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PRTO，刚IPO不到半年的医药股。来看看其主打药： We are a late-stage biopharmaceutical company focused on the development of novel, first-in-class pharmaceuticals to address the needs of patients with renal and vascular disease. Our product candidate, PRT-201, is a recombinant human elastase that we are developing to reduce vascular access failure in patients with chronic kidney disease undergoing or preparing for hemodialysis, a lifesaving treatment that cannot be conducted without a functioning vascular access. We believe the data from our completed Phase 2 trial of PRT-201 in patients undergoing creation of an arteriovenous fistula, or AVF, support that a one-time, local application of PRT-201 during AVF surgical placement reduces AVF failure, thereby improving patient outcomes and reducing the burden on patients and the healthcare system. We are not aware of any approved preventative treatments to reduce the failure rate of AVFs. 其主打药物 PRT-201主要是用于肾和血管疾病方面的药物，目前市面上没有一个FDA批准的类似药物。 PRT-201已经在去年五月完成phase 2的药试，已经开始Phase3的研究。目前哪怕没有FDA批准的同类药物，但是hemodialysis vascular access dysfunction（血液透析血管通路功能障碍）估计的市场份额达到29亿美金。属于Blockbuster的药物。 根据经验，通常这类领先类研发公司的股价在Phase 3结果出来之前，一般都会要炒作到5亿美金左右的市值。PRTO股本为1645万股，IPO价格为10元整，也就是说在Phase 3结果出来之前，股价炒到30 是非常可能的状况。目前股价在11以下，也就是未来翻番的潜力股。 看一下机构持仓的情况： RA Capital Management 125万股 7.6% Deerfield Management 126万股 7.7% FMR 85万股 5.2% Prism Venture 125万股 7.6% Pharmstandard International 116万股 7.1% MPM Bio 98万股 6% 上述四大机构已经持有40%的股票，加上高管持有的几百万股。实际上外面的流通盘极少，一旦洗盘结束，拉升非常容易。 |
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