This week we are covering Senseonics (SENS Stock on the NYSE) and their revolutionary Eversense ... ... <看更多>
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This week we are covering Senseonics (SENS Stock on the NYSE) and their revolutionary Eversense ... ... <看更多>
Re: [標的] 美股SENS. 看板 Stock. 作者 fieed. 時間 2021-03-05 10 ... ... <看更多>
#1. Senseonics Holdings, Inc. (SENS) Stock Price, News, Quote ...
Shares of Senseonics Holdings (NYSEMKT: SENS) rose by nearly 10% by the end of trading Thursday afternoon this week, according to data from S&P Global Market ...
#2. Senseonics Holdings Inc. Stock Quote (US - MarketWatch
SENS | Complete Senseonics Holdings Inc. stock news by MarketWatch. View real-time stock prices and stock quotes for a full financial overview.
#3. SENS-Senseonics Holdings Inc-基本資料-美股-MoneyDJ理財網
Senseonics Holdings Inc(SENS.US)成立於1996年,總部位於美國馬里蘭州日耳曼鎮,為一家醫學技術公司,專注於設計、開發及商品化針對糖尿病患者所提供的血糖監測系統。 其 ...
#4. Senseonics Holdings, Inc. Common Stock (SENS) - Nasdaq
Senseonics Holdings Inc is a medical technology company. It is focused on the design, development, and commercialization of the glucose monitoring system, ...
#5. Stock Information - Senseonics
Copyright Investis Digital. All rights reserved. Data and charts may be delayed by 15 minutes or more. Quotes are in local exchange time.
#6. SENS | Senseonics Holdings Inc. Stock Price & News - WSJ
View the latest Senseonics Holdings Inc. (SENS) stock price, news, historical charts, analyst ratings and financial information from WSJ.
#7. SENS: Senseonics Holdings Inc - Stock Price, Quote and News
Get Senseonics Holdings Inc (SENS:NYSE American) real-time stock quotes, news, price and financial information from CNBC.
#8. SENS - Senseonics Holdings, Inc. - 相關新聞| 美股| Anue鉅亨
Are These Reddit Penny Stocks on Your Small-Caps List? Reddit has become one of the most popular places for penny stocks investors to get together.
#9. Senseonics: SENS Stock Price Quote & News | Robinhood
Senseonics Holdings, Inc. engages in the design, development, and commercialization of implantable continuous glucose monitoring system for ...
#10. Senseonics Holdings Inc (SENS) Stock Price & News - Google
Get the latest Senseonics Holdings Inc (SENS) real-time quote, historical performance, charts, and other financial information to help you make more ...
#11. Senseonics Holdings, Inc. (SENS) Stock Price, News & Info
Real time Senseonics Holdings, Inc. (SENS) stock price quote, stock graph, news & analysis.
#12. SENS | Senseonics Holdings Inc. Stock Overview (US - Barron's
Complete Senseonics Holdings Inc. stock information by Barron's. View real-time SENS stock price and news, along with industry-best analysis.
#13. SENS Stock Forecast, Price Targets and Analysts Predictions
Based on 4 Wall Street analysts offering 12 month price targets for Senseonics Holdings in the last 3 months. The average price target is $4.50 with a high ...
#14. SENS.A - Senseonics Holdings Inc Profile | Reuters
SENS.A. Latest Trade. 3.78USD. Change. 0.15(+4.13%). Volume. 150,103. Today's Range ... Shares Out (MIL). 445.98. Market Cap (MIL). 1,618.92. Forward P/E.
#15. SENS 3.80(4.68%)_美股 - 行情中心_新浪财经
新浪财经-美股频道为您提供SENS(SENS)股票股价,股票实时行情,新闻,财报,美股实时交易数据,研究报告,评级,财务指标分析等与SENS(SENS)股票相关的信息与服务.
#16. SENS Stock Price and Chart — AMEX:SENS - TradingView
View live Senseonics Holdings, Inc chart to track its stock's price action. Find market predictions, SENS financials and market news.
#17. SENS Senseonics Holdings, Inc. Stock Quote - FINVIZ.com
Senseonics Holdings, Inc., a medical technology company, develops and commercializes continuous glucose monitoring (CGM) systems for people with diabetes in ...
#18. 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.
