2022.01-一期數據之優化簡報(若去年九月拿這版應該會好一點):ir.aslanpharma.com/static-files/2a7f1481-a0b3-47d1-87ef-e6ed30321475

2022.01-KOL簡報:ir.aslanpharma.com/static-files/379e7107-c421-4401-b035-e43c4b682d19

2022.05.12- ir.aslanpharma.com/static-files/20941066-3bc3-418b-a970-9951565de0f2

2022.06簡報-ir.aslanpharma.com/static-files/1c525489-d209-42c4-af7e-992f23c4251c

2022.09.15簡報-ir.aslanpharma.com/static-files/1511fefc-ba34-4ee4-aac0-32f8bc4754a8

打疫苗產生中和抗體後免疫機制

有打疫苗且產生中和抗體者：
病毒進入身體後，
第一線防禦的就是打完疫苗所產生的中和抗體去结合病毒，使病毒不能進入细胞。
此時中和抗體效價高低亦很重要，當中和抗體效價低於病毒的效價時，部份的病毒就會進入细胞作怪，稱染疫。

所以中和抗體愈高免疫性愈好。

第二線防禦是T细胞，當中和抗體没結合到的病毒進入細胞後，T细胞知道後會去殺死病毒。

但目前無法找出不同疫苗產生的T细胞免疫力標準來比較。

……………………


日、英也要跟進免疫橋接 李秉穎：將成武肺疫苗認證主要方式

台大兒童醫院感染科主治醫師李秉穎表示，免疫橋接勢必會成為武漢肺炎疫苗認證的主流方式（資料照，指揮中心提供）

2021/08/06 23:00
〔記者楊媛婷／台北報導〕韓國6月底即宣布武漢肺炎（新型冠狀病毒病，COVID-19）疫苗可用免疫橋接方式獲得認證，中央流行疫情指揮中心專家諮詢小組委員、台大兒童醫院感染科醫師李秉穎說，除了我國、韓國陸續採認，日本、英國也計畫要採用免疫橋接方式來認證武肺疫苗，美國的兒童武肺疫苗也計畫採用免疫橋接方式來認證。

我國國產武肺疫苗取得EUA的方式即為採取免疫橋接，李秉穎指出，隨疫情流感化，未來難以有大規模流行，也缺乏展開三期臨床測試大規模測試的背景，他說，未來隨著武肺次世代疫苗的研發，未來要取得相關認證也同樣都得採取免疫橋接方式，「全世界還有2百多種武肺疫苗都還在研發中，每種都要做第三期是不可能的事情，而且裡面還有不打疫苗的對照組，這會有高度倫理爭議。」

請繼續往下閱讀...


美國幼童武肺疫苗測試 也計畫採免疫橋接
李秉穎進一步指出，美國展開的幼童武肺疫苗的測試，也計畫要用免疫橋接方式取得認證，比較的標準可能會是以同廠牌疫苗注射成人後的保護抗體效價，「兒童的感染比例偏低，透過三期臨床來做感染比例不切實際，也同樣有倫理考量。」

我國當初採用免疫橋接方式時，曾引發高度討論，甚至引來部分政治人物的批評，李秉穎說，當初很多批評免疫橋接的人，實際上完全不了解疫苗研發、認證等是如何運作，「免疫橋接的方式已經有運用在HPV疫苗、肺炎鏈球菌疫苗，這並非新方法。」

日前莫德納藥廠因為實驗室操作出問題，導致疫苗供貨出問題，李秉穎說，這更顯示疫苗國產重要性，「若都只倚賴國外進口，會有許多不確定性，更何況全球還是搶疫苗。」他說，幸好去年年初疫情爆發不久，我國的廠商都很快投入疫苗研發，「雖速度比不上歐美，但現在日本、韓國等也要投入國產疫苗的研製，就可知台灣領先絕大部分的國家。」

不過境外印度Delta變異株虎視眈眈，外界也關注疫苗對印度株的保護效力，李秉穎表示，不論是mRNA疫苗（BNT輝瑞與莫德納）、腺病毒疫苗（AZ）、次蛋白疫苗（高端），雖然採用的技術不同，但是都是採用武肺抗原的棘蛋白（S蛋白）來設計，若遇到變異株，三種不同設計原理的疫苗保護力消退的百分比也會大略相同，以南非株來說，mRNA疫苗和腺病毒疫苗的保護力就下降10％到20％不等。

Aug 06,2021

ASLAN Pharmaceuticals Reports Second Quarter 2021 Financial Results and Provides Corporate Update

ir.aslanpharma.com/news-releases/news-release-details/aslan-pharmaceuticals-reports-second-quarter-2021-financial

Recruitment completed in June for the expansion cohort of the Multiple Ascending Dose (MAD) trial of ASLAN004, underway for the treatment of patients with moderate-to-severe atopic dermatitis
Topline, unblinded data from approximately 27 additional patients expected at the end of the third quarter of 2021
On track to initiate Phase 2b clinical trial for ASLAN004 in 4Q 2021

6 月完成了 ASLAN004 多重遞增劑量 (MAD) 試驗擴展隊列的招募，正在進行中至重度特應性皮炎患者的治療

預計在 2021 年第三季度末來自大約 27 名額外患者的頂線、非盲數據(解盲在9月底)

有望在 2021 年第四季度啟動 ASLAN004的 2b 期臨床試驗

Anticipated upcoming milestones

Completion of MAD clinical study of ASLAN004 in moderate-to-severe atopic dermatitis (AD) patients with topline results expected at the end of the third quarter of 2021.
Initiation of Phase 2b study of ASLAN004 for AD expected in the last quarter of 2021.
Initiation of Phase 2 study of ASLAN003 in inflammatory bowel disease in early 2022.

預計即將到來的里程碑

完成 ASLAN004在中重度特應性皮炎 (AD) 患者中的 MAD 臨床研究，預計將於 2021 年第三季度末獲得頂線結果。

預計在 2021 年最後一個季度啟動 ASLAN004 用於 AD 的 2b 期研究。

2022 年初啟動 ASLAN003治療炎症性腸病的第二階段研究。

全球目前至少有 20 種疫苗已獲得至少一個國家監管機構的授權供公眾使用，具體如下：

2 RNA 疫苗（輝瑞-BioNTech 和 Moderna）

9種常規滅活疫苗（BBIBP-CorV、中國醫學科學院、CoronaVac、Covaxin、CoviVac、COVIran Barakat、民海康泰、QazVac、WIBP-CorV）

5 種病毒載體疫苗（Sputnik Light、Sputnik V、Oxford-AstraZeneca、Convidecia 和 Janssen）

4 種蛋白質亞單位疫苗（Abdala、EpiVacCorona、MVC-COV1901<高端疫苗>、Soberana 02 和 ZF2001）

共有330個候選疫苗處於不同開發階段，其中102個處於臨床研究階段，其中I期試驗30個，I-II期試驗30個，

III期試驗25個，IV期開發8個。


There are 20 vaccines which have been authorized by at least one national regulatory authority for public use as follows:

2 RNA vaccines (Pfizer–BioNTech and Moderna)
9 conventional inactivated vaccines (BBIBP-CorV, Chinese Academy of Medical Sciences, CoronaVac, Covaxin, CoviVac, COVIran Barakat, Minhai-Kangtai, QazVac, and WIBP-CorV)
5 viral vector vaccines (Sputnik Light, Sputnik V, Oxford–AstraZeneca, Convidecia and Janssen)
4 protein subunit vaccines (Abdala, EpiVacCorona, MVC-COV1901, Soberana 02, and ZF2001)
In total, 330 vaccine candidates are in various stages of development, with 102 in clinical research, including 30 in Phase I trials, 30 in Phase I-II trials, 25 in Phase III trials and 8 in Phase IV development.

www.tmda.go.tz/announcements/frequently-asked-questions-on-covid-19-vaccines

了解
看來
45億併ASLAN 太保守了.

