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sens fda 在 Re: [標的] 美股SENS 短多長多 的美食出口停車場
SENS 的產品本身是無庸置疑,拿到FDA approval應該是板上叮叮了。 : : 但是就整體營收來說,最大的關鍵還是Asensia能不能有效打開市場。 ... <看更多>
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SENS 的產品本身是無庸置疑,拿到FDA approval應該是板上叮叮了。 : : 但是就整體營收來說,最大的關鍵還是Asensia能不能有效打開市場。 ... <看更多>
#1. Senseonics Holdings, Inc. (SENS) Stock Forum & Discussion
Sign in to post a message. ... further while 180-days FDA approval is just approved,and further WHILE this product is to be on this Diabetes markets VERY SOONEST ...
#2. SENS - Senseonics Holdings, Inc. - 相關新聞| 美股 - 基金老司機
ASCENSIA DIABETES CARE ANNOUNCES FDA APPROVAL OF THE EVERSENSE E3 CONTINUOUS GLUCOSE MONITORING SYSTEM FOR USE FOR UP TO 6 MONTHS PR Newswire PARSIPPANY, N.J. , ...
#3. Senseonics Shares Plunge Despite FDA Approval Of Long ...
(RTTNews) - Senseonics Holdings, Inc. (SENS) shares are sliding more than 24 percent on Thursday morning trade in spite of the FDA approving ...
#4. Senseonics wins FDA approval for next-generation Eversense ...
Senseonics (NYSE:SENS) announced today that the FDA approved its next-generation continuous glucose monitor system, which lasts up to half a ...
#5. Senseonics wins FDA approval for new glucose monitoring ...
Senseonics Holdings (NYSE:SENS) announced on Friday the FDA approval of its next-gen Eversense E3 Continuous Glucose Monitoring System.
#6. Senseonics expects FDA approval for next-gen 180-day CGM ...
The Eversense CGM [Image courtesy of Senseonics] Senseonics (NYSE:SENS) announced that it anticipates the FDA to decide within weeks on ...
#7. Senseonics Announces FDA Approval of the Eversense® E3 ...
(NYSE American: SENS), a medical technology company focused on the development and manufacturing of long-term, implantable continuous glucose ...
#8. [標的] 美股SENS - 看板Stock - 批踢踢實業坊
標的:美股SENS 2. 分類:多/請益3. ... 原本預計2021年第一季會有結果,不過因為疫情的關係,FDA延後審核。 目前預計是2021年Q2末也就是大約六七月的 ...
#9. Item 1A. Risk Factors - SEC.gov
In September 2020, we filed with the FDA a Premarket Approval, or PMA, supplement application to extend the wearable life of the Eversense CGM System to up to ...
#10. Senseonics' 180-day Eversense glucose monitor delayed at ...
Senseonics' plans to roll out its new, long-term diabetes sensor implant will be pushed to the middle of next year as FDA reviewers continue to be swamped by ...
#11. FDA Approval for Senseonics' Glucose Monitor Could Double ...
SENS stock should follow a similar trajectory to DexCom, and if it does, it will likely explode in price following FDA approval.
#12. SENS.N - Senseonics Holdings Inc Key Developments | Reuters
Senseonics Announces FDA Approval Of The Eversense® E3 Continuous Glucose Monitoring System For Use For Up To 6 Months Provides 2022 Business Outlook.
#13. Senseonics Announces Business Updates
GERMANTOWN, Md.--(BUSINESS WIRE)--Senseonics Holdings, Inc. (NYSE American: SENS), a medical technology company focused on the development ...
#14. What Is Going On With SENS Stock | Senseonics FDA ...
#15. Premarket Approval (PMA) - Accessdata.fda.gov
Device, Eversense Continuous Glucose Monitoring System (CGMS-Entire System), Eversense Sensor, Eversense Insertion Tools, Everse.
#16. Grassley, Warren Call on FDA to Finalize Rule on OTC ...
