Gainers •$Anaplan(PLAN.US)$+28.2% (to be acquired by Thoma Bravo for $66.00 per share) •$Guess(GES.US)$+5.04% (entered into an accelerated share repurchase agreement to repurchase $175 mln of its common stock) •$Membership Collective(MCG.US)$+2.8% (authorizes stock repurchase program to repurchase up to $50 mln of the Company's Class A common stock) •$Sorrento Therapeutics(SRNE.US)$+2.3% (reports promising results with a universal...
$微软(MSFT.US)$$AvePoint(AVPT.US)$ From what we know the new strain seems more resistant against existing vaccines. That would suggest that we need new vaccines to address this new variant. How could we translate this hypothesis into a stock position? I’m not familiar with the pharma industry and don’t know how things work in pharma. But from what I know you usually have small startups innovating and coming up with vaccine technologies and then larger corporations acquiring them. So how would we expect biotech stocks to behave as the new COVID strain becomes priced into the market?
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Cully :
Pfizer and Moderna. It will be easy to alter their vaccines to a new strain. The regulatory hurdles are the slow part.
Feleshia :
Don't forget BioNTech ($BNTX) - they share 50% of revenue with Pfizer for Comirnaty. Also they were the ones who made the vaccine (Pfizer helped with testing, and distribution). Also 9 P/E ratio
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专栏Today's pre-market stock movers: PLAN, IMGN, NLSN and more
• $Anaplan(PLAN.US)$ +28.2% (to be acquired by Thoma Bravo for $66.00 per share)
• $Guess(GES.US)$ +5.04% (entered into an accelerated share repurchase agreement to repurchase $175 mln of its common stock)
• $Membership Collective(MCG.US)$ +2.8% (authorizes stock repurchase program to repurchase up to $50 mln of the Company's Class A common stock)
• $Sorrento Therapeutics(SRNE.US)$ +2.3% (reports promising results with a universal...
专栏Top upgrades and downgrades on 3/21
• $Air Products & Chemicals(APD.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $275
• $Associated Banc(ASB.US)$: Wells Fargo Upgrades to Overweight from Equal Weight - PT $28 (from $26)
• $阿姆斯特朗工业(AWI.US)$: Jefferies Upgrades to Buy from Hold - PT $111 (from $101)
• $黑莓(BB.US)$: RBC Capital Upgrades to Sector Perform from Underperform - PT $7
• $科默斯银行(CBSH.US)$: Wells Fargo Upgrades to Equal Weight from...
Which Biotech Stocks would profit from New ‘Nu’ COVID Strain
From what we know the new strain seems more resistant against existing vaccines. That would suggest that we need new vaccines to address this new variant.
How could we translate this hypothesis into a stock position?
I’m not familiar with the pharma industry and don’t know how things work in pharma. But from what I know you usually have small startups innovating and coming up with vaccine technologies and then larger corporations acquiring them.
So how would we expect biotech stocks to behave as the new COVID strain becomes priced into the market?
Mono
Gonna wait a long time to touch $11💩
why dropping 😭
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