$Immuneering (IMRX.US)$
The news of the initial results of the clinical trial being good has caused a surge, but it is limited to pancreatic cancer and there are only 5 cases, so the feeling of skyrocketing cannot be denied.
It is said that cash will be maintained until the second half of 2025, but since it is a company with zero revenue, there is a high possibility of a significant decline.
It is said that the evaluation data for the current clinical trial will be released by the end of the year.
It is likely that a significant increase will occur at that point.
The news of the initial results of the clinical trial being good has caused a surge, but it is limited to pancreatic cancer and there are only 5 cases, so the feeling of skyrocketing cannot be denied.
It is said that cash will be maintained until the second half of 2025, but since it is a company with zero revenue, there is a high possibility of a significant decline.
It is said that the evaluation data for the current clinical trial will be released by the end of the year.
It is likely that a significant increase will occur at that point.
Translated
3
$Immuneering (IMRX.US)$
AIを利用した創薬研究という先進的で珍しいアプローチを行っている創薬ベンチャー
AIはタンパク質に働きかける化学物質を検討する効率を高めるため、基礎研究の速度を上げると言われているので、今後承認プロセスに入る薬剤がどの程度のペースで増えるかは注目したい
また、二相試験まで通った薬品があり、今後生産でどこと提携するのかなど注視しておきたい
AIを利用した創薬研究という先進的で珍しいアプローチを行っている創薬ベンチャー
AIはタンパク質に働きかける化学物質を検討する効率を高めるため、基礎研究の速度を上げると言われているので、今後承認プロセスに入る薬剤がどの程度のペースで増えるかは注目したい
また、二相試験まで通った薬品があり、今後生産でどこと提携するのかなど注視しておきたい
6
I've tried using various others
It's nice to be able to do it with a cell phone in a relatively short time
Basically, I invest by searching for stocks that can be put in over a long period of time, but I think the ease of being able to do research in my spare time, throw an order without starting up a PC before going to bed, and go to bed is suitable for office workers.
It's nice to be able to do it with a cell phone in a relatively short time
Basically, I invest by searching for stocks that can be put in over a long period of time, but I think the ease of being able to do research in my spare time, throw an order without starting up a PC before going to bed, and go to bed is suitable for office workers.
Translated
6
$Ocuphire Pharma (OCUP.US)$ に限らず、アメリカの新薬開発は概ね
基礎研究→治験3種(+α)→製造→販売
の流れ
大規模な製薬会社の場合、自己資金で販売まで通るので投資の余地は少ない
製薬ベンチャーの場合、基礎研究までは大学なりでやっても、治験3種を実施するために資金を集める必要がある
この資金集め段階で割安の株式を買えるかが大事
治験プロセスにおいては第三治験は臨床で人に投与(200-400人)するため、患者を集めるため長期間に及ぶ
リスクとして
◯第三治験で深刻な副反応が見つかる
◯治験に必要な患者数が集まらない
◯長期の承認プロセスでの資金枯渇
◯大手製薬会社による買収
◯製造設備が用意出来ない
等
長期で投資すべき分野なのに長期に渡るほどリスクが増大する分野なので、発表された論文やプレゼンを読む必要がある
また、治験中は基本的に決算は赤か非常に悪いので、投資期間を見計らいつつ会社の財務、特に資産と負債のバランスを注視して、薬品の普及まで耐えるか見定めないといけない
尚、製品の成分などを調整する段に入ってからの研究...
基礎研究→治験3種(+α)→製造→販売
の流れ
大規模な製薬会社の場合、自己資金で販売まで通るので投資の余地は少ない
製薬ベンチャーの場合、基礎研究までは大学なりでやっても、治験3種を実施するために資金を集める必要がある
この資金集め段階で割安の株式を買えるかが大事
治験プロセスにおいては第三治験は臨床で人に投与(200-400人)するため、患者を集めるため長期間に及ぶ
リスクとして
◯第三治験で深刻な副反応が見つかる
◯治験に必要な患者数が集まらない
◯長期の承認プロセスでの資金枯渇
◯大手製薬会社による買収
◯製造設備が用意出来ない
等
長期で投資すべき分野なのに長期に渡るほどリスクが増大する分野なので、発表された論文やプレゼンを読む必要がある
また、治験中は基本的に決算は赤か非常に悪いので、投資期間を見計らいつつ会社の財務、特に資産と負債のバランスを注視して、薬品の普及まで耐えるか見定めないといけない
尚、製品の成分などを調整する段に入ってからの研究...
