ARK 每周股评 – 12/28/2020

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.

AquaBounty Technologies (AQB)
+15%AquaBounty Technologies (AQB), a company applying modern genetics to advance aquaculture production sustainably, closed up 15% on Monday after significant insider buying. Investors also may be anticipating an update on AquaBounty’s farm expansion.

注: AquaBounty Technologies (AQB) 是一家应用现代基因技术来推动水产养殖生产可持续发展的公司,周一收盘时因内部人士大幅买入而上涨15%。投资者也可能在期待AquaBounty养殖场扩张的最新进展。
Castle Biosciences (CSTL)
+15%Castle Biosciences (CSTL), a molecular prognostics company using genomic information to improve decision-making in and around skin cancer, traded up 15% on Monday after it digested a $267 million secondary equity offering. Based on an appreciation of Castle’s pipeline and its track record of commercial execution, investor demand seems to have outpaced supply for the up-sized offering.  

注: Castle Biosciences(CSTL) 是一家利用基因组信息来改善皮肤癌及其周围的决策的分子预后公司,在消化了2.67亿美元的二级股权发行后,周一交易量上涨了15%。基于对Castle管线及其商业执行记录的赞赏,投资者对此次规模较大的发行的需求似乎超过了供应。
Nano Dimension (NNDM) 
+17%Nano Dimension (NNDM) was up more than 17% on Monday after digesting a $180 million equity secondary on December 18. Nano Dimension 3D prints multi-layer printed circuit boards (PCBs) and other digital devices. Its technology should enable new form factors not possible previously with traditional PCBs.   

注: Nano Dimension (NNDM) 在12月18日消化了1.8亿美元的股权二级交易后,周一涨幅超过17%。Nano Dimension 3D 打印多层印刷电路板(PCB)和其他数字设备。其技术应该可以实现以前传统PCB无法实现的新外形尺寸。
Beam Therapeutics (BEAM)
+23%Beam Therapeutics (BEAM), a base gene-editing company, closed up 23% on Monday on a positive day for CRISPR based stocks. ARK believes that Beam Therapeutics’ recent outperformance is in response to the increasing perception that gene editing therapies could cure disease, and that base editing could be the next generation benefiting from few if any off-target edits.  

注: 基因编辑公司 Beam Therapeutics (BEAM) 周一收盘上涨23%,基于CRISPR的股票表现良好。ARK认为,Beam Therapeutics 近期表现优异,是因为人们越来越多地认为基因编辑疗法可以治疗疾病,而基础编辑可能是下一代受益于很少甚至是任何脱靶编辑的疗法。
Editas Medicine (EDIT)
+29%Editas Medicine (EDIT), a gene-editing company harnessing CRISPR Cas9 and Cas12a, traded up 29% on Monday on a positive day for CRISPR-based stocks as investors believe increasingly that gene-editing therapies could cure disease. Editas recently filed an Investigational New Drug (IND) application with the FDA for EDIT-301, a treatment for sickle cell disease, after presenting encouraging pre-clinical data at a recent American Society of Hematology (ASH) conference. 

注: 驾驭 CRISPR Cas9 和 Cas12a 的基因编辑公司 Editas Medicine (EDIT) 周一交易量上涨29%,这对基于 CRISPR 的股票来说是个利好,因为投资者越来越相信基因编辑疗法可以治愈疾病。Editas 在最近的美国血液学协会(ASH)会议上展示了令人鼓舞的临床前数据后,最近向 FDA 提交了治疗镰状细胞疾病的 EDIT-301 的研究性新药(IND)申请。
Organovo (ONVO)
+26%Organovo (ONVO), a biotechnology company focused on 3D-bioprinting, traded up nearly 31% on Monday and 26% on Tuesday possibly because investors and speculators are gaining confidence in its ability under new management to deliver on a revitalized commercial strategy.  

注: 专注于3D生物打印的生物技术公司 Organovo (ONVO) 周一和周二的交易量分别上涨了近31%和26%,这可能是因为投资者和投机者对其在新管理层的带领下实现重振商业战略的能力获得了信心。
Codexis (CDXS)
+16%Codexis (CDXS), a protein engineering company that created CodeEvolver, a proprietary platform to discover and develop next generation therapeutics, closed up 16% on Tuesday. We believe investor interest in discovery platforms is increasing now that neural network-based algorithms like Deep Mind’s AlphaFold are predicting protein functions, potentially lowering the cost of pre-clinical trials dramatically. 