Dupixent /Dupilumab 2025~2026 年銷售最高將達120億美元.

Dupixent /Dupilumab 的CSU/ 慢性蕁麻疹 適應症(第五種)的三期已過關,美國有30萬人(未受控患者)

感謝天命大大提供資訊
Dupixent /Dupilumab 的毛利至少60%
假設2021年全年Dupixent /Dupilumab 銷售60億美元
Dupixent /Dupilumab 由2017至2021年底止，銷售共約135億美元(18季、4年半)
若之後004的市場佔全球5分之3
135*(3/5)*60%=48.6億美元
1.默克若以48.6億美元併ASLAN
2.默克004藥證下來賣4年半就回本了(48.6億美元賺回來了)
3.之後的7年半是默克多賺的(新藥12年保護期)
4.ASLAN保守至少45億被併，是否合理???

REGN 全公司 Q2 損益表

investor.regeneron.com/news-releases/news-release-details/regeneron-reports-second-quarter-2021-financial-and-operating

TABLE 2

REGENERON PHARMACEUTICALS, INC.

CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (Unaudited)

(In millions, except per share data)

單位:百萬美元

Revenues(營收): 5,138.5
--Net product sales $4,137.8
--Collaboration revenue 954.7
--Other revenue 46.0

Expenses(費用): 1,791.3



---Research and development 714.2

---Selling, general, and administrative 414.7

---Cost of goods sold 539.4

---Cost of collaboration and contract manufacturing 154.3

---Other operating (income) expense, net (31.3)


Income from operations (營業淨利) 3,347.2 -----/// 3347.2/5138.5=65% <營業淨利率>


Other income (expense)(其他收入/費用): 405.6


---Other income (expense), net 420.
---Interest expense (14.4)
--------------------------------------------------
Income before income taxes (稅前淨利)3,752.8
---------------
Income tax expense(所得稅)653.9
----------------------------------------------------
Net income (稅後淨利) $3,098.9---- ///3098.9/5138.5=60.3% <稅後淨利率>
-----------------------------------------------------
Net income per share - basic (每股獲利 /EPS)$29.51

請教天命大大
Dupixent /Dupilumab 的毛利大約是多少??
我想推ASLAN 被併的價位區間.

1.若以50億美元被默克併
2.默克004藥證下來賣4年回本(50億美元賺回來)
3.之後的8年是默克多賺的(新藥12年保護期)
4.Dupixent /Dupilumab 的毛利有50% 嗎???
5.如果毛利有50%,以50億美元被默克併,應該合理.(因為4年成本就賺回來了)

Dupilumab Q2 財報出爐。

investor.regeneron.com/news-releases/news-release-details/regeneron-reports-second-quarter-2021-financial-and-operating

去年賣40.4億美元，今年估58-60億美元。

Dupixent /Dupilumab 單位:百萬美元
USA(美國)// ROW (其他區域)//小計

2021
Q1 961.5 //301.4//1262.9
Q2 1140//352//1492
Q3
Q4
合計 2101.5//653.4//2754.9


2020
Q1 679.0 174.2 853.2
Q2 770.4 176.6 947.0
Q3 851.2 221.4 1072.6
Q4 925.6 246.4 1172.0
小計3226.2 818.6 4044.8

2019
Q1 303.0 70.7 373.7
Q2 454.7 102.6 557.3
Q3 508.3 124.8 633.1
Q4 605.2 146.3 751.5
小計 1,871.2 444.4 2,315.6

2018
Q1 117.2 14.2 131.4
Q2 180.9 28.3 209.2
Q3 219.6 43.0 262.6
Q4 258.6 60.2 318.8
小計 776.3 145.7 922.0

2017
Q1 *******
Q2 *******
Q3 88.5 0.5 89.0
Q4 136.9 2.0 138.9
小計 225.4 2.5 227.9
2017/03/28 FDA核准上市

出席這些會議,能讓股價更出息些,投資人會更開心喔~~~~

SINGAPORE, Aug. 04, 2021 (GLOBE NEWSWIRE) -- ASLAN Pharmaceuticals (Nasdaq:ASLN), a clinical-stage immunology focused biopharmaceutical company developing innovative treatments to transform the lives of patients, today announced Dr Carl Firth, CEO, will participate in a fireside chat at the BTIG Virtual Biotechnology Conference on August 9, 2021, at 09:00 am ET. The conference will be held from August 9 to August 10, 2021.
About ASLAN Pharmaceuticals
ASLAN Pharmaceuticals (Nasdaq:ASLN) is a clinical-stage immunology focused biopharmaceutical company developing innovative treatments to transform the lives of patients. ASLAN is currently evaluating ASLAN004, a potential first-in-class antibody targeting the IL-13 receptor, in atopic dermatitis, and ASLAN003, a potent oral inhibitor of DHODH, which is being developed for autoimmune disease. ASLAN has a team in the Bay Area and in Singapore.

關於2020年全球前十大暢銷藥物及藥廠排名。
若Merck 併下亞獅康，在拿到004藥證後的四年
全球前十大藥廠排名將會大洗牌
是否要併下亞獅康，Merck非常清楚(其他藥廠也非常清楚)。

默克想要直接買下就好了,怎可能跟你換股

假設.
只是想知道國外有沒有前例可循.

默克以換股方式併下亞獅康。>>請問這是假設，還是已經確定?

默克以換股方式併下亞獅康。世界上是否有前例可循。一股默克換一股亞獅康ADR。

ASLN004 1b AD臨床收案52位完成.

預計8月31日,可獲初步數據(解盲日估算可能9月初)

-------------------------------

A Multi-center, Randomized, Double-blind, Placebo-controlled, Multiple Ascending Dose Study of the Safety, Tolerability, and Pharmacokinetics of Subcutaneously Delivered ASLAN004 in Adults With Moderate-Severe Atopic Dermatitis

clinicaltrials.gov/ct2/show/NCT04090229

Study Type : Interventional (Clinical Trial)
Actual Enrollment : 52 participants
Allocation: Randomized
Intervention Model: Parallel Assignment
Intervention Model Description: Double Blind, Placebo-controlled, Randomized
Masking: Quadruple (Participant, Care Provider, Investigator, Outcomes Assessor)
Primary Purpose: Treatment
Official Title: A Multi-center, Randomized, Double-blind, Placebo-controlled, Multiple Ascending Dose Study of the Safety, Tolerability, and Pharmacokinetics of Subcutaneously Delivered ASLAN004 in Adults With Moderate-Severe Atopic Dermatitis
Actual Study Start Date : September 9, 2019
Estimated Primary Completion Date : August 30, 2021
Estimated Study Completion Date : November 30, 2021

無量也是底部籌碼安定的訊號，
看有沒有主力要拉抬，就容易多了

根本沒量，還早

昨晚亞獅表現不俗，要發動攻勢了嗎?
大家怎麼看呢?

