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2021-07-16

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2024-04-29

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2021-08-17

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$NanoVibronix Inc(NAOV)$can up $4

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Tiger's pre-market commentary: How big is the potential for mRNA vaccines?

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href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 250-300","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 250-300","text":"$特斯拉(TSLA)$ 250-300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/300540472070280","isVote":1,"tweetType":1,"viewCount":5453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833157036,"gmtCreate":1629212044025,"gmtModify":1676529968776,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087197775339280","idStr":"4087197775339280"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SESN\">$Sesen Bio, Inc.(SESN)$</a>good news up&nbsp;up up&nbsp;","listText":"<a href=\"https://laohu8.com/S/SESN\">$Sesen Bio, Inc.(SESN)$</a>good news up&nbsp;up up&nbsp;","text":"$Sesen Bio, Inc.(SESN)$good news up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833157036","isVote":1,"tweetType":1,"viewCount":4712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839896464,"gmtCreate":1629133102558,"gmtModify":1676529942621,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087197775339280","idStr":"4087197775339280"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NAOV\">$NanoVibronix Inc(NAOV)$</a>can up $4&nbsp;","listText":"<a href=\"https://laohu8.com/S/NAOV\">$NanoVibronix Inc(NAOV)$</a>can up $4&nbsp;","text":"$NanoVibronix Inc(NAOV)$can up $4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839896464","isVote":1,"tweetType":1,"viewCount":4480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897460974,"gmtCreate":1628959813798,"gmtModify":1676529900320,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087197775339280","idStr":"4087197775339280"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897460974","repostId":"1114043674","repostType":4,"repost":{"id":"1114043674","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628860880,"share":"https://ttm.financial/m/news/1114043674?lang=en_US&edition=fundamental","pubTime":"2021-08-13 21:21","market":"us","language":"zh","title":"Tiger's pre-market commentary: How big is the potential for mRNA vaccines?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114043674","media":"老虎资讯综合","summary":"盘前观察\n美股盘前小涨。（相关阅读：盘前：“美版拼多多”暴跌26%, 图森未来迎来解禁）\n FDA正式宣布对特定人群打“第三针”——mRNA疫苗的想象空间到底有多大？\n8个小时前，FDA正式宣布对特定","content":"<p><b>Pre-market observation</b></p><p>U.S. stocks rose slightly in pre-market trading. (Related reading:<a href=\"https://laohu8.com/NW/1150378564\" target=\"_blank\">Pre-market: \"US version of Pinduoduo\" plummets 26%, TuSimple will see its lock-up period lifted.</a>）</p><p> <b>The FDA officially announced the \"third injection\" for specific populations-how big is the imagination of mRNA vaccines?</b></p><p>Eight hours ago, the FDA officially announced the third dose (booster) of the COVID-19 vaccine for specific groups. The approved vaccines are also two mRNA vaccines, Pfizer-BioNTech and Moderna. People who need a third dose are those with compromised autoimmunity, such as organ transplant patients. For other groups, the FDA says that as long as the vaccination is completed, a third injection is not needed for the time being.</p><p>The content of the FDA statement is not much, but there is a lot of implied meaning.</p><p>1. Acknowledging the need for a third dose, even if only for certain specific groups, acknowledges a basic fact: the more vaccines you get, the stronger the protection your body can receive. Currently, none of the world's health departments publicize this fact because there are multiple considerations behind it. The most direct impact is that it will lead to further imbalance in the distribution of vaccines around the world. The World Health Organization has repeatedly urged all countries around the world not to receive the \"third injection,\" out of consideration for poor countries. Israel, the fastest to act, has already received its third injection, while the United States is the second country. Following the US announcement, other European countries should follow suit soon. Once developed countries begin to enter the \"third shot\" state, even fewer vaccines can be distributed to poor countries.</p><p>2. The third injection indicates that the vaccine's effectiveness will weaken. Judging from this statement, the FDA is very reluctant for the public to think in this direction, only saying that people with damaged immune systems need to get a third injection. According to an article published by Moderna in Science yesterday, people who have received two doses of the vaccine still have antibodies 6 months later, but the number of antibodies is decreasing according to the chart in the article (see below). So the next question that needs to be answered by the scientific community is, to what extent does the antibody decline require a third injection?<img src=\"https://static.tigerbbs.com/f4297ea88e203d5b18b5ec320360b47e\" tg-width=\"462\" tg-height=\"170\" width=\"100%\" height=\"auto\">3. The FDA's injection conditions for the \"third injection\" only say that the second injection can be given 28 days later. This attitude reflects that the FDA is very eager to get the third injection for specific groups. The normal third dose of the vaccine is usually given when the antibodies in the body have decreased to a certain level. For example, the schedule for the three doses of the cervical vaccine is 0 months, 1 month, and 6 months. The FDA's timeline for the \"three-dose COVID-19 vaccine\" is 0 months, 1 month, and 2 months, which is very urgent. Judging from Fauci's recent speeches, he is very keen to push for a third dose across the United States, but he dares not say it too clearly for fear of causing panic.</p><p>4. With the \"third injection\", will there be a \"fourth injection\" and a \"fifth injection\"? There should be. When we see \"crossover cases\" (i.e., people still get sick after being vaccinated), and the number of \"crossover cases\" is increasing, we should know that the COVID-19 vaccine may be something that accompanies humans for a long time.</p><p>Why do some vaccines for humans last a lifetime (measles), while others require year-round injections (influenza)? According to a 2007 scientific paper (Duration of Humoral Immunity to Common</p><p>According to Viral and Vaccine Antigens, the half-life of Measles antibodies in the body is as high as 3,000 years, and the half-life of Tetanus antibodies is also 11 years. The way to obtain antibodies is either to get vaccinated or to get sick yourself. As for why measles antibodies can survive in the body, but influenza antibodies cannot? Personally, I don't think the scientific mechanism of this problem is very important, but we can observe...</p><p>(1) Influenza viruses have many variations. We have only heard of 3-4 types of hepatitis viruses, but influenza viruses are updated in real time, so the influenza vaccine in the United States is also updated almost every year. Currently, it is a quadrivalent flu vaccine.