注: Codexis(CDXS)是一家蛋白质工程公司,创建了发现和开发下一代治疗药物的专有平台CodeEvolver,周二收盘上涨16%。我们相信投资者对发现平台的兴趣正在增加,现在像 Deep Mind 的 AlphaFold 这样基于神经网络的算法正在预测蛋白质功能,有可能大大降低临床前试验的成本。
Pacific Biosciences of California (PACB)
+17%Pacific Biosciences of California (PACB), a leading provider of highly accurate, long-read sequencing instruments, closed up nearly 17% on Tuesday, perhaps because investors are beginning to appreciate the superiority of accurate, long-read sequencing across a large and growing number of clinical applications. With significant new capital and a laser-focused management team, PacBio is likely to increase the throughput on its platform, decrease sequencing costs, and streamline front-end sample preparation. In our view, these improvements will enable rapid clinical adoption across areas such as carrier screening, whole-genome sequencing to diagnose rare diseases, pediatric oncology, neurology, somatic tumor profiling, RNA fusion detection, and hereditary genetic testing. We believe that while the majority of the next-generation sequencing (NGS) market, especially for liquid biopsies, will remain on short-read platforms, the growth in long-read sequencing should be much higher than that for short-read sequencing during the next five years. 

注: 加州太平洋生物科学公司(PACB)是一家领先的高精度长读测序仪器供应商,周二收盘上涨近17%,这或许是因为投资者开始意识到准确的长读测序在大量且不断增长的临床应用中的优越性。凭借重要的新资本和专注于激光的管理团队,PacBio 可能会提高其平台的吞吐量,降低测序成本,并简化前端样品制备。我们认为,这些改进将使其在载体筛查、诊断罕见疾病的全基因组测序、儿童肿瘤学、神经学、体细胞肿瘤剖析、RNA融合检测和遗传性基因检测等领域得到快速临床应用。我们认为,虽然新一代测序(NGS)市场,尤其是液体活检的市场,大部分仍将停留在短读平台上,但未来5年内,长读测序的增长应该远高于短读测序。
Materialise (MTLS)
+19%Materialise (MTLS) was up 19% on Tuesday after Zacks Investment Research upgraded it from a sell to a hold. Materialise provides additive manufacturing software and 3D printing services including arguably the most commonly used build-processor in the 3D printing industry. 

注: Materialise (MTLS) 周二上涨19%,此前 Zacks Investment Research 将其从卖出升至持有。Materialise 提供增材制造软件和 3D 打印服务,包括可以说是 3D 打印行业最常用的构建处理器。
Silvergate Capital (SI) 
+20%Silvergate Capital (SI) traded up more than 20%on Tuesday in line with the continued appreciation in bitcoin’s price. Silvergate, a leading provider of crypto banking services, operates the Silvergate Exchange Network (SEN). 

注: 随着比特币价格的持续升值,银门资本 (SI) 周二交易量上涨超过20%。银门是一家领先的加密银行服务提供商,经营着银门交易网络(SEN)。
Longview (LGVW)
+16%Longview (LGVW), a special purpose acquisition company (SPAC), surged 15% on Tuesday and nearly 16% on Wednesday. Longview recently announced the acquisition of Butterfly Network, a private-stage med-tech company revolutionizing point-of-care ultrasound.  

注: 特殊目的收购公司 Longview(LGVW)周二大涨15%,周三大涨近16%。Longview 最近宣布收购 Butterfly Network,这是一家私营医疗技术公司,彻底改变了护理点超声。
JD Health (6618 HK)
+15%JD Health (6618 HK), a healthcare e-commerce and digital health platform in China, sold off 15% on Wednesday, reversing its strong post-IPO performance. JD Health exercised its greenshoe option on December 23. Other than a response to its near 100% surge in the aftermath of its IPO, we saw no other major news to cause the selloff. 

注: 京东健康 JD Health(6618 HK)周三抛售15%,扭转了上市后的强劲表现。JD Health 于12月23日行使其绿鞋期权。除了回应其上市后近100%的涨幅外,我们没有看到其他重大消息导致该股抛售。
Evogene (EVGN)
+28%Evogene (EVGN), an Israeli computational biology stock, traded up 28% on Wednesday after announcing that Canonic, one of its four subsidiaries, signed its first cultivation agreement with Telcann for the commercialization of medical cannabis in 2022.  

注: 以色列计算生物股 Evogene (EVGN) 周三在宣布其四家子公司之一的 Canonic 与 Telcann 签署了第一份种植协议,将于2022年实现医用大麻的商业化后,交易量上涨28%。

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