Attention Biotech Investors - Stocks To Watch
Attention Biotech Investors - Stocks To Watch
At the RBC Global Healthcare Conference, held on 14-15 May, RBC's Healthcare Desk Sector Strategist gauged biotech investor sentiment in an interview with Biotech TV.
在5月14日至15日举行的加拿大皇家银行全球医疗保健会议上，加拿大皇家银行的医疗保健台行业策略师在接受Biotech TV采访时评估了生物技术投资者的情绪。
The strategist, Chris McCarthy, says he is trying to figure out investment sentiment and positioning.
策略师克里斯·麦卡锡表示，他正在努力弄清楚投资情绪和定位。
When asked about what he heard in the conference hallways, Chris said biotech investors are focused on the upcoming binary catalysts.
当被问及他在会议走廊听到的内容时，克里斯说，生物技术投资者将注意力集中在即将推出的二元催化剂上。
Chris McCarthy highlighted some companies that have upcoming data readouts.
克里斯·麦卡锡重点介绍了一些即将发布数据的公司。
He adds that with data readouts, the investors see outsized stock moves, and they should start focusing on these companies as the readouts approach, including:
他补充说，随着数据的发布，投资者会看到股票的大幅波动，随着读数的临近，他们应该开始关注这些公司，包括：
- Agios Pharmaceuticals Inc (NASDAQ:AGIO): Two key milestones for 2024, including topline data from the Phase 3 ENERGIZE-T study of mitapivat in transfusion-dependent thalassemia in Q2 and filing for FDA approval of mitapivat in thalassemia by year-end.
- Agios Pharmaceuticals Inc（纳斯达克股票代码：AGIO）：2024年的两个关键里程碑，包括第二季度米塔皮瓦特治疗输血依赖性地中海贫血的3期ENERGIZE-T研究的关键数据，以及年底前申请美国食品药品管理局批准米塔皮伐治疗地中海贫血。
- Earlier this year, Agios Pharmaceuticals said the Phase 3 ENERGIZE study of mitapivat in adults with non-transfusion-dependent (NTD) alpha- or beta-thalassemia achieved its primary endpoint of hemoglobin response.
- 今年早些时候，Agios Pharmaceuticals表示，对非输血依赖性（NTD）α-或β-地中海贫血成人的米塔皮瓦特的3期ENERGIZE研究达到了血红蛋白反应的主要终点。
- Caribou Biosciences Inc (NASDAQ:CRBU): At the 2024 ASCO Annual Meeting (May 31-June 4), Caribou plans to present a poster with data from the ongoing ANTLER Phase 1 trial data for CB-010.
- Caribou Biosciences Inc（纳斯达克股票代码：CRBU）：在2024年ASCO年会（5月31日至6月4日）上，Caribou计划展示一张海报，其中包含正在进行的 CB-010 ANTLER 1期试验数据的数据。
- Caribou plans to initiate the GALLOP Phase 1 trial in adult patients with lupus nephritis and extrarenal lupus by the end of 2024.
- Caribou plans to present initial dose escalation data from the ongoing CaMMouflage Phase 1 clinical trial by year-end 2024.
- Truist Securities writes that Caribou shares were oversold after the recent updates in March, and the data coming up at ASCO is an opportunity for the company to reinvigorate investor interest.
- Caribou计划在2024年底之前启动针对成年狼疮肾炎和肾外狼疮患者的GALLOP1期试验。
- Caribou计划在2024年年底之前公布正在进行的CammouFlage1期临床试验的初始剂量递增数据。
- Truist Securities写道，在3月份的最新更新之后，Caribou的股票被超卖，而ASCO公布的数据是该公司重振投资者兴趣的机会。
- Corbus Pharmaceuticals Holdings Inc (NASDAQ:CRBP): Corbus plans clinical data update at ASCO 2024 for the China dose escalation study.
- Corbus Pharmicals Holdings Inc（纳斯达克股票代码：CRBP）：Corbus计划在2024年ASCO上更新中国剂量递增研究的临床数据。
McCarthy notes that different investors have different strategies. He says fundamental work ahead of time is important, including mechanisms and market opportunity, and scenario analysis is another critical step as the event approaches to thinking about what stock reactions would be.
麦卡锡指出，不同的投资者有不同的策略。他说，提前进行基本面研究很重要，包括机制和市场机会，情景分析是另一个关键步骤，因为事件即将开始考虑股票的反应。
Then, investors should think about the next steps and what could be the next catalysts.
然后，投资者应该考虑下一步行动以及接下来的催化剂可能是什么。
While answering what are the big picture themes investors are thinking about.
在回答投资者正在考虑的大局主题时。
He said it would be more market-related and less biotech. He noted hallway conversations and said the talks are about the "short books in healthcare investing."
他说，这将更多地与市场相关，减少生物技术。他注意到走廊里的谈话，并说会谈是关于 “医疗保健投资的短书”。
McCarthy says there is a lot of market-neutral money in healthcare, and a lot is going underneath the hood of the stock.
麦卡锡说，医疗保健领域有许多市场中立的资金，还有很多资金流入该股的底层。
He adds that stocks on the long side are going down, and stocks that are heavily shorted are going up, and this was continuing before the 'meme craziness.' So, from the portfolio management perspective, this has been the main topic of discussion.
他补充说，多头股票正在下跌，而大量做空的股票正在上涨，这种情况在 “模因狂潮” 出现之前一直持续下去。因此，从投资组合管理的角度来看，这一直是讨论的主要话题。
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照片来自 Shutterstock
译文内容由第三方软件翻译。