#19. SENS - Senseonics Holdings Inc Forecast - CNNMoney.com
Stock Price Forecast ... The 4 analysts offering 12-month price forecasts for Senseonics Holdings Inc have a median target of 3.75, with a high estimate of 6.00 ...
#20. Senseonics Holdings (NYSEAM:SENS) - Share price, News ...
Senseonics HoldingsNYSEAM:SENS Stock Report ... On the 24th of August, Douglas Roeder sold around 125k shares on-market at roughly US$3.65 per share.
#21. SENS | Stock Snapshot - Fidelity Investments
Stock quote and company snapshot for SENSEONICS HOLDINGS INC (SENS), including profile, stock chart, recent news and events, analyst opinions, and research ...
#22. SENS: Senseonics Holdings Inc Stock Price Quote
Stock analysis for Senseonics Holdings Inc (SENS:NYSEAmerican) including stock price, stock chart, company news, key statistics, fundamentals and company ...
#23. i-SENS, Inc
i-SENS, Inc. is a global company dedicated to improving the lives of people with diabetes and those who care for them.
#24. SENS (Stock Exchange News Services)
Stock Exchange News Service (SENS) The JSE offers a service that provides the user with access to company announcements such as mergers, take-overs, ...
#25. SENS Senseonics Holdings - InvestorsObserver
Thinking about buying or selling stock in SENS? See the latest Senseonics Holdings (SENS) stock analysis, price, forecast, news and more.
#26. 26 ETFs with Senseonics Holdings, Inc. (SENS) exposure
Senseonics Holdings, Inc. is a company in the U.S. stock market and it is a holding in 26 U.S.-traded ETFs. SENS has around 20.9M shares in the U.S. ETF market.
#27. Senseonics Holdings Inc $ 3.72 0.091 (2.51%) - GuruFocus
SENS stock rating and analysis - Senseonics Holdings Inc : a summary of key financial strength and profitability metrics.
#28. Senseonics Holdings (SENS) - Stocks - Barchart.com
Senseonics Holdings stocks price quote with latest real-time prices, charts, financials, latest news, technical analysis and opinions.
#29. Stock Exchange News Service (SENS) - Sasol
SOL: SASOL LIMITED - Divestment by Sasol South Africa Ltd of a 30% interest in the Republic of Mozambique Pipeline Investments Company.
#30. SENS Stock Quote of Senseonics Holdings - InvestorPlace
SENS stock should follow a similar trajectory to DexCom, and if it does, it will likely explode in price following FDA approval.
#31. Buy shares of Senseonics Holdings Inc stock (SENS) | Stash
You can buy Senseonics Holdings Inc (SENS) stock and many other stocks or ETFs on Stash. Purchase fractional shares with any dollar amount.
#32. SENS Stock Summary and Trading Ideas (Senseonics Holdings
View a financial market summary for SENS including stock price quote, trading volume, volatility, options volume, statistics, and other important company ...
#33. Senseonics Holdings Inc Stock Price (SENS) - Investing.com
The shares of continuous glucose monitoring (CGM) device maker Senseonics Holdings (NYSE:SENS) have soared 343.9% in price year-to-date, driven by social-media- ...
#34. Senseonics Holdings, Inc. - TheStreet
Find the latest Senseonics Holdings, Inc., SENS stock market data. Get a full understanding of how Senseonics Holdings, Inc. is performing with stock quotes ...
#35. Senseonics Holdings (AMEX:SENS) Stock Price, News, Charts
Senseonics Holdings (AMEX: SENS) stock price, news, charts, stock research, profile.
#36. Senseonics Holdings (SENS-A) Quote - The Globe and Mail
Senseonics Holdings, Inc. is based in Germantown, United States. Fundamentals. Market Capitalization, $K 1,618,918. Shares Outstanding, K ...
#37. Senseonics Holdings Inc, SENS:ASQ summary - FT.com
Latest Senseonics Holdings Inc (SENS:ASQ) share price with interactive charts, historical prices, comparative analysis, forecasts, business profile and ...
#38. Senseonics Holdings Shares Outstanding | SENS - YCharts
The volume of stock shares issued by the company and in the hands of the public. This number entails how much is being traded in the open market. A decreasing ...
#39. SENS announcements | Archive and search - Moneyweb
Search SENS announcements of JSE listed companies by date or company name. ... KAP INDUSTRIAL HOLDINGS LIMITED – Dealing In Company Shares. 15.11.21 16:45.