WASHINGTON – Sens. Chuck Grassley (R-Iowa) and Elizabeth Warren (D-Mass.) led their colleagues in a letter to Janet Woodcock, Acting Commissioner of the ...
#17. Why Are Senseonics Shares Falling Despite FDA ... - Benzinga
The FDA has approved Senseonics Holdings Inc's (NYSE: SENS) Eversense E3 Continuous Glucose Monitoring (CGM) System.
#18. FDA Decision on Senseonics' 180-Day CGM Expected in ...
FDA backlog has delayed potential approval timing for Senseonics' 180-day Eversense continuous glucose monitor. A decision was previously ...
#19. Senseonics Holdings Inc (A:SENS) | Insider Tracking
FDA Approves World's First Long-Term Implantable Continuous Glucose Monitoring System for Marketing in United States ... GERMANTOWN, Md., June 21, 2018 / ...
#20. Why Are Senseonics Shares Falling Despite FDA OK For Next ...
The FDA has approved Senseonics Holdings Inc's (NYSE:SENS) Eversense E3 Continuous Glucose Monitoring (CGM) System.
#21. SENS: Senseonics Holdings Inc - Stock Price, Quote and News
Get Senseonics Holdings Inc (SENS:NYSE American) real-time stock quotes, news, ... Sensonics: Despite FDA Approval, Expectations Are Too High, Says Raymond ...
#22. Washington Healthcare Update - McGuireWoods Consulting
Hassan Calls for Enforcement of ACA Birth Control Coverage Requirement; Senate Confirms Robert Califf as FDA Commissioner; Sens.
#23. ASCENSIA DIABETES CARE ANNOUNCES FDA APPROVAL ...
(NYSE American: SENS) has received approval from the U.S. Food and Drug Administration (FDA) for the next-generation Eversense ® E3 Continuous ...
#24. SENS Senseonics Holdings — Stock Price and Discussion
Real-time trade and investing ideas on Senseonics Holdings SENS from the largest community of traders and investors.
#25. Diabetes - i-SENS USA, Inc
Newsroom > Diabetes. caresens n feliz bt our newest blood glucose meter approved by fda 2 i sens usa ... support groups for type 2 diabetes i sens usa ...
#26. Making Sense of Senseonics - Dan Sfera
Senseonics has filed for FDA approval to increase the implant's life to 180 days. If approved, it would reduce the need to visit healthcare professionals by ...
#27. 历史– i-SENS, Inc
2021年: 新型冠状病毒IgM/IgG 抗体检测试剂盒,CE 符合性声明 2021年: 新型冠状病毒IgG 抗体检测试剂盒,CE 符合性声明 2020年: KetoSens® BT 获得FDA 认
#28. Sens. Ask FDA If Drug Price Hikes Could Trigger Drug ... - jstor
At press time, Beatty could not be reached for comment. —Nicholas Florko. Sens. Ask FDA If Drug Price Hikes Could Trigger Drug Shortage List Inclusion.
#29. Does SENS Make Sense for Investors? - DataDrivenInvestor
One such stock that has recently appeared on many radars is SENS ... SENS' 90-day device was FDA approved back in 2018 but now they are ...
#30. Senate Health panel advances Califf to lead FDA - Roll Call
The former FDA commissioner, cardiologist and biotechnology ... with concerns about Califf's ability to be a watchdog at the FDA, Sens.
#31. Senseonics(SENS.US)的血糖監測系統獲得FDA 批准_美股要聞
醫療技術公司Senseonics Holdings,Inc.(NYSE:SENS 最近宣布,其血糖監測Eversense®E3CGM系統已獲得美國食品藥品監督管理局(FDA 的批准。 &nb...
#32. $SENS will skyrocket on upcoming FDA approval! - Reddit
$SENS investors are betting on the FDA approval of their 180-day CGM system submitted in April 15 2021 and is expected to be approved in the 3rd quarter of ...
