ARK 每周股评 – 3/27/2021


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.

Ionis Pharmaceuticals (IONS)
-21%Ionis Pharmaceuticals (IONS), a leading company in RNA therapeutics, closed down 21% on Tuesday after the announcement that its partner Roche (RHHBY) had discontinued their collaborative Phase 3 Huntington’s trial. We believe this news was devastating for patients, as the trial was the largest ever conducted for Huntington’s disease. In ARK’s view, while central nervous system (CNS) diseases are complex and difficult to treat, Ionis’s focus on antisense oligonucleotides (ASOs) - especially with good target selection -could deliver a successful therapeutic intervention.

注: 在宣布其合作伙伴罗氏(RHHBY)停止合作的3期亨廷顿病试验后,RNA治疗领域的领先公司Ionis Pharmaceuticals(IONS)周二收跌21%。我们认为这一消息对患者来说是毁灭性的,因为该试验是有史以来针对亨廷顿病进行的最大的试验。在ARK看来,虽然中枢神经系统(CNS)疾病复杂且难以治疗,但Ionis专注于反义寡核苷酸(ASOs)--尤其是具有良好的目标选择--可以提供成功的治疗干预。
AquaBounty Technologies (AQB)
-18%AquaBounty Technologies (AQB), a company applying modern genetics to advance aquaculture production sustainably, closed down 18% on Wednesday, potentially because investors were anticipating news on its farm expansion during a Mad Money interview with the company's CEO, Sylvia Wulf. Instead, on Wednesday morning, Mad Money published an article focused on AQB’s technicals and suggested that the stock had set up for a fall. ARK believes that, executed correctly, genetically modified salmon could revolutionize the aquaculture market and create a low-cost sustainable fish source.

注: AquaBounty Technologies(AQB)是一家应用现代遗传学来推动水产养殖生产可持续发展的公司,该公司周三收盘下跌18%,这可能是因为投资者在Mad Money采访该公司首席执行官Sylvia Wulf时,期待其养殖场扩张的消息。相反,在周三上午,Mad Money发表了一篇文章,重点关注AQB的技术面,并认为该股已经为下跌做好了准备。ARK认为,如果执行得当,转基因三文鱼可以彻底改变水产养殖市场,并创造低成本的可持续鱼源。


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