生技業掛牌熱 持續至明年Q1 - 生技
By Liam
at 2010-12-07T09:43
at 2010-12-07T09:43
Table of Contents
延續昨天版友貼的一些連結,今天有更多相關新聞:
生技股利多題材持續發酵!昨有中天(4128)釋股泉盛,可望挹注EPS約4元;佳醫
(4104)投資中國醫療公司,跨足大陸人工關節領域;健亞(4130)控告武田二審勝
訴獲5千萬元賠償。元富證券經理王子剛認為,隨著生技公司的營運大見利基,多頭
氣勢不止,生技股年終獎金力道可持續至明年第1季。
對生技產業著墨已達8年之久的王子剛,也將於12月9日上午9點至下午5點止,參與
本報和永豐金、IEK主辦在台大集思集會中心舉行的生技產業趨勢論壇,他將精闢分析
國內生技產業概況,並對各家公司的潛在爆發題材和最具投資價值的個股。
王子剛認為,生技股這波的掛牌熱潮,可望延續至明年第1季,且因掛牌的都是熱門
的公司,對市場將有吸金作用,另外,今年生技公司的營運普遍成長,加上還有中國、
美國、日本等醫改題材,而國內新藥在FDA的臨床也陸續傳出佳音,這都將推波生技股
明年依舊持續看漲。
昨日至少有3家有利多公告,除了中天釋股泉盛生技,佳醫則是繼與國藥集團合資投
入洗腎事業後,又以美金510萬元投資中國醫療公司,取得51%股權及骨科無柄髖關節
事業之全球專利及經銷權。
以上為新聞...
以下是想閒聊的部份...
我知道這個版的風氣,稍微偏向「生技行業人太多,職缺少,不穩定」反正就是
沒想清楚的話,最好不要踏進來。但是離開這個版,生技行業卻是發展蓬勃,大
家都想分一杯羹。到底是外面的人都看不清楚,還是本版的人可能年紀稍輕,大
多尚未到那麼高階的管理級,所以看的稍狹隘,我覺得是一個可以思考的問題。
生技業真的還有很大的獲利空間。人才也沒有大家想像的多...個人身處的公司,
屬於衛生署規範的生技藥廠,而且我們是工廠,不是業務單位。但每每丟出職缺
後,來應徵的人,只會讓我們覺得人才是「不夠」,絕不是「過剩」。或許大量
的建教合作,才可以讓學校有部份貼近業界,但那可能是一條需要時間的路。
總之,大家別太悲觀。台灣生技行業真的需要更多資金與人力投入,而且未來的
前景絕對相當光明。
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