blkgoat00
2021-10-23
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US IPO Weekly Recap: Portillo’s gains 87% in an 11 IPO week<blockquote>美国IPO每周回顾:Portillo在11周IPO中上涨87%</blockquote>
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SPACs also stayed active, with 18 blank check IPOs. There was one postponement: winery Winc . New filers continue to flood the pipeline, with 14 IPOs and X SPACs submitting initial filings.Portillo’s priced at the high end to raise $405 million at a $1.4 billion market cap. Acquired by Berkshire Partners in 2014, Portillo's owns and operates a fast casual chain with 67 restaurants primarily in ","content":"<p>The fall IPO market kept a brisk pace this past week with 11 IPOs, led by restaurant chain <b>Portillo’s</b>(PTLO). SPACs also stayed active, with 18 blank check IPOs. There was one postponement: winery Winc (WBEV). New filers continue to flood the pipeline, with 14 IPOs and X SPACs submitting initial filings.</p><p><blockquote>过去一周,秋季IPO市场保持强劲势头,共有11起IPO,其中以连锁餐厅为首<b>波蒂略的</b>(PTLO)。SPAC也保持活跃,进行了18次空白支票IPO。有一个推迟:Winc酒厂(WBEV)。新的申报者继续涌入管道,14家IPO和X家SPAC提交了初始申报。</blockquote></p><p> <b>Portillo’s</b>(PTLO) priced at the high end to raise $405 million at a $1.4 billion market cap. Acquired by Berkshire Partners in 2014, Portillo's owns and operates a fast casual chain with 67 restaurants primarily in the Chicago metro area. While the company has seen guest traffic fall slightly in the 3Q21, it believes its concept can support 600+ locations in the US over time. After popping 46% on its first day, Portillo’s finished up 87%.</p><p><blockquote><b>波蒂略的</b>(PTLO)定价高端,以14亿美元的市值筹集4.05亿美元。Portillo’s于2014年被Berkshire Partners收购,拥有并经营一家快速休闲连锁店,拥有67家餐厅,主要位于芝加哥都会区。虽然该公司发现2021年第三季度的客流量略有下降,但它相信随着时间的推移,其概念可以支持美国600多个地点。Portillo's首日上涨46%后,收盘上涨87%。</blockquote></p><p> Micro-cap biotech <b>Context Therapeutics</b>(CNTX) raised $25 million at a $51 million market cap. Its sole clinical candidate is being developed for ovarian, breast, and endometrial cancer in multiple clinical trials. The company expects preliminary results of its Phase 2 trial in ovarian cancer patients with high levels of progesterone receptor in the 2H21. Context finished up 40%.</p><p><blockquote>微型生物技术<b>情境疗法</b>(CNTX)以5100万美元的市值筹集了2500万美元。其唯一的临床候选药物正在多项临床试验中开发用于卵巢癌、乳腺癌和子宫内膜癌。该公司预计其在孕酮受体水平高的卵巢癌患者中进行的2期试验的初步结果将于2021年下半年公布。Context收盘上涨40%。</blockquote></p><p> Crypto miner <b>Stronghold Digital Mining</b>(SDIG) upsized and priced above the range to raise $127 million at an $875 million market cap. Stronghold wholly-owns and operates a low-cost, environmentally-beneficial coal refuse power generation facility, boasting approximately 3,000 crypto asset mining computers. The company is unprofitable, and it depends on the volatile Bitcoin market. Stronghold finished up 33%.</p><p><blockquote>加密矿工<b>据点数字挖矿</b>(SDIG)扩大规模并定价高于该范围,以8.75亿美元的市值筹集了1.27亿美元。Stronghold全资拥有并运营一个低成本、环保的煤炭垃圾发电设施,拥有大约3,000台加密资产挖掘计算机。该公司无利可图,它依赖于动荡的比特币市场。Stronghold收盘上涨33%。</blockquote></p><p> Software provider <b>Enfusion</b>(ENFN) priced at the high end to raise $319 million at a $2.3 billion market cap. This company provides end-to-end cloud-based investment management software. The company is profitable with strong growth, though it is small and operates in a competitive industry with larger players. Enfusion finished up 17%.</p><p><blockquote>软件提供商<b>灌注</b>(ENFN)定价高端,以23亿美元的市值筹集3.19亿美元。该公司提供端到端基于云的投资管理软件。尽管该公司规模较小,而且在一个竞争激烈、参与者较大的行业中运营,但该公司盈利且增长强劲。Enfusion收盘上涨17%。