昨天还涨不少今天掉这么多？
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前面不涨哪有韭菜割
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对韭当割，人生几何？
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好像是fda出了什么不好的comments
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FDA不认为MSB的干细胞疗法remestemcel-L对儿童免疫反应有效。
下面FDA文章第32页：
https://www.fda.gov/media/140986/download
曲终人散
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完了，套住了
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上错车了
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这股今天把整个医疗板块都拖下水了。
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明天继续跌。
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牛皮吹破了，疫苗不好用
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大概扫了一下，感觉上是现在研究结果不充分，但也没有彻底凉凉，估计星期四开会要讨论后面的几个问题。
Topic for Discussion #1: Protocol MSB-GVHD001 was a single-arm trial designed to determine
if the Day-28 ORR exceeded 45% for pediatric patients with SR-aGVHD grades B-D treated
with remestemcel-L. Although the null rate and hypothesis were prespecified in the SAP, there
were some limitations with regard to how 45% was chosen for the null rate, and it is uncertain as
to whether the data cited for use as historical controls are sufficient to establish the null
hypothesis for the purposes of quantitating a treatment effect in a single-arm trial of a new
therapy for SR-aGVHD in pediatric patients.
Given these limitations, what are the strengths and weaknesses of the study design?
Topic for Discussion #2: The primary endpoint results in MSB-GVHD001 were statistically
significant, the measured response was durable (median 54 days), and the study results were
consistent across subpopulations and secondary efficacy endpoints. However, the results of
Protocols 265 and 280, the two randomized trials, did not provide evidence of a treatment effect
for remestemcel-L in aGVHD even when reanalyzed using the efficacy endpoint of Day-28
ORR. In fact, a treatment effect has not been identified in any of the previous clinical trials
conducted in various disease entities, including: type 1 diabetes mellitus, Crohn’s Disease,
myocardial infarction, or severe chronic obstructive pulmonary disease.
Therefore, how are the results of one positive single-arm trial interpreted in a landscape of
multiple negative clinical trials, including several randomized, controlled trials that failed to
show a treatment effect of remestemcel-L?
Does the fact that Study 265 and Study 280 were conducted over ten years ago impact how they
should be considered in this context?
Is an additional clinical trial in the SR-aGVHD population required for confirmation of the
effectiveness of the product? What trial design trial would be required to provide evidence of
effectiveness in this indication?
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庆幸没追涨。感觉这种质疑很正常，是科学研究就有质疑，连nature和science上的文章都要被人质疑才能发表。今天只是把前几天的涨幅消化了，感觉接下来应该没多大下跌空间了。除非试验结果不好，那是真的要命了
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这家公司之前内部可能有政治斗争，一半的cxo都离职了，并一起开了一家新公司。
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我也不喜欢追涨。我只买医疗股和矿业股。我一般先 research, 感觉公司有前景，在跌的时候买然后放着等ann。
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有道理，感谢分享！好像现在这行情是这样才能赚钱，等ann出了再买基本要当韭菜。
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谁能料想能跌30%，跌倒20%觉得到底了买入，结果还跌。不过今天确实买入此股的也很多。
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很多医药股股没什么基本面，主要靠预期，所以跌30%都算少的，要是三期临床通不过，斩腰都算运气爆棚了
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哈哈我也是，虽然没赔多少钱但是也挺郁闷的
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现在的医药股，尤其是治疗新冠的，处于军阀混战阶段。最终能杀出来的，才能成功称王。其他的都逃脱不了落草为寇的命运。注意控制风险！
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MSB 3.2 这个点很重要噢
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今天估计还要继续跌
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明天大跌不大可能 毕竟周四开会回答问题 周五就有答案 要大跌或大涨 看周四或周五
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绝对不是终结，看周五是不是逆势反转。
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今天继续血洗
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MSB 要干成
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强支撑就是用来破的。。。。。
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我觉得现在要谨慎观望 仓位不宜大 成本低的大股东减持了
毕竟还有新冠实验和几个其他三期结果没出
等成了再买也来得及 现在去赌风险比较大哦 毕竟不是美国的亲儿子
Bit之前也是火到爆炸 结果美国人完全不鸟它 一下打回原形 泰国的实验样本12个 不认可 不过最近挺便宜的
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"毕竟不是美国的亲儿子" 我主要就是担心这个
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一场博弈
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医疗股真是一步天堂一步地狱
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