Thursday, December 30, 2010.

There are a few big things to do today.

First, close the position of Netflix stocks.

After a sharp rise some time ago, coupled with the effects caused by various data released by Netflix after Christmas, Netflix finally broke through the 50 mg high yesterday, and there was still a trend of continuing to rise.

However, Li Rui knew that Netflix's market ended here. The stock price will undergo more than half a year of sideways consolidation. It will not be until mid-2011 that it will usher in a sharp drop due to member price increases. By then

It's a great opportunity to short.

In this wave of market, Netflix's stock, which Li Rui was long, rose from 25 magnesium to 50 magnesium, and made a profit of about 50 million magnesium.

Li Rui plans to use this money to acquire Blockbuster's online business.

Second, the liquidation of Guomatrix Electrical Appliances.

Netflix is ​​long, Guomai is short. Since the shareholders' meeting that day, Guomai Electric has been falling continuously. Although it only fell by three or five minutes a day, it has also dropped by 15 days.

The stock price is % and it successfully bottomed out at 2.5 yuan yesterday.

When the Hong Kong stock market opens later, Li Rui will close his position and leave the market, which will just double the principal.

It doesn’t matter how much money you make, it’s mainly because you beat Chen Qinglian by betting. This is the key to whether you have someone to accompany you on New Year’s Eve!

Third, Fu Shande proposed to adopt the strategy of playing hard to get on pharmaset. More than ten days have passed in the blink of an eye. It’s almost the same, so it’s time to capture it, otherwise it would be bad if the capture is too far away and it would be bad if it doesn’t come back.

It’s a few things to say, but in fact, the third thing is a little troublesome.

Li Rui turned on the computer and turned on the skype software. This was Dr. Michael Middot and Sophia's request to conduct the first air-to-air talks between the two sides through video.

In order to ensure the accuracy of the communication, Li Rui also called Yu Na, plus Michael Middot, Sophia and Fu Shande, and a total of four people participated in the meeting.

At 9 a.m. in the morning and 9 p.m. in the morning, Li Rui opened a chat room, first Fu Shande and Yu Na came in, and then Fu Shande brought Michael Middot and Sophia in.

【Li Rui】: Hello Dr. Michael!

[Michael middot; Sofia]: Mr. Li Rui, I am very happy to see you.

[Fu Shande]: Sorry, because other things delayed today's meeting, I would blame me as an intermediary. Xiaguo said that you should not be afraid of late for dinner. I hope we can enjoy a late meal!

After the greetings, the two sides began to enter formal negotiations.

Li Rui reconfirmed his investment intention: 200 million magnesium for 50% of the profit rights of the new drug sofosbuvir under development, and invested 100 million magnesium to acquire 40% of the shares of pharmaset.

[Michael middot; Sofia]: I have confirmed your intentions before through Mr. Fu. This is a relatively sincere price, so I am willing to sit here to negotiate with you. We think that if you want

The current price is unacceptable to obtaining the right to gain income and company equity in Sofosbuvir.

[Michael middot; Sofia]: As early as 2005, I resigned from Bristol-Myers Squibb and joined Pharmasset. At that time, Pharmasset had only 15 employees, with limited funds, no laboratories, and extremely shortage of equipment. But we overcame all kinds of difficulties.

, constantly pursues excellent research and development paths, and finds the mechanism for the action of nucleoside analogs, which can target the RNA polymerase of the hepatitis C virus, thereby inhibiting the synthesis of the viral RNA. This is an epoch-making discovery that can completely eliminate the hepatitis C virus, for

Tens of millions of patients suffering from hepatitis C around the world bring good news.

[Michael middot; Sofia]: If Sofosbuvir is approved for listing, it will open a huge market with annual revenue exceeding 10 billion yuan. So we think your offer is too low.

Li Rui smiled slightly in front of the camera: I can understand your trust and high hopes for your own company and products. So I would like to ask, what is the psychological price of your company?

Michael thought for a while and said: According to our analysis, the 50% return of Sofosbuvir is worth at least one billion US dollars, while the 40% stake in Pharmasset is our offer price of 200 million magnesium.

In fact, this price is not expensive. Just one year later, Gilead had to pay a sky-high price of 11 billion magnesium to acquire ownership of pharmaset and Sofosbuvir.

If Li Rui accepts Michael's offer, the investment will surge by more than five times in another year.

But if you can make ten times, who will make five times?

Li Rui smiled slightly and said: I can't accept this price.

On the screen, Michael's expression was erratic: I think Mr. Li still doesn't understand Sofosbuvi's market potential

He was about to explain, but was interrupted by Li Rui's words.

Dr. Michael, please listen to my reasons first.

[Li Rui]: I believe that the research direction of sofosbuvir is correct, and it also determines the potential of the hepatitis C treatment market, but I think you have overlooked one thing. The properties of drugs and other commodities are not the same, only the real development of research and development

Only products that can pass clinical experiments and can be put into production have profit value. However, after five years of development, sofosbuvir consumes a lot of funds. As far as I know, although psi-6130 and other nucleosides have been developed.

Metabolites of substances can inhibit viral RNA polymerase, but their structure is not stable and they cannot even enter the clinical trial stage.

[Li Rui]: I guess your company has not yet determined the next development direction, nor is it sure how much time and money it will take to develop a truly stable and effective structure. Since this is the case, I cannot look at mature products.

Looking at Dr. Sofobwe Michael, do you think I'm right?

Michael was speechless.

He has experienced such things as asking for a price everywhere and paying it locally, but this is the first time he has experienced the bargaining method like Li Rui who is well-organized and has a weak point.

[Michael middot; Sofia]: I have to say, you are right. At present, we cannot verify the efficacy and safety of psi-6130 in the human body, and we don’t know whether it can be successfully converted to clinical practice, but we are developing a kind of

The new synthesis method can strictly control the synthesis process once it is successful, and there are no structural problems.

Li Rui: The problem is, you haven't developed this method yet, right?

After saying that, Li Rui was also in fear.

The synthesis method Michael said should be psi-7977, which plays a decisive role.

After the birth of psi-7977, the cure rate for patients with hepatitis C type 2 and type 3 can reach 100% after 12 weeks of combined use with ribavirin in the second phase clinical trial!

This new drug has completely transformed the treatment of hepatitis C. It is the first treatment plan to effectively cure hepatitis C without interferon. It has no serious side effects and is difficult to develop drug resistance.
Chapter completed!