ARK 每周股评 – 1/9/2021

我们每周都会与投资者分享我们策略中一周内一天内升值或下跌超过15%的股票的周评。我们希望您觉得这篇评论有用。

We share weekly commentaries with investors on stocks in our strategies that have appreciated or dropped more than 15% in a day during the course of the week. We hope you find this commentary useful.

FLIR Systems (FLIR)
+19%FLIR Systems (FLIR) rose over 19% on Monday as Teledyne announced it would acquire the company for $8 billion in cash and stock. Both Teledyne and FLIR Systems manufacture electronic imaging sensors, each serving different markets and using different semiconductor technologies. 

注: FLIR系统公司(FLIR)周一上涨超过19%,因为Teledyne宣布将以80亿美元的现金和股票收购该公司。Teledyne和FLIR Systems都生产电子成像传感器,各自服务于不同的市场,使用不同的半导体技术。
Skillz (SKLZ)
+21%Skillz (SKLZ) jumped 21% on Tuesday seemingly in response to increased investor interest in esports, especially as the resurgence of the coronavirus is perpetuating the stay-at-home lifestyle. Skillz is a leading mobile games platform that enables competitive esports. Leveraging its patented match-making technology, Skillz hosts billions of casual esports tournaments worldwide per year.  

注: Skillz(SKLZ)周二大涨21%,似乎是为了回应投资者对电子竞技兴趣的增加,尤其是冠状病毒的死灰复燃正在延续呆在家里的生活方式。Skillz是一个领先的移动游戏平台,实现了竞技电子竞技。利用其专利的匹配技术,Skillz每年在全球范围内举办数十亿场休闲电竞比赛。
Fate Therapeutics (FATE)
+17%Fate Therapeutics (FATE), a biopharmaceutical company that produces allogeneic cellular immunotherapies from induced pluripotent stem cell (iPSC) lines, traded up 15% and 17% on Wednesday and Thursday, respectively, after announcing a $350 million secondary offering. In our view, Fate’s recent outperformance stems from the data it presented at the American Society of Hematology (ASH) several weeks ago. The company presented early but compelling evidence that its FT516 and FT596, targeting hematological malignancies with engineered iNK cells, could be administered safely and that multiple doses could compound the clinical benefits. Though early, this data could validate Fate’s proprietary platform with time.  

注: Fate Therapeutics(FATE)是一家利用诱导多能干细胞(iPSC)系生产异体细胞免疫疗法的生物制药公司,在宣布进行3.5亿美元的二次募股后,该公司周三和周四的交易量分别上涨15%和17%。在我们看来,Fate近期的优异表现源于其几周前在美国血液学会(ASH)上提交的数据。该公司展示了早期但令人信服的证据,证明其针对血液学恶性肿瘤的FT516和FT596,用工程化的iNK细胞,可以安全施用,而且多剂量可以复合临床效益。虽然是早期,但随着时间的推移,这些数据可以验证Fate的专有平台。
Organovo (ONVO)
+17%Organovo (ONVO), a biotechnology company focused on 3D-bioprinting, traded up nearly 17% on Wednesday possibly because investors and speculators are gaining confidence in Organovo’s ability to maximize its 3D-bioprinting assets and deliver on a revitalized commercial strategy. We believe shares will be volatile until Organovo reveals more about its path forward. 

注: Organovo(ONVO)是一家专注于3D-bioprinting的生物技术公司,周三交易量上涨了近17%,这可能是因为投资者和投机者对Organovo最大限度地利用其3D-bioprinting资产并实现振兴的商业战略的能力越来越有信心。我们认为,在Organovo透露更多关于其未来发展道路的信息之前,股价将出现波动。
Niu Technologies (NIU) 
+15%Niu Technologies (NIU) appreciated more than 15% on Thursday after reporting that its sales of e-scooters grew 40.9% on a year over year basis last quarter, highlighting the continued adoption of its electric scooter product line, especially in China. 