#33. I Sens Inc FDA Filings
DeviceCompany Device Date GUDID 10885325001423 i‑SENS, Inc Tempo 2021‑02‑25 GUDID 10885325001416 i‑SENS, Inc Tempo 2021‑02‑25 GUDID 10885325001409 i‑SENS, Inc Tempo 2021‑02‑25
#34. SensArs - Neuroprosthetics
Latest News. Check out our latest news and stories. SensArs has been granted FDA Breakthrough Device Designation ...
#35. FDA Calendar
Standard FDA Calendar. This calendar tracks upcoming PDUFA drug approval dates and FDA advisory committee meetings. New! COVID-19 Clinical Trial Tracker.
#36. Senseonics控股(SENS)股票股价,行情,新闻,财报,数据 - 雪球
吴march2021-08-23 21:19. $Senseonics控股(SENS)$ 制药公司Xeris Pharmaceuticals(XERS.O)盘前直线拉升,现涨29%,公司宣布FDA批准其Gvoke Kit(胰高血糖素救援笔)的 ...
#37. Dr. Robert Califf confirmed to again head the FDA - NPR
The Senate voted to confirm Califf on a 50-46 vote, split largely along party lines. Six Republicans — Sens. Roy Blunt, Richard Burr, Susan ...
#38. Sens. Enzi, Kennedy Introduce Bill That Would Give FDA More ...
Sens. Michael Enzi (R-Wyo.) and Edward Kennedy (D-Mass.) on Thursday introduced a bill that would provide FDA with more authority to monitor ...
#39. Sens. Richard Burr and Tom Coburn Introduce a New Plan to ...
Yesterday, they rolled out a new bill, this one designed to significantly improve the regulation of drugs and medical devices at the FDA.
#40. SENS: Is Senseonics a Winning Diabetes Stock to Own in 2022?
Senseonics Holdings, Inc.(NYSE:SENS): Diabetes-focused medical company ... the company said on January 4 that a decision regarding the FDA's ...
#41. Fast Drug Approvals to Get Lawmaker Focus in FDA Fee Plan ...
Lawmakers will likely focus on FDA staffing woes and speedy drug approvals ... User fees help speed up FDA product reviews ... 25 by Sens.
#42. Senate confirms Biden FDA nominee | TheHill
The Food and Drug Administration (FDA) has a new permanent leader for the ... on Tuesday to balance out the Democratic defections: Sens.
#43. Will SENS Stock Go Back Up and Should You Buy Before FDA
When is SENS FDA approval in 2021? ... The product sounds revolutionary. However, one major drawback is that it has to be implanted every 90 days ...
#44. SENS Stock Price: Over 22% Increase Explanation - Pulse 2.0
The stock price of Senseonics Holdings Inc (NYSEAMERICAN: SENS) ... Chatter over the company's potential for approval by the FDA has been ...
#45. Dexcom G6 wrongful death lawsuit Georgia | 11alive.com
The FDA has received more than half a million complaints about the Dexcom G6, but has no plans to take action.
#46. Why Senseonics Holdings Stock Popped This Week - The ...
Shares of Senseonics Holdings ( SENS 6.32% ) rose by nearly 10% by the end of ... FDA PMA reviews can take around a year to complete.
#47. TABLE C.35, i-SENS, Inc. products - NCBI
Regulatory status: FDA approved. Meter MSRP/RP: NA Strips MSRP/RP: NA. CareSens N, The CareSens N Blood Glucose Monitoring System is intended to be used for ...
#48. Sens. Hatch and Harkin Send Letter to FDA in Anticipation of ...
Senators Hatch and Harkin, the principle architects of the Dietary Supplements Health and Education Act (DSHEA) (amending the Federal Food ...
#49. Senseonics Holdings Inc. Research & Ratings | SENS | Barron's
Senseonics Holdings Inc. research and ratings by Barron's. View SENS revenue estimates and earnings estimates, as well as in-depth analyst breakdowns.
#50. Jim O'Neill (investor) - Wikipedia
"Executive Team". SENS Research Foundation · Swetlitz, Sheila Kaplan and Ike. · "The Next Head of the FDA May be a Man Who is Fighting a War Against Aging".
#51. All About the Eversense Implantable Continuous Glucose ...
The sensor is a tiny, transparent rod thinner than a Tylenol tab that's implanted completely under the skin. It's FDA-approved to go in the ...
#52. ascensia diabetes care announces fda approval of the ...
... Inc. (NYSE American: SENS) has received approval from the U.S. Food and Drug Administration (FDA) for the next-generation Eversense ® E3 ...
#53. FDA Approves Senseonics' Eversense 90-Day Implantable ...
The FDA has approved Senseonics' Eversense continuous glucose monitoring (CGM) system, the first implantable CGM in the United States.
#54. Washington Healthcare Update - February 2022 #2 - JD Supra
FDA Issues Draft Guidance on Developing Non-Addictive Opioid ... Sens. Cassidy and Baldwin Introduce Bill That Would Update Health Privacy ...
#55. Senseonics (NYSE:SENS) shares ticked right up some into ...
FDA's Medicine Acceptance Techniques Move Chart. Medicine Updates. Drug Tube Databases and you can Screener – Biotech Stock water pipes and you ...
#56. Senators question coronavirus' impact on U.S. drug supplies
Sens. Marco Rubio (R-Fla.) and Chris Murphy (D-Conn.) sent a letter Thursday to the Food and Drug Administration asking for assurance that ...
#57. Greeneville Oncologist And Practice Manager Sentenced For ...
According to evidence presented at trial, the Sens' medical ... by the Food and Drug Administration (FDA) for distribution and use in the ...
#58. Are you FDA, CE certified? | SAFE Sens
... that are built into bench top incubators the manufacturer of the benchtop incubator is responsible for the CE and FDA certifications.
#59. Sens. Vitter and Manchin raise concerns about FDA approval ...
"FDA officials overseeing important decisions regarding approval for prescription painkillers absolutely shouldn't be receiving large payments ...
#60. Sens. Warren, Cassidy press FDA on difference between ...
Sens. Elizabeth Warren, D-Mass., and Bill Cassidy, R-La., write while they are "pleased FDA plans to issue guidance" to clarify the issue, the ...
#61. SENS-Senseonics Holdings Inc-基本資料-美股-MoneyDJ理財網
英文名稱, Senseonics Holdings Inc, 交易代號, SENS. 中文名稱, 交易所, NYSE MKT. 地址, 20451 Seneca Meadows Parkway,Germantown,Maryland 20876,United States Of ...
#62. Sensorion Obtains FDA Approval To Initiate A Clinical Study ...
Sensorion Obtains FDA Approval To Initiate A Clinical Study Of SENS-111 In Acute Severe Vertigo - read this article along with other careers ...
#63. Senseonics Holdings Inc. Stock Quote (US - MarketWatch
SENS | Complete Senseonics Holdings Inc. stock news by MarketWatch. View real-time stock prices ... Senseonics Holdings Up, Expects FDA Decision in Weeks.
#64. Sens. Grassley, Warren Support FDA Rule on OTC Hearing Aids
Sens. Chuck Grassley and Elizabeth Warren expressed support for key provisions in the FDA's proposed rule for regulating OTC hearing aids.
#65. Senseonics (NYSE:SENS) offers ticked upwards slightly to ...
The Biotechnology Innovation Providers (BIO) create next report to your action pulled now by U. Given that 21 October, new Fda might have ...
#66. Sens. Murphy, Rubio encourage FDA to secure imports from ...
Sens. Murphy, Rubio encourage FDA to secure imports from China due to novel coronavirus outbreak ... Fearing for the pharmaceuticals, food, and medical supplies ...
#67. This Week at FDA: Inspections restart, Califf making the ...
Welcome to another installment of This Week at FDA, your weekly source for ... reported on pledges Califf made in the last week to Sens.
