Xav txog nws cov xwm txheej, tsuas yog tus kws saib xyuas nyiaj txiag siab tawv yuav qhia cov tub ua lag luam kom tsis quav ntsej qee cov lus qhia los ntawm Warren Buffet. Txawm li cas los xij, yog qhov Bank of America Savita Subramanian tam sim no pom zoo cov tub ua lag luam yuav tsum ua.
Thaum cov kws tshawb fawb kev lag luam feem ntau tau hais tias lub tswv yim zoo tshaj plaws rau cov neeg lag luam muag khoom lag luam yog los yuav thiab tuav cov peev nyiaj lag luam uas ua raws li S&P 500, Subramanian, uas yog tus thawj coj ntawm Teb Chaws Asmeskas kev ncaj ncees thiab ntau lub tswv yim ntawm BofA, tsis xav tias yog. txoj kev zoo tshaj mus rau tam sim no.
Cov nyiaj taug qab lub bellwether Performance index tseem "dhau mus," thiab cov khoom loj-cap 'hnub zoo tshaj plaws nyob rau hauv daim iav saib tom qab, nws hais. Dab tsi cov tub ua lag luam tiag tiag yuav tsum ua kom muaj txiaj ntsig zoo tshaj plaws yog lean rau hauv cov khoom lag luam me me.
"Kuv xav tias koj xav ua dab tsi rau lub sijhawm ntev yog yuav tus nqi me me [thiab] teeb tsa thiab tsis nco qab nws," tus kws tshaj lij pom zoo. "Peb nyob ntawm qhov zoo tam sim no qhov twg tus nqi me me ntawm tus nqi ntsuas yog nyob ntawm cov ntaub ntawv pheej yig piv rau cov kaus mom loj."
Nrog rau qhov no hauv siab, peb dipped rau hauv TipRanks database thiab rub tawm ob lub npe uas haum rau qee qhov profile; ob qho tib si yog cov tswv cuab me me ntawm Russell 2000 Performance index thiab ob qho tib si raug ntsuas raws li Strong Buys los ntawm cov kws tshuaj ntsuam pom zoo. Tsis hais txog qhov muaj peev xwm upside muaj nyob rau ntawm lub rooj ntawm no.
RAPT Kev Kho Mob, Inc. (HLOOV)
Cov khoom me me uas muaj peev xwm loj tuaj yuav ua rau peb mus rau biotech sector. Nrog rau kev lag luam cap tsuas yog qis dua $ 990 lab, RAPT Therapeutics yog ib lub npe zoo li no. Qhov chaw kho mob-theem biopharma lub hom phiaj yog qhov loj; txhawm rau tshem tawm cov kab mob inflammatory thiab mob qog noj ntshav hauv peb lub neej. Qhov no nws npaj siab yuav ua los ntawm kev siv nws lub tswv yim tshawb nrhiav cov tshuaj thiab tsim cov molecules me me uas tsom rau cov chemokine receptor CCR4 hauv ob qho tib si oncology thiab inflammatory mob.
Ib yam li cov tuam txhab biotech me me, nws yog cov raj xa dej uas tseem ceeb, thiab txog tam sim no ob lub tuam txhab cov neeg sib tw tshuaj tau nce mus rau kev kho mob.
Ntawm qhov mob sab, tus neeg sib tw ua tus thawj coj yog RPT193; Hauv Phase 1b txoj kev tshawb fawb hauv cov neeg mob atopic dermatitis, RPT193 tau nthuav tawm qhov kev txhim kho tseem ceeb hauv ntau qhov kev tshawb nrhiav qhov kawg. Cov tshuaj tam sim no tab tom sim nyob rau hauv kev tshawb fawb Phase IIb txuas ntxiv, nrog cov ntaub ntawv nyeem tau npaj tseg hauv 2H23.
Tus thawj coj ntawm cov tshuaj oncology tus neeg sib tw, FLX475, yog nyob rau hauv kev loj hlob rau ntau yam qog thiab tam sim no tau nce mus rau ib tug ob-theem theem II kawm nyob rau hauv uas nws tau raug soj ntsuam raws li ob qho tib si monotherapy thiab combo therapy (nrog Merck's Keytruda (pembrolizumab)).
