).\nThe Pfizer discount can be attributed to concerns over the patent cliff the drugmaker faces at the end of the decade. The company stands to lose exclusivity over a handful of drugs that bring in billions in annual revenue.\nThe worries are legitimate, but Pfizer’s scientific coup should give investors confidence that the company’s science can carry it safely over that cliff. It may take time for the market to catch up, but for long-term investors, it’s a promising opportunity.\nThe success of the antiviral is the best illustration yet of Pfizer’s scientific prowess.\nWhile Pfizer’s Covid-19 vaccine came out of the labs of the German biotech BioNTech (BNTX), the new Covid-19 antiviral was whipped up by what Dolsten called a “dream team” of scientists at Pfizer’s own labs across the Northeast U.S.\nIn the earliest days of the pandemic, Pfizer split its efforts between its collaboration with BioNTech on the vaccine and its quest for a Covid-19 pill. The vaccine effort operated on a huge scale; Dolsten called it a “mega team” that spanned the Atlantic.\nThe antiviral project was a much smaller operation—a group of Pfizer experts operating with resources left over from the vaccine push.\n“The small molecule was more like a nimble, laser-focused, high-end team, with rather moderate resources,” Dolsten said.\nDolsten gathered some of Pfizer’s most experienced scientists to work on the antiviral project, including its head of medicine design, Charlotte Allerton. The scientists started with work Pfizer had done years ago on a type of antiviral called a protease inhibitor.\n“[Pfizer’s] pharmaceutical R&D is better than people had thought.”\nThe protease inhibitors in the Pfizer library, however, had been administered intravenously, and had not worked well when delivered orally. The team had to figure out how to adapt the drugs to oral administration, a substantial undertaking.\n“They had to really create a lot of new chemistry,” Dolsten said. The scientists created 600 compounds to nail down the right drug, a process that might normally take years, and which they accomplished in a matter of months. “Four years turned into four months here,” he said.\nPfizer started testing the pill in humans in March. It is now running a number of Phase 2/3 trials of the drug, including one for patients who are high risk, one for patients not high risk, and one as a prophylaxis for patients who have been exposed to the virus but aren’t yet sick. In the first readout, the drug looked substantially more effective than the Covid treatment pill from Merck (MRK).\n“It definitely helps prove the point that [Pfizer’s] pharmaceutical R&D is better than people had thought,” says Louise Chen, an analyst at Cantor Fitzgerald, who has an Overweight rating and a $61 price target on the stock.\nChen says that she doesn’t expect investors to come around to her way of thinking until there is more clarity on the durability of Covid-19 vaccine and pill sales, and the rest of the pipeline gets proved out.\n“There is not one event that I think will trigger a re-rating of the stock at the next level,” she says. “Until those things play out, I don’t think that it necessarily will.”\nThat makes a bet on Pfizer a long-term play. In the meantime, the experience of Moderna (MRNA) in recent weeks is highlighting the potential for the vaccine makers to come under scrutiny over unequal distribution of vaccines.\nBiden administration officials have been increasingly frustrated with Moderna, calling on the company to ramp up production so it can offer more doses at not-for-profit prices to low-income countries, with one top official calling on the company to “step up.”\nModerna shares are down more than 40% over the past three months.\nAs the pandemic persists, Pfizer risks eroding the enormous goodwill it earned roughly a year ago when it introduced its Covid-19 vaccine. Earlier this month, Pfizer CEO Bourla blamed low-income countries for unfair vaccine distribution, telling Barron’s that it was their fault for not placing orders. Pfizer has sold a billion vaccine doses to the U.S. at a not-for-profit price to donate to poor countries, and says that a total of at least two billion doses will be delivered to low- and middle-income nations by the end of next year.\nWhen it comes to antivirals, Pfizer has said only that it will offer tiered pricing for poorer nations, the same approach it has taken with its vaccine.\nThat contrasts sharply with Merck’s plan to make its own Covid-19 pill available to poor countries. Merck has signed a deal with a United Nations-backed group that will allow its pill to be licensed globally, with no royalties paid to Merck.\nDolsten said that Pfizer is looking into licensing its pill under a similar mechanism as Merck’s. “We will look at those options,” he said. “By no means have we said we would do something different. We just want to make sure whoever will be involved gets the advice and skill to do this.”\nSuch a step couldn’t come soon enough. Late last month, activists protested outside Bourla’s home, calling on Pfizer to share its vaccine manufacturing technology and to fill orders from low-income countries ahead of those from wealthy countries.\nAn aggressive plan to share its antiviral would help stave off such criticism, keeping Pfizer in the relative good graces of Washington and allowing its impressive science to continue to drive the stock higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870101955,"gmtCreate":1636591222312,"gmtModify":1636591222367,"author":{"id":"3577149952498564","authorId":"3577149952498564","name":"CaiCai99","avatar":"https://static.tigerbbs.com/c59f7b803ae24d48731eeccaef4733dd","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577149952498564","authorIdStr":"3577149952498564"},"themes":[],"htmlText":"[Smile] [Smile] ","listText":"[Smile] [Smile] ","text":"[Smile] [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870101955","repostId":"1129052107","repostType":4,"isVote":1,"tweetType":1,"viewCount":1208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}