#68. White House Expands List of Potential FDA Commissioners
Biden administration officials are considering former FDA official Michelle ... Sens. Tammy Duckworth (D., Ill.) and Mazie Hirono (D., ...
#69. Biden administration moves to rev up support for nominee ...
When Califf was nominated for the FDA post in November, his confirmation was viewed as a sure bet. ... Opponents include Sens.
#70. Senseonics向FDA提交180天Eversense系统的PMA申请
Senseonics公司(纽约证券交易所美国代码:SENS)是一家专注于为糖尿病患者开发和商业化长期植入式连续血糖监测(CGM)系统的医疗技术公司,该公司今天 ...
#71. Sens. Move Forward Nominees For FDA Chief, Labor Dept.
A U.S. Senate committee on Thursday voted to confirm the White House's nomination of cardiologist Dr. Richard Califf to head the U.S. Food ...
#72. FDA rejects Sesen Bio's bladder cancer pitch, sending shares ...
The biotech reported it received a CRL from the FDA regarding its bladder ... Sens. Susan Collins (L) and Shelley Moore Capito (J. Scott Applewhite/AP ...
#73. Senators Want Juul Punished for Buying an Academic Journal
Sens. Warren and Blumenthal ask the FDA and FTC to review Juul's sponsorship of an entire edition of the American Journal of Health ...
#74. Senseonics宣佈FDA批准EverSense(R)90天CGM系統的非 ...
DJ Senseonics宣佈FDA批准EverSense(R)90天CGM系統的非附加適應症(劑量聲明)>SENS(更多信息)道瓊斯通訊社(212-416-2800)6月.
#75. FDA says no, thank you to Xpovio's cancer expansion bid ...
After a “productive meeting” with the FDA, Karyopharm realized the two parties “had differing views ... As for the push in Congress, Sens.
#76. The FDA's 83-year-old animal testing rule needs an update
Finding cures faster: Bring the FDA into the 21st century with ... and Sens. ... The FDA and academic and biopharma researchers cannot, ...
#77. [SENS Q&A]CGM was delayed FDA approval, would you ...
Key Takeaway: ○ We are now informed that the FDA expects to assign our file to a reviewer and place it under review no later than April 15.
#78. Re: [標的] 美股SENS 短多長多- Stock板
最近漲到了一個高點因為180的數據非常漂亮180的fda日期尚不明朗目前回到週線量也不再強勢感覺回彈機會不大應該是要回調了雖然回檔程度看似有限在高點 ...
#79. Efficacy of SENS 401 in Subjects With Severe or Profound ...
Primary objective of the study is to assess the efficacy of SENS-401 on hearing ... SENS-401 is an investigational medicinal product. ... U.S. FDA Resources.
#80. Biden's FDA pick on track for confirmation with GOP help
Several Senate HELP Committee Republicans — including Sens. Richard Burr of North Carolina, Susan Collins of Maine, Tommy Tuberville of ...
#81. Synthetic Nicotine Set for FDA Regulation Under Budget Deal ...
Sens. Richard Burr (R-N.C.), Dick Durbin (D-Ill.) and Patty Murray (D-Wash.), along with Rep. Frank Pallone (D-N.
#82. Senators Back FDA On Electric Shock Device Ban - Disability ...
A group of senators is urging the FDA to keep up the fight after a federal court overturned the agency's ... The letter is signed by Sens.
#83. Synthetic Nicotine Set for FDA Regulation Under Budget Deal
Sens. Richard Burr (R-N.C.), Dick Durbin (D-Ill.) and Patty Murray (D-Wash.), along with Rep. Frank Pallone (D-N.J.) led the effort to get ...
#84. Sens. Baldwin And Cassidy Want Medical Devices Made In ...
The expanded authority, the senators say, would better enable the FDA to confront the public health risks associated with counterfeit devices, ...
