Thursday, October 9, 2014

line MAU 170M


http://linecorp.com/en/pr/news/en/2014/845

http://www.advertimes.com/20141009/article172202/

line MAU 170 M, user 560 M

line pay
line taxi
line wow
line maps for indoor

라인이 드디어 MAU를 공개했다.
'예상대로' 사용자수 5.6억명의 30%에도 못미치는 1.7억명에 불과하다.
그러나 중요한 점은 공개했다는 것이다.

또한 '예상대로' line pay가 출시될 예정이다.
중국, 한국, 기타 국가의 메신저들이 출시하고 있는 대부분의 서비스는 라인도 출시하는 것이 자연스럽다.

1조짜리 다음이 카카오와 합병을 하면서 10조를 넘겼다.
산수를 해보면 카카오가 한국에서 최소 9조의 평가를 받고 있다고 볼 수 있다.

현재 일본, 태국, 대만을 커버하는 라인은 네이버에 약 15조 정도로 반영되어 있다.
내가 보기에는 카카오와 라인의 가치는 5배에서 10배 정도의 차이가 있다.

길게 보면 시장이 옳을 것이다.







http://linecorp.com/en/pr/news/en/2014/845

LINE Pay
Planned Release: Winter, 2014
Supported Regions: Japan/Global (Credit Card Payment Only)
LINE Pay is a payment system that lets users pay for a variety of services by using the LINE app on their iPhone or Android smartphone, including of course LINE and related services, associated stores, web services, and apps. Payment can be made by linking credit cards, paying at convenience stores, or by adding money beforehand with an account from an associated bank (Mizuho Bank or Sumitomo Mitsui Bank) . Using LINE’s unique characteristics, users can split the purchase price of goods and services among their LINE friends by using the “Share Payment” feature, or even send money directly to a friend’s bank account without having to input their bank information by using the “Send Money” feature. With the “Withdrawal” feature, sent money can be withdrawn directly from the user’s bank account.

Three security measures will be set in place for the service: a separate password from LINE to act as a secondary verification, fingerprint verification via Apple Touch ID (iPhone only) required to view the password, and compulsory smartphone verification to use the PC site. This security system will ensure a safe and secure payment system for users. 

Planned for a winter release, payment options will be available first for LINE and related web services and apps, with expansion into offline shops and other venues planned in the future. 



hepatitis C combo, gilead


Gilead
AbbVie
Achillion Pharmaceuticals
Merck
J&J
Bristol-Myers Squibb


http://www.bloomberg.com/news/2014-10-07/bristol-myers-gives-up-on-hepatitis-c-combination-in-u-s-.html


http://www.businessinsider.com/r-bristol-myers-pulls-us-marketing-application-for-hep-c-treatment-2014-10

"In late-stage clinical trials, Bristol's two-drug combination cured about 85 percent of patients with 24 weeks of therapy."


http://seekingalpha.com/article/2548255-called-strike-3-for-bristol-myers-squibb-what-this-says-for-gilead-and-its-competitors-in-the-hep-c-market


http://www.nasdaq.com/article/bristol-myers-tells-gilead-sciences-inc-you-win-cm399510

"That decision appears to have worked out for Gilead given that Harvoni's results in phase 3 were almost as good as the Sovaldi and Daklinza combination, with Harvoni clearing the disease in up to 99% of patients."


http://blogs.barrons.com/stockstowatchtoday/2014/10/07/gilead-sciences-here-comes-the-competition/


http://www.bidnessetc.com/26788-gilead-outperforms-biotech-sector-over-success-of-sovaldi-harvoni-and-zydel/1/


http://www.fiercepharma.com/story/sovaldi-may-be-cost-effective-uk-cant-afford-it-documents-say/2014-10-07

"The aggregate cost of treating those patients? Some £1 billion. And that's 'prohibitive,' the NHS briefing documents say (as cited by Pharmafile)."


http://www.fool.com/investing/general/2014/10/07/the-most-important-number-you-need-to-know-before.aspx


http://www.fool.com/investing/general/2014/10/06/johnson-johnson-takes-aim-at-gilead-sciences.aspx


http://seekingalpha.com/article/2539005-the-question-isnt-if-gileads-hep-c-combo-will-be-approved-in-the-us-by-next-friday-the-question-is-the-price-of-the-regimen


http://news.investors.com/technology/041014-696673-merck-hepatitis-drug-combo-could-rival-gilead.htm

"At the International Liver Congress in London, Merck reported a 98% cure rate in patients with hepatitis C genotype 1 who took a combination of its drug candidates MK-5172 and MK-8742."

http://www.dailypharm.com/News/188395

"미국 FDA는 전체가 경구형으로 이뤄진 길리어드의 제품에 대해 오는 10월 10일 최종 승인 결정을 내릴 예정이다. 임상 시험 결과 투여 환자의 99%가 치료 효과를 보여 소발디의 90%보다 높았다."