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111.243.3.48
µoªí©ó 2015-1-27 07:34  ¸ê®Æ ¥D­¶ ¤å¶° ¨p¤H°T®§ 
Jan 27, 2015, at 2:54 AM, Li-Wen wrote:

Dear Mike,

¥Ø«eªA°È©ó¥ÍÂå·~¬ÉªºAnne,±ÀçY AMGN
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¥¦¿W¯S©Ê¤Î±M§QÅ@«°ªe...¤Q¦~¤º¬O«ÜÃø³Q¨ú¥N.. ¥Ñ©ó¾Ç¥Í¦A¬Õªí¬üªÑ¼´¤£¨ì¸ê®Æ...ÁÙ­ìªÑ»ù¬O0
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Amgen (À³¥Î¤À¤l°ò¦]¤½¥q)


¤À¤lÀ³¥Î°ò¦]¤½¥q(AMgen¡A¥þ¦WApplied Molecular Genetics) ©ó1980¦~¦¨¥ß©ó¥[¦{ªº¤d¾ó(Thousand
Oaks)¥«¡C ¤½¥qªº­º¦ì­û¤u: °õ¦æªøù´µ°Ò(George B. Rathmann)¦bÂ÷¶} Abbott
Laboratoryªº­ì¾«á¡A»P§ë¸ê¤H©M³Ð§ë¤½¥q¶°¸ê¤@¤d¤E¦Ê¸U¬ü¤¸¡A ©ó1981¦~¶}©l¤F¤½¥qªº¹B§@¡C
¸Û¦p¤½¥qªº¦WºÙ©Ò«ü¡AAmgenªº·~°È©v¦®¬°§Q¥Î¥ý¶iªº¤À¤l¥Íª«§Þ³N¨Ó»s³y¥­»ù¡B¦³®ÄªºÀøµ{ÃÄ«~¡C
¤G¤Q¦~«áªº¤µ¤é¡AAmgen¤w¦¨¬°¤£¨È©ó¥¨«¬¥@¬É¯ÅÃļt³W¼Òªº¥Íª«¬ì§Þ¤½¥q¡C

À³¥Î¤À¤l°ò¦]¤½¥qªºµo®i¤Î¦¨¥\¬Ò¨Ó¦Û©óºX¤U¼Æ¶µ¥«³õ¦û¦³²v·¥°ªªº²£«~¡C Amgenªº²Ä¤@¶µ²£«~: ¬õ¦å²y¥Í¦¨¯ÀEPOGEN¡A
©ó1987¦~Àò±o±M§Q¡A¨Ã©ó1989¦~¸g¹L¬ü°ê­¹ª«¤ÎÃÄ«~ºÞ²z§½(FDA)®Ö­ã¤W¥«¡C ¦Û¤W¥«¥H¨Ó¡AEPOGEN«K¦¨¬°ªvÀøµÇ°IºÜ³h¦åªº¦³®ÄÀøÃÄ¡C
®Ú¾Ú¦ô­p¡A¦Ü1994¦~¡A¥þ²y¤w¦³¶W¹L¦Ê¤À¤§¤T¤Q¤»ªº¬~µÇ(hemodialysis)¯f¤H¦P®É±µ¨ü EPOGENªºªvÀø¡C
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À³¥Î¤À¤l°ò¦]¤½¥qªº²Ä¤G¶µ²£«~: Neupogen¬°¤H¤u¦X¦¨Áû²É©Ê¥Õ¦å²y¥Íªø¿E¯À (Granulocyte Colony
Stimulating Factor¡AG-CSF)¡C ¦¹¦¹¶µ²£«~¯à¿ï¾Ü©Êªº¨ë¿E¶Ý¤¤©Ê¥Õ¦å²y(Neutrophil)¥Íªø¡A
¥H¼W±j¤HÅé§K¬Ì¨t²Îªº©è§Ü¤O¡C ¦Û1989¦~¤W¥«¥H¨Ó¡ANeupogen³Q¼sªx¨Ï¥Î©ó±µ¨ü¤Æ¾ÇªvÀøªºÀù¯g¯f±w¤W¡A ¥H¼W±j¯f¤H¹ï©ó·P¬Vªº©è§Ü¯à¤O¡C
1994¦~«á¡ANeupogen§ó³QFDA¶i¤@¨Bªº®Ö­ã¦¨¬°°©Åè²¾´Ó©M¦åÀùªvÀøªº«ü©wÃĪ«¡C
Amgen¤½¥q¨C¦~¥ÑNeupogen©ÒÀò±oªºÀç§Q¶W¹L¤Q¤@»õ¬ü¤¸¡C

