Biotech yog ib qho nyuaj tshaj plaws hauv xyoo no, nrog rau SPDR S&P Biotech ETF tam sim no nqis 45% xyoo dhau los. Tseem, tus kws tshuaj ntsuam Mizuho hais tias ob qho khoom lag luam hauv qab no tsim nyog yuav.
Syed pom qhov tseem ceeb hauv Gilead Sciences
Lub npe loj loj uas tawm mus rau Selim Syed hauv biotech yog Gilead Sciences Inc (NASDAQ: GILD), poob li ntawm 15% xyoo dhau los. Hais lus nrog CNBC's Brian Sullivan hnub Monday, nws hais tias:
Gilead ua lag luam ze rau peb cov txiaj ntsig DCF. Tam sim no nws yog qhov zoo tshaj plaws hauv chav kawm ntawm cov nyiaj tau los pub dawb. Yog li, peb nyiam nws feem ntau ntawm kev ntsuas, tab sis nws nyuaj rau txheeb xyuas qhov catalyst yuav tau txais cov khoom lag luam no mus.
Syed muaj lub hom phiaj tus nqi ntawm $ 75 ib feem ntawm Gilead Sciences uas sawv cev rau ntau tshaj 20% upside ntawm no. Ib lub lim tiam dhau los, GILD tau tshaj tawm cov txiaj ntsig ntawm kev ua lag luam nws cov nyiaj txiag Q1.
Syed nyiam me me-cap biotech Tshuag
Cov khoom lag luam biotech uas tus kws tshuaj ntsuam Mizuho nyiam ntau dua li Gilead Sciences, txawm li cas los xij, yog California-based me me cap, Cytokinetics Inc (NASDAQ: CYTK). Ntawm CNBC's "Kev Sib Tw Thoob Ntiaj Teb", Syed sau tseg:
Cytokinetics muaj cov tshuaj rau cov kab mob plawv. Nws pauv li ntawm $ 3.50 billion. Cov ntaub ntawv kho mob kom deb li deb zoo li txhawb kev ntsuas uas tuaj yeem siab dua qhov uas nws tam sim no ua lag luam.
CYTK poob ze li ntawm 25% piv rau qhov pib ntawm lub xyoo. Thaum kawg ntawm 2020, Bristol Myers Squibb yuav ib lub tuam txhab kho mob qib biopharmaceutical zoo sib xws, MyoKardia, rau $ 13 kuj.
Tus ncej Mizuho: ob qho khoom siv biotech no tsim nyog yuav tam sim no tshwm sim thawj zaug Tsam.
Tau qhov twg los: https://invezz.com/news/2022/05/09/mizuho-these-two-biotech-stocks-are-worth-buying-right-now/