Biotech cov khoom lag luam tau coj qee cov pob hauv xyoo no, thiab qee qhov tau pom qee qhov kev yuav khoom loj los ntawm cov tswv lag luam loj.
Kymera daim ntawv tshaj tawm thawj peb lub hlis twg thiab kev hloov pauv kev lag luam xa shares tumbling thaum ntxov lub Tsib Hlis. Cullinan Tshuag tau poob qis txij li lub Kaum Ib Hlis. Kev kho cov khoom lag luam tau nyiaj dhau kev poob qis txhua xyoo, tab sis nws tau txais me ntsis ntawm kev so Thaum lub Rau Hli Ntuj thaum ntxov los ntawm daim ntawv tso cai nrog Roche.
Kev mob hauv kev lag luam tau ua phem dua li qhov kev lag luam dav dav tau ntsib. Cov
Nasdaq Biotechnology Index
(NBI), uas suav nrog Kymera, Cullinan, thiab Repare raws li cov khoom lag luam, tau nqis 26% xyoo no, thaum
S&P 500 qhov ntsuas
tau poob 18%.
San Francisco-based peev tuam txhab BVF Partners LP, uas tswj hwm Biotechnology Value Fund LP, tau khaws tag nrho peb cov khoom lag luam.
BVF them $ 21.9 lab Los ntawm Lub Rau Hli 2-6 rau 1.8 lab Repare shares, tus nqi nruab nrab ntawm $ 11.90 txhua, raws li daim ntawv BVF tau thov rau Securities thiab Exchange Commission. Lub ruaj them $ 8.3 lab rau 751,396 Cullinan shares thaum Lub Rau Hli 1, tus nqi nruab nrab ntawm $ 11 txhua. Nws kuj them $ 4.2 lab tshaj lub Tsib Hlis 26 thiab 27 rau 289,426 Kymera shares, tus nqi nruab nrab ntawm $ 14.34 txhua.
BVF tsis teb rau qhov kev thov tawm tswv yim.
Lub tuam txhab tam sim no muaj 8 lab Repare shares, 7.4 lab Cullinan shares, thiab 4 lab Kymera shares.
BVF yog Repare tus tswv lag luam loj tshaj plaws, raws li S&P Capital IQ, thiab tus tswv cuab thib ob loj tshaj plaws hauv Cullinan thiab Kymera. Tag nrho peb cov khoom lag luam tau ua lag luam qis dua tus nqi teev nyob rau hauv lawv qhov kev muab thawj zaug rau pej xeem; Rov kho cov khoom lag luam mus rau pej xeem thaum Lub Rau Hli 2020 luv nqi tom $ 20, Cullinan Lub Yim Hli 2020 IPO nqi shares ntawm $21, thiab Kymera Lub Yim Hli 2020 IPO nqi shares ntawm $20.
Cov ntawv xov xwm sau npe
Lub Barron Hnub
Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.
Iovance Biotherapeutics
(IOVA) cov khoom lag luam poob rau lub Tsib Hlis lig thaum cov tswv lag luam ntawm tus kws kho mob qog noj ntshav tsis nyiam tso tawm cov ntaub ntawv sim. Shares tau poob ib nrab ntawm lawv cov nqi xyoo no, tab sis nrog rau hnub Friday kaw tus nqi ntawm $ 8.30, lawv tseem tab tom ua lag luam rau ntau dua li lawv cov nqi $ 6.50 Lub Cuaj Hli 2017 IPO.
Quogue Capital LLC them $ 6.6 lab tshaj lub Tsib Hlis 31 thiab Lub Rau Hli 1 rau 1 lab Iovance shares, tus nqi nruab nrab ntawm $ 6.60 txhua. Quogue, uas tam sim no muaj 8.1 lab shares, tsis teb rau qhov kev thov tawm tswv yim. Quogue yog Iovance tus thib tsib tus tswv lag luam loj tshaj plaws, thiab Wayne Rothbaum, tus thawj tswj hwm ntawm Quogue, ua haujlwm ntawm Iovance's board.
Kodiak Science
(KOD) Tshuag tau poob 90% txog rau tam sim no xyoo no. Shares tau hammered nyob rau hauv Lub ob hlis ntuj, tom qab ib tug qhov muag tshuaj poob siab, thiab lawv yeej tsis zoo.
Baker Bros. Advisors them $ 4.4 lab txij lub Rau Hli 2-6 rau 572,349 Kodiak shares, tus nqi nruab nrab ntawm $ 7.77 txhua. Lub tuam txhab peev, uas tseem yog Kodiak tus tswv lag luam loj tshaj plaws, tam sim no muaj 17.3 lab Kodiak shares. Baker Bros. Advisors tsis teb rau qhov kev thov tawm tswv yim. Felix Baker, tus thawj coj ntawm Baker Bros. Advisors, ua haujlwm rau Kodiak ua tus thawj coj. Kodiak's IPO yog thaum Lub Kaum Hli 2018, thiab nqi shares ntawm $10 txhua; shares kaw hnub Friday ntawm $8.07.
Iovance thiab Kodiak kuj tseem yog cov khoom lag luam ntawm Nasdaq Biotechnology Index.
Sab hauv Scoop yog qhov Barron ib txwm muaj rau hauv cov lag luam pauv los ntawm cov tswv lag luam thiab cov tswv cuab hauv pawg thawj coj - uas yog cov neeg sab hauv - nrog rau cov tswv lag luam loj, cov nom tswv, thiab lwm cov neeg muaj npe. Vim tias lawv cov xwm txheej sab hauv, cov tub ua lag luam no yuav tsum tau nthuav tawm cov kev ua lag luam nrog Tshuag thiab Txauv Commission los yog lwm pab pawg.
Sau ntawv rau Ed Lin ntawm [email tiv thaiv] thiab ua raws li @BarronsEdLin.