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发表于 2009-5-12 01:02 PM
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这种可能性也是有的，不管获不获批准，HEB都有足够钱继续跟FDA周旋了，另外越靠近25号，价格变动应该越激烈，还要注意INSIDER的MANIPULATION JUST LIKE DSCO IN THIS APRIL
xxtrader 发表于 2009-5-12 13:54 
俺转来一篇yahoo message board的贴子来，俺水平低，没看得很清楚。
It appears as though the NDA will not be approved, but instead will be considered “approvable”, meaning there’s still some more work to be done before being approved. Otherwise, HEB would have waited until after the approval before issuing more stock. But the real positive is that there is now institutional ownership and these guys tend to know what their doing. Based upon HEB’s previous track record for guidance, I’m sure the institutional investors did more than enough due diligence to satisfy themselves. In spite of what the press release says, commercialization of alferon, chances are HEB also will need money for any additional FDA requirements on the NDA. If the FDA required another Phase III, chances are, the institutional investors wouldn’t have bought in. So there’s a good chance that any additional FDA requirements are in fact doable. The fact that the institutional investors were willing to buy in a@ $1.10 and have options which expire in 45 days after the transaction close day may provide somewhat of a floor. The idea that they have options that may be exercised in 6 months @ $1.65 may be an indication that any FDA requirements can be completed within 6 months or so, and they expect a price rise. Bottom line is that the institutional investors constitute an outside confirmation of HEB, one of the most positive things that has happened to HEB in a long time. |
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