ARK 每周股评 – 7/3/2021

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.

Intellia Therapeutics (NTLA)

+50%

Intellia Therapeutics (NTLA), a pioneer in CRISPR gene editing, closed up 50% on Monday after publishing the first-ever clinical data demonstrating the safety and efficacy of in vivo genome editing. The drug candidate, NTLA-2001, is positioned as a single-dose cure for the hereditary form of ATTR amyloidosis (hATTR), a deadly disease caused by excessive expression of the amyloid protein. NTLA-2001 works by silencing the TTR gene which, in this Phase 1 trial, reduced the amyloid buildup by nearly 87%. These data compare favorably to the current standard of care which achieves an 80% amyloid reduction through weekly injections throughout a patient’s life. These breakthrough results supercharged investor enthusiasm for companies with gene or base-editing exposure. 注: CRISPR基因编辑的先驱Intellia Therapeutics（NTLA）在公布了有史以来第一个证明体内基因组编辑的安全性和有效性的临床数据后，周一收盘上涨50%。候选药物NTLA-2001被定位为单剂量治疗遗传性ATTR淀粉样变性（hATTR），这是一种由淀粉样蛋白过度表达引起的致命疾病。NTLA-2001通过沉默TTR基因而起作用，在这个第一阶段试验中，淀粉样蛋白的堆积减少了近87%。这些数据与目前的护理标准相比更有优势，后者通过在病人的一生中每周注射一次来实现80%的淀粉样蛋白减少。这些突破性的结果激起了投资者对有基因或碱基编辑的公司的热情。

Verve Therapeutics (VERV)

+21%

Verve Therapeutics (VERV), a leader in gene editing therapies for cardiovascular disorders, rose 25% and 21% on Monday and Tuesday, respectively. Intellia's (NTLA) landmark data showing the safety and efficacy of in vivo genome editing ignited investor enthusiasm for companies like Verve that also are engaged in CRISPR genome editing. 注: 心血管疾病基因编辑疗法的领导者Verve Therapeutics（VERV）周一和周二分别上涨25%和21%。Intellia(NTLA)具有里程碑意义的数据显示体内基因组编辑的安全性和有效性，点燃了投资者对Verve等同样从事CRISPR基因组编辑公司的热情。

Beam Therapeutics (BEAM)

+16%

Beam Therapeutics (BEAM), a leader in base-editing medicine, appreciated 16% on both Monday and Wednesday of this week. Intellia's (NTLA) landmark data showing safety and efficacy of in vivo genome editing ignited investor enthusiasm for companies like Beam that also are engaged in CRISPR genome editing or base-editing.   注: Beam Therapeutics（BEAM）是基因编辑医学的领导者，本周一和周三都升值了16%。Intellia (NTLA)具有里程碑意义的数据显示体内基因组编辑的安全性和有效性，点燃了投资者对Beam等同样从事CRISPR基因组编辑或碱基编辑公司的热情。

Editas Medicine (EDIT)

+23%

Editas Medicine (EDIT), a premier CRISPR-based gene-editing company, traded up 23% on Wednesday. Intellia's (NTLA) landmark data showing safety and efficacy of in vivo genome editing ignited investor enthusiasm for companies like Editas that also are engaged in CRISPR genome editing. 注: 艾迪塔斯医药公司（EDIT）是一家以CRISPR为基础的首屈一指的基因编辑公司，周三交易价格上涨23%。Intellia (NTLA)具有里程碑意义的数据显示体内基因组编辑的安全性和有效性，点燃了投资者对Editas等同样从事CRISPR基因组编辑公司的热情。

TuSimple (TSP)

+15%

TuSimple (TSP), an autonomous trucking technology company, closed up nearly 16% on Monday on no particular news. Perhaps investors are learning more about the opportunity in autonomous trucking as more companies in the space go public. TuSimple’s competitors, Embark and Plus, recently went public via SPACs. 注: 自动驾驶卡车技术公司TuSimple（TSP）周一在没有特别消息的情况下收盘上涨近16%。也许随着该领域更多公司的上市，投资者正在更多地了解自主卡车运输的机会。TuSimple的竞争对手Embark和Plus，最近通过SPACs上市了。