#40. SENS : Senseonics Holdings, Inc. - SEC Report
Security and Exchange Commission filings for Senseonics Holdings, Inc. (SENS) ... https://sec.report/T/SENS ... Stock Style, Small Growth.
#41. SENS, Sensys Gatso Group, (SE0000567729) - Nasdaq Nordic
Shares 1, 913,595,882, Green Equity Designation, No, Week, 2.46. Mkt Cap of share series 2, 911,768,690, Green Equity Transition Designation, No, Month, 0.0.
#42. Frankfurt Stock Exchange: Quotes, Charts and News
Stock market prices, news and know-how directly from the source: shares, ETFs, funds, commodities, bonds, certificates. Setup watchlist and portfolio.
#43. Senseonics Holdings, Inc. (SENS) Stock Price Today, Quote ...
Senseonics Holdings, Inc., a medical technology company, develops and commercializes continuous glucose monitoring (CGM) systems for people with diabetes in ...
#44. Senseonics Holdings, Inc. (SENS): Price and Financial Metrics
SENS Stock Summary. The capital turnover (annual revenue relative to shareholder's equity) for SENS is -0.05 -- better than merely 5.49% of US stocks.
#45. Senseonics Holdings Inc (SENS) - Stocks - IEX Exchange
Free, real time stock quotes, charts, trading analyses, financial news, and market overview.
#46. SENS Headlines - SHARENET - Your Key To Investing on The ...
Date Code Price Move % Move 15:00 ‑ 15 Nov 2021 15:00 ‑ 15 Nov 2021 N91 5,195 ‑29 ‑0.56% 14:53 ‑ 15 Nov 2021 ABG 13,815 +265 +1.96%
#47. SENS - Stock Quotes for SENSEONICS, AMEX - Webull
Webull offers SENSEONICS (SENS) historical stock prices, in-depth market analysis, AMEX: SENS real-time stock quote data, in-depth charts, and a fully built ...
#48. Sensyne Health Plc Share Price - SENS - ADVFN
Sensyne Health Daily Update: Sensyne Health Plc is listed in the Health Care Equipment & Services sector of the London Stock Exchange with ticker SENS. The last ...
#49. Should I buy Senseonics (SENS) - Zacks
Use the Zacks Rank and Style Scores to find out is SENS is right for your portfolio. ... View All Zacks #1 Ranked Stocks. Trades from $1. Senseonics (SENS) ...
#50. SENS Research Foundation: Home
SENS Research Foundation works to develop, promote, and ensure widespread access to therapies that cure and prevent the diseases and disabilities of aging ...
#51. SENS Stock - Senseonics Eversense Coverage - Hype or ...
This week we are covering Senseonics (SENS Stock on the NYSE) and their revolutionary Eversense ...
#52. [標的] 美股SENS - 看板Stock - 批踢踢實業坊
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 ...
#53. Senseonics posts Q3 earnings beat, hopes for new FDA ...
Senseonics (NYSE:SENS) shares ticked up slightly on third-quarter results that beat the consensus earnings forecast.
#54. Senseonics Holdings, Inc. (SENS) 財報分析和股票健診
Senseonics Holdings, Inc. (SENS) 股價和財報分析,,現金股利殖利率0.0%。最關鍵的指標和圖表,幫助投資人瞭解SENS 股票,判斷值不值得投資。
#55. Senseonics Holdings is on a roll, but what is driving the share ...
Shares in US med tech small cap stock Senseonics Holdings (NYSE:SENS) have soared in the past few trading days (+234%) as the $700m market ...
#56. ETFs Holding SENS | Senseonics Holdings Inc | ETF Channel
Information about which ETFs are holding the stock SENS, Senseonics Holdings Inc, from ETF Channel.
#57. SENS - MTN Group
Invest with MTN. If you' re thinking about investing in MTN shares, you can contact financial analysts who cover our stock at these organisations.
#58. Shareholders Info | JSE SENS / COMPANY NEWS - Steinhoff ...
SENS announcements will only be displayed 15 mins after being released by the JSE. ... 2021-09-14, SNH - Results Of The Placing Of Shares In Pepkor Holdings ...
#59. Should You Buy SENS Stock? - StockInvest.us
Check if SENS Stock has a Buy or Sell Evaluation. SENS Stock Price (NYSE), Forecast, Predictions, Stock Analysis and Senseonics Holdings Inc News.
#60. SENSYNE HEALTH PLC SENS Trade recap - London Stock ...
SENSYNE HEALTH PLC SENS Trade recap - Search stock, chart, recent trades, company information, trading information, company news, fundamentals.
#61. Senators Accused Of Insider Trading, Dumping Stocks After
It's been reported that a number of senators sold their stock holdings after being briefed about the coronavirus and the massive impact it ...
#62. Time to talk SENS: critiquing the immutability of human aging
Time to talk SENS: critiquing the immutability of human aging ... Andrzej Bartke, Judith Campisi, Christopher B Heward, Roger J M McCarter, Gregory Stock ...
#63. Sens News - Massmart
Johannesburg Stock Exchange - SENS NEWS DELAYED. Read more · Sales update for the 39 weeks ended 26 September 2021. 2021/11/02, 07:05:00.
#64. 股票信息- Stock price date - i-SENS USA, Inc
Stock price by date ... KRX 提供的信息可能存在错误或延迟。 i-SENS 对基于此类信息作出的任何投资决策概不负责。
#65. Claesson shares special moment with daughter prior to game ...
Claesson shares special moment with daughter prior to game vs. Sens. The Bolts defenseman doesn't get to see his one-year-old often, ...
#66. SENS Stock Price: 10.77% Increase Explanation - Pulse 2.0
The stock price of Senseonics Holdings Inc (NYSEAMERICAN: SENS) increased by 10.77% yesterday as it went from a previous close of $3.62 to ...
#67. SENS Stock Forecast, Price & News (Senseonics) | MarketBeat
Senseonics trades on the New York Stock Exchange (NYSE)AMERICAN under the ticker symbol "SENS." Who are Senseonics' major shareholders? Senseonics' stock is ...
#68. Senseonics Holdings Inc (SENS) - Whale Wisdom
Market Cap, 1.469 Billion, Shares Outstanding, 445.255 Million ... Are you looking for this stock instead? ... Funds Holding SENS (via 13F filings).
#69. Senseonics - Earnings Whisper Number for SENS
Senseonics (SENS) reports earnings on 2/8/2022. Shares are up 2.2% since reporting last quarter. The Earnings Whisper Score gives the statistical odds for ...
#70. Senseonics Holdings - Stock Price History | SENS - Macrotrends
Senseonics Holdings - Stock Price History | SENS ... Historical daily share price chart and data for Senseonics Holdings since 2021 adjusted for splits. The ...
#71. Senseonics Holdings Inc SENS - Morningstar
Learn about SENS (XASE) with our data and independent analysis including price, ... USD | New York Stock Exchange | Last close prices updated as of Nov 11, ...
#72. Senators As Feckless As the Rest of Us at Stock Picking | NBER
We examine the stock trading behavior and returns of U.S. senators from 2012-March 2020. Stocks purchased by senators on average slightly ...
#73. Sensirion Holding AG, SWX:SENS | Stock Price, Short Interest ...
Sensirion Holding AG, SENS: Overview with real-time Short Interest, Analysts Estimates, Insiders, Director Dealings, Valuation, EPS, DPS, News, Peers, ...
#74. NYSEMKT: SENS Senseonics Holdings Inc Stock Forecast ...
The consensus among 5 Wall Street analysts covering (NYSEMKT: SENS) stock is to Hold SENS stock. Out of 5 analysts, 0 (0%) are recommending SENS as a Strong ...
#75. Sensyne Health. Share Price. SENS - London South East
Sensyne Health Plc Ord 10P is listed on the London Stock Exchange, trading with ticker code SENS. It has a market capitalisation of £162m, ...
#76. US closes probes into 3 senators over their stock trades
WASHINGTON (AP) — The Justice Department has closed investigations into stock trading by Sens. Dianne Feinstein of California, ...
#77. i-SENS Company Profile: Stock Performance & Earnings
Information on stock, financials, earnings, subsidiaries, investors, and executives for i-SENS. Use the PitchBook Platform to explore the full profile.
#78. Senseonics Holdings News | Markets Insider
Senseonics Holdings (SENS) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release. InvestorPlace 17d. 7 Penny Stocks With the Potential ...
#79. Senseonics Holdings, Inc. (SENS.US) - 美股即時報價Real ...
... Return on Equity (%), Return on Total Assets (%), Technical Chart, Technical Analysis, Latest Search, US Economic Calendar, Related HK Stock)的資訊.
#80. SENS Press Overview | The MultiChoice Group
Browse the latest news flow from SENS announcements on the Johannesburg Stock Exchange (JSE) through to media releases relevant for investors.
#81. Senseonics Holdings Inc (SENS) - US Stocks - INDmoney
Buy Senseonics Holdings Inc Shares from India at $3.64 (0 Commission) today. Start investing in Senseonics Holdings Inc stocks from India now with ...
#82. SENS - Short Interest - Senseonics Holdings Inc - Fintel
The data is organized by frequency of updates, with intraday data at the top (short shares availability, short borrow fee rate), daily data (short volume, fails ...
#83. SENS - Ascendis Health
SENS. Outlined below is comprehensive Stock Exchange News Service (SENS) data for Ascendis Health broken down according to year and date in an easily ...
#84. Johannesburg Stock Exchange announcements | Sappi Global
Browse Sappi-related stories from the Stock Exchange News Service (SENS) from the Johannesburg Stock Exchange (JSE) Limited.
#85. Sensyne Health PLC (LON:SENS) Share Price | RNS News ...
Sensyne Health PLC (LON:SENS) Share Price and News. Sensyne Health PLC is a clinical artificial intelligence company operating a unique...
#86. Burr, Other Senators Dumped Stocks Before Coronavirus ...
Sens. Kelly Loeffler, R-Ga., James Inhofe, R-Okla., and Dianne Feinstein, D-Calif., also sold off stocks just before the steep decline due ...
#87. Santa's reindeer outdo U.S. senators at picking stocks, study ...
Santa's reindeer at Santa's Village in Jefferson, N.H., are more skilled at selecting stocks than U.S. Senators and members of Congress were ...
#88. Coronavirus stock: Senators may face legal scrutiny for selling ...
Four senators, who have denied misconduct, could face legal scrutiny for stock selloffs before virus-driven market crash.
#89. SENS $SENS Stock Charts, Analysis, Trend, Senseonics ...
SENS, $SENS, Senseonics Holdings Inc stock technical analysis with charts, breakout and price targets, support and resistance levels, and more trend ...
#90. SENS - ADvTECH Group
Stock Exchange News. SENS announcements will only be displayed 15 mins after being released by the JSE. To see the summary of the SENS click on the headline ...
#91. U.S. Senate: Public Disclosure
The Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act) require Senators and "senior staff" (earning $132,552 or more in CY 2021) to ...
#92. Senseonics Holdings Stock Forecast, "SENS" Share Price ...
Senseonics Holdings Stock Forecast, SENS stock price prediction. Price target in 14 days: 4.229 USD. The best long-term & short-term Senseonics Holdings ...
#93. Senseonics Holdings Inc - SENS Stock News | StockTitan.net
Senseonics Holdings Inc - SENS stock news. Get the latest stock news for AMEX companies, press releases, financial disclosures and multimedia content, ...
#94. BSE (formerly Bombay Stock Exchange) | Live Stock Market ...
BSE (formerly Bombay Stock Exchange) - LIVE stock/share market updates from Asia's premier stock exchange. Get all the live S&P BSE SENSEX, ...
#95. Re: [標的] 美股SENS - stock | PTT職涯區
Re: [標的] 美股SENS. 看板 Stock. 作者 fieed. 時間 2021-03-05 10 ...
#96. 3 Reddit Penny Stocks That You Need to Add to Your Watchlist
(NYSE: SENS). Senseonics Holdings Inc. is a biotech penny stock that is up 4.68% today and over 300% in the past YTD period. This company ...
#97. Revealed: how US senators invest in firms they are supposed ...
Analysis of financial disclosure data shows 51 senators and their spouses have as much as $96m invested in corporate stocks.
#98. Senseonics Holdings (SENS) Stock - Forecast, Price, Signals ...
Check the latest Senseonics Holdings (SENS) stock price forecast, history and signals. Read Stock market charts, analyst ratings and a financial calendar.
#99. senseonics - Reddit
r/senseonics: Discuss all things $SENS related. ... TDA changes margin requiremnt on SENS overnight. ... Huge increase in PUTS adds to 79m shares short.
sens stock 在 [標的] 美股SENS - 看板Stock - 批踢踢實業坊 的推薦與評價
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。
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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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