</p><p>(2) Influenza viruses can be transmitted not only to humans, but also to other animals. With too many hosts, the space for transmission is greater, making it easier for viruses to mutate and cross over. The most common are swine flu and avian influenza.</p><p>So at this point, you might think that the flu and COVID-19 have almost the same phenomenon—more mutations and more hosts, except that COVID-19 is more contagious and harmful.</p><p>So, how big is the room for mRNA vaccines?</p><p>A few days ago, when mRNA vaccine stocks rose to the sky, BofA analysts immediately published a bearish analysis, believing that no matter how you calculate it, the valuation of mRNA vaccine companies cannot be calculated according to the current stock price, and there is 75% downside potential. In fact, all of this looks very familiar, and it happened to tesla before. Back then, countless analysts came out and said that no matter how they calculated it (for example, Tesla produced all the cars in the world), Tesla's stock price could not support the stock price at that time. Years have passed, and Tesla's stock price has been rising higher and higher, while none of the countless analysts who called for a short sale back then have come out to admit their mistakes.</p><p>I don't calculate the valuation of mRNA vaccine companies, nor do I recommend their stocks. Let me talk about the best case scenario for mRNA vaccines.</p><p>1. The COVID-19 vaccine has been transformed into a flu vaccine, with two doses per year.</p><p>2. COVID-19 vaccines mutate faster, so we need to keep modifying them. In the future, there will be quadrivalent and pentavalent COVID-19 vaccines, etc.</p><p>3. Due to technological issues, the production of mRNA vaccines is still controlled by only a few countries and manufacturers.</p><p>So why do mRNA vaccines have an advantage over other COVID-19 vaccines? The reason is that mRNA vaccines are the most widely promoted COVID-19 vaccines, so they also receive the most data, resulting in higher recognition in various approvals and uses. This is similar to how Tesla, as an electric vehicle, gains a first-mover advantage and obtains all sorts of data, which helps in the development of its autonomous driving system.</p><p>Finally, we must emphasize the risk—humans have successfully developed a specific drug for COVID-19.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger's pre-market commentary: How big is the potential for mRNA vaccines?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger's pre-market commentary: How big is the potential for mRNA vaccines?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-13 21:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Pre-market observation</b></p><p>U.S. stocks rose slightly in pre-market trading. (Related reading:<a href=\"https://laohu8.com/NW/1150378564\" target=\"_blank\">Pre-market: \"US version of Pinduoduo\" plummets 26%, TuSimple will see its lock-up period lifted.</a>）</p><p> <b>The FDA officially announced the \"third injection\" for specific populations-how big is the imagination of mRNA vaccines?</b></p><p>Eight hours ago, the FDA officially announced the third dose (booster) of the COVID-19 vaccine for specific groups. The approved vaccines are also two mRNA vaccines, Pfizer-BioNTech and Moderna. People who need a third dose are those with compromised autoimmunity, such as organ transplant patients. For other groups, the FDA says that as long as the vaccination is completed, a third injection is not needed for the time being.</p><p>The content of the FDA statement is not much, but there is a lot of implied meaning.</p><p>1. Acknowledging the need for a third dose, even if only for certain specific groups, acknowledges a basic fact: the more vaccines you get, the stronger the protection your body can receive. Currently, none of the world's health departments publicize this fact because there are multiple considerations behind it. The most direct impact is that it will lead to further imbalance in the distribution of vaccines around the world. The World Health Organization has repeatedly urged all countries around the world not to receive the \"third injection,\" out of consideration for poor countries. Israel, the fastest to act, has already received its third injection, while the United States is the second country. Following the US announcement, other European countries should follow suit soon. Once developed countries begin to enter the \"third shot\" state, even fewer vaccines can be distributed to poor countries.</p><p>2. The third injection indicates that the vaccine's effectiveness will weaken. Judging from this statement, the FDA is very reluctant for the public to think in this direction, only saying that people with damaged immune systems need to get a third injection. According to an article published by Moderna in Science yesterday, people who have received two doses of the vaccine still have antibodies 6 months later, but the number of antibodies is decreasing according to the chart in the article (see below). So the next question that needs to be answered by the scientific community is, to what extent does the antibody decline require a third injection?<img src=\"https://static.tigerbbs.com/f4297ea88e203d5b18b5ec320360b47e\" tg-width=\"462\" tg-height=\"170\" width=\"100%\" height=\"auto\">3. The FDA's injection conditions for the \"third injection\" only say that the second injection can be given 28 days later. This attitude reflects that the FDA is very eager to get the third injection for specific groups. The normal third dose of the vaccine is usually given when the antibodies in the body have decreased to a certain level. For example, the schedule for the three doses of the cervical vaccine is 0 months, 1 month, and 6 months. The FDA's timeline for the \"three-dose COVID-19 vaccine\" is 0 months, 1 month, and 2 months, which is very urgent. Judging from Fauci's recent speeches, he is very keen to push for a third dose across the United States, but he dares not say it too clearly for fear of causing panic.</p><p>4. With the \"third injection\", will there be a \"fourth injection\" and a \"fifth injection\"? There should be. When we see \"crossover cases\" (i.e., people still get sick after being vaccinated), and the number of \"crossover cases\" is increasing, we should know that the COVID-19 vaccine may be something that accompanies humans for a long time.</p><p>Why do some vaccines for humans last a lifetime (measles), while others require year-round injections (influenza)? According to a 2007 scientific paper (Duration of Humoral Immunity to Common</p><p>According to Viral and Vaccine Antigens, the half-life of Measles antibodies in the body is as high as 3,000 years, and the half-life of Tetanus antibodies is also 11 years. The way to obtain antibodies is either to get vaccinated or to get sick yourself. As for why measles antibodies can survive in the body, but influenza antibodies cannot? Personally, I don't think the scientific mechanism of this problem is very important, but we can observe...</p><p>(1) Influenza viruses have many variations. We have only heard of 3-4 types of hepatitis viruses, but influenza viruses are updated in real time, so the influenza vaccine in the United States is also updated almost every year. Currently, it is a quadrivalent flu vaccine.</p><p>(2) Influenza viruses can be transmitted not only to humans, but also to other animals. With too many hosts, the space for transmission is greater, making it easier for viruses to mutate and cross over. The most common are swine flu and avian influenza.