ARK 每周股评 – 1/5/2021


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.

Evogene (EVGN)
+27%Evogene (EVGN), a computational biology company, traded up 27% last Monday. One of its subsidiaries, Lavie Bio - an ag-bio company focused on creating microbiome-based products - updated its product pipeline and announced that LAV211, a bio-stimulant targeting spring wheat, is likely to launch commercially in 2022.

注: 计算生物学公司Evogene(EVGN)上周一交易量上涨27%。其子公司之一的Lavie Bio--一家专注于创造微生物组产品的农业生物公司--更新了其产品管线,并宣布针对春小麦的生物刺激剂LAV211有可能在2022年投入商业化生产。
Arcturus Therapeutics (ARCT)
-54%Arcturus Therapeutics (ARCT), a leading clinical-stage messenger RNA therapy company focused on the development of infectious disease vaccines, closed down approximately 54% last Tuesday after announcing its COVID-19 Phase I/II data. While investors appear to be disappointed that its neutralizing antibodies (nAbs) were lower than the levels associated with competitive vaccines, Arcturus’s vaccine induced a stronger cellular response - importantly T-cells – which could prove more potent and durable against SARS-CoV-2.

注: Arcturus Therapeutics (ARCT) 是一家专注于开发传染病疫苗的领先临床阶段信使RNA疗法公司,在上周二公布其COVID-19 I/II期数据后,收盘下跌约54%。虽然投资者似乎对其中和抗体(nAbs)低于竞争性疫苗的相关水平感到失望,但Arcturus的疫苗诱导了更强的细胞反应--重要的是T细胞--这可能被证明对SARS-CoV-2更有效和更持久。
Pinduoduo (PDD)
+15%Pinduoduo (PDD) jumped 15% last Tuesday after news broke that China would ramp up pressure on Alibaba – the largest e-commerce player in China. Chinese regulators have targeted Alibaba with an anti-monopoly investigation. Pinduoduo is the fastest-growing e-commerce platform in China and, with more than 731 million annual active buyers, the second-largest player.

注: 拼多多 (PDD) 上周二大涨15%,此前有消息称,中国将加大对阿里巴巴--中国最大的电商企业--的压力。中国监管机构已将反垄断调查的矛头指向阿里巴巴。拼多多是中国增长最快的电商平台,并且,拥有超过7.31亿的年度活跃买家,是第二大玩家。
908 Devices (MASS)
-16%908 Devices (MASS), a life-science tools company that focuses on microscale mass spectrometry, traded down 16% last Tuesday, likely a normal correction to its 200%+ surge after going public several weeks ago. ARK believes that 908's miniaturization of mass spectrometry will accelerate the pace of translational and discovery-stage biological research.

注: 908 Devices (MASS) 是一家专注于微尺度质谱的生命科学工具公司,上周二交易量下降了16%,这可能是对几周前上市后200%以上的涨幅的正常修正。ARK认为,908的质谱微型化将加快转化和发现阶段生物研究的步伐。
LendingClub (LC)
+25%LendingClub (LC) closed up 25% last Thursday after the Office of the Comptroller of the Currency (OCC) approved its Radius Bank acquisition. If the Federal Reserve approves LendingClub’s application to become a bank holding company, the OCC will allow Radius Bank to convert from a federal savings association to a national bank owned by LendingClub.

注: 在货币监理署 (OCC) 批准其收购 Radius 银行后,LendingClub (LC) 上周四收盘上涨25%。如果美联储批准 LendingClub 成为银行控股公司的申请,OCC 将允许 Radius 银行从联邦储蓄协会转变为 LendingClub 拥有的国家银行。


上一篇 2021年1月5日 上午10:06
下一篇 2021年1月6日 上午9:22