ASLAN004的價值創造……

公司簡介，P7

However, there remains a significant
unmet need (三個AD市場未被滿足的需求)

1– Only 35% of patients treated with dupilumab
achieved an optimal response
Dupilumab 治療後僅35%得到最佳反應(EASI90%)。
……ASLAN004 估52%-57%可最佳反應。
……Lebrrkiumab 估22%-25%可得最佳反應。
以上假設同Dupilumab三期臨床基線，工GA，0/1=4,比率48%

2– Conjunctivitis common and can lead to treatment discontinuations
Dupilumab 结膜炎比例30-40%
中斷治療:目前治療16週後，EASI未達50者，保險公司不再支付後續16-52週治療费用。
Dupilumab 三期臨床約35%,治療16週後未達EASI 50，和實際中斷治療狀況比率相符。

ASLAN004 第一期期中分析，600mg, 癒後EASI50,達100%、(3/3)，

未來可预期ASLAN004癒後非常高比率可達EASI50.
估80%以上.

Lebrikibumab 估癒後EASI50比率约55%。

3– Opportunity to improve on biweekly dosing
regimen
有改善Dupilumsb雙週打一针變成ASLAN004四週一針的機會。

自從券商看好報告出來後，股價一蹶不振

重點是阿獅這些持股的公司派及主力機構要拿出拉抬股價水準的態勢,不然想並併購的大藥廠,還以為這隻老獅只是一隻小貓~~~

積極的藥廠
明年第四季應該會對ASLN
展開DD工作...

ASLAN004 AD 2b臨床,可能施打量/次……模擬
1. 600mg/4週x4次=2400mg
2. 600mg/次，0/2/6/10/14週=3000mg
3. 600mg/2週，0/2週+200mg/2週，4-14週=2400mg
4. 600mg/2週，0/2/4/6週+200mg/2週，
8/10/12/14=3200mg

5.對照组
以上5组，每组各55人，合計275人。

前2針，高劑量600mg 是必要。對於基線ESAI>32的患者，非常有益。Lebrikizumab,前2針亦打500mg,
成本控制亦非常重要，影響併購的評估。

感謝天命大解惑
我重新整理如下：
1.ASLN 004 在8~9月解盲1b擴增性試驗。
a.所有藥廠已經在計畫如何併下ASLN、
b.任何一家藥廠如果只想要授權非美地區，ASLN不會同意。(這樣ASLN的談判併購籌碼才會大)
2.如果004真的很有競爭性，1b擴增性試驗解盲後到2期臨床解盲前，想併ASLN的藥廠會睡不安穩(擔心被搶親)。
3.(重頭戲來了)2期臨床解盲前一個月，ASLN要籌3期臨床經費，一定要授權非美地區給藥廠以便籌錢，
其他藥廠看到最美的一塊肉(非美地區)要被授權出去，被迫一定想盡辦法併ASLN。
(所有藥廠都知道ASLN知道2期解盲數據是正向)
4.哮喘和003的2期臨床只是ASLN被併的談判籌碼。

004非美區授權目的在籌三期臨床的經費4~5億美元。

Lebrikizumab 歐洲區授權日期是二期A冂臨床結果公布前一個月。

但若前五大藥廠想併購亞獅，可能不希望把非美區讓出去，因為他們自己已有通路。


明年初三大適應症同開二期臨床的1.5億資金已在手，未來如何走向？不知道!

亞獅康目前就003和004兩款研發

(合一1b授權模式)
1.ASLN 004 在8~9月解盲1b擴增性試驗。
2.如果004 真的很有競爭性，其他藥廠應該爭先搶授權非美地區。
3.如果004 在解盲1b擴增性試驗後到年底都沒藥廠搶授權，004真的很有競爭性嗎???
4.ASLN要等004在2期解盲時授權，其他藥廠等的了嗎???(這些都可以在授權契約上寫清楚)
還是其他藥廠開出的條件差???

5.ASLN目前有其他新藥開發嗎???有005、006、007、???如果沒有， ASLN肯定被併。
(一家藥廠只賣一種藥(004)很怪)

居然翻紅

前幾天2.8加1000股，沒子彈了...

話說...獅子今天該不會又要跌了
還有版大有信心加碼嗎?

恭喜 台灣之光

高端疫苗通過EUA拚封緘交貨 今年衝千萬劑產量

2021-07-19 14:54中央社 記者韓婷婷台北19日電


高端（6547）COVID-19國產疫苗獲衛福部核准專案製造，也就是一般大家熟知的拿到緊急使用授權（EUA），高端執行副總經理李思賢表示，拿到EUA後續將進入疫苗封緘，並根據CDC的指示交貨。

指揮中心指揮官陳時中今天表示，衛福部核准高端COVID-19疫苗專案製造。李思賢表示，高端與CDC（衛福部疾病管制署）簽訂的合約中是有交貨期程跟數量，在EUA核可通過後，拿到封條後就會進入疫苗封緘作業，並根據CDC的指示開始交貨。

針對外界關心的備貨量，高端總經理陳燦堅日前在線上記者會表示，今年底前至少有1000萬劑量產準備，明年配合國際認證會有更多的準備。目前比較緊張的是原物料非常缺，任何一項原物料缺一不可，由於全球都在搶，原物料價格持續飆漲，也是困擾。

衛福部食藥署6月10日公布的國產疫苗療效評估方法，是以免疫橋接方式，採用中和抗體效價作為替代療效指標，要求國產疫苗誘發的免疫原性不得低於AZ疫苗，才視為疫苗有效。

恭喜 台灣!

news.ltn.com.tw/news/life/breakingnews/3608424

食藥署依「藥事法第48條之2規定」，核准高端疫苗專案製造，適用於20歲以上成人之主動免疫接種，接種2劑，間隔28天，以預防COVID-19

食藥署署長吳秀梅指出，高端疫苗組與AZ疫苗組原型株活病毒中和抗體幾何平均效價比值（geometric mean titer ratio, GMTR）的95%信賴區間下限為3.4倍，遠大於標準要求0.67倍。

此外，高端疫苗組的血清反應比率（sero-response rate）的95%信賴區間下限為95.5%，遠大於標準要求50%。

吳秀梅說，基於疾病管制署認定國內確有疫情及疫苗緊急公共衛生需求之前提，評估整體醫療利益與風險平衡，與會專家出席21人，主席不參與投票，18人同意，1人補件再議，1人不同意。

食藥署依「藥事法第48條之2規定」，核准高端疫苗專案製造，適用於20歲以上成人之主動免疫接種，接種2劑，間隔28天，以預防COVID-19。另針對專家會議建議，該疫苗於專案核准製造期間，藥商須每月提供安全性監測報告，並於核准後1年內檢送國內外執行疫苗保護效益（effectiveness）報告，以保障國人用藥安全。

Dupilumab 2b哮喘臨床，18個月完成，776人，
clinicaltrials.gov/ct2/show/NCT01854047

Detailed Description:
Total duration per participant of approximately 43 weeks including a screening period (14-21 days), a randomized treatment period (24 weeks), and a post-treatment period (16 weeks).
Study Design
Go to sections
Study Type :
Interventional (Clinical Trial)
Actual Enrollment :
776 participants
Allocation:
Randomized
Intervention Model:
Parallel Assignment
Masking:
Triple (Participant, Care Provider, Investigator)
Primary Purpose:
Treatment
Official Title:






A Randomized, Double-Blind, Placebo-Controlled, Dose-Ranging Study to Evaluate Dupilumab in Patients With Moderate to Severe Uncontrolled Asthma
Study Start Date :
June 2013
Actual Primary Completion Date :
November 2014
Actual Study Co

感謝天命大給了我們一個期限，也就是2023年年底。
但2022年底的004授權
或2023年初的004 2b解盲成功，就已經是大戲了，做不做004三期或被併，
都很難等到2023年年底決定。
ASLAN003 只是多增加被併的談判籌碼
對獅子來說有太多變數了。

To:天命大

謝謝您所分享的004擴增試驗可能的發展,希望004在8月中旬時能有高度正向的解盲結果,先一舉站上10塊大關~~~~

跌好一段時間了...心臟越來越沒力

說個笑話
我昨天本來掛2.7都買不到
睡覺前想說跟明天大一樣改掛2.8
(不過我只小掛3000股)
結果一睡醒就買到了...
天啊!獅子你也振作一點

睡覺前本來漲6%,起床後就沒了...

