dndn

风清扬

盘后跳水， 惨烈

jy1029

都去厕所了/。。。

quickcow

吓人！

quickcow

why dropping so much?

aimei

Jesus

Jinan90

印象里2009 它就曾盘中瞬间暴跌一半又拉回，不知洗去多少人的筹码，黑黑。

maomi

wow, that's why I never buy stocks of biotech..... my heart is simply too fragile for 62% drop....

colderdown

I still hold my DNDN. Biotech, always like this, do or die. As I mentioned before, for short term trader, you can only buy DNDN when it break up $42. For long term holders, I will add some position in this crash.

summer123

colderdown 发表于 2011-8-3 22:05
I still hold my DNDN. Biotech, always like this, do or die. As I mentioned before, for short term tr ...

Missed last round of rally. What's your target price to buy for a long term hold (>1yr)?

colderdown

回复 summer123 的帖子

It's a bit complicated now, but 1st, I don't like this drop at all, no long term holder will like. Our average price is around $13, no one like to see the profit gone in a hour. However, this is what I thought:

1. It is still a good drug. As a new drug, set back is not unheard, especailly this new approach. I am glad to know it is not that the drug has problem.
2. Missing 20% rev. due to "money" issue caused AH >60% drop (3B stock cap loss) is a bit overdone. But market is market, I only hope tomorrow open wil be lower than $13, then I will load.
3. Trading wise, open in low ten, I am a buyer. Open about 20, I will wait.
4. The ture risk now is taking over. Simple cal. by general rule, 15 to 18 times of rev. put DNDN in 3B to 4B range. Translate to stock price is around 25 to 30 range. (That's the reason I won't load if open around 20). Considering Pfizer, Amgen etc. have so much cash, this risk is really high now. So, if I am CEO of big Pharmas, I will push the deal, which will be bad for long term investors like me.
5. Think about it, Amgen paid 300M for a similar company has only phase II stage candidate.

Anyway, it is a bad news for me. My set target is still around $80, which means DNDN should have above 1B rev. It's very hard to predict what a stock will do, especially biotech. I can only do my best to let you folks know how I think and I will deal with it. I am glad to learn some TA at HT, which let me warned you folks that don't start position until DNDN break up 42.  

catbear

colderdown 发表于 2011-8-3 22:05
I still hold my DNDN. Biotech, always like this, do or die. As I mentioned before, for short term tr ...

我记得你说过，他们自己人拿的是42. 所以42有强阻力. 是不是？

colderdown

回复 catbear 的帖子

没有。我是看从50几下来后几次反弹都是到42就又下来了。

当时惘然

Holy shit. Dndn is 13.5 after close! I'm totally toasted ! almost 2k loss ! If open at 12- then I will average down . Any thought ? thanks  

colderdown

回复 当时惘然 的帖子

I am going to do the same thing. But if u feel it is painful to watch, don't do it. Biotech always require 粗大的心脏。

人之初

好可怕啊，这个飞刀能接吗？

当时惘然

damn, today is not my day.
I will do nothing.

sandera

从 dndn  weekly chart 看,它的形态挺规范的.

这就是医药类股的一大特点:突变性. 要么猝然地大幅度爆跌,要么猝然地大幅度爆涨.

我可不敢炒医药类股,除非我很了解其公司内部最真实的营运情况.

人之初

恩，谢谢。

colderdown

回复 人之初 的帖子

Let me tell you the risk 1st:

The risk is money. The cost of DNDN drug is $90,000 for treatment. Normal chemo is from $70000 to 800000. Under current economy, what I worried is that the US will have same "death panel" like G.B. If so, most oncology drugs will have very limited market, so does DNDN. That's the true risk.

I load some today.

人之初

谢谢，说的灰常有道理。人一穷，命就不值钱了