</p><p>So at this point, you might think that the flu and COVID-19 have almost the same phenomenon—more mutations and more hosts, except that COVID-19 is more contagious and harmful.</p><p>So, how big is the room for mRNA vaccines?</p><p>A few days ago, when mRNA vaccine stocks rose to the sky, BofA analysts immediately published a bearish analysis, believing that no matter how you calculate it, the valuation of mRNA vaccine companies cannot be calculated according to the current stock price, and there is 75% downside potential. In fact, all of this looks very familiar, and it happened to tesla before. Back then, countless analysts came out and said that no matter how they calculated it (for example, Tesla produced all the cars in the world), Tesla's stock price could not support the stock price at that time. Years have passed, and Tesla's stock price has been rising higher and higher, while none of the countless analysts who called for a short sale back then have come out to admit their mistakes.</p><p>I don't calculate the valuation of mRNA vaccine companies, nor do I recommend their stocks. Let me talk about the best case scenario for mRNA vaccines.</p><p>1. The COVID-19 vaccine has been transformed into a flu vaccine, with two doses per year.</p><p>2. COVID-19 vaccines mutate faster, so we need to keep modifying them. In the future, there will be quadrivalent and pentavalent COVID-19 vaccines, etc.</p><p>3. Due to technological issues, the production of mRNA vaccines is still controlled by only a few countries and manufacturers.</p><p>So why do mRNA vaccines have an advantage over other COVID-19 vaccines? The reason is that mRNA vaccines are the most widely promoted COVID-19 vaccines, so they also receive the most data, resulting in higher recognition in various approvals and uses. This is similar to how Tesla, as an electric vehicle, gains a first-mover advantage and obtains all sorts of data, which helps in the development of its autonomous driving system.</p><p>Finally, we must emphasize the risk—humans have successfully developed a specific drug for COVID-19.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/64a7460642435b6f0a00a215a4385bc5","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114043674","content_text":"盘前观察\n美股盘前小涨。（相关阅读：盘前：“美版拼多多”暴跌26%, 图森未来迎来解禁）\n FDA正式宣布对特定人群打“第三针”——mRNA疫苗的想象空间到底有多大？\n8个小时前，FDA正式宣布对特定人群开打新冠疫苗第三针（booster）。获批的疫苗还是两款mRNA疫苗，Pfizer-BioNTech和Moderna。需要接种第三针的人群是自身免疫力受损的人群，比方说器官移植的病人。对于其他人群，FDA的说法是只要接种完成暂时不需要第三针。\nFDA声明的内容不多，但隐含的意义不少。\n 1，承认需要接种第三针，尽管只是给某些特定人群，也就承认了一个基本事实：疫苗打得越多，人体能够得到的保护就越强。目前全球所有的卫生部门，都不会宣传这个事实，因为这后面有多重考量。最直接的影响，就是会导致全球的疫苗分配进一步不平衡。世界卫生组织一再要求全球所有国家不要打“第三针”，这是出于对贫穷国家的考虑。行动最快的以色列已经开打“第三针”，美国是第二个国家。美国宣布之后，其它欧洲国家应该会很快跟进。发达国家一旦开始进入“第三针”状态，那么能够分给贫穷国家的疫苗就更少了。\n 2，开打第三针，也就暗示了疫苗的效果会减弱。从这次的声明来看，FDA非常不愿意民众朝着这个方向上去思考，只是说免疫系统受损的人需要开打第三针。根据Moderna昨天发表在《科学》上的文章来看，接种过两针疫苗的人群，6个月后依旧有抗体，但从文章的图表来看，抗体的数量在下降（下图）。所以下一个需要科学界回答的问题是，抗体下降到什么程度需要注射第三针？3，FDA对“第三针”的注射条件，只是说第二针28天之后就可以开打，这个态度反映了FDA非常着急让特定人群打第三针。正常的第三针疫苗，一般会等到体内抗体降低到某一个程度的时候开打，比方说3针宫颈疫苗的时间表是0个月，1个月，6个月。FDA的“三针新冠疫苗时间”的时间表是0个月，1个月，2个月，非常急促。从Fauci最近的几次讲话来说，他心中非常希望全美推进第三针，但是又不敢说得太明显害怕造成恐慌。\n 4，有了“第三针”，是不是还会有“第四针”和“第五针”？应该会有。当我们看到“穿越病例”（即打了疫苗后仍旧得病），而且“穿越病例”越来越多的时候，就应该知道新冠疫苗可能是长期伴随人类一生的东西。\n 为什么人类接种的疫苗有的一针保终身（麻风腮），而有的疫苗则需要常年注射（流感）？根据2007年的一篇科学文献（Duration of Humoral Immunity to Common \nViral and Vaccine Antigens）来看，麻疹（Measles）抗体在体内存在的半衰期高达3,000年，破伤风（Tetanus）抗体存在的半衰期，也有11年。获得抗体的办法，要不就是打疫苗要不就是自己得病。至于为何麻疹的抗体可以在体内长存，但流感抗体则不能？我个人觉得这个问题的科学机理并不十分重要，但是我们能够观察到\n （1）流感病毒变异多。我们只听过3-4种肝炎病毒，但是流感病毒是实时更新，所以美国的流感疫苗也几乎是每年都在更新，目前是4价疫苗（quadrivalent flu vaccine）。\n（2）流感病毒不仅会在人传染，还会在其它动物传染。宿主太多，传播空间就更大，病毒的变异和穿越就更容易发生，常见的是猪流感和禽流感。\n 所以看到这里，就会觉得流感和新冠有着几乎完全的现象——变异多、宿主多，只不过新冠的传染性和危害性更强。\n 那么，mRNA疫苗的空间到底有多大？\n 前几天，在mRNA疫苗股票涨到天上的时候，BofA的分析师立刻发表了一篇看空的分析，认为怎么算，mRNA疫苗公司的估值都算不到当下的股价，向下有75%的空间。其实这一切非常眼熟，也曾经发生在tesla身上。当年无数分析师出来说，怎么算（比方说特斯拉把全世界的汽车都生产了），特斯拉的股价都不能支撑当时的股价。多年过去了，特斯拉的股价越来越高，而当年无数喊空的分析师，没有一个出来承认自己的错误。\n 我不算mRNA疫苗公司的估值，也不推荐其股票，我来说说mRNA疫苗的最好的情况。\n 1，新冠疫苗变成流感疫苗，一年两针。\n2，新冠疫苗变异更快，所以要不停修改新冠疫苗，以后会有4价、5价新冠疫苗等等。\n3，因为工艺问题，mRNA疫苗的生产仍旧只有少数国家和厂家掌握。\n 那为何mRNA疫苗就比其它新冠疫苗有优势呢？还是在于mRNA疫苗是推广得最多的新冠疫苗，所以得到的数据也是最多的，所以在各类批准和使用上得到的认可度会更高。这点就像特斯拉作为电动车，一旦有了先发优势，就得到各种各样的数据，有助于它的无人驾驶的发展。\n 最后一定要强调风险——人类成功研发出某种新冠特效药。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897967312,"gmtCreate":1628869041336,"gmtModify":1676529882096,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087197775339280","idStr":"4087197775339280"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897967312","repostId":"2159906592","repostType":4,"isVote":1,"tweetType":1,"viewCount":5602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147418554,"gmtCreate":1626379975078,"gmtModify":1703758946252,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087197775339280","idStr":"4087197775339280"},"themes":[],"title":"","htmlText":"up","listText":"up","text":"up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147418554","repostId":"2151852289","repostType":4,"repost":{"id":"2151852289","kind":"news","pubTimestamp":1626401742,"share":"https://ttm.financial/m/news/2151852289?lang=en_US&edition=fundamental","pubTime":"2021-07-16 10:15","market":"us","language":"zh","title":"Similar to the approach taken by XPeng! Nio meets the Hong Kong stock listing standards better.","url":"https://stock-news.laohu8.com/highlight/detail?id=2151852289","media":"晚点早知道","summary":"之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。","content":"<p><img src=\"https://static.tigerbbs.com/c733d8c0b3216582775101b750825cf6\" tg-width=\"614\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>XPeng previously made similar adjustments when it returned to Hong Kong for listing.</b>In March of this year, both Nio and XPeng were rumored to be planning to return to Hong Kong for a secondary listing.</p><p>XPeng returned to Hong Kong last month. There is currently no definitive information from Nio. However, Nio' latest board changes have brought it into line with Hong Kong listing rules, leading the market to speculate that its return to Hong Kong is imminent.</p><p>Effective July 12, Long Yu, founding and managing partner of BAI Capital, officially became the third independent non-executive director and the only female director on the board of directors of Nio Motor Company. She also took over the position of Chairman of the Board's Nomination and Corporate Governance Committee from NIO Chairman Li Bin.</p><p>In this way, Nio simultaneously satisfies two existing listing rules and two proposed amendments to the listing rules, namely:</p><p><ul><li>The board of directors should include at least three independent directors, representing at least one-third of the board members (currently);</p><p></li><li>The Audit Committee shall have at least three members, all of whom shall be non-executive Directors (existing);</p><p></li><li>Mandatory establishment of a nomination committee chaired by an independent director with a majority of independent directors (amendment);</p><p></li><li>The Board shall have at least one member of the opposite sex (Amendment).</p><p></li></ul>In response to LatePost, Nio stated that the board adjustment was based on the management of technology companies with a market capitalization of hundreds of billions of yuan, increasing the diversity of the board composition, and had nothing to do with the Hong Kong listing.