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2021-12-06

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Biotechs are Getting Routed to Close the Year<blockquote>生物技术公司即将结束这一年</blockquote>

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Instead, the biotech sector is ending 2021 in a brutal slump that's wiped billions off the investments of some of the industry's biggest hedge funds. There's still signs of life, though.<blockquote>随着新的奥密克戎变种引起不安，对加强注射的需求比以往任何时候都高，今年似乎有望延续这一势头。相反，生物技术行业在 2021 年结束时陷入了残酷的低迷，导致该行业一些最大的对冲基金损失了数十亿美元的投资。不过，仍然有生命的迹象。</blockquote> Comeback City<blockquote>复出之城</blockquote> Even before the Covid pandemic, biotech funds were a shining star in the hedge-fund industry because of years of robust performance in the medical research sector. Perceptive Advisors founder Joseph Edelman bought a $70 million oceanfront mansion in California — the priciest in Orange County history —after his firm's funds rose 49% in 2019 and 31% in 2020.<blockquote>即使在新冠疫情之前，生物技术基金也是对冲基金行业的一颗闪亮之星，因为它们在医学研究领域多年来的强劲表现。Perceptive Advisors 创始人约瑟夫·埃德尔曼 (Joseph Edelman) 在加利福尼亚州购买了一栋价值 7000 万美元的海滨豪宅，这是奥兰治县历史上最昂贵的豪宅，此前他的公司基金在 2019 年增长了 49%，在 2020 年增长了 31%。</blockquote> But now biotech's oceanfront is facing a perfect storm. Inflation in the US has pushed costs through the roof, the Omicron variant has led the FDA to prioritize Covid treatments over others, and some retail and institutional investors with a risky appetite are decamping for the wild world of crypto. It's made for some gruesome returns:<blockquote>但现在生物技术的海滨正面临着一场完美的风暴。美国的通货膨胀已将成本推至天花板，奥密克戎变种导致 FDA 将新冠治疗置于其他治疗之上，一些具有风险偏好的散户和机构投资者正在逃离加密货币的狂野世界。它是为了一些可怕的回报而制作的：</blockquote> <ul> <li>The SPDR S&amp;P Biotech ETF, the bellwether for the industry, lost 7% of its value in November, hit by all these compounding problems.</li> <li>Cancer immunotherapy firms Adaptimmune Therapeutics and Agenus each lost 18% of their value last month, and even COVID-19 vaccine developer Ocugen tanked by a shocking 46%, according to S&amp;P Global Market Intelligence.</li> </ul> Hedging Their Bets:The main fund at Perceptive Advisors, which manages $9 billion, lost 30% this year through November, while an $18 billion healthcare fund at OrbiMed Partners lost 40%.<blockquote><ul><li>受所有这些复杂问题的打击，该行业的领头羊 SPDR S&amp;P Biotech ETF 在 11 月份价值下跌了 7%。</li><li>根据 S&amp;P Global Market Intelligence 的数据，癌症免疫治疗公司 Adaptimmune Therapeutics 和 Agenus 上个月的市值分别下跌了 18%，甚至 COVID-19 疫苗开发商 Ocugen 的市值也下跌了 46%，令人震惊。</li></ul>对冲他们的赌注：Perceptive Advisors 管理着 90 亿美元的主要基金今年截至 11 月亏损了 30%，而 OrbiMed Partners 管理着 180 亿美元的医疗保健基金亏损了 40%。</blockquote> Here's Hoping:The current sell-off is seen by optimists as a blip — and previous declines have given way to bigger rallies. With new Covid-19 drugs on the way, revenues could boost in 2022 — SVB Leerink analysts predict American and European biopharmaceutical companies could have more than $500 billion on hand to deploy by late 2022.<blockquote>希望：乐观主义者认为当前的抛售只是昙花一现——之前的下跌已经让位于更大的反弹。随着 Covid-19 新药的问世，2022 年收入可能会增加——SVB Leerink 分析师预测，到 2022 年底，美国和欧洲生物制药公司可能会有超过 5000 亿美元的资金可供部署。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Biotechs are Getting Routed to Close the Year<blockquote>生物技术公司即将结束这一年</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiotechs are Getting Routed to Close the Year<blockquote>生物技术公司即将结束这一年</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-12-06 15:56\n\n</h4>\n</header>\n<article>\nThe rapid development and production of Covid vaccines sent biotech stocks to new heights last year, especially with shares in BioNTech and Moderna putting up numbers worthy of the NBA All-Star Game.<blockquote>Covid疫苗的快速开发和生产去年将生物技术股推向了新的高度，特别是BioNTech和Moderna的股价达到了NBA全明星赛的水平。</blockquote> With the new Omicron variant causing jitters, and demand for booster shots higher than ever, this year would seem poised to continue that streak. Instead, the biotech sector is ending 2021 in a brutal slump that's wiped billions off the investments of some of the industry's biggest hedge funds. There's still signs of life, though.<blockquote>随着新的奥密克戎变种引起不安，对加强注射的需求比以往任何时候都高，今年似乎有望延续这一势头。相反，生物技术行业在 2021 年结束时陷入了残酷的低迷，导致该行业一些最大的对冲基金损失了数十亿美元的投资。不过，仍然有生命的迹象。</blockquote> Comeback City<blockquote>复出之城</blockquote> Even before the Covid pandemic, biotech funds were a shining star in the hedge-fund industry because of years of robust performance in the medical research sector. Perceptive Advisors founder Joseph Edelman bought a $70 million oceanfront mansion in California — the priciest in Orange County history —after his firm's funds rose 49% in 2019 and 31% in 2020.<blockquote>即使在新冠疫情之前，生物技术基金也是对冲基金行业的一颗闪亮之星，因为它们在医学研究领域多年来的强劲表现。