明天大好準，精準掌握低點！

亞獅公司已募＋借得 1億5仟萬美元
到明年初，將有三大適應症的二期臨床計劃執行。
1.ASLAN004 中-重度AD
2.ASLAN004 中-重度哮喘
3.ASLAN003 IBD或RA/或MS

2023年年底，若被併購可望獲最高價值。

0.5257×5=2.6285美元……ADR認購價 看起來這價格應該沒錯 !
已經跌了一大段了~ 2.6這價格應該有很強力的支撐 !! 要跌破應該很難 !

0.5257×5=2.6285美元……ADR認購價

2.6285/0.8=3.2856……(市價)

以上較符合市場認知
0.5257美元/股是普通股的認購價。

借款金额第一筆2000萬美元已借，

另外第二筆 1000萬美元，視臨床進度撥借。
第三筆1500萬美元，未來有需要時動用。

今天研究了一下昨天發布的公告 ! 來解析這一次借款內容
主要重點就兩項 利率&認股權價格
1.利率 : 文件內容標示至少是6~8%
如果借貸4500萬利率7%,算了一下每個月要還大約20幾萬美金的利息,到 2023年8月1日前還不用還本金!

2.給予K2 HealthVentures LLC
認購價格 : 0.5257
認購股數 = 45,000,000 * 0.0295 / 0.05257 = 25,252,044

白話一點就是 K2 HealthVentures LLC 可以用 0.5257價格 認購 2520萬股

總結就是~那去年跟今年用每股認購2.5~3.5的機構~不知做何感想.....


購買普通股的保證書
公司： ASLAN Pharmaceuticals Limited，一家開曼群島豁免公司，註冊號為 289175
股份類別： 普通股
股數： 等於實際向本公司提供的定期貸款墊款總額的 2.95% 除以不時生效的認股權證價格的數字。
認股權證價格： 每股 0.5257 美元
發行日期： 2021 年 7 月 12 日
截止日期： 自發行日起 10 年
貸款協議： 本購買普通股的認股權證（經修訂並不時生效，本“認股權證”）是根據本公司與本公司於同日生

以上分析如有錯誤請指正 ! 謝謝 !

孤大，

假設用二期臨床指標 EASI 75
基線IGA0,1=4 比率33%
實驗组 估 12-15/18=66%-83.3%
對照组估0/9=0%

P <0.001

To:天命大,您是數據解析高手,以下情境,望您分享~

004依目前三個劑量的期中數據來推衍,擴增性試驗試驗及對照組共27人,依您的評估解盲結果依高度正向,一般正向,偏正向這三種情境的機率各為多少?

有個疑問
公司網站本來有AhR拮抗劑項目的說明
現在怎么沒有了
那底下飛人大po的那份2019的合約
說明又是怎么回事

看明天大信心爆棚
害我手也很癢
晚上我也來掛個2.7-2.75買5000股
不過還是希望不要再跌了
研究機構發個8元看好報告，結果股價跌更大(無言)

昨晚3萬美金買在2.95之間，後來要睡覺了 就掛2.8塊價格12萬美金，想說應該不會買到，結果一大早起床居然成交了，真的太開心了

借貸合约，如下

Loan Facility with K2 HealthVentures LLC
Loan Agreement

On July 12, 2021, ASLAN Pharmaceuticals Limited (the “Company”) and ASLAN Pharmaceuticals (USA) Inc. as borrowers entered into a Loan,
Guaranty, and Security Agreement (the “Loan Agreement”) with ASLAN Pharmaceuticals Pte. Ltd (“ASLAN Singapore”) as guarantor, the lenders
from time to time party thereto, K2 HealthVentures LLC as administrative agent and Ankura Trust Company, LLC as collateral agent. The Loan
Agreement provides for up to $45.0 million of delayed draw term loans,

consisting of (i) the first tranche of $20.0 million available at closing,(巳借2000萬美元)
(ii) the second and third traches in the aggregate amount of $10.0 million subject to the Company’s achievement of certain clinical milestones related to
ASLAN003 and ASLAN004 and (第二筆1000萬美元，依臨床進度贷出。

(iii) an uncommitted fourth tranche of up to $15.0 million.(第三筆1500萬美元，有需要再借)
The Company borrowed the full $20.0 million first tranche of term loans at closing. The Company intends to use the proceeds of the term loans to
advance the clinical development of ASLAN003, a promising candidate for the potential treatment of autoimmune gastrointestinal and skin diseases, as
well as for general corporate purposes. In connection with entering into the Loan Agreement, the Company paid off its outstanding loans with CSL
Finance Pty Ltd in the amount of $4.2 million.
The term loans bear interest at a floating rate equal to the greater of (i) the prime rate published by Wall Street Journal plus 5.00% and (ii) 8.25% per
annum. (利息最低8.25%)
The monthly payments are interest-only until August 1, 2023, which may be extended to August 1, 2024 upon the Company’s achievement of
certain clinical milestones. Subsequent to the interest-only period, the term loans will be payable in equal monthly installments of principal plus accrued
and unpaid interest, through the maturity date which is July 1, 2025. The company paid the lenders a one-time $255,000 facility fee at closing and will
be obligated to pay for an additional facility fee equal to 0.85% of any term loans borrowed under the fourth tranche. In addition, the Company is
obligated to pay a final payment fee of 6.25% of the original principal amount of the term loans at the maturity date. The Company may elect to prepay
all, but not less than all, of the term loans prior to the term loan maturity date, subject to a prepayment fee of up to 3.0% of the then outstanding
principal balance. After repayment, no term loans may be borrowed again.
The borrowers’ obligations under the Loan Agreement are guaranteed by ASLAN Singapore and any future material subsidiaries and secured by
substantially all of borrowers’, ASLAN Singapore’s and any future subsidiary guarantors’ assets, other than intellectual property. The Loan Agreement
includes customary affirmative and negative covenants applicable to the Company and its subsidiaries, including, among other things, restrictions on
indebtedness, liens, investments, mergers, dispositions, cash management, dividends and other distributions. In addition, the Loan Agreement also
includes customary events of default, including, but not limited to, failure to pay interest, principal and fees or other amounts when due, material
misrepresentations or misstatements, covenant defaults, certain cross defaults to other material indebtedness, certain judgment defaults and events of
bankruptcy or insolvency. Upon the occurrence and continuance of an event of default, the lenders may declare all outstanding obligations immediately
due and payable and take such other actions as set forth in the Loan Agreement and other loan documents.
K2 Warrant and Participation Rights
In connection with the closing of the Loan Agreement, the Company issued a warrant to purchase ordinary shares (the “Warrant”) to K2 HealthVentures
Equity Trust LLC. The number of ordinary shares exercisable under the Warrant equals (i) 2.95% of the aggregate original principal amount of the term
loans funded to the Company divided by (ii) the warrant price of $0.5257 per share (subject to adjustment as provided therein). The Warrant also
includes a cashless exercise feature allowing the holder to receive shares underlying the warrant in an amount reduced by the aggregate exercise price
that would have been payable upon exercise of the warrant for such shares. In addition, subject to compliance with applicable securities laws (including
any holding period requirements), the Company is required to use commercially reasonable efforts to facilitate and take all other actions required to
enable the deposit of any or all of the ordinary shares exercisable under the Warrant with the Company’s depositary for the issuance of American
Depositary Shares. The Warrant is exercisable until its expiration on July 12, 2031. The Warrant also provides for automatic cashless exercise or
assumption as a result of certain transactions involving a merger, acquisition or sale of the Company, as set forth in the Warrant.