</p><p>In May of this year, NIO held a special general meeting of shareholders in hopes of changing the board structure, proposing to give the NIO User Trust the power to nominate a director.</p><p>LatePost has learned that the proposal has been passed, which means that the Nio board may add a director nominated by car owners.</p><p>Currently, Nio Motor Company has a total of 6 board seats, with Li Bin and Nio co-founder Qin Lihong holding 2 seats, James Gordon Mitchell, a director appointed by Tencent, the second largest external shareholder, holding 1 seat, and independent directors holding 3 seats. The three committees under the board of directors of Nio Motor Company, namely Audit, Remuneration, Nomination and Corporate Governance, are chaired by three independent directors.</p><p>This structure is extremely similar to that of XPeng Motor Company, which has already successfully dual-listed in Hong Kong. Moreover, in order to meet the Hong Kong listing requirements, XPeng Motor Company appointed two new independent directors as chairmen of the remuneration committee and the nomination committee respectively during the listing.</p><p>Long Yu, a new member of the Nio board of directors, has known Li Bin for many years. Starting in 2009, she led BAI Capital to invest in several companies founded and invested in by Li Bin, such as Yiche, Yixin, Uxin Used Cars, CheLun Connect, and Mobike.</p><p>Shortly after Yiche went public, Li Bin had dinner with Long Yu and said that his \"ultimate dream\" for travel was to build cars, and promised to give the third car to Long Yu's daughter Audrey. Seven years later, Li Bin fulfilled his contract.</p><p>In addition, the two sides also have a tacit understanding regarding overseas investment. In May of this year, Temasek, together with BAI and Joy Capital, jointly invested in a $64 million Series B financing round for Nio-based LiDAR supplier Tudaton, with existing shareholders Nio Capital, Stau Capital, and F-Prime Capital also participating.</p>","source":"lsy1596708272136","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Similar to the approach taken by XPeng! Nio meets the Hong Kong stock listing standards better.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSimilar to the approach taken by XPeng! Nio meets the Hong Kong stock listing standards better.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">晚点早知道</strong><span class=\"h-time small\">2021-07-16 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c733d8c0b3216582775101b750825cf6\" tg-width=\"614\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>XPeng previously made similar adjustments when it returned to Hong Kong for listing.</b>In March of this year, both Nio and XPeng were rumored to be planning to return to Hong Kong for a secondary listing.</p><p>XPeng returned to Hong Kong last month. There is currently no definitive information from Nio. However, Nio' latest board changes have brought it into line with Hong Kong listing rules, leading the market to speculate that its return to Hong Kong is imminent.</p><p>Effective July 12, Long Yu, founding and managing partner of BAI Capital, officially became the third independent non-executive director and the only female director on the board of directors of Nio Motor Company. She also took over the position of Chairman of the Board's Nomination and Corporate Governance Committee from NIO Chairman Li Bin.</p><p>In this way, Nio simultaneously satisfies two existing listing rules and two proposed amendments to the listing rules, namely:</p><p><ul><li>The board of directors should include at least three independent directors, representing at least one-third of the board members (currently);</p><p></li><li>The Audit Committee shall have at least three members, all of whom shall be non-executive Directors (existing);</p><p></li><li>Mandatory establishment of a nomination committee chaired by an independent director with a majority of independent directors (amendment);</p><p></li><li>The Board shall have at least one member of the opposite sex (Amendment).</p><p></li></ul>In response to LatePost, Nio stated that the board adjustment was based on the management of technology companies with a market capitalization of hundreds of billions of yuan, increasing the diversity of the board composition, and had nothing to do with the Hong Kong listing.</p><p>In May of this year, NIO held a special general meeting of shareholders in hopes of changing the board structure, proposing to give the NIO User Trust the power to nominate a director.</p><p>LatePost has learned that the proposal has been passed, which means that the Nio board may add a director nominated by car owners.</p><p>Currently, Nio Motor Company has a total of 6 board seats, with Li Bin and Nio co-founder Qin Lihong holding 2 seats, James Gordon Mitchell, a director appointed by Tencent, the second largest external shareholder, holding 1 seat, and independent directors holding 3 seats. The three committees under the board of directors of Nio Motor Company, namely Audit, Remuneration, Nomination and Corporate Governance, are chaired by three independent directors.</p><p>This structure is extremely similar to that of XPeng Motor Company, which has already successfully dual-listed in Hong Kong. Moreover, in order to meet the Hong Kong listing requirements, XPeng Motor Company appointed two new independent directors as chairmen of the remuneration committee and the nomination committee respectively during the listing.</p><p>Long Yu, a new member of the Nio board of directors, has known Li Bin for many years. Starting in 2009, she led BAI Capital to invest in several companies founded and invested in by Li Bin, such as Yiche, Yixin, Uxin Used Cars, CheLun Connect, and Mobike.</p><p>Shortly after Yiche went public, Li Bin had dinner with Long Yu and said that his \"ultimate dream\" for travel was to build cars, and promised to give the third car to Long Yu's daughter Audrey. Seven years later, Li Bin fulfilled his contract.</p><p>In addition, the two sides also have a tacit understanding regarding overseas investment. In May of this year, Temasek, together with BAI and Joy Capital, jointly invested in a $64 million Series B financing round for Nio-based LiDAR supplier Tudaton, with existing shareholders Nio Capital, Stau Capital, and F-Prime Capital also participating.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg\">晚点早知道</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151852289","content_text":"之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。\n从 7 月 12 日起，BAI 资本创始及管理合伙人龙宇正式成为蔚来汽车董事会的第三名独立非执行董事、也是唯一一名女性董事。她还同时从蔚来董事长李斌那里接过董事会提名及企业治理委员会主席一职。\n这样一来，蔚来同时满足了 2 条既有上市规则和 2 条上市规则修订建议，分别是：\n\n董事会应包括至少三名独董，需占董事会成员人数至少三分之一（现有）；\n审核委员会成员至少三名，且须全部是非执行董事（现有）；\n强制设立提名委员会，由独董担任主席且成员以独董占大多数（修订）；\n董事会需有最少一名另一性别成员（修订）。\n\n对此，蔚来方面回应《晚点 LatePost》称，董事会调整是以千亿市值科技公司管理为标准，增加董事会构成的多样性，与赴港上市并无关联。\n今年 5 月，蔚来曾召开特别股东大会，希望改变董事会结构，拟给予 NIO User Trusta（蔚来用户信托）提名一位董事的权力。\n《晚点 LatePost》获悉该提案已经通过，这意味着蔚来董事会或将增加一名由车主推举提名的董事。\n目前蔚来汽车董事会共有 6 席，李斌、蔚来联合创始人秦力洪占 2 席，第二大外部股东腾讯派驻董事 James Gordon Mitchell 占 1 席，独董占 3 席。蔚来汽车董事会下设的三个委员会，审计、薪酬、提名及公司治理，由 3 位独董分任主席。\n这一结构与已经成功赴港双重上市的小鹏汽车极其相似。而且小鹏汽车此前为满足香港上市条件，在上市时新任命了两名独董分任薪酬委员会及提名委员会主席。\n新加入蔚来董事会的龙宇与李斌相识多年。从 2009 年开始，她带领 BAI 资本投资了李斌创办及投资的多个企业，如易车、易鑫、优信二手车、车轮互联、摩拜单车等。\n易车刚上市不久，李斌与龙宇吃饭时就称自己对于出行的 “终极梦想” 是造车，并允诺把第三辆下线的车送给龙宇的女儿 Audrey。七年后，李斌履约。\n除此之外，双方还在对外投资方面有着默契。今年 5 月，淡马锡与 BAI、愉悦资本联合投资蔚来激光雷达供应商图达通 6400 万美元 B 轮融资，老股东蔚来资本、斯道资本和 F-Prime Capital 也参与其中。