Rau Guggenheim tus kws tshuaj ntsuam xyuas Yatin Suneja, cov ntaub ntawv nyuj yog nyob ntawm qhov muaj peev xwm ntawm RPT193. Nws sau hais tias: “Nrog rau cov khoom noj muaj txiaj ntsig zoo, cov lus pom zoo nrog kev cog lus pib Phase Ib cov ntaub ntawv thiab qhov qis qis rau kev ua tiav hauv Phase IIb (tsis tas yuav muaj zog li Dupi), peb zoo siab rau '193 txoj kev vam meej hauv atopic. derm (peb cia siab tias Phase IIb cov ntaub ntawv hauv 2H23; tus nqi tseem ceeb tsav lub peev xwm catalyst rau cov Tshuag) thiab mob hawb pob (Phase IIa pib hauv 1Q23).
"Yog tias pom zoo," Suneja tau hais ntxiv, "peb kwv yees ~ $ 2B hauv ntiaj teb kev muag khoom siab tshaj plaws rau RPT-193 hauv atopic dermatitis (~ $ 1.2B kev pheej hmoo-hloov kho), nrog rau qhov muaj peev xwm ntxiv los ntawm kev ua tiav hauv kev mob hawb pob thiab ntxiv Th2 qhia rau '193 thiab los ntawm cov khoom siv txuas ntxiv los ntawm lawv qhov kev tshawb pom. "
Raws li, raws li cov lus saum toj no, Suneja tus nqi RAPT koom nrog Kev Yuav, thaum nws $ 55 tus nqi phiaj ua kom muaj chaw rau ib xyoos nce ntawm ~ 90%. (Saib xyuas Suneja cov ntaub ntawv teev tseg, nias ntawm no)
Txhua tus ntawm Suneja cov npoj yaig pom zoo nrog nws cov lus qhuab qhia bullish; Raws li tag nrho lub tsev ntawm Kev Yuav - 7, tag nrho - cov khoom lag luam tau txais qhov Kev Pom Zoo Pom Zoo. Mus los ntawm $ 43.50 qhov nruab nrab lub hom phiaj, cov shares tau teeb tsa los tsim kom tau 12 lub hlis nce ntawm ~ 50%. (Saib RAPT Tshuag forecast)
Kura Oncology, Inc.KURA)
Peb yuav nyob hauv ntu biotech rau peb cov khoom me me tom ntej. Raws li lub npe qhia, Kura Oncology yog lwm lub tuam txhab tsom rau kev kho mob qog noj ntshav; qhov no nws ua los ntawm harnessing lub hwj chim ntawm precision tshuaj rau lub hom phiaj mob qog noj ntshav xaiv. Lub hom phiaj yog kom tsis txhob nce cov txiaj ntsig kho mob nkaus xwb tab sis tseem tsom mus rau thaj chaw uas qhov kev xav tau tsis zoo tshaj plaws.
Cov kav dej sib tw muaj xws li kev kho mob qog nqaij hlav thiab cov qog ntshav ntshav. Tus thawj neeg sib tw yog Ziftomenib (KO-539), muaj zog thiab xaiv menin inhibitor, uas tam sim no tau raug soj ntsuam nyob rau hauv Phase 1b kev soj ntsuam kev tshawb fawb (KOMET-001) rau cov neeg mob rov qab / refractory mob myeloid leukemia (xws li cov neeg mob uas muaj NPM1 hloov pauv. los yog KMT2A rearrangements).