The Loan Agreement also provides K2 HealthVentures Equity Trust LLC with the right to participate in an aggregate amount of up to $5.0 million in
any offering of the Company’s American Depositary Shares, ordinary shares, common stock, convertible preferred stock or other equity securities
(同意認購500萬美元之ASLN之ADR或原始股，認購權7
(or
certain other convertible instruments but excluding non-convertible debt securities), but excluding any at-the-market offerings or facilities, on the same
terms, conditions and pricing afforded to others participating in such offering; provided that with respect to any public offering, the Company is required
to use commercially reasonable efforts to provide K2 HealthVentures Equity Trust LLC with the opportunity to invest in each such offering if it is lawful
to do so (or if the offering is an underwritten public offering pursuant to a registration statement under the Securities Act of 1933, as amended, to use
commercially reasonable efforts to cause the underwriters for such offering to offer K2 HealthVentures Equity Trust LLC an allocation of securities in
such offering).
A copy of the Warrant and Loan Agreement are attached hereto as Exhibits 4.1 and 10.1, respectively, and are incorporated herein by reference. The
foregoing descriptions of the Warrant and Loan Agreement do not purport to be complete and are qualified in their entirety by reference to such exhibits.
The information contained in this Form 6-K is hereby incorporated by reference into the Company’s Registration Statement on
Form F-3 (File No. 333-234405), Registration Statement on Form F-3 (File No. 333-252575) and Registration Statement on
Form S-8 (File No. 333-252118).
Exhibits
Exhibit
Number Exhibit Description
4.1 Warrant to Purchas

明天大，你是想當大股東？還是要幫忙鎖籌碼...
借4500萬，就是公司對自已有信心，表示相信公司有能力還得起...
不過就是等兩年啦，期待2023...

看來明天大很看好9月要公布的數據

15萬美金會不會賭太大了....

目前又跌破3塊 繼續加碼 ! 今天準備了15萬美金 3塊以下加碼中 !

2.95~2.99之間買完之後又回到3塊之上了!!

希望股價別再往下了
不然也不想再攤，卡太多錢在這隻憨獅
話說借款4500萬我倒覺得還好
如果004真的數據不錯，應該有辦法授權賣點錢進來吧

目前跌破3了~加碼!!!

今天穩守在3塊之上~短期應該是止跌了~3塊應該是一層鐵板不會輕易跌破 !

沒辦法，公司沒有現金流也只能這樣了
應該是專款專用，不同藥，不同合作對像，不同款相

ASLAN003要開二期臨床是利多!但借款4500萬美元卻是利空,因為借錢是要還利息的!
公司財務運用應該要用現金增資取代借款才對,不懂為何要去借一大筆錢,且利率是多少也沒也揭露?
這4500萬美金的利息長期來說,對沒有現金流的亞獅康將是一大負擔,

這篇報告怎么看起來讓我感覺AhR拮抗劑，
未來的發展並不亞於004呢？
難到後續還有重磅消息可以期待

明天過後大，你預測蠻準的歐，那一根避雷針後，這兩天ASLN就跌不少，昨天還跌破3元，不過昨天公布那個借貸案，感覺公司突然變得很積極，要不然今年一次私募跟現增，資金可以用到明年沒問題，包含004的二期試驗，不過昨天跟那個K2 HV公司，借款4500萬美元，要來做003的２期試驗，怎麼看都是好消息吧，若能研發成功，公司的價值又更大了，近期股價應該有機會止跌往上，昨天收一個下影線，只是那一天爆大量，怎麼看都有點像洗盤，因為之前ASLN出避雷針，都是數據公布後，宣佈要募資，然後募資價格訂比現價低不少，所以消息一出股價就下落，所以上禮拜五，沒有任何消息傳出，股價拉到3.8之後就回落到3.41，而且又是爆大量，正常來說這個量應該早就突破4元以上了，所以不是很懂，爆一個天量股價卻沒漲多少？

題外話，之前公司有在2019年和韓國成立一間公司，是雙方各出資500萬美金的，好像都沒看到有新一步的消息。

可以參考下面的文章

聚焦於臨床階段腫瘤及免疫學之臨床階段生物製藥公司亞獅康-KY(6497)與專注研發的韓國製藥大廠Bukwang Pharmaceutical(KRX:003000)共同宣布，雙方成立了一間合資公司，並以亞獅康早期藥品研發計畫為基礎，開發臨床前期AhR(aryl hydrocarbon receptor)拮抗劑。該獨立公司JAGUAHR Therapeutics總部將會設立在新加坡，並將專注於為全球市場開發針對AhR傳遞路徑的全新腫瘤免疫療法。

根據協議，亞獅康-KY將提供與Mark Graham博士共同發現及開發的AhR技術與相關資產之全球所有權給JAGUAHR。而Bukwang將分兩次向JAGUAHR投資總額共5百萬美元供相關資產研發、確認潛在的開發化合物和提交新藥臨床試驗(IND)申請。

亞獅康-KY執行長傅勇表示，AhR拮抗劑已被視為腫瘤免疫療法的熱門新領域，因此成立JAGUAHR是亞獅康實現早期研究技術與資產價值極為重要的一步，並有助於推進了公司在AhR拮抗劑技術的發展。Bukwang在製藥業務方面成績斐然，雙方對於這次合作可以快速推展相關化合物的研究感到非常振奮，甚至可能提供新型臨床研究資產，豐富亞獅康的藥品開發計畫；期盼與Bukwang團隊合作，並聚焦找出JAGUAHR的第一款候選藥物。

Bukwang執行長柳憙媛博士(Dr Hee-Won Yoo)指出，很高興能和亞獅康-KY合作成立JANUAHR。Bukwang擁有強大的研發經驗與資產，這次協議也符合公司一貫的策略：強化創新藥品開發計畫並擴大提前取得具潛力的新技術，來滿足目前仍無法解決的醫療需求。AhR拮抗劑計畫證明Bukwang已開始正式跨足免疫腫瘤療法領域，雙方對此寄予厚望，也非常期待能與亞獅康-KY共同合作將新型的腫瘤免疫化合物推進至腫瘤學臨床開發階段。

亞獅康-KY指出，AhR是一種轉錄因子，同時為免疫系統的主控因子之一。IDO1、IDO2和TDO這三種酵素，在很多類型的腫瘤中常出現過度表達的狀況，並將腫瘤微環境中的色胺酸轉換為犬尿胺酸。接著犬尿胺酸會被主動輸送到可偵測並殺死腫瘤細胞的樹突狀細胞和作用性T細胞。犬尿胺酸透過這些細胞裡的AhR發出訊號，將它們轉換為調節T細胞，抑制免疫系統並阻礙它攻擊腫瘤細胞。研究顯示，AhR拮抗劑的獨特優勢，包括可廣泛抑制由任何可代謝色胺酸之酵素所產生的AhR配體 ，還可強烈活化免疫反應，用來殺死癌症細胞，已被視為腫瘤免疫療法的熱門新領域。

帥偉大,2.95買到算你很厲害了!基本上不會再跌破3塊了,因為越接近數據發表價格會越墊越高,我猜應該會慢慢爬升到4.5塊錢,然後數據發表直接奔10塊!!