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":6673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":147418554,"gmtCreate":1626379975078,"gmtModify":1703758946252,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087197775339280","authorIdStr":"4087197775339280"},"themes":[],"title":"","htmlText":"up","listText":"up","text":"up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/147418554","repostId":"2151852289","repostType":4,"repost":{"id":"2151852289","kind":"news","pubTimestamp":1626401742,"share":"https://ttm.financial/m/news/2151852289?lang=en_US&edition=fundamental","pubTime":"2021-07-16 10:15","market":"us","language":"zh","title":"Similar to the approach taken by XPeng! Nio meets the Hong Kong stock listing standards better.","url":"https://stock-news.laohu8.com/highlight/detail?id=2151852289","media":"晚点早知道","summary":"之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。","content":"<p><img src=\"https://static.tigerbbs.com/c733d8c0b3216582775101b750825cf6\" tg-width=\"614\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>XPeng previously made similar adjustments when it returned to Hong Kong for listing.</b>In March of this year, both Nio and XPeng were rumored to be planning to return to Hong Kong for a secondary listing.</p><p>XPeng returned to Hong Kong last month. There is currently no definitive information from Nio. However, Nio' latest board changes have brought it into line with Hong Kong listing rules, leading the market to speculate that its return to Hong Kong is imminent.</p><p>Effective July 12, Long Yu, founding and managing partner of BAI Capital, officially became the third independent non-executive director and the only female director on the board of directors of Nio Motor Company. She also took over the position of Chairman of the Board's Nomination and Corporate Governance Committee from NIO Chairman Li Bin.</p><p>In this way, Nio simultaneously satisfies two existing listing rules and two proposed amendments to the listing rules, namely:</p><p><ul><li>The board of directors should include at least three independent directors, representing at least one-third of the board members (currently);</p><p></li><li>The Audit Committee shall have at least three members, all of whom shall be non-executive Directors (existing);</p><p></li><li>Mandatory establishment of a nomination committee chaired by an independent director with a majority of independent directors (amendment);</p><p></li><li>The Board shall have at least one member of the opposite sex (Amendment).</p><p></li></ul>In response to LatePost, Nio stated that the board adjustment was based on the management of technology companies with a market capitalization of hundreds of billions of yuan, increasing the diversity of the board composition, and had nothing to do with the Hong Kong listing.</p><p>In May of this year, NIO held a special general meeting of shareholders in hopes of changing the board structure, proposing to give the NIO User Trust the power to nominate a director.</p><p>LatePost has learned that the proposal has been passed, which means that the Nio board may add a director nominated by car owners.</p><p>Currently, Nio Motor Company has a total of 6 board seats, with Li Bin and Nio co-founder Qin Lihong holding 2 seats, James Gordon Mitchell, a director appointed by Tencent, the second largest external shareholder, holding 1 seat, and independent directors holding 3 seats. The three committees under the board of directors of Nio Motor Company, namely Audit, Remuneration, Nomination and Corporate Governance, are chaired by three independent directors.</p><p>This structure is extremely similar to that of XPeng Motor Company, which has already successfully dual-listed in Hong Kong. Moreover, in order to meet the Hong Kong listing requirements, XPeng Motor Company appointed two new independent directors as chairmen of the remuneration committee and the nomination committee respectively during the listing.</p><p>Long Yu, a new member of the Nio board of directors, has known Li Bin for many years. Starting in 2009, she led BAI Capital to invest in several companies founded and invested in by Li Bin, such as Yiche, Yixin, Uxin Used Cars, CheLun Connect, and Mobike.</p><p>Shortly after Yiche went public, Li Bin had dinner with Long Yu and said that his \"ultimate dream\" for travel was to build cars, and promised to give the third car to Long Yu's daughter Audrey. Seven years later, Li Bin fulfilled his contract.</p><p>In addition, the two sides also have a tacit understanding regarding overseas investment. In May of this year, Temasek, together with BAI and Joy Capital, jointly invested in a $64 million Series B financing round for Nio-based LiDAR supplier Tudaton, with existing shareholders Nio Capital, Stau Capital, and F-Prime Capital also participating.</p>","source":"lsy1596708272136","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Similar to the approach taken by XPeng! Nio meets the Hong Kong stock listing standards better.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSimilar to the approach taken by XPeng! Nio meets the Hong Kong stock listing standards better.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">晚点早知道</strong><span class=\"h-time small\">2021-07-16 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c733d8c0b3216582775101b750825cf6\" tg-width=\"614\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>XPeng previously made similar adjustments when it returned to Hong Kong for listing.</b>In March of this year, both Nio and XPeng were rumored to be planning to return to Hong Kong for a secondary listing.</p><p>XPeng returned to Hong Kong last month. There is currently no definitive information from Nio. However, Nio' latest board changes have brought it into line with Hong Kong listing rules, leading the market to speculate that its return to Hong Kong is imminent.</p><p>Effective July 12, Long Yu, founding and managing partner of BAI Capital, officially became the third independent non-executive director and the only female director on the board of directors of Nio Motor Company. She also took over the position of Chairman of the Board's Nomination and Corporate Governance Committee from NIO Chairman Li Bin.</p><p>In this way, Nio simultaneously satisfies two existing listing rules and two proposed amendments to the listing rules, namely:</p><p><ul><li>The board of directors should include at least three independent directors, representing at least one-third of the board members (currently);</p><p></li><li>The Audit Committee shall have at least three members, all of whom shall be non-executive Directors (existing);</p><p></li><li>Mandatory establishment of a nomination committee chaired by an independent director with a majority of independent directors (amendment);</p><p></li><li>The Board shall have at least one member of the opposite sex (Amendment).</p><p></li></ul>In response to LatePost, Nio stated that the board adjustment was based on the management of technology companies with a market capitalization of hundreds of billions of yuan, increasing the diversity of the board composition, and had nothing to do with the Hong Kong listing.</p><p>In May of this year, NIO held a special general meeting of shareholders in hopes of changing the board structure, proposing to give the NIO User Trust the power to nominate a director.</p><p>LatePost has learned that the proposal has been passed, which means that the Nio board may add a director nominated by car owners.