注: 小牛科技(NIU)周四升值逾15%,此前其报告称,上季度电动滑板车销量同比增长40.9%,凸显出其电动滑板车产品线的持续应用,尤其是在中国。
Workhorse Group (WKHS) 
+16%Workhorse Group (WKHS) appreciated more than 16% on Thursday in tandem with other electric vehicle stocks. The EV industry is enjoying strong share gains against its internal combustion engine counterparts and could gain more momentum now that the Democrats have majorities in both the House and the Senate. 

注: Workhorse Group(WKHS)周四与其他电动车股同步升值超过16%。电动车行业与内燃机同行相比,股价涨势强劲,而且现在民主党在参众两院都占多数,可能会获得更多动力。
Intellia Therapeutics (NTLA)
+16%Intellia Therapeutics (NTLA), a CRISPR based gene-editing company with a focus on in vivo gene-editing, closed up 16% on Thursday after providing an update on its pipeline ahead of the J.P. Morgan Healthcare conference next week. This year, the company plans to submit two Investigational New Drug (IND) applications to the FDA for NTLA-5001 and NTLA-2002 for the treatment of Transthyretin Amyloidosis and Hereditary Angioedema, respectively. Intellia’s announcement may have boosted the other CRISPR based stocks. 

注: Intellia Therapeutics(NTLA)是一家基于CRISPR的基因编辑公司,专注于体内基因编辑,在下周的摩根大通医疗保健会议前提供了其管线的最新情况,周四收盘上涨16%。今年,该公司计划向FDA提交两份新药研究(IND)申请,分别为NTLA-5001和NTLA-2002,用于治疗Transthyretin淀粉样变性和遗传性血管性水肿。Intellia的公告可能提振了其他基于CRISPR的股票。
Pacific Biosciences of California (PACB) 
+16%Pacific Biosciences of California (PACB) surged 16% on Thursday in tandem with a broad rally in healthcare stocks ahead of the J.P. Morgan Healthcare Conference from January 11 to January 14. Typically, companies give business updates and make important announcements during the J.P. Morgan conference.  

注: 在1月11日至1月14日举行的摩根大通医疗保健会议之前,加州太平洋生物科学公司(PACB)周四大涨16%,与此同时,医疗保健类股票也普遍上涨。通常情况下,公司会在摩根大通会议期间提供业务更新并发布重要公告。
CRISPR Therapeutics (CRSP)
+18%CRISPR Therapeutics (CRSP), a gene-editing company creating therapeutics as potential cures for difficult to treat conditions, was up 18% on Thursday after a strong day for CRISPR based companies. ARK believes that CRISPR’s performance this quarter resulted from the encouraging data it presented on sickle cell and beta-thalassemia at the American Society of Hematology (ASH) in December.  

注: CRISPR Therapeutics(CRSP)是一家基因编辑公司,该公司将治疗方法创造为难以治疗的疾病的潜在治疗方法,周四,基于CRISPR的公司表现强劲,上涨18%。ARK认为,CRISPR本季度的表现得益于其在12月美国血液学会(ASH)上展示的镰状细胞和β-地中海贫血的数据令人鼓舞。
AquaBounty Technologies (AQB)
+19%AquaBounty Technologies (AQB), a company applying modern genetics to advance aquaculture production sustainably, closed up more than 19% on Thursday. We believe investors may be anticipating news on its farm expansion shortly.  

注: AquaBounty Technologies(AQB)是一家应用现代基因技术推动水产养殖生产可持续发展的公司,周四收盘涨幅超过19%。我们相信投资者可能会在不久后期待其养殖场扩张的消息。
Repare Therapeutics (RPTX) 
+20%Repare Therapeutics (RPTX), a precision oncology company focusing on synthetic lethality, appreciated 20% on Thursday, perhaps because investors are learning more about CRISPR’s potential role in drug discovery, particularly in companies with discovery platforms that use CRISPR based screening to find superior synthetic lethal gene pairs. 