Amgen¤½¥qªº²Ä¤T¶µ²£«~: Infergen(Interferon alfacon-1)¡C
©ó1997¦~Àò±o³\¥i¤W¥««á¡A¦¨¬°¤F¥Ø«e¥«³õ¤W°ß¤@¥Ñ¥Íª«¤uµ{¤H¤u¦X¦¨ªºC«¬¨xª¢ªvÀøÃÄ¡C Infergen¬°¤H¤u³]­pªº¤zÂZ¯À(type 1
interferon)¡A ±Mªù¹ï¥I´Æ¤âªºC«¬¨xª¢¯f¬r(hepatitis C virus)¡C
¸g¥Ñ¦h¶µ¦wÀË©M®Ä¥Îµû©w«á¡AInfergen³Q¤½»{¬°Á{§ÉªvÀøªº§Q¾¹¡A ¨Ã¯à°÷»P¦h¶µ¨ä¥¦ÃĪ«°t¦X¨Ï¥Î¡C

®Ú¾Ú2002¦~ªº°]¬P(Fortune)Âø»x²Î­p¡A À³¥Î¤À¤l°ò¦]¤½¥q¬°¥þ¬ü°ê³Ì¤jªº¥Íª«¬ì§Þ¤½¥q¡A¨ä¸ê²£¶W¹L¤»¦Ê»õ¬ü¤¸¡A
¨Ã¥B¬O°]¬P¤­¦Ê¤j(Fortune 500)±Æ¦æº]¤º±Æ¦W²Ä¤@ªº¥Íª«¬ì§ÞÃþ¤½¥q¡C
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220.135.83.41
µoªí©ó 2015-1-27 08:24  ¸ê®Æ ¨p¤H°T®§ 
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chenleon1 (leon)
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Rank: 1



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125.230.81.160
µoªí©ó 2015-2-15 22:41  ¸ê®Æ ¤å¶° ¨p¤H°T®§ 
PDL BioPharma, Inc., is engaged in the discovery of a new generation of targeted treatments for cancer & immunologic diseases. It focuses on intellectual property asset management, investing in new royalty bearing assets & maximizing value of its patent.



PDL BioPharma, Inc. (PDL) is a is a biotech company. PDL is engaged in the management of antibody humanization patents and royalty assets, which consist of its Queen et al. patents and license agreements with various biotechnology and pharmaceutical companies. The Company receives royalties based on sales of humanized antibody products marketed and may also receive royalty payments on additional humanized antibody products launched before final expiry in December 2014. It has entered into licensing agreements with numerous entities that are independently developing or have developed humanized antibodies under which it has licensed certain rights under its Queen et al. patents to make, use, sell, offer for sale and import humanized antibodies.


  • PDL BioPharma's P/E ratio of 4 and 8% dividend yield look attractive but there's a lot of future risk attached to the company.
  • The Queen et al. patents that provided 80% of revenue expired in 2014 and will cease providing royalties in early 2016.
  • While PDL is making new asset acquisitions, it seems unlikely that the company will be able to produce anywhere near the amount of revenue it's currently producing.
  • I feel a dividend cut over the next year or so would not be out of the question.


[ ¥»©«³Ì«á¥Ñ chenleon1 ©ó 2015-2-15 22:48 ½s¿è ]
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101.14.146.131
µoªí©ó 2015-3-7 21:06  ¸ê®Æ ¨p¤H°T®§ 
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125.230.91.63
µoªí©ó 2015-5-30 08:09  ¸ê®Æ ¤å¶° ¨p¤H°T®§ 
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61.64.178.26
µoªí©ó 2015-5-30 18:45  ¸ê®Æ ¨p¤H°T®§ 
GILD, CELG, BIIB, AMGN³o´X®a¥Í§Þ»sÃĤ½¥q¦P¾Ç³£¦³¤¶²Ð¹L
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118.160.19.202
µoªí©ó 2016-1-30 16:33  ¸ê®Æ ¥D­¶ ¤å¶° ¨p¤H°T®§ 