</p><p>Currently, Nio Motor Company has a total of 6 board seats, with Li Bin and Nio co-founder Qin Lihong holding 2 seats, James Gordon Mitchell, a director appointed by Tencent, the second largest external shareholder, holding 1 seat, and independent directors holding 3 seats. The three committees under the board of directors of Nio Motor Company, namely Audit, Remuneration, Nomination and Corporate Governance, are chaired by three independent directors.</p><p>This structure is extremely similar to that of XPeng Motor Company, which has already successfully dual-listed in Hong Kong. Moreover, in order to meet the Hong Kong listing requirements, XPeng Motor Company appointed two new independent directors as chairmen of the remuneration committee and the nomination committee respectively during the listing.</p><p>Long Yu, a new member of the Nio board of directors, has known Li Bin for many years. Starting in 2009, she led BAI Capital to invest in several companies founded and invested in by Li Bin, such as Yiche, Yixin, Uxin Used Cars, CheLun Connect, and Mobike.</p><p>Shortly after Yiche went public, Li Bin had dinner with Long Yu and said that his \"ultimate dream\" for travel was to build cars, and promised to give the third car to Long Yu's daughter Audrey. Seven years later, Li Bin fulfilled his contract.</p><p>In addition, the two sides also have a tacit understanding regarding overseas investment. In May of this year, Temasek, together with BAI and Joy Capital, jointly invested in a $64 million Series B financing round for Nio-based LiDAR supplier Tudaton, with existing shareholders Nio Capital, Stau Capital, and F-Prime Capital also participating.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg\">晚点早知道</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151852289","content_text":"之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。\n从 7 月 12 日起，BAI 资本创始及管理合伙人龙宇正式成为蔚来汽车董事会的第三名独立非执行董事、也是唯一一名女性董事。她还同时从蔚来董事长李斌那里接过董事会提名及企业治理委员会主席一职。\n这样一来，蔚来同时满足了 2 条既有上市规则和 2 条上市规则修订建议，分别是：\n\n董事会应包括至少三名独董，需占董事会成员人数至少三分之一（现有）；\n审核委员会成员至少三名，且须全部是非执行董事（现有）；\n强制设立提名委员会，由独董担任主席且成员以独董占大多数（修订）；\n董事会需有最少一名另一性别成员（修订）。\n\n对此，蔚来方面回应《晚点 LatePost》称，董事会调整是以千亿市值科技公司管理为标准，增加董事会构成的多样性，与赴港上市并无关联。\n今年 5 月，蔚来曾召开特别股东大会，希望改变董事会结构，拟给予 NIO User Trusta（蔚来用户信托）提名一位董事的权力。\n《晚点 LatePost》获悉该提案已经通过，这意味着蔚来董事会或将增加一名由车主推举提名的董事。\n目前蔚来汽车董事会共有 6 席，李斌、蔚来联合创始人秦力洪占 2 席，第二大外部股东腾讯派驻董事 James Gordon Mitchell 占 1 席，独董占 3 席。蔚来汽车董事会下设的三个委员会，审计、薪酬、提名及公司治理，由 3 位独董分任主席。\n这一结构与已经成功赴港双重上市的小鹏汽车极其相似。而且小鹏汽车此前为满足香港上市条件，在上市时新任命了两名独董分任薪酬委员会及提名委员会主席。\n新加入蔚来董事会的龙宇与李斌相识多年。从 2009 年开始，她带领 BAI 资本投资了李斌创办及投资的多个企业，如易车、易鑫、优信二手车、车轮互联、摩拜单车等。\n易车刚上市不久，李斌与龙宇吃饭时就称自己对于出行的 “终极梦想” 是造车，并允诺把第三辆下线的车送给龙宇的女儿 Audrey。七年后，李斌履约。\n除此之外，双方还在对外投资方面有着默契。今年 5 月，淡马锡与 BAI、愉悦资本联合投资蔚来激光雷达供应商图达通 6400 万美元 B 轮融资，老股东蔚来资本、斯道资本和 F-Prime Capital 也参与其中。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":6673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300540472070280,"gmtCreate":1714393561270,"gmtModify":1714393563672,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087197775339280","authorIdStr":"4087197775339280"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 250-300","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 250-300","text":"$特斯拉(TSLA)$ 250-300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/300540472070280","isVote":1,"tweetType":1,"viewCount":5453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833157036,"gmtCreate":1629212044025,"gmtModify":1676529968776,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087197775339280","authorIdStr":"4087197775339280"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SESN\">$Sesen Bio, Inc.(SESN)$</a>good news up&nbsp;up up&nbsp;","listText":"<a href=\"https://laohu8.com/S/SESN\">$Sesen Bio, Inc.(SESN)$</a>good news up&nbsp;up up&nbsp;","text":"$Sesen Bio, Inc.(SESN)$good news up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/833157036","isVote":1,"tweetType":1,"viewCount":4712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897967312,"gmtCreate":1628869041336,"gmtModify":1676529882096,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087197775339280","authorIdStr":"4087197775339280"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/897967312","repostId":"2159906592","repostType":4,"isVote":1,"tweetType":1,"viewCount":5602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839896464,"gmtCreate":1629133102558,"gmtModify":1676529942621,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087197775339280","authorIdStr":"4087197775339280"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NAOV\">$NanoVibronix Inc(NAOV)$</a>can up $4&nbsp;","listText":"<a href=\"https://laohu8.com/S/NAOV\">$NanoVibronix Inc(NAOV)$</a>can up $4&nbsp;","text":"$NanoVibronix Inc(NAOV)$can up $4","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/839896464","isVote":1,"tweetType":1,"viewCount":4480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897460974,"gmtCreate":1628959813798,"gmtModify":1676529900320,"author":{"id":"4087197775339280","authorId":"4087197775339280","name":"NonameDevil","avatar":"https://static.tigerbbs.com/bd1fe001f7244a9eedf26355346a32b4","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087197775339280","authorIdStr":"4087197775339280"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897460974","repostId":"1114043674","repostType":4,"repost":{"id":"1114043674","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628860880,"share":"https://ttm.financial/m/news/1114043674?lang=en_US&edition=fundamental","pubTime":"2021-08-13 21:21","market":"us","language":"zh","title":"Tiger's pre-market commentary: How big is the potential for mRNA vaccines?","url":"https://stock-news.laohu8.com/highlight/detail?id=1114043674","media":"老虎资讯综合","summary":"盘前观察\n美股盘前小涨。（相关阅读：盘前：“美版拼多多”暴跌26%, 图森未来迎来解禁）\n FDA正式宣布对特定人群打“第三针”——mRNA疫苗的想象空间到底有多大？\n8个小时前，FDA正式宣布对特定","content":"<p><b>Pre-market observation</b></p><p>U.S. stocks rose slightly in pre-market trading. (Related reading:<a href=\"https://laohu8.com/NW/1150378564\" target=\"_blank\">Pre-market: \"US version of Pinduoduo\" plummets 26%, TuSimple will see its lock-up period lifted.</a>）</p><p> <b>The FDA officially announced the \"third injection\" for specific populations-how big is the imagination of mRNA vaccines?</b></p><p>Eight hours ago, the FDA officially announced the third dose (booster) of the COVID-19 vaccine for specific groups. The approved vaccines are also two mRNA vaccines, Pfizer-BioNTech and Moderna. People who need a third dose are those with compromised autoimmunity, such as organ transplant patients. For other groups, the FDA says that as long as the vaccination is completed, a third injection is not needed for the time being.</p><p>The content of the FDA statement is not much, but there is a lot of implied meaning.</p><p>1. Acknowledging the need for a third dose, even if only for certain specific groups, acknowledges a basic fact: the more vaccines you get, the stronger the protection your body can receive. Currently, none of the world's health departments publicize this fact because there are multiple considerations behind it. The most direct impact is that it will lead to further imbalance in the distribution of vaccines around the world. The World Health Organization has repeatedly urged all countries around the world not to receive the \"third injection,\" out of consideration for poor countries. Israel, the fastest to act, has already received its third injection, while the United States is the second country. Following the US announcement, other European countries should follow suit soon. Once developed countries begin to enter the \"third shot\" state, even fewer vaccines can be distributed to poor countries.