Tipifarnib, lub tuam txhab tus neeg sib tw thib ob, yog lub zog, xaiv thiab hais lus bioavailable farnesyl transferase inhibitor (FTI). Cov tshuaj no tau muab Breakthrough Therapy Designation rau kev kho cov neeg mob nrog HRAS mutant HNSCC. Kev tshawb fawb Theem 1/2 (KURRENT-HN) ntawm tipifarnib ua ke nrog PI3Kα inhibitor alpelisib, los hais txog cov noob caj noob ces loj dua ntawm cov neeg mob HNSCC, tab tom ua tam sim no. Kev tshawb fawb Theem 1 (KURRENT-LUNG) ntawm tipifarnib ua ke nrog osimertinib hauv kev kho-naïve, hauv zos qib siab / metastatic, EGFR mutant non-small cell ntsws cancer kuj tau pib.
Lub tuam txhab tseem tsis ntev los no tau tshaj tawm tias FDA tau muab tag nrho qhov tseeb rau Kev Tshawb Fawb Tshiab Tshuaj (IND) daim ntawv thov ntawm KO-2806, Kura's tom ntej-gen farnesyl transferase inhibitor (FTI), tau qhia los kho cov qog nqaij hlav siab heev. Lub tuam txhab cia siab tias yuav ncaws tawm Phase 1 txoj kev kawm hauv 3Q23.
Kura lub raj xa dej tau nyiam cov xim ntawm Stifel's Bradley Canino. Thaum tus kws tshuaj ntsuam qhia txog qhov muaj peev xwm pitfalls tom ntej, nws pom tias yog vim li cas rau qhov zoo.
"Peb cia siab tias ziftomenib yuav raug pom zoo 1 xyoos tom qab Syndax hauv R / R NPM1m AML, uas cuam tshuam tsis zoo rau peb cov kev kwv yees pib ziftomenib," Canino hais. "Txawm li cas los xij, peb ntseeg tias Kura muaj peev xwm sib npaug ntawm nws qhov kev ntsuas thiab kev muag khoom nyob rau lub sijhawm nrog kev txhim kho sai ntawm ziftomenib kev sib txuas. Peb pom thawj cov ntaub ntawv sib xyaw ua ke, muaj peev xwm nyob rau hauv 2H23, raws li kev tshem tawm cov overhangs ntawm KURA cov khoom lag luam txog kev sib txawv ntawm qhov sib txawv thiab cov sijhawm sib tw. Peb tseem ntseeg KURA qhov kev pab cuam farnesyl transferase inhibitor (FTI) yog ib feem me me ntawm kev ntsuas thiab yuav tsum tau ua siab ntev, tab sis muaj kev cia siab tias cov pov thawj ntxov-ntawm-cov tswv yim tuaj yeem tsim los ntawm kev xaiv cov kev kho mob. "
Yog li, qhov no txhais li cas rau cov tub ua lag luam? Canino tus nqi KURA qhia txog Kev Yuav, thaum nws tus nqi $ 25 lub hom phiaj qhia txog ~ 81% upside los ntawm qib tam sim no. (Saib xyuas Canino cov ntaub ntawv taug qab, nias ntawm no)
Qhov no yog lwm cov khoom lag luam tau txais Txoj Kev txhawb nqa tag nrho; nrog rau tag nrho ntawm 6 Kev Yuav, cov kws tshuaj ntsuam xyuas yog tias KURA yog Kev Muag Khoom Zoo. Lub hom phiaj nruab nrab yog ib qho exuberant; ntawm $ 28.67, daim duab ua rau chav rau ib xyoos kev txaus siab ntawm 107%. KURA muaj lub khw muag khoom qis dua $ 950 lab. (Saib KURA Tshuag forecast)
Txhawm rau nrhiav cov tswv yim zoo rau cov lag luam muag khoom ntawm tus nqi zoo saib, mus saib TipRanks ' Khuv Xim Zoo Dua Yuav, lub tswv yim tshiab nyuam qhuav sib sau ua ke txhua qhov ntawm TipRanks 'kev pom ncaj ncees.
Tsis kam lees: Cov tswvyim uas hais hauv tsab xov xwm no tsuas yog los ntawm cov kws tshuaj ntsuam tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog qhov tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua ib qho peev txheej.
Tau qhov twg los: https://finance.yahoo.com/news/bank-america-expects-small-caps-224349512.html