會員：帥偉10144972 發表時間:2021/7/13 下午 10:06:23第 4314 篇回應
這應該是好消息阿
居然還在跌
剛剛2.95加碼一些，真的是越攤越多

看來003也是很有市場的大藥
不急，不急
花若盛開，蝴蝶自來，人若精彩，天自安排

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4.4%年成長率(2019-2026)

IBD Treatment Market Size Worth $22.4 Billion By 2026 | CAGR: 4.4%
June 2019 | Report Format: Electronic (PDF)
Inflammatory Bowel Disease Treatment Market Growth & Trends
The global inflammatory bowel disease treatment market size is expected to reach USD 22.4 billion by 2026, according to a new report by Grand View Research, Inc., registering a 4.4% CAGR during the forecast period. Increasing prevalence and incidence of Crohn’s disease and ulcerative colitis is one of the major factors contributing to the market.

According to a study published in the NCBI in 2019, the North America incidence of inflammatory bowel disease (IBD) treatment is around 2.2 to 19.2 cases per 100,000 persons per year. It was also published that around 238 per 100,000 population in U.S. were suffering from ulcerative colitis. Furthermore, The Centers for Disease Control and Prevention (CDC) estimates that in U.S., every year nearly 1-1.3 million people suffer from inflammatory bowel disease.

In addition, involvement of regulatory bodies for funding and designation is expected to propel the growth of the market. For instance, the Crohn’s and Colitis Foundation offers grants and fellowships for research on inflammatory bowel disease (includes Crohn’s disease and ulcerative colitis).

Growing geriatric population is expected to positively impact the overall market. According to an article published in 2018 in the United States Census Bureau, it is estimated that by 2035, the population aged 65 years and above is expected to reach 78 million, whereas children under the age of 18 might be around 76.7million.

Moreover, companies such as Johnson & Johnson Services Inc.; Pfizer Inc.; Takeda Pharmaceutical Company Limited; and AbbVie Inc. are majorly involved in product research and development and this is also considered as one of the major driving factors for the market.

www.grandviewresearch.com/press-release/global-inflammatory-bowel-disease-ibd-treatment-market?utm_source=blog.goo.ne.jp&utm_medium=referral&utm_campaign=Vrushali_7Aug_hc_InflammatoryBowelDiseaseTreatmentMarket_pr&utm_content=Content

www.clinicaltrials.gov/ct2/show/NCT04700449?term=CBP-307&draw=2&rank=1

A Study Assessing the Efficacy and Safety of CBP-307 in Subjects With Moderate to Severe Ulcerative Colitis (UC)
二期臨床
Detailed Description:
This is a multicenter, multicountry, randomized, double-blind, placebo-controlled phase II clinical trial to evaluate the efficacy and safety of CBP-307 in subjects with moderate to severe ulcerative colitis (UC). CBP-307 capsules are administered orally. This study includes stage 1 and stage 2. After screening, subjects will enter the randomized, double-blind, placebo-controlled induction therapy for 12 weeks, i.e., the study stage 1. All subjects who complete 12 weeks of induction therapy (with CBP-307 or placebo) in the study stage 1 and complete all examinations (including colonoscopy) at the week 12 visit can choose to enter the study stage 2 of a total of 40 weeks, including 36 weeks of continuous administration and 4 weeks of safety follow-up after the last dose.
Study Design
Go to sections
Study Type : Interventional (Clinical Trial)
Estimated Enrollment : 134 participants
Allocation: Randomized
Intervention Model: Parallel Assignment
Masking: Quadruple (Participant, Care Provider, Investigator, Outcomes Assessor)
Primary Purpose: Treatment
Official Title: A Multicenter, Randomized, Double-blind, Placebo-controlled Phase II Clinical Trial to Evaluate the Efficacy and Safety of CBP-307 in Subjects With Moderate to Severe Ulcerative Colitis (UC)
Actual Study Start Date : February 27, 2019
Estimated Primary Completion Date : December 2021
Estimated Study Completion Date : September 2022

溃疡性结肠炎（临床2期）
溃疡性结肠炎(UC)是一种常见的炎症性肠病(IBD)，可导致结直肠粘膜慢性炎症。相关流行病学研究表明，2015年有310万美国成年人被诊断患有IBD1。截至 2016 年，UC在北美的患病率略高于克罗恩病（CD）2, 目前针对UC的治疗包括使用全身糖皮质激素免疫抑制剂、生物制剂和手术治疗3，尽管这些治疗措施给患者带来了一定的益处，但仍存在大量未满足的医疗需求。CBP-307有望为UC患者提供更安全、更有效、更便捷的治疗措施。
在CLINICALTRIALS.GOV上查看

克罗恩病（临床2期）
克罗恩病（CD）是一种可累及胃肠道任何部位的炎症性肠病（IBD），好发于末端回肠和右半结肠。相关流行病学研究表明，2015年有310万美国成年人被诊断患有IBD1 ，在北美，CD 的患病率略低于溃疡性结肠炎（UC）2。
目前针对CD的治疗包括使用全身糖皮质激素（一线治疗）和各种生物制剂（二线和三线治疗）。鉴于目前治疗方案存在疗效等多方面的局限4，克罗恩患者尤其是重症患者迫切需要安全有效的新型疗法来满足医疗需求5。
www.connectbiopharm.com.cn/about258.html

ASLAN003 二期要開 IBD ,(第一次發表)二期臨床。

剛好 CNTB 也有一種治IBD 做到二期臨床的新藥。(各位大大可去參考），若沒記錯應該有70億美元的市場。




炎症性腸病 (IBD) 是一個總稱，用於描述涉及消化道慢性炎症的疾病。 IBD的類型包括：

潰瘍性結腸炎。 這種情況涉及大腸（結腸）和直腸表面的炎症和潰瘍（潰瘍）。
克羅恩病。 這種類型的 IBD 的特點是消化道內壁發炎，這通常會涉及消化道的更深層。
潰瘍性結腸炎和克羅恩病通常以腹瀉、直腸出血、腹痛、疲勞和體重減輕為特徵。

IBD 可能使人虛弱，有時會導致危及生命的並發症


Inflammatory bowel disease (IBD) is an umbrella term used to describe disorders that involve chronic inflammation of your digestive tract. Types of IBD include:

Ulcerative colitis. This condition involves inflammation and sores (ulcers) along the superficial lining of your large intestine (colon) and rectum.
Crohn’s disease. This type of IBD is characterized by inflammation of the lining of your digestive tract, which often can involve the deeper layers of the digestive tract.
Both ulcerative colitis and Crohn’s disease usually are characterized by diarrhea, rectal bleeding, abdominal pain, fatigue and weight loss.