#85. Washington Healthcare Update - Lexology
DeLauro Calls for Investigation of FDA's Handling of Infant ... Sens. Luján and Murphy Introduce Bill to Address Health Misinformation.
#86. SENS 180天临床试验最新更新,预计FDA审批时间
#87. Re: [標的] 美股SENS 短多長多
SENS 的產品本身是無庸置疑,拿到FDA approval應該是板上叮叮了。 : : 但是就整體營收來說,最大的關鍵還是Asensia能不能有效打開市場。
#88. target1mil on Twitter: "$SENS is next $ENOB. FDA approval ...
Swinger/long term for good stocks love $VISL $GSAT $ABML My tweets are my views or opinions and not investment or financial advice. Please don't ...
#89. Sens. Urge FDA To Limit Sale of Power Morcellators
August 20, 2014 — Sens. Chuck Schumer (D-N.Y.) and Kirsten Gillibrand (D-N.Y.) want FDA to ask manufacturers of laparoscopic power morcellators to ...
#90. Congress Looks to Give FDA Power to Regulate Synthetic ...
Sens. Richard Burr (R-N.C.), Dick Durbin (D-Ill.) and Patty Murray (D-Wash.), along with Rep. Frank Pallone (D-N.J.) led the effort to get ...
#91. U.S. Sens. Johnson, Lee, Cruz: Call for explanation into FDA's ...
Specifically, we write to request information regarding the FDA's decision to issue and then subsequently revoke the Emergency Use Authorization ...
#92. Senseonics scores FDA approval for Eversense E3 CGM with ...
Continuous glucose monitoring system maker Senseonics has won FDA approval for its Eversense E3, which can be used to measure glucose levels ...
#93. SENS Stock Price: Senseonics Holdings Inc soars as ...
The second reason is that investors have growing optimism that Senseonics will find out if they are to receive FDA approval for its Eversense ...
#94. After a massive baby formula recall, 2 senators want answers ...
Last week, due to bacterial contamination, the FDA recalled select lots of the ... Sens. Patty Murray and Bob Casey released a letter Friday ...
#95. Credit unions, local banks receive regulatory consideration ...
U.S. Sens. Mike Rounds (R-SD) and Tim Scott (R-SC) on March 3 introduced legislation that would require federal financial regulatory agencies to take the ...
#96. Sens fda. Zacks. Smith, Durbin, Cramer, Cassidy - Legacoop ...
Sens fda. Zacks. Smith, Durbin, Cramer, Cassidy's Call to FDA: Price of Insulin is “Unacceptable” and Action is Needed to Bring Generics to Market Senators ...
#97. GOP Bill Promotes the Use of Ivermectin, a Veterinary ...
The bill is co-sponsored by eight fellow Republicans: state Sens. ... But according to the FDA, the unproven medical treatments Luck ...
#98. Markey, Paul Aim to Get Methadone Treatment for Opioid Use ...
WASHINGTON — Sens. ... Under the FDA rules, a person in treatment was required to treat at methadone clinics for three years before they ...
sens fda 在 [標的] 美股SENS - 看板Stock - 批踢踢實業坊 的美食出口停車場
1. 標的:美股SENS
2. 分類:多/請益
3. 分析/正文:
稍微研究過這支毛票,在這邊簡單分享一下蒐集到的資料,
希望可以拋磚引玉,吸引更多高手提供看法。
A. Senseonics Holdings Inc.
網頁:https://www.senseonics.com/
這是一間專門研究開發CGM(Continue Glucose Monitor, 持續型血糖偵測器)的公司,
經營策略是,公司本體專心於研究開發,把市場與銷售交給商業夥伴去經營。
過去是由羅氏Roche作為美國海外的獨家經銷商,2020年八月則與瑞典大公司Ascensia
建立了新的商業合作,於羅氏的合約到期之後就轉由Ascensia銷售。
他們的產品目前主打Eversence(90天版本)與Eversence XL(180天版本)。
Eversence於2016年五月通過歐洲EU認證,XL則是在2017年十月獲得歐洲認證。
美國的話則是在2018年六月通過90天版本的認證,180天的正在審核中。
原本預計2021年第一季會有結果,不過因為疫情的關係,FDA延後審核。
目前預計是2021年Q2末也就是大約六七月的時候會有結果。
B. Eversense
Eversense是由Senseonics開發出的CGM。CGM是專門用來測量血糖的儀器,而有別於
一般大眾所熟知的叮手指取血測血糖,CGM可以持續偵測血糖變化,並且在血糖過高或
過低時主動通知使用者,來做出相對的應變。
目前市面上最大的幾個CGM主要有四個如下,
Dexcom G6/Abbott Libre/Medtronic G3/Eversense
其中Medtronic G3的價位明顯高過其他人(>700USD/Month),因此暫時不討論。
所有的CGM都分成三個部分:Sensor, Transmittor, Reader
Sensor負責直接偵測血糖,再把訊號由Transmittor傳送給Reader給使用者閱讀。
Eversense與其他競爭者最大的不同在於,有別於其他競爭者的sensor都是貼在皮膚上,
Eversense的sensor需要透過小型手術在皮膚上開個約5mm的小孔來把sensor植入皮下。
這點有好有壞,好處是這個sensor可以用90-180天,壞處是必須動手術。
以下就稍微比較一下各家CGM的數字:
sensor 使用期限 校正 價錢
DexcomG6 貼片 7天 不需 ~300鎂/月
Libre 貼片 10天 不需 ~130鎂/月
Eversense 皮下植入 90天 一天兩次 99鎂/月
180天
可以看到,Eversense的優點就是使用時間很長,價錢相對較低。
但是缺點就是需要手術植入以及一天仍需要兩次校正。
那在使用者經驗上可以常常看到,貼片式的非常容易因為運動或不小心而脫落。
貼片是不能重複使用的,因此一旦脫落就必須重新拿一片新的貼上。
而這片新的保險是不給付的,得要自費購買,這樣就進一步提高使用成本了。
但是貼片的好處就是,患者在家就可以自行使用。
這邊有DexcomG6與Abbott Libre的使用影片。
DexcomG6: https://www.youtube.com/watch?v=pRNOQXUTnbE
C. Senseonic的掙扎
雖然Eversense 90天版本早在2016年就在歐洲開始販售,
但是SENS這間公司其實過去長期為了銷售量以及公司本身的債務而掙扎。
SENS的負債一直都非常大,而投資者也對這件事情非常不高興。
再加上Roche在歐洲的銷售並不順利。
Roche發現Eversence的市場接受度其實並沒有預期中的那麼高,甚至滯銷。
在2020年三月,投資者決定收回高達50M鎂的債務,這迫使SENS必須裁掉一半的員工。
這也逼得SENS必須停止新客戶的銷售,而只能專注在舊有客戶的服務。
這個事件對客戶的觀感帶來非常糟糕的影響。
有不少客戶因為原本的接觸渠道被裁掉而找不到醫生去換掉新的sensor,
導致客戶必須讓無法繼續使用的sensor留在體內的抱怨層出不窮。
這也反映在股價從2019年開始就一直低於一塊美金。
而2020年的疫情更近一步打擊SENS,讓原本的客戶繼續使用的意願大大降低。
這一切讓SENS不只必須找到更多的資金挹注,甚至不排除把公司賣掉。
D. Senseonic的轉機
還好,SENS成功地活過了2020年。
