ARK 每周股评 – 2/6/2021

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.

Hims & Hers Health (HIMS)
+16%His & Hers Health (HIMS), a newly public telemedicine company focused on removing the stigma associated with historically taboo health subjects, traded up 16% on Monday. The price action may have been caused by institutional investors building positions at the same time that Robinhood removed HIMS from its restricted list.  

注: His & Hers Health(HIMS)是一家新上市的远程医疗公司,专注于消除与历史上禁忌的健康主题相关的耻辱感,周一交易价格上涨16%。价格走势可能是机构投资者在Robinhood将HIMS从限制名单中移除的同时建仓所致。
Castle Biosciences (CSTL)
+15%Castle Biosciences (CSTL) traded up roughly 15% on Tuesday possibly in response to target price increases at both SVB Leerink and Canaccord Genuity. In addition, speculators may have purchased CSTL in anticipation of the Annual South Beach Symposium, during which Castle presented positive data on the performance of its DecisionDx-Melanoma test that improved risk-stratification for patients with smaller (T1) melanomas. 

注:  Castle Biosciences(CSTL)周二交易量上涨约15%,可能是对SVB Leerink和Canaccord Genuity提高目标价的回应。此外,投机者可能因为预期年度南滩研讨会而购买了CSTL,期间Castle展示了其DecisionDx-Melanoma测试性能的积极数据,该测试改善了较小(T1)黑色素瘤患者的风险分层。
Codexis (CDXS)
+15%Codexis (CDXS), a protein engineering company, closed up 15% on Tuesday perhaps because of increased investor confidence in its protein engineering platform, CodeEvolver. Recently, Google’s Deep Mind announced AlphaFold, a neural network-based algorithm that can predict protein folding, causing elevated interest in the space.

注: 蛋白质工程公司Codexis(CDXS)周二收盘上涨15%,或许是因为投资者对其蛋白质工程平台CodeEvolver的信心增强。近日,谷歌旗下的Deep Mind公布了基于神经网络的AlphaFold算法,可以预测蛋白质折叠,引起了该领域的兴趣提升。
908 Devices (MASS)
+16%908 Devices (MASS), an analytical tools company focused on decentralizing and lowering the cost of mass spectrometry, traded up nearly 16% on Tuesday, we believe in response to investors’ increased confidence in the more nascent proteomics space. Stifel, Cowen, and SVB Leerink all initiated on MASS with either ‘buy’ or ‘outperform’ ratings.  

注: 908 Devices (MASS)是一家专注于分散化和降低质谱成本的分析工具公司,周二交易量上涨了近16%,我们认为这是投资者对更新兴的蛋白质组学领域信心增强的反应。Stifel、Cowen和SVB Leerink都对MASS发起了 “买入 “或 “跑赢大盘 “的评级。
Virgin Galactic Holdings (SPCE)
+21%Virgin Galactic Holdings (SPCE) was up 30% and 21% on Monday and Wednesday, respectively, after announcing the date of its new test flight window. Opening on February 13, the window is likely to provide several opportunities during the month to fly. The flight will test the answers to challenges that surfaced during the last test flight in December. 

注: 维珍银河控股(SPCE)在公布新的试飞窗口日期后,周一和周三分别上涨30%和21%。该窗口于2月13日开放,可能在本月内提供数次飞行机会。此次飞行将测试12月最后一次试飞中出现的挑战的答案。
Agora Inc (API)
+21%Agora Inc (API) rose 30% and 21% on Monday and Wednesday, respectively, seemingly in response to the rapid growth of Clubhouse, one of its increasingly popular customers. Agora is an API-based real-time-communications company in China enabling live video and voice engagements at large scale. 

注: Agora Inc (API)周一和周三分别上涨30%和21%,似乎是为了应对其日益受欢迎的客户之一Clubhouse的快速增长。Agora是中国一家基于API的实时通信公司,可实现大规模的视频和语音直播。
Cellectis (CLLS)
-20%Cellectis (CLLS), a bio-pharmaceutical company that harnesses the power of TALENS, a gene-editing technique to create immunotherapies, traded down 20% on Wednesday on little news that we could discern.  

注: Cellectis(CLLS)是一家利用TALENS(一种基因编辑技术)的力量来创造免疫疗法的生物制药公司,周三交易量下降了20%,因为我们能看出的消息很少。
Evogene (EVGN)
+16%Evogene (EVGN), a computational biology company, closed up 16% on Thursday perhaps in response to news of the availability of call and put options on its stock.  

注: 计算生物学公司Evogene(EVGN)周四收盘上涨16%,这或许是对其股票可获得看涨和看跌期权的消息的回应。
Skillz (SKLZ)
+25%Skillz (SKLZ) rose 25% on Thursday after announcing a deal with the National Football League (NFL) to develop a mobile NFL-themed game. The two sports organizations will host a competition for developers around the world to create an NFL-themed mobile game, ultimately with the hope of introducing hundreds of millions of NFL fans to the Skillz esports platform. 

注: Skillz(SKLZ)周四上涨25%,此前该公司宣布与美国国家橄榄球联盟(NFL)达成协议,开发一款NFL主题的移动游戏。两家体育组织将举办一场比赛,让全球的开发者创作一款NFL主题的手机游戏,最终希望将数亿NFL粉丝引入Skillz电子竞技平台。
Twist Bioscience (TWST)
-17%Twist Bioscience (TWST) fell approximately 17% on Friday after reporting fiscal first quarter results that outperformed analysts’ expectations on both the top and bottom lines but leaving 2021 revenue guidance unchanged. Moreover, its new manufacturing facility in Oregon could prevent gross margin expansion in 2021. Our confidence in Twist remains unchanged for multiple reasons. The company’s investments in capacity should contribute to margin expansion over the long-term, galvanized by secular growth in the synthetic biology and liquid biopsy markets. In addition, we believe Twist’s data-driven approach to target enrichment for next-generation sequencing (NGS) is best-in-class, especially for more esoteric biomarkers such as DNA methylation which are difficult to detect in liquid biopsies. 

注: Twist Bioscience(TWST)上周五下跌约17%,此前公布的第一财季业绩在顶部和底部都超出分析师预期,但维持2021年营收指引不变。此外,其在俄勒冈州的新生产设施可能会阻碍2021年的毛利率扩张。由于多种原因,我们对Twist的信心仍然没有改变。在合成生物学和液体活检市场长期增长的刺激下,该公司在产能上的投资应有助于长期的利润率扩张。此外,我们相信Twist的数据驱动的下一代测序(NGS)靶点富集方法是一流的,特别是对于更深奥的生物标志物,如DNA甲基化,这些生物标志物在液体活检中难以检测。
BILL (BILL)
+25%BILL.com (BILL) rallied 25% on Friday after reporting strong results. BILL saw 59% core revenue growth, driven by a 33% increase in subscriptions and a 98% jump in transactions. Meanwhile BILL.com continues to invest in R&D and channel partner products, expanding its total available market. BILL.com automates back-office finance operations for small and medium sized businesses through its accounts payable software and B2B payments network.

注: BILL.com(BILL)上周五公布强劲业绩后反弹25%。BILL.com的核心收入增长了59%,这主要得益于订阅量的增长33%和交易量的激增98%。同时BILL.com继续投资研发和渠道合作伙伴产品,扩大了其可用市场总量。BILL.com通过其应付账款软件和B2B支付网络,为中小型企业实现了后台财务操作的自动化。

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