IBD can be debilitating and sometimes leads to life-threatening complications

這應該是好消息阿
居然還在跌
剛剛2.95加碼一些，真的是越攤越多

亞獅公司今天公告 ——向K2 HV公司 借款4500萬美元，以支付明年開始的ASLAN003 二期臨床費用。


————————
ASLAN PHARMACEUTICALS 宣布向 K2 HEALTHVENTURES 提供高達 4500 萬美元的貸款
資金將預期的現金跑道延長至 2023 年底，並促進 ASLAN003 的臨床計劃
新加坡，2021 年 7 月 13 日——ASLAN Pharmaceuticals（納斯達克股票代碼：ASLN）是一家專注於臨床階段免疫學的生物製藥公司，致力於開發創新療法以改變患者的生活，今天宣布已關閉由 K2 HealthVentures (K2HV) 提供的擔保貸款。根據融資條款，K2HV 將向 ASLAN 提供高達 4500 萬美元的擔保債務融資。該融資包括在交易結束時提供的 2000 萬美元初始定期貸款，其餘 2500 萬美元受某些條款和條件的約束。
該公司打算將貸款融資的收益用於推進 ASLAN003的臨床開發，ASLAN003是一種潛在治療自身免疫性胃腸道和皮膚疾病的有前途的候選藥物，也用於一般企業用途。 ASLAN 預計將在 2022 年初啟動 ASLAN003治療炎症性腸病的二期臨床試驗。
ASLAN Pharmaceuticals 首席執行官 Carl Firth 博士表示：“這些資源提供了額外的營運資金，加強了我們的資產負債表，並通過將我們的預期現金跑道延長至 2023 年末來提高我們的財務靈活性，因為我們期待擴大我們的臨床活動為 ASLAN003。我們很高興能與 K2HV 團隊合作，他們擁有支持創新生命科學公司的豐富經驗。”
K2HV 創始董事總經理兼首席投資官 Anup Arora 補充道：“我們很高興為 ASLAN 提供支持，因為它在未來 12 個月內接近 ASLAN003 和 ASLAN004 開發的關鍵價值創造里程碑。” “亞斯康致力於開發有可能改變患者生活的新型療法，這與我們的投資戰略完全一致。我們期待與 ASLAN 團隊合作以實現其願景。”
此外，根據融資條款，ASLAN 打算償還 CSL Finance Pty Ltd 的 420 萬美元未償還貸款。
Armentum Partners 擔任 ASLAN 的融資顧問。有關貸款融資的更多信息將在表格 6-K 中列出，ASLAN 計劃在交易結束時向美國證券交易委員會提交該表格。


aslanpharma.com/app/uploads/2021/07/ASLAN-Pharmaceuticals-Announces-Loan-Facility-Providing-Up-To-45-Million-From-K2-HealthVentures.pdf

ASLAN PHARMACEUTICALS ANNOUNCES LOAN FACILITY PROVIDING UP TO $45 MILLION FROM K2 HEALTHVENTURES
Funds extend expected cash runway through late 2023 and enable advancement of clinical program for ASLAN003
Singapore, 13 July 2021 – ASLAN Pharmaceuticals (Nasdaq:ASLN), a clinical-stage immunology focused biopharmaceutical company developing innovative treatments to transform the lives of patients, today announced that it has closed a secured loan facility provided by K2 HealthVentures (K2HV). Under the terms of the facility, K2HV will provide ASLAN up to $45 million of secured debt financing. The facility consists of a $20 million initial term loan funded at closing, with the remaining $25 million subject to certain terms and conditions.
The company intends to use the proceeds of the loan facility to advance the clinical development of ASLAN003, a promising candidate for the potential treatment of autoimmune gastrointestinal and skin diseases, as well as for general corporate purposes. ASLAN expects to initiate a phase 2 clinical trial for ASLAN003 in inflammatory bowel disease in early 2022.
Dr Carl Firth, Chief Executive Officer, ASLAN Pharmaceuticals, said: “These resources provide additional working capital, strengthen our balance sheet, and enhance our financial flexibility by extending our expected cash runway through late 2023, as we look forward to expanding our clinical activities for ASLAN003. We are excited to be partnering with the K2HV team with its significant experience supporting innovative life science companies.
“We’re delighted to provide support to ASLAN as it approaches key value-creating milestones in the development of ASLAN003 and ASLAN004 in the next twelve months,” added Anup Arora, Founding Managing Director and Chief Investment Officer at K2HV. “ASLAN’s commitment to developing novel treatments that have the potential to transform the lives of patients is wholly aligned with our investment strategy. We look forward to working with the ASLAN team to realise its vision.”
In addition, under the terms of the financing, ASLAN intends to pay off its outstanding loans with CSL Finance Pty Ltd in the amount of $4.2 million.
Armentum Partners served as financial advisor to ASLAN in connection with the financing. Further information with respect to the loan facility will be set forth in a Form 6-K that ASLAN plans to file with the Securities and Exchange Commission upon closing.

1B數據公告應該落在9月份,其中有低點就慢慢撿吧 !

離第三季公布數據也不遠了
最好就是撐在3.5左右緩步向上

預測網站估計兩週短期走勢,不知道準不準???

Date Price Min Max
2021-07-13 3.352 3.253 3.457
2021-07-14 3.336 3.227 3.448
2021-07-15 3.349 3.245 3.454
2021-07-16 3.430 3.321 3.527
2021-07-19 3.371 3.262 3.482
2021-07-20 3.265 3.158 3.364
2021-07-21 3.249 3.150 3.358
2021-07-22 3.262 3.151 3.365
2021-07-23 3.343 3.231 3.450

以上僅供參考,勿當股票進出依據~~~

ASLN周五爆出歷史第二大天量,但股價卻沒也跟著大漲,最後開高走低只收紅約7%,接下來今天之後的走勢可以不用期待,應該會開始盤跌,接近3塊的價位!
相信這邊研究ASLN的大大已經很久了,每次爆量收常常上引線後股價就會開始一決不振,可能還會大跌一波!我們來驗證這是不是屢試不爽 !

Webcasts & Presentations

12th Annual Jefferies London Healthcare Conference
Nov 16, 2021 - Nov 18, 2021

ir.aslanpharma.com/webcasts-presentations

6元那次解盲成功量大無可厚非
昨天的量只輸解盲那次一些
因為一篇研究報告爆這麼大的量還蠻意外的
只是覺得攻不上去很可惜
希望後續還有好消息

前面6元的量更大，套死一堆人，按耐不住
套勞賣壓出籠，如果續攻就要破6元

美國也有仙人指路這招嗎？
倒是昨天的量真是誇張的大
希望也讓獅子被大家注意到

低價位高換手率，主力洗盤建倉的機率比較大

昨天那個量居然攻不上4元，說實在我有點擔心…

2021 年 7 月 9 日美國東部時間下午 1:00
新加坡的 Aslan Pharma 獲得 Jefferies 的買入評級
Jefferies 分析師 Maury Raycroft 說：“ASLN 的 ’004 是一個快速追隨者，針對特應性皮炎 [濕疹] 中已了解的、風險較低的路徑。”
丹威
在 Jefferies 分析師 Maury Raycroft 以買入評級和 8 美元的價格目標啟動對該製藥公司的報導後，新加坡的 Aslan Pharmaceuticals (ASLN) - Get Report 股價週五大幅上漲

“ASLN 的 ’004 是一個快速的追隨者，針對特應性皮炎 [濕疹] 中已了解的、風險較低的路徑，”分析師說。

“這條道路是由 REGN 的 dupilumab 鋪平的，它於 2017 年被批准用於 AD，18 年批准用於治療哮喘，19 年批准用於治療鼻息肉，20 年總銷售額為 42 億美元。”

此外，“dupi 是一種‘藥物管道’。” ASLN 的 ’004 是有區別的，但與 REGN 的 MOA 有一些重疊，我們認為這可以降低風險並為 ASLN 的臨床開發和商業戰略提供信息，”Raycroft 說。

這位分析師表示，憑藉該公司 1.01 億美元的現金，該股看起來很便宜。


finance.yahoo.com/m/6502eec4-f0bc-3c04-8185-9506e732f4d0/singapore-s-aslan-pharma-gets.html

so what

分析師莫里·雷克羅夫特 (Maury Raycroft) 啟動了對 ASLAN 股票的報導，提出了買入建議和目標價，立即引起了投資者的注意。 Raycroft 認為這些股票的價值為每股 8 美元，比周四的收盤價高出 150% 以上。



ASLAN 是一種臨床階段的免疫學生物技術，只有兩種治療方法在開發中。另一款產品是 ASLAN004，針對特應性皮炎（濕疹）和哮喘。

該公司已將 ASLAN004 通過其第一階段測試的步伐，並預計在第三季度展示來自試驗中多次遞增劑量 (MAD) 研究的頂線數據。 2b 期試驗應在今年下半年開始。

Raycroft 相信 ASLAN004 的未來。在開始對其開發商的報導時，分析師將該藥物描述為特應性皮炎的“快速追隨者”。
他認為它可以 尾隨 Regeneron 流行的免疫學藥物 Dupixent，被認為是治療這種疾病的開拓者。


Why ASLAN Pharmaceuticals Blasted Higher on Friday
An analyst initiates the company’s stock with a very bullish note.

Eric Volkman
(TMFVolkman)
Jul 9, 2021 at 6:08PM
Author Bio
Key Points
The clinical-stage biotech only has two drugs in development.
ASLAN004 is the one further along the pipeline; analyst Maury Raycroft thinks it has great potential.
Raycroft believes ASLAN004 can slipstream behind the success of Regeneron’s Dupixent.
What happened
Shareholders of ASLAN Pharmaceuticals (NASDAQ:ASLN) are primed for a good weekend. On Friday, thanks to a bullish research note, shares of the Singapore-based biotech surged as much as 20% higher before settling down to a 7% gain on the day.

So what
That morning, analyst Maury Raycroft initiated coverage of ASLAN’s stock, with a buy recommendation and a price target that immediately drew notice from investors. Raycroft believes the shares are worth $8 apiece, more than 150% higher than Thursday’s closing price.

A medical professional using a microscope.
IMAGE SOURCE: GETTY IMAGES.

ASLAN, a clinical-stage immunology biotech, only has two treatments in development. The one further along the pipeline is ASLAN004, which targets both atopic dermatitis (eczema) and asthma.

The company has put ASLAN004 through its paces in phase 1 testing, and in the third quarter it anticipates presenting top-line data from a multiple ascending dose (MAD) study within the trial. A phase 2b trial should begin in the second half of this year.

Raycroft is a believer in ASLAN004’s future. In initiating coverage of its developer, the analyst characterized the drug as a fast follower in atopic dermatitis. He feels that it can slipstream behind Regeneron’s popular immunology drug Dupixent, which can be considered a trailblazer in the treatment of the affliction.

Now what
A price target set far higher than a stock’s existing level is certainly cause for notice. As per Raycroft’s analysis, ASLAN’s shares certainly look cheap these days. But of course, it’s still rather early in the developmental life of ASLAN004, and the company has much to prove with the drug.

昨天掛買3元2500股沒買到
恨...

DATA IS COMING ?????? 原來盤前在漲這個~~~~

www.benzinga.com/stock/asln/ratings


以上供參考~~~~

根據世界衛生組織（WHO）提供的資訊指出，今年下半年全球疫苗生產150億劑，明年400億劑，預計疫苗在明年會供過於求、非常競爭。

而儘管不同國家地區的疫苗採購價格存在顯著差異，mRNA疫苗價格已經隨著大規模量產及施打而大幅下降。莫德納（Moderna）去年底預估每劑價格32至37美元，現在美國政府採購每劑約15美元。Novavax的兩劑疫苗估計為每劑16 美元。輝瑞BNT疫苗兩劑接種，美國每劑費用為19.5美元、歐洲每劑不到15美元。俄國Sputnik兩劑疫苗、嬌生（J &J）單劑疫苗都是每劑10美元；而AZ兩劑疫苗還是最便宜，每劑只需3至4美元。

udn.com/news/story/7241/5575409?utm_source=lineapi&utm_medium=share

是左手賣給右手嗎？刻意殺盤

10:15分有單筆 賣出100k/ 價位3.15 / 10萬股 / 28萬美金 / 882萬台幣 !
這應該是近期最大一筆 !

ASLN能撐在增資價附近算很強了~
很多美股生技增資後開始跳水~例如ADAP : NASDAQ 2020年6月增資價格11塊多,現在股價剩下4.2左右 !

To 率偉大

股價在沒有數據出爐前，應該都是這樣一攤死水吧!

這點同意，只是感覺公司派或是大股東不把股價撐在現增價上面還是覺得可惜。
可能跟以前亞獅康還在台灣一樣吧，公司不管股價，股價由市場決定。

印象中雖然增資價公告是4元，但好像有板友說實際是3.4~3.5元左右。

亞獅康最近募資兩次，一次是私募，價格就是那時候的現價，大概3.5左右，
另外一次，就是前陣子一期期中報告出來時，公告的4元，這次募資金額也比較大，
所募得的款項是準備用來做二期的。

股價我想應該就真的要等一期完整數據公佈了，預估可能七月底八月初吧，
而且量價先行，成交量也真的蠻小的，所以股價上不來，看來只能等了。
至少不會像之前在台灣，全額交割，想賣也不好賣的情況了。

Thanks,

可惡！又跳水

飛人大
股價在沒有數據出爐前
應該都是這樣一攤死水吧
印象中雖然增資價公告是4元
但好像有板友說實際是3.4~3.5元左右
不知道有沒有記錯

這兩天又回跌到3.37了，還是希望趕快站回4以上，一直在增資價下面也很奇怪，還是希望數據能趕快出來，讓老獅股價能拉抬一下，否則美股都漲上天了，老師還在4以下，也是有點可憐啊!

To:明天大

您可看看阿獅每天一分鐘買賣的成交情形(把線圖放大攤開來看),或您可看到一些答案哩~

Asln開高容易走低 哈！

6/10 營業員通知，6/18已扣款，我是用台北富邦。

不知大家adr 管理費繳了沒,券商通知今天截止

所有均線已多頭排列，指日可待!

Top Institutional Holders
Holder Shares Date Reported % Out Value
RTW Investments LP 3,250,000 Mar 30, 2021 8.55% 10,887,500
Vivo Capital, LLC 2,840,909 Mar 30, 2021 7.48% 9,517,045
Orbimed Advisors LLC. 2,520,000 Mar 30, 2021 6.63% 8,442,000
Logos Global Management LP 2,300,000 Mar 30, 2021 6.05% 7,705,000
Mangrove Partners 2,178,063 Mar 30, 2021 5.73% 7,296,511
Luminus Management, LLC 1,753,800 Mar 30, 2021 4.62% 5,875,230
Temasek Holdings (Private) Limited 1,678,075 Mar 30, 2021 4.42% 5,621,551
Sio Capital Management, LLC 1,448,508 Mar 30, 2021 3.81% 4,852,501
Asymmetry Capital Management, L.P. 1,352,577 Mar 30, 2021 3.56% 4,531,132
Millennium Management LLC 1,246,275 Mar 30, 2021 3.28% 4,175,021

查找網路上的資料，有新進不少法人機構持有
佔比不少
請教各位大大，如何看？

2021.6.1
死亡率飆第一！秘魯新冠確診死亡人數校正 一天暴增9萬人
udn.com/news/story/121707/5499834
...也讓秘魯的確診死亡率直接飆升到全球第1。
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天佑呆灣底下不是秘魯Lambda變種病毒!