</p><p>2. The third injection indicates that the vaccine's effectiveness will weaken. Judging from this statement, the FDA is very reluctant for the public to think in this direction, only saying that people with damaged immune systems need to get a third injection. According to an article published by Moderna in Science yesterday, people who have received two doses of the vaccine still have antibodies 6 months later, but the number of antibodies is decreasing according to the chart in the article (see below). So the next question that needs to be answered by the scientific community is, to what extent does the antibody decline require a third injection?<img src=\"https://static.tigerbbs.com/f4297ea88e203d5b18b5ec320360b47e\" tg-width=\"462\" tg-height=\"170\" width=\"100%\" height=\"auto\">3. The FDA's injection conditions for the \"third injection\" only say that the second injection can be given 28 days later. This attitude reflects that the FDA is very eager to get the third injection for specific groups. The normal third dose of the vaccine is usually given when the antibodies in the body have decreased to a certain level. For example, the schedule for the three doses of the cervical vaccine is 0 months, 1 month, and 6 months. The FDA's timeline for the \"three-dose COVID-19 vaccine\" is 0 months, 1 month, and 2 months, which is very urgent. Judging from Fauci's recent speeches, he is very keen to push for a third dose across the United States, but he dares not say it too clearly for fear of causing panic.</p><p>4. With the \"third injection\", will there be a \"fourth injection\" and a \"fifth injection\"? There should be. When we see \"crossover cases\" (i.e., people still get sick after being vaccinated), and the number of \"crossover cases\" is increasing, we should know that the COVID-19 vaccine may be something that accompanies humans for a long time.</p><p>Why do some vaccines for humans last a lifetime (measles), while others require year-round injections (influenza)? According to a 2007 scientific paper (Duration of Humoral Immunity to Common</p><p>According to Viral and Vaccine Antigens, the half-life of Measles antibodies in the body is as high as 3,000 years, and the half-life of Tetanus antibodies is also 11 years. The way to obtain antibodies is either to get vaccinated or to get sick yourself. As for why measles antibodies can survive in the body, but influenza antibodies cannot? Personally, I don't think the scientific mechanism of this problem is very important, but we can observe...</p><p>(1) Influenza viruses have many variations. We have only heard of 3-4 types of hepatitis viruses, but influenza viruses are updated in real time, so the influenza vaccine in the United States is also updated almost every year. Currently, it is a quadrivalent flu vaccine.</p><p>(2) Influenza viruses can be transmitted not only to humans, but also to other animals. With too many hosts, the space for transmission is greater, making it easier for viruses to mutate and cross over. The most common are swine flu and avian influenza.</p><p>So at this point, you might think that the flu and COVID-19 have almost the same phenomenon—more mutations and more hosts, except that COVID-19 is more contagious and harmful.</p><p>So, how big is the room for mRNA vaccines?</p><p>A few days ago, when mRNA vaccine stocks rose to the sky, BofA analysts immediately published a bearish analysis, believing that no matter how you calculate it, the valuation of mRNA vaccine companies cannot be calculated according to the current stock price, and there is 75% downside potential. In fact, all of this looks very familiar, and it happened to tesla before. Back then, countless analysts came out and said that no matter how they calculated it (for example, Tesla produced all the cars in the world), Tesla's stock price could not support the stock price at that time. Years have passed, and Tesla's stock price has been rising higher and higher, while none of the countless analysts who called for a short sale back then have come out to admit their mistakes.</p><p>I don't calculate the valuation of mRNA vaccine companies, nor do I recommend their stocks. Let me talk about the best case scenario for mRNA vaccines.</p><p>1. The COVID-19 vaccine has been transformed into a flu vaccine, with two doses per year.</p><p>2. COVID-19 vaccines mutate faster, so we need to keep modifying them. In the future, there will be quadrivalent and pentavalent COVID-19 vaccines, etc.</p><p>3. Due to technological issues, the production of mRNA vaccines is still controlled by only a few countries and manufacturers.</p><p>So why do mRNA vaccines have an advantage over other COVID-19 vaccines? The reason is that mRNA vaccines are the most widely promoted COVID-19 vaccines, so they also receive the most data, resulting in higher recognition in various approvals and uses. This is similar to how Tesla, as an electric vehicle, gains a first-mover advantage and obtains all sorts of data, which helps in the development of its autonomous driving system.</p><p>Finally, we must emphasize the risk—humans have successfully developed a specific drug for COVID-19.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tiger's pre-market commentary: How big is the potential for mRNA vaccines?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTiger's pre-market commentary: How big is the potential for mRNA vaccines?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-13 21:21</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><b>Pre-market observation</b></p><p>U.S. stocks rose slightly in pre-market trading. (Related reading:<a href=\"https://laohu8.com/NW/1150378564\" target=\"_blank\">Pre-market: \"US version of Pinduoduo\" plummets 26%, TuSimple will see its lock-up period lifted.</a>）</p><p> <b>The FDA officially announced the \"third injection\" for specific populations-how big is the imagination of mRNA vaccines?</b></p><p>Eight hours ago, the FDA officially announced the third dose (booster) of the COVID-19 vaccine for specific groups. The approved vaccines are also two mRNA vaccines, Pfizer-BioNTech and Moderna. People who need a third dose are those with compromised autoimmunity, such as organ transplant patients. For other groups, the FDA says that as long as the vaccination is completed, a third injection is not needed for the time being.</p><p>The content of the FDA statement is not much, but there is a lot of implied meaning.</p><p>1. Acknowledging the need for a third dose, even if only for certain specific groups, acknowledges a basic fact: the more vaccines you get, the stronger the protection your body can receive. Currently, none of the world's health departments publicize this fact because there are multiple considerations behind it. The most direct impact is that it will lead to further imbalance in the distribution of vaccines around the world. The World Health Organization has repeatedly urged all countries around the world not to receive the \"third injection,\" out of consideration for poor countries. Israel, the fastest to act, has already received its third injection, while the United States is the second country. Following the US announcement, other European countries should follow suit soon. Once developed countries begin to enter the \"third shot\" state, even fewer vaccines can be distributed to poor countries.