Perceptive Advisors 创始人约瑟夫·埃德尔曼 (Joseph Edelman) 在加利福尼亚州购买了一栋价值 7000 万美元的海滨豪宅，这是奥兰治县历史上最昂贵的豪宅，此前他的公司基金在 2019 年增长了 49%，在 2020 年增长了 31%。</blockquote> But now biotech's oceanfront is facing a perfect storm. Inflation in the US has pushed costs through the roof, the Omicron variant has led the FDA to prioritize Covid treatments over others, and some retail and institutional investors with a risky appetite are decamping for the wild world of crypto. It's made for some gruesome returns:<blockquote>但现在生物技术的海滨正面临着一场完美的风暴。美国的通货膨胀已将成本推至天花板，奥密克戎变种导致 FDA 将新冠治疗置于其他治疗之上，一些具有风险偏好的散户和机构投资者正在逃离加密货币的狂野世界。它是为了一些可怕的回报而制作的：</blockquote> <ul> <li>The SPDR S&amp;P Biotech ETF, the bellwether for the industry, lost 7% of its value in November, hit by all these compounding problems.</li> <li>Cancer immunotherapy firms Adaptimmune Therapeutics and Agenus each lost 18% of their value last month, and even COVID-19 vaccine developer Ocugen tanked by a shocking 46%, according to S&amp;P Global Market Intelligence.</li> </ul> Hedging Their Bets:The main fund at Perceptive Advisors, which manages $9 billion, lost 30% this year through November, while an $18 billion healthcare fund at OrbiMed Partners lost 40%.<blockquote><ul><li>受所有这些复杂问题的打击，该行业的领头羊 SPDR S&amp;P Biotech ETF 在 11 月份价值下跌了 7%。</li><li>根据 S&amp;P Global Market Intelligence 的数据，癌症免疫治疗公司 Adaptimmune Therapeutics 和 Agenus 上个月的市值分别下跌了 18%，甚至 COVID-19 疫苗开发商 Ocugen 的市值也下跌了 46%，令人震惊。</li></ul>对冲他们的赌注：Perceptive Advisors 管理着 90 亿美元的主要基金今年截至 11 月亏损了 30%，而 OrbiMed Partners 管理着 180 亿美元的医疗保健基金亏损了 40%。</blockquote> Here's Hoping:The current sell-off is seen by optimists as a blip — and previous declines have given way to bigger rallies. With new Covid-19 drugs on the way, revenues could boost in 2022 — SVB Leerink analysts predict American and European biopharmaceutical companies could have more than $500 billion on hand to deploy by late 2022.<blockquote>希望：乐观主义者认为当前的抛售只是昙花一现——之前的下跌已经让位于更大的反弹。随着 Covid-19 新药的问世，2022 年收入可能会增加——SVB Leerink 分析师预测，到 2022 年底，美国和欧洲生物制药公司可能会有超过 5000 亿美元的资金可供部署。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/12/05/biotechs-are-getting-routed-to-close-the-year/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","AGEN":"艾吉纳斯公司"},"source_url":"https://www.fool.com/investing/2021/12/05/biotechs-are-getting-routed-to-close-the-year/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190204658","content_text":"The rapid development and production of Covid vaccines sent biotech stocks to new heights last year, especially with shares in BioNTech and Moderna putting up numbers worthy of the NBA All-Star Game.\nWith the new Omicron variant causing jitters, and demand for booster shots higher than ever, this year would seem poised to continue that streak. Instead, the biotech sector is ending 2021 in a brutal slump that's wiped billions off the investments of some of the industry's biggest hedge funds. There's still signs of life, though.\nComeback City\nEven before the Covid pandemic, biotech funds were a shining star in the hedge-fund industry because of years of robust performance in the medical research sector. Perceptive Advisors founder Joseph Edelman bought a $70 million oceanfront mansion in California — the priciest in Orange County history —after his firm's funds rose 49% in 2019 and 31% in 2020.\nBut now biotech's oceanfront is facing a perfect storm. Inflation in the US has pushed costs through the roof, the Omicron variant has led the FDA to prioritize Covid treatments over others, and some retail and institutional investors with a risky appetite are decamping for the wild world of crypto. It's made for some gruesome returns:\n\nThe SPDR S&P Biotech ETF, the bellwether for the industry, lost 7% of its value in November, hit by all these compounding problems.\nCancer immunotherapy firms Adaptimmune Therapeutics and Agenus each lost 18% of their value last month, and even COVID-19 vaccine developer Ocugen tanked by a shocking 46%, according to S&P Global Market Intelligence.\n\nHedging Their Bets:The main fund at Perceptive Advisors, which manages $9 billion, lost 30% this year through November, while an $18 billion healthcare fund at OrbiMed Partners lost 40%.\nHere's Hoping:The current sell-off is seen by optimists as a blip — and previous declines have given way to bigger rallies. With new Covid-19 drugs on the way, revenues could boost in 2022 — SVB Leerink analysts predict American and European biopharmaceutical companies could have more than $500 billion on hand to deploy by late 2022.","news_type":1,"symbols_score_info":{"MRNA":0.9,"BNTX":0.9,"ADAP":0.9,"AGEN":0.9}},"isVote":1,"tweetType":1,"viewCount":992,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/608488867"}