To The Moon

Every FOMC, people are always worried about being skewered by market events, so they are not so confident in the trading before the FOMC.But this time it was different. The institution had the answer first:sell $MSFT 20230519 310.0 PUT$10,000 lots of options, which means hundreds of millions of dollars of margin. When I saw the option change the only thing I thought was all in Microsoft. Microsoft reported earnings earlier, and they were surprisingly good. That being said, you don't have to be so aggressive and put the sell put at a lower strike price, like 280 or 260.I want to move on to the other stock observations of the week, which are somewhat subjective.I'm going to make an unpleasant judgment for a

下一個生物巨頭 $綠竹生物-B(02480)$ ，我自己也買了自疫情開始，市場對疫苗的關注未曾停歇，最近又有一個做創新疫苗的企業綠竹生物準備上市，它不僅估值有上漲空間，同時背靠千億帶狀皰疹疫苗賽道，又以在安全性、預防效力都媲美全球疫苗巨頭葛蘭素史克的情況下，帶來更實惠的產品價格。結合綠竹生物的發行情況來看，我認爲正式上市後股價上漲的機會較大，可以考慮多入幾手。公司名稱: 綠竹生物招股時間:4月25日至4月28日上市日期: 2023年5月8日 預計發行股數: 擬全球發售1038.6萬股估值: 66.40億港元-84.32億港元募資金額: 3.40億港元-4.33億港元基石投資比例: 40.60%禁售期: 上市前股東全部鎖定一年，基石投資人鎖定半年優勢一 最具潛力的中國帶狀皰疹疫苗帶狀皰疹疫苗市場前景:全球帶狀皰疹疫苗市場約在2030年達到120億美金，而中國市場則約爲280億人民幣，年複合增長率超30%。在市場中，根據弗若斯特沙利文研究，綠竹選定的重組蛋白技術約佔95%以上市場份額。帶狀皰疹疫苗行業情況: 當前全球葛蘭素史克的Shingrix®佔99%以上的市場，但價格偏高。研發部份則以百克生物進度領先，已經在今年初獲批在中國上市，但其採取的減毒活疫苗路線，已有默沙東Zostavax®上市後又下市，源於疫苗的效果不佳。而綠竹是在重組蛋白疫苗方向的研發領頭羊，是中國該賽道唯一在美國同步進行臨牀測試的企業，不僅在II頭對頭臨牀實驗的結果來看，成效跟Shingrix®相當，安全度還更好，最重要的是預期未來定價約爲Shingrix®的1/2。優勢二 創始人有中國最多疫苗成功開發經驗創始人孔建出身北京生物製品研究所，在過去曾帶領其研發團隊成功開發出了多種細菌多糖蛋

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