</p><p>2. The third injection indicates that the vaccine's effectiveness will weaken. Judging from this statement, the FDA is very reluctant for the public to think in this direction, only saying that people with damaged immune systems need to get a third injection. According to an article published by Moderna in Science yesterday, people who have received two doses of the vaccine still have antibodies 6 months later, but the number of antibodies is decreasing according to the chart in the article (see below). So the next question that needs to be answered by the scientific community is, to what extent does the antibody decline require a third injection?<img src=\"https://static.tigerbbs.com/f4297ea88e203d5b18b5ec320360b47e\" tg-width=\"462\" tg-height=\"170\" width=\"100%\" height=\"auto\">3. The FDA's injection conditions for the \"third injection\" only say that the second injection can be given 28 days later. This attitude reflects that the FDA is very eager to get the third injection for specific groups. The normal third dose of the vaccine is usually given when the antibodies in the body have decreased to a certain level. For example, the schedule for the three doses of the cervical vaccine is 0 months, 1 month, and 6 months. The FDA's timeline for the \"three-dose COVID-19 vaccine\" is 0 months, 1 month, and 2 months, which is very urgent. Judging from Fauci's recent speeches, he is very keen to push for a third dose across the United States, but he dares not say it too clearly for fear of causing panic.</p><p>4. With the \"third injection\", will there be a \"fourth injection\" and a \"fifth injection\"? There should be. When we see \"crossover cases\" (i.e., people still get sick after being vaccinated), and the number of \"crossover cases\" is increasing, we should know that the COVID-19 vaccine may be something that accompanies humans for a long time.</p><p>Why do some vaccines for humans last a lifetime (measles), while others require year-round injections (influenza)? According to a 2007 scientific paper (Duration of Humoral Immunity to Common</p><p>According to Viral and Vaccine Antigens, the half-life of Measles antibodies in the body is as high as 3,000 years, and the half-life of Tetanus antibodies is also 11 years. The way to obtain antibodies is either to get vaccinated or to get sick yourself. As for why measles antibodies can survive in the body, but influenza antibodies cannot? Personally, I don't think the scientific mechanism of this problem is very important, but we can observe...</p><p>(1) Influenza viruses have many variations. We have only heard of 3-4 types of hepatitis viruses, but influenza viruses are updated in real time, so the influenza vaccine in the United States is also updated almost every year. Currently, it is a quadrivalent flu vaccine.</p><p>(2) Influenza viruses can be transmitted not only to humans, but also to other animals. With too many hosts, the space for transmission is greater, making it easier for viruses to mutate and cross over. The most common are swine flu and avian influenza.</p><p>So at this point, you might think that the flu and COVID-19 have almost the same phenomenon—more mutations and more hosts, except that COVID-19 is more contagious and harmful.</p><p>So, how big is the room for mRNA vaccines?</p><p>A few days ago, when mRNA vaccine stocks rose to the sky, BofA analysts immediately published a bearish analysis, believing that no matter how you calculate it, the valuation of mRNA vaccine companies cannot be calculated according to the current stock price, and there is 75% downside potential. In fact, all of this looks very familiar, and it happened to tesla before. Back then, countless analysts came out and said that no matter how they calculated it (for example, Tesla produced all the cars in the world), Tesla's stock price could not support the stock price at that time. Years have passed, and Tesla's stock price has been rising higher and higher, while none of the countless analysts who called for a short sale back then have come out to admit their mistakes.</p><p>I don't calculate the valuation of mRNA vaccine companies, nor do I recommend their stocks. Let me talk about the best case scenario for mRNA vaccines.</p><p>1. The COVID-19 vaccine has been transformed into a flu vaccine, with two doses per year.</p><p>2. COVID-19 vaccines mutate faster, so we need to keep modifying them. In the future, there will be quadrivalent and pentavalent COVID-19 vaccines, etc.</p><p>3. Due to technological issues, the production of mRNA vaccines is still controlled by only a few countries and manufacturers.</p><p>So why do mRNA vaccines have an advantage over other COVID-19 vaccines? The reason is that mRNA vaccines are the most widely promoted COVID-19 vaccines, so they also receive the most data, resulting in higher recognition in various approvals and uses. This is similar to how Tesla, as an electric vehicle, gains a first-mover advantage and obtains all sorts of data, which helps in the development of its autonomous driving system.</p><p>Finally, we must emphasize the risk—humans have successfully developed a specific drug for COVID-19.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/64a7460642435b6f0a00a215a4385bc5","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114043674","content_text":"盘前观察\n美股盘前小涨。（相关阅读：盘前：“美版拼多多”暴跌26%, 图森未来迎来解禁）\n FDA正式宣布对特定人群打“第三针”——mRNA疫苗的想象空间到底有多大？\n8个小时前，FDA正式宣布对特定人群开打新冠疫苗第三针（booster）。获批的疫苗还是两款mRNA疫苗，Pfizer-BioNTech和Moderna。需要接种第三针的人群是自身免疫力受损的人群，比方说器官移植的病人。对于其他人群，FDA的说法是只要接种完成暂时不需要第三针。\nFDA声明的内容不多，但隐含的意义不少。\n 1，承认需要接种第三针，尽管只是给某些特定人群，也就承认了一个基本事实：疫苗打得越多，人体能够得到的保护就越强。目前全球所有的卫生部门，都不会宣传这个事实，因为这后面有多重考量。最直接的影响，就是会导致全球的疫苗分配进一步不平衡。世界卫生组织一再要求全球所有国家不要打“第三针”，这是出于对贫穷国家的考虑。行动最快的以色列已经开打“第三针”，美国是第二个国家。美国宣布之后，其它欧洲国家应该会很快跟进。发达国家一旦开始进入“第三针”状态，那么能够分给贫穷国家的疫苗就更少了。\n 2，开打第三针，也就暗示了疫苗的效果会减弱。从这次的声明来看，FDA非常不愿意民众朝着这个方向上去思考，只是说免疫系统受损的人需要开打第三针。根据Moderna昨天发表在《科学》上的文章来看，接种过两针疫苗的人群，6个月后依旧有抗体，但从文章的图表来看，抗体的数量在下降（下图）。所以下一个需要科学界回答的问题是，抗体下降到什么程度需要注射第三针？3，FDA对“第三针”的注射条件，只是说第二针28天之后就可以开打，这个态度反映了FDA非常着急让特定人群打第三针。正常的第三针疫苗，一般会等到体内抗体降低到某一个程度的时候开打，比方说3针宫颈疫苗的时间表是0个月，1个月，6个月。FDA的“三针新冠疫苗时间”的时间表是0个月，1个月，2个月，非常急促。从Fauci最近的几次讲话来说，他心中非常希望全美推进第三针，但是又不敢说得太明显害怕造成恐慌。\n 4，有了“第三针”，是不是还会有“第四针”和“第五针”？应该会有。当我们看到“穿越病例”（即打了疫苗后仍旧得病），而且“穿越病例”越来越多的时候，就应该知道新冠疫苗可能是长期伴随人类一生的东西。\n 为什么人类接种的疫苗有的一针保终身（麻风腮），而有的疫苗则需要常年注射（流感）？根据2007年的一篇科学文献（Duration of Humoral Immunity to Common \nViral and Vaccine Antigens）来看，麻疹（Measles）抗体在体内存在的半衰期高达3,000年，破伤风（Tetanus）抗体存在的半衰期，也有11年。获得抗体的办法，要不就是打疫苗要不就是自己得病。至于为何麻疹的抗体可以在体内长存，但流感抗体则不能？我个人觉得这个问题的科学机理并不十分重要，但是我们能够观察到\n （1）流感病毒变异多。我们只听过3-4种肝炎病毒，但是流感病毒是实时更新，所以美国的流感疫苗也几乎是每年都在更新，目前是4价疫苗（quadrivalent flu vaccine）。\n（2）流感病毒不仅会在人传染，还会在其它动物传染。宿主太多，传播空间就更大，病毒的变异和穿越就更容易发生，常见的是猪流感和禽流感。\n 所以看到这里，就会觉得流感和新冠有着几乎完全的现象——变异多、宿主多，只不过新冠的传染性和危害性更强。\n 那么，mRNA疫苗的空间到底有多大？\n 前几天，在mRNA疫苗股票涨到天上的时候，BofA的分析师立刻发表了一篇看空的分析，认为怎么算，mRNA疫苗公司的估值都算不到当下的股价，向下有75%的空间。其实这一切非常眼熟，也曾经发生在tesla身上。当年无数分析师出来说，怎么算（比方说特斯拉把全世界的汽车都生产了），特斯拉的股价都不能支撑当时的股价。多年过去了，特斯拉的股价越来越高，而当年无数喊空的分析师，没有一个出来承认自己的错误。\n 我不算mRNA疫苗公司的估值，也不推荐其股票，我来说说mRNA疫苗的最好的情况。\n 1，新冠疫苗变成流感疫苗，一年两针。\n2，新冠疫苗变异更快，所以要不停修改新冠疫苗，以后会有4价、5价新冠疫苗等等。\n3，因为工艺问题，mRNA疫苗的生产仍旧只有少数国家和厂家掌握。\n 那为何mRNA疫苗就比其它新冠疫苗有优势呢？还是在于mRNA疫苗是推广得最多的新冠疫苗，所以得到的数据也是最多的，所以在各类批准和使用上得到的认可度会更高。这点就像特斯拉作为电动车，一旦有了先发优势，就得到各种各样的数据，有助于它的无人驾驶的发展。\n 最后一定要强调风险——人类成功研发出某种新冠特效药。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}