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北美深蓝 Male ID: 74028523
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    北美深蓝 liked and commented on
    $Ginkgo Bioworks(DNA.US)$ Will you increase your position? I added it a long time ago
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    北美深蓝 liked and commented on
    $Repare Therapeutics(RPTX.US)$ ⏰静待回调,📌首轮加仓价@3.21🔥
    ——参考资讯——
    🔺Repare Therapeutics is a clinical-stage precision oncology company that focuses on developing novel cancer therapies using a synthetic lethality approach. The company leverages its proprietary SNIPRx® platform, which employs genome-wide CRISPR-based screening to identify synthetic lethal gene pairs. This allows them to target specific genetic alterations in tumors, thereby developing highly targeted therapies for cancer patients (https:...
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    北美深蓝 liked and commented on
    🔺 Share
    🔴 On the basis of the traditional MACD indicator, custom auxiliary lines and eye-catching bars and screenshots of the corresponding labels are superimposed. I hope this will bring more inspiration to all MACD indicator enthusiasts~
    ❌ Tip: The value of the Y line is the difference between DIF and DEA~
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    北美深蓝 liked and commented on
    $Tempus AI(TEM.US)$ 📛📛 Cash and equivalents at the end of the quarter were less than a quarter's losses, and the company needed to refinance to survive. Currently, the institutional holdings ratio is less than 10%. At the end of this quarter, the company's debt exceeds 1.9 billion, and it is seriously insolvent. Even with a high revenue growth rate, positive cash flow is far from over. Wait for it to drop! The expected decline reminds the target price of 📌 $4.5, and [or some] bottom-up AI precision medicine stocks have been waiting for a long time.
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    北美深蓝 liked and commented on
    $HilleVax(HLVX.US)$
    Q: 🔴 The US listed company HillEvax is developing HIL-214, a norovirus bivalent GI.1/GII.4 virus-like particle (VLP) vaccine designed to be used for active immunity to prevent acute gastroenteritis (AGE) caused by norovirus. Today, the company announced that the HIL-214 phase II clinical trial on infants about 5 months old failed to prove its effectiveness in certain moderate or severe cases of acute gastroenteritis caused by norovirus. HillEvax said no clinical benefit was observed at any secondary endpoints.
    How would you evaluate the impact of this failed clinical trial on the company? Is it possible for the company to use its technology platform to succeed in other areas? If so, in what ways would this be possible? What's your reason? Also, is the company likely to be successful with other benefits of HIL-214?
    A: ⭕ Hillevax failed to prove the effectiveness of the vaccine in some moderate or severe acute gastroenteritis (AGE) events caused by norovirus in its HIL-214 phase II clinical trial, which was a significant setback for the company. This failure may have the following effects and possibilities:
    🔺 Influence
    1. The stock price fluctuated and today it has fallen by more than 80%.
    2. R&D investment and progress: Failed trials may mean that vaccine development strategies need to be redesigned or adjusted, which can increase investment in time and money.
    3. Market confidence...
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    北美深蓝 commented on
    $HilleVax(HLVX.US)$ friday usd 1.10
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    北美深蓝 commented on
    how the F they gonna cut the target from 28 down to 2 just because of failed trial? This company has pretty sound finances and their debt to assets is extremely good for this particular field
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    北美深蓝 liked and commented on
    $Ginkgo Bioworks(DNA.US)$This round of Cathie Wood's sharp sell-off and institutional downgrading all occurred after the company's board of directors approved the 35% layoff ratio announcement. The board of directors approved it based on the management's original 25% layoff ratio. Has the company's fundamentals deteriorated further? Well, it's worth thinking about all aspects! ⭕ The plan to increase the position is being implemented 🔥
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    $CS Disco(LAW.US)$ Stay tuned for the disruptive impact AI may have on the industry.
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