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117.19.242.217
µoªí©ó 2016-2-21 09:30  ¸ê®Æ ¨p¤H°T®§ 
¥H¦â¦C Taro Pharmaceutical Industries Ltd. (NYSE:TARO)
http://www.taro.com/history

Corporate Profile
http://phx.corporate-ir.net/phoenix.zhtml?c=114698&p=irol-irhome




Investor Relations



Corporate Profile
Welcome to Taro¡¦s Investor Relations Website

Established in 1950, Taro Pharmaceutical Industries Ltd. is a multinational science-based pharmaceutical company that develops, manufactures and markets generic and branded prescription and over-the-counter (OTC) pharmaceutical products. Taro¡¦s research programs and niche strategy have enabled the Company to achieve leadership in dermatological products in the United States.

Business Overview
Taro develops, manufactures and markets prescription and OTC pharmaceutical products primarily in the United States, Canada and Israel.  Taro¡¦s primary areas of focus include pediatric creams and ointments, liquids, capsules and tablets, mainly for the dermatological, topical, cardiovascular, neuropsychiatric and anti-inflammatory therapeutic categories.
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49.218.65.136
µoªí©ó 2016-3-1 23:06  ¸ê®Æ ¨p¤H°T®§ 
China Shineway Pharmaceutical Group Ltd. ( ´äªÑ 2877 , ¬üªÑ CSWYY )
http://www.shineway.com.hk

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µoªí©ó 2016-3-13 11:33  ¸ê®Æ ¨p¤H°T®§ 

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µoªí©ó 2016-10-28 09:11  ¸ê®Æ ¨p¤H°T®§ 
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µoªí©ó 2017-10-7 18:41  ¸ê®Æ ¨p¤H°T®§ 
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111.82.137.20
µoªí©ó 2017-12-3 00:50  ¸ê®Æ ¨p¤H°T®§ 
ÂåÃĪѡA´£¨Ñ¤U¦C°Ñ¦Ò

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ÂåÃĪÑ.... Chugai Pharmaceutical ¤¤¥~»sÃÄ ( ¤éªÑ 4519 , ¬üªÑ CHGCY )

http://mikeon88.freebbs.tw/viewthread.php?tid=44729&extra=page%3D1

¤éªÑ..»sÃĥͪ«¬ì§Þ...Medipal Holdings ( ¤éªÑ 7459,¬üªÑ MAHLY)


http://mikeon88.freebbs.tw/viewthread.php?tid=44848&extra=page%3D1




¤éªÑ..»sÃĥͪ«¬ì§Þ..Astellas Pharma Inc.(¤éªÑ 4503,¬üªÑ ALPMY,ALPMF)


http://mikeon88.freebbs.tw/viewthread.php?tid=44853&extra=page%3D1





¤éªÑ..»sÃÄ..Mitsubishi Tanabe Pharma ¥ÐÃä¤TµÙ»s薬 (¤éªÑ 4508,¬üªÑ MTZPY)


http://mikeon88.freebbs.tw/viewthread.php?tid=44854&extra=page%3D1




¤éªÑ..»s薬..Otsuka Holdings ¤j¶ï»s薬(¤éªÑ 4578,¬üªÑ OTSKY,OTSKF)


http://mikeon88.freebbs.tw/forumdisplay.php?fid=52&page=1



¤éªÑ..»sÃÄ..Nippon Kayaku ¤é¥»¤Æ薬®è¦¡会ªÀ (¤éªÑ 4272,¬üªÑ NPKYY)


http://mikeon88.freebbs.tw/viewthread.php?tid=44863&extra=page%3D1



¤éªÑ...»sÃÄ..Santen Pharmaceutical 参¤Ñ»s薬 (¤éªÑ 4536,¬üªÑ SNPHY)


http://mikeon88.freebbs.tw/viewthread.php?tid=44872&extra=page%3D1



¤éªÑ..»sÃÄ..Shionogi 塩³¥¸q»s薬®è¦¡会ªÀ(¤éªÑ 4507,¬üªÑ SGIOY,SGIOF)


http://mikeon88.freebbs.tw/viewthread.php?tid=44885&page=1&extra=page%3D1#pid100162






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µoªí©ó 2017-12-15 12:25  ¸ê®Æ ¨p¤H°T®§ 
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µoªí©ó 2018-3-1 07:50  ¸ê®Æ ¨p¤H°T®§ 
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