ARK 每周股评 – 3/15/2021

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.

Beam Therapeutics (BEAM)
+17%Beam Therapeutics (BEAM), a base editing company that does not require double stranded DNA breaks, closed up 17% on Tuesday after Blue Bird Bio (BLUE) determined that its gene therapy for sickle cell anemia was not the cause a patient’s acute myeloid leukemia (AML). The Blue Bird’s finding set off a rally in most gene therapy stocks, including BEAM.

注: Beam Therapeutics(BEAM)是一家不需要双链DNA断裂的碱基编辑公司,周二收盘上涨17%,此前蓝鸟生物(BLUE)确定其治疗镰状细胞贫血的基因疗法不是导致患者急性髓细胞白血病(AML)的原因。蓝鸟的发现引发了包括BEAM在内的大多数基因治疗股的反弹。
Cellectis (CLLS)
+18%Cellectis (CLLS), a bio-pharmaceutical company that harnesses the power of TALENS, a gene editing technique to create immunotherapies, traded up 18% on Tuesday, perhaps because Blue Bird Bio determined that its gene therapy for sickle cell anemia did not cause a patient’s acute myeloid leukemia (AML).

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,周二交易量上涨了18%,也许是因为蓝鸟生物确定其治疗镰状细胞贫血的基因疗法不会导致患者的急性髓系白血病(AML)。
Evogene (EVGN)
+16%Evogene (EVGN), a computational biology company, traded up 16% on Tuesday, in line with a broad-based rebound in agricultural stocks after a selloff in February.

注: 计算生物学公司Evogene(EVGN)周二交易量上涨16%,与农业股在2月大跌后的普遍反弹一致。
Materialise (MTLS) & Nano Dimension (NNDM)
+26%Materialise (MTLS) and Nano Dimension (NNDM) both traded higher on Tuesday and Thursday after reporting better than expected revenues. Materialise, a 3D printing company specializing in medical software and services, reported fourth quarter revenues that declined 10.7% on a year over year basis but increased 11.1% sequentially. Its stock closed up more than 26% on Tuesday and another 17% on Thursday. Nano Dimension, a 3D printer manufacturer focused on high performance electronics, closed up more than 19% on Tuesday before its fourth quarter earnings release and then 18% on Thursday after reporting better than expected revenues that were flat on a year over year basis.

注: Materialise(MTLS)和Nano Dimension(NNDM)在公布了好于预期的营收后,周二和周四均走高。Materialise是一家专门从事医疗软件和服务的3D打印公司,其第四季度营收同比下降10.7%,但环比增长11.1%。其股价周二收盘上涨超过26%,周四再涨17%。Nano Dimension是一家专注于高性能电子产品的3D打印机制造商,在第四季度财报发布前,其股价周二收盘上涨超过19%,周四公布的营收好于预期,环比持平后又上涨18%。
NIU Technologies (NIU)
+25%NIU Technologies (NIU), an electric scooter company based in China, appreciated 25% on Tuesday as electric vehicle stocks responded to strong delivery reports. Its fourth quarter earnings beat expectations on both the top and the bottom lines. NIU is planning for a 33% increase in electric scooter deliveries, from roughly 600,000 last year to 1 million units this year.

注: 总部位于中国的电动滑板车公司小牛(NIU)周二升值25%,因为电动车股对强劲的交付报告做出了回应。其第四季度盈利在上、下线上均超过预期。NIU计划将电动滑板车的交付量增加33%,从去年的大约60万辆增加到今年的100万辆。
Intellia (NTLA)
+22%Intellia Therapeutics (NTLA), a CRISPR based gene editing company with a strong focus on in vivo editing, closed up 22% on Tuesday after Blue Bird Bio determined that its sickle cell gene therapy did not cause a patient’s acute myeloid leukemia (AML), triggering a broad-based rally in gene editing stocks. In addition, at the Keystone eSymposium this week, Intellia presented promising pre-clinical data on the in vivo CRISPR editing of bone marrow.

注: Intellia Therapeutics(NTLA)是一家基于CRISPR的基因编辑公司,主打体内编辑,周二收盘上涨22%,此前蓝鸟生物确定其镰状细胞基因疗法不会导致患者的急性髓细胞白血病(AML),引发了基因编辑股的广泛反弹。此外,在本周的Keystone eSymposium上,Intellia展示了关于骨髓体内CRISPR编辑的临床前数据,前景看好。
Twist Biosciences (TWST)
+18%Twist Biosciences (TWST), a synthetic biology company, closed up 18% on Tuesday, after Fast Money named it one of the World’s Most Innovative Companies (MIC).

注: 合成生物学公司Twist Biosciences(TWST)周二收盘上涨18%,此前《快钱》杂志将其评为全球最具创新力公司(MIC)之一。
Experience Investment Corporation (EXPC)
+18%Experience Investment Corporation (EXPC), the SPAC acquiring urban air mobility platform Blade, closed up 18% on Thursday after reporting stronger than expected first quarter results. Strength in its organ transport business offset declines in its short-distance travel business. Blade also announced that it will re-launch its $195 New York City airport transfer service.

注: SPAC收购城市空中出行平台Blade的体验投资公司(EXPC)周四收盘上涨18%,此前公布的第一季度业绩强于预期。其器官运输业务的强势抵消了短途旅行业务的下滑。Blade还宣布,将重新推出195美元的纽约市机场接送服务。
Vuzix (VUZI)
+20%Vuzix (VUZI), a company developing wearable display technology, traded up 20.5% on Thursday after announcing a partnership with German startup Rooom AG, a cloud-based platform that helps users digitize assets and products with computer aided design (CAD). The partnership will help Vuzix support the creation of advanced 3D augmented reality content for both new and existing enterprise customers.

注: 开发可穿戴显示技术的公司Vuzix(VUZI)周四宣布与德国初创公司Rooom AG建立合作关系,该公司是一家基于云平台的公司,帮助用户通过计算机辅助设计(CAD)实现资产和产品的数字化。此次合作将帮助Vuzix支持为新老企业客户创建先进的3D增强现实内容。
LendingClub (LC)
+16%LendingClub (LC) traded up 16% on Friday after releasing fourth quarter earnings that surpassed expectations despite lower-than-expected revenues. While the COVID-19 crisis hit LendingClub hard, it is rebounding rapidly and expects revenues to beat analysts’ expectations for this year.

注: LendingClub(LC)上周五发布第四季度财报,尽管营收低于预期,但仍超出预期,交易量上涨16%。虽然COVID-19危机对LendingClub造成了重创,但它正在迅速反弹,并预计今年的收入将超过分析师的预期。

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