3
$Alphabet-C (GOOG.US)$
$Amazon (AMZN.US)$
$Microsoft (MSFT.US)$
Only the performance of Gemini is discussed, but when incorporating language-based generative AI into business, it is useless unless a mechanism for fine tuning or search expansion generation is incorporated.
When GCP uses VartexAI search and conversation, it is possible to incorporate a search expansion generation mechanism without the need for special development, and operation costs are only a few thousand yen per month.
If an equivalent mechanism is realized with AWS, development costs are high and it costs a fixed monthly fee of 3000 dollars or more, so Google is superior when focusing on introducing generative AI into business.
Also, as is the case with Microsoft's ChatGPT, as can be seen from the fact that all language generation AI in recent years has been developed from technology in papers published by Google Deepmind, when services are released on the cloud, a path up to business integration that goes one step further compared to the other two companies is set...
$Amazon (AMZN.US)$
$Microsoft (MSFT.US)$
Only the performance of Gemini is discussed, but when incorporating language-based generative AI into business, it is useless unless a mechanism for fine tuning or search expansion generation is incorporated.
When GCP uses VartexAI search and conversation, it is possible to incorporate a search expansion generation mechanism without the need for special development, and operation costs are only a few thousand yen per month.
If an equivalent mechanism is realized with AWS, development costs are high and it costs a fixed monthly fee of 3000 dollars or more, so Google is superior when focusing on introducing generative AI into business.
Also, as is the case with Microsoft's ChatGPT, as can be seen from the fact that all language generation AI in recent years has been developed from technology in papers published by Google Deepmind, when services are released on the cloud, a path up to business integration that goes one step further compared to the other two companies is set...
Translated
3
$Ajinomoto (ADR) (AJINY.US)$
Ajinomoto Fine Techno, which has an almost 100% market share for interlayer insulating films for multilayer boards such as CPUs, is a subsidiary.
It's strange that it's not linked to semiconductors
If the number of shipments of semiconductor products increases, business performance should also increase in tandem, but I wonder if performance in the food chemistry field is so large that it is not affected by consolidation.
A stock that is only stable in any case
Ajinomoto Fine Techno, which has an almost 100% market share for interlayer insulating films for multilayer boards such as CPUs, is a subsidiary.
It's strange that it's not linked to semiconductors
If the number of shipments of semiconductor products increases, business performance should also increase in tandem, but I wonder if performance in the food chemistry field is so large that it is not affected by consolidation.
A stock that is only stable in any case
Translated
5
$Ocuphire Pharma (OCUP.US)$
The third clinical trial of a new drug under development will begin in early April
The target drug is an oral medication that prevents symptoms in the early stages from diabetes to blindness, and 18 million patients are expected in the United States alone.
As expected, it is an obese powerhouse
The third clinical trial is about 4 to 10 months, and until approval is successfully obtained, it is a stock that cannot be expected to rise except for fluctuations due to speculation.
Since the market size is large, it is a drug that you will continue to take for the rest of your life, so if approval is successfully obtained and it is not acquired, it will become a big monster.
The third clinical trial of a new drug under development will begin in early April
The target drug is an oral medication that prevents symptoms in the early stages from diabetes to blindness, and 18 million patients are expected in the United States alone.
As expected, it is an obese powerhouse
The third clinical trial is about 4 to 10 months, and until approval is successfully obtained, it is a stock that cannot be expected to rise except for fluctuations due to speculation.
Since the market size is large, it is a drug that you will continue to take for the rest of your life, so if approval is successfully obtained and it is not acquired, it will become a big monster.
Translated
5
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