</blockquote></p><p> Inflammatory disease biotech <b>Ventyx Biosciences</b>(VTYX) upsized and priced at the midpoint to raise $152 million at an $842 million market cap. Its lead candidate is VTX958, an oral, selective tyrosine kinase type 2 inhibitor initially being developed for psoriasis, psoriatic arthritis, and Crohn's disease. VTX958 has completed the single-ascending dose portion of its Phase 1 trial, with the multiple-ascending dose part expected to begin in the 4Q21. Ventyx finished up 17%.</p><p><blockquote>炎症性疾病生物技术<b>Ventyx生物科学公司</b>(VTYX)扩大规模并定价为中点,以8.42亿美元的市值筹集了1.52亿美元。其主要候选药物是VTX958,这是一种口服选择性酪氨酸激酶2型抑制剂,最初正在开发用于银屑病、银屑病关节炎和克罗恩病。VTX958已完成1期试验的单剂量递增部分,预计将在2021年第四季度开始进行多次递增剂量部分。Ventyx收盘上涨17%。</blockquote></p><p> <b>Aris Water Solutions</b>(ARIS) priced well below the range to raise $229 million at a $704 million market cap. Aris’ integrated pipelines and related infrastructure deliver water management, recycling, and supply solutions to operators in the core areas of the Permian Basin, including affiliates of ConocoPhillips and Exxon Mobil. The company is leveraged post-IPO. Aris finished up 10%.</p><p><blockquote><b>阿里斯水解决方案</b>(ARIS)的定价远低于区间,以7.04亿美元的市值筹集了2.29亿美元。Aris的综合管道和相关基础设施为二叠纪盆地核心地区的运营商(包括康菲石油公司和埃克森美孚的附属公司)提供水管理、回收和供应解决方案。该公司在首次公开募股后具有杠杆作用。Aris收盘上涨10%。</blockquote></p><p> Formerly listed on the OTC,<b>P10</b>(PX) priced below the range to raise $240 million at a $1.5 billion market cap. P10 is a multi-asset class middle/lower-middle private market-focused asset manager with over $14 billion fee-paying AUM. While the company has grown AUM at a 60%+ CAGR since 2018, increasing competition for suitable investments could impact returns. P10 finished flat.</p><p><blockquote>以前在OTC上市,<b>P10</b>(PX)定价低于区间,以15亿美元的市值筹集2.4亿美元。P10是一家专注于中低端私人市场的多资产类别资产管理公司,付费AUM超过140亿美元。尽管自2018年以来,该公司的资产管理规模以超过60%的CAGR增长,但对合适投资的竞争加剧可能会影响回报。P10完成平。</blockquote></p><p> Solid tumor biotech <b>Xilio Therapeutics</b>(XLO) priced at the low end to raise $118 million at a $457 million market cap. Xilio's most advanced candidates are XTX101, an anti-CTLA-4 mAb, and XTX202, an IL-2 therapy. The company recently initiated a Phase 1 trial of XTX101 for solid tumors, and in September 2021, submitted an IND to evaluate XTX202 in patients with solid tumors. Xilio finished flat.</p><p><blockquote>实体瘤生物技术<b>Xilio治疗公司</b>(XLO)定价较低,以4.57亿美元的市值筹集1.18亿美元。Xilio最先进的候选药物是XTX101(一种抗CTLA-4 mAb)和XTX202(一种IL-2疗法)。该公司最近启动了XTX101治疗实体瘤的1期试验,并于2021年9月提交了IND,以评估XTX202在实体瘤患者中的应用。Xilio以平局结束。</blockquote></p><p> Autonomous vehicle play <b>Cyngn</b>(CYN) priced at the low end to raise $26 million at a $254 million market cap. Backed by Benchmark Capital, the pre-revenue company’s Enterprise Autonomy Suite (EAS) is not commercially available yet. It intends to begin marketing EAS to customers in 2022. Cyngn finished down 1%.</p><p><blockquote>自动驾驶汽车游戏<b>辛恩</b>(CYN)定价较低,以2.54亿美元的市值筹集2600万美元。在Benchmark Capital的支持下,这家尚未盈利的公司的企业自治套件(EAS)尚未投入商业使用。它打算在2022年开始向客户营销EAS。Cyngn收盘下跌1%。</blockquote></p><p> Coconut water brand <b>Vita Coco</b>(COCO) priced well below the range to raise $173 million at an $859 million market cap. Its portfolio is led by Vita Coco, the leader in the global coconut water category with a 40%+ share of the US market. The company has maintained profitable growth coming out of the pandemic, though it saw margin contraction in the 1H21. Vita Coco finished down 7%.</p><p><blockquote>椰子水品牌<b>维塔可可</b>(COCO)的定价远低于该区间,以8.59亿美元的市值筹集了1.73亿美元。其产品组合由Vita Coco领导,Vita Coco是全球椰子水类别的领导者,在美国市场拥有40%以上的份额。尽管2021年上半年利润率出现收缩,但该公司在疫情后仍保持了盈利增长。Vita Coco收跌7%。</blockquote></p><p> <b>Minerva Surgical</b>(UTRS) priced well below the range to raise $75 million at a $350 million market cap. Minerva is focused on developing, manufacturing, and commercializing minimally invasive solutions for uterine healthcare. Fast growing and highly unprofitable, Minerva has a broad product line of hysterectomy alternatives. Minerva finished down 25%.</p><p><blