ARK 每周股评 – 7/2/2022


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.

Quantum-Si (QSI)
-16%Shares of Quantum-Si traded down 16% in a volatile market on Wednesday for no specific reason. Quantum-Si is the world’s only provider of protein sequencing instruments, its core technology based on proprietary time-domain sequencing that enables amino acid level resolution during experiments.

+17%Shares of 2U traded up 17% on both Wednesday and Friday after Byju, the Zuckerberg-backed Indian online education provider, made a bid to acquire the company for $15 per share. We believe 2U’s cloud infrastructure offers the best online education platform and that its acquisition of edX, a massive online course provider created by Harvard and MIT, was game-changing.

Accolade (ACCD)
+29%Shares of Accolade traded up nearly 29% on Friday after the company released quarterly results that assuaged investor anxiety. Providing a clear path to profitability are the reauthorization of Accolade’s "TRICARE" pilot program, momentum around its Expert MD business segment, and headcount reductions. Accolade is a data science and software company focused on managing healthcare benefits for employers of all sizes. Its platform integrates population health data, patient outcome data, and provider-level information to surface bespoke benefit plans for employers.

注:Accolade的股票周五上涨了近29%,此前该公司发布的季度业绩缓解了投资者的焦虑。Accolade的 "TRICARE "试点项目的重新授权、围绕其Expert MD业务部门的发展势头以及裁员,为公司提供了一条清晰的盈利途径。Accolade是一家数据科学和软件公司,致力于为各种规模的雇主管理医疗福利。它的平台整合了人口健康数据、病人结果数据和供应商层面的信息,为雇主提供定制的福利计划。


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