注: 专注于合成致死性的精准肿瘤公司Repare Therapeutics(RPTX)周四升值20%,这或许是因为投资者更多地了解到CRISPR在药物发现中的潜在作用,尤其是那些拥有发现平台的公司,他们利用基于CRISPR的筛选来寻找优秀的合成致死基因对。
Arcturus Therapeutics (ARCT)
+35%Arcturus Therapeutics (ARCT) closed up approximately 35% on Thursday after announcing its COVID-19 phase I/II data. While investors were originally disappointed that its vaccine’s neutralizing antibodies (nAbs) were lower than those that Pfizer and Moderna created, immunogenicity is not so simple. Arcturus believes that the strong T-cell response its vaccine elicited could provide a strong and durable response against SARS-CoV-2. Arcturus also was initiated with an overweight at Raymond James on Thursday, analyst Jim Birchenough noted that Arcturus validated its platform and differentiation of its self-amplifying mRNA delivery. 

注: Arcturus Therapeutics(ARCT)周四公布COVID-19 I/II期数据后,收涨约35%。虽然投资者原本对其疫苗的中和抗体(nAbs)低于辉瑞和Moderna创造的疫苗感到失望,但免疫原性并非如此简单。Arcturus认为,其疫苗所引起的强烈T细胞反应可以对SARS-CoV-2产生强烈而持久的反应。周四Raymond James也启动了Arcturus的超配评级,分析师Jim Birchenough指出,Arcturus验证了其自扩增mRNA传递的平台和差异化。
Stratasys (SSYS), ExOne (XONE), Materialise (MTLS), and Nano Dimension (NNDM)
+39%On Thursday, 3D Systems announced preliminary fourth quarter revenues that were more than 20% higher than the consensus expectation, turbocharging 3D printing stocks: Stratasys closed up 39%, ExOne 21%, Materialise 18%, and Nano Dimension 15%. Stratasys is a leader in polymer 3D printing, while ExOne specializes in metal and sand. Materialise offers 3D printing software and services. Nano Dimension specializes in 3D printing hi-performance electronic devices (Hi-PEDs).  

注: 周四,3D Systems宣布第四季度初步营收比一致预期高出20%以上,涡轮增压3D打印股。Stratasys收盘上涨39%,ExOne上涨21%,Materialise上涨18%,Nano Dimension上涨15%。Stratasys是聚合物3D打印领域的领导者,而ExOne则专注于金属和沙子。Materialise提供3D打印软件和服务。Nano Dimension专门从事3D打印高性能电子设备(Hi-PED)。
Beam Therapeutics (BEAM)
+16%Beam Therapeutics (BEAM), a base editing company closed up 16% on both Thursday and Friday in tandem with other CRISPR-based stocks. Investors seem to be gaining conviction that gene-editing could cure certain diseases and that base editing represents the next generation, with fewer to no off-target edits.  

注: 基础编辑公司Beam Therapeutics(BEAM)周四和周五与其他基于CRISPR的股票同步收涨16%。投资者似乎越来越相信基因编辑可以治疗某些疾病,而且基础编辑代表着下一代,较少甚至没有脱靶编辑。
Sarepta Therapeutics (SRPT)
-50%Sarepta Therapeutics (SRPT), a precision medicine company, closed down 50% on Friday after announcing that its Phase I study evaluating Duchenne Muscular Dystrophy (DMD) did not meet its primary endpoint of improvement in NSAA total score (functional skills) compared to placebo. The company has several other programs for DMD, including gene-editing and RNA, and other interesting trials in limb-girdle muscular dystrophy (LGMD), cardiomyopathy, pompe disease, and multiple sclerosis (MS). 

注: 精准医疗公司Sarepta Therapeutics(SRPT)周五收盘下跌50%,此前该公司宣布其评估杜氏肌肉萎缩症(DMD)的I期研究与安慰剂相比没有达到NSAA总分(功能技能)改善的主要终点。该公司还有其他几个针对DMD的项目,包括基因编辑和RNA,以及其他有趣的试验,包括肢带肌营养不良症(LGMD)、心肌病、庞贝病和多发性硬化症(MS)。

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