2020年八月,SENS宣布與瑞典大公司Ascensia正式結盟,未來取代Roche獨家經銷。
Ascensia是全球最大的胰島素注射系統的供應商,
他們無疑是糖尿病外用儀器最大的通路商之一。
相較於雖然Roche也是大藥廠,但是糖尿病只是他們眾多業務中的其中一門。
Ascensia的結盟對於SENS絕對是超級大利多。
而Ascensia更進一步提供了35M鎂的直接經濟援助,
並且承諾將會有另外15M鎂會在Eversense XL通過FDA認證之後提供。
另一方面,在2021年一月17日,SENS獲得了50M鎂的增發,增發價位在1.25鎂/股。
(題外話,德總在增發前一天光看線圖就猜到會增發。)
一般來說,增發後幾天股價會在增發價上下盤整一下。
結果下一個交易日1/19號,股價直接噴上2.85,直接創下2019年三月後新高,
這兩年套牢的你各位直接解套。
E. 盤整的線圖
從1/19之後SENS進入了兩個多禮拜的盤整期,
以日線來看,是一個非常漂亮的收斂三角形。
最後於2/5帶量突破3鎂,2/8昨天收在3.72,今天目前是突破4塊。
F. Eversense的優缺點
優點:Eversense長達90 or 180天的sensor是一個game changer
植入式sensor可以解決貼片式經常造成局部過敏紅腫熱燙的問題
可以解決貼片三不五時就被撕落的問題
Eversense搶客的能力頗強。目前Eversense的客戶有80%來自其他用戶。
缺點:侵入性手術永遠是個很大的疑慮
一天還是要扎手指兩次來校正讀數
大部分的糖尿病醫師都不太會動手術
G. Senseonics這間公司的優缺點
優點:團隊成員背景十分堅強,而且有好幾個人之前都有過競爭者的經驗。
資金到位,債務不再是一個嚴重的問題。
研發目標合理,而且“應該”是可以達成。
缺點:過去即有產品銷售問題,未來是否能解決實屬未知。
公司燒錢一直都很快,資金是否能持續挹注實屬未知。
未來營收是否能快速成長,實屬未知。
FDA如果六月沒有批准Eversense XL,那會是個災難。
4. 進退場機制:
進場:最近走勢來看,要回到三塊以下應該很難,但不是沒機會。
未來幾天應該會在3.2到4之間盤整,自己找機會進場吧。
目標價:看個人,反正不管中間怎麼上上下下,目前就是等六月FDA的消息。
退場:看信仰,信仰夠的越跌越加倉,信仰不夠的我建議就不要進了。
另外六月如果FDA沒過直接跑,之後看情況再接回來。
====
拋磚引玉,還請各位高手補充。
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合一還沒有產品,SENS已經有產品上市了。
合一還是在賣本夢比,SENS已經真槍實彈地在看銷售額了。
兩者要面對的問題與挑戰截然不同。
TRXC的困境前幾篇已經有不少高手與醫生現身說法,
而且TRXC已經漲一大波了,盤整的時間都不長,這兩天又噴上去,
我個人認為,目前進去就真的是追高了。
SENS雖然已經漲過兩波(2020十二月與2021一月),但是前兩個禮拜的盤整期比較長,
而且日圖來看,前兩個禮拜的盤整不論是量還是價都很漂亮,
上禮拜剛表態突破,在技術面來說是個起漲點。
至於能漲多少,就要看有沒有好消息推上去了。
若沒有伴隨好消息,我個人認為就會在4塊左右盤整到有下個消息出來。
不過總之,我個人的目標還是放在Eversense XL在美國上市。
這個要等到六七月了,所以中間高高低低我個人不是很在意。
例如曾經有苯酮尿毒症或是曾經因為血糖突升而昏迷的患者,
有兩三個臨床試驗有排除有血管病變的患者,血管病變是傷口不癒合的主要原因。
另外一點,因為手術的位置大部分都在手臂接近肩膀的地方,也就是我們打針的地方。
糖尿病的傷口癒合問題主要是發生在肢體末梢,尤其是手腳掌與指頭。
這個的原因也是微血管病變導致神經病變而使得傷口癒合進入一個惡性循環。
這的現象越接近末稍越嚴重,越接近軀幹則越輕。
因此可以預期,植入的位置傷口癒合通常不會有什麼問題。
※ 編輯: fieed (122.118.89.159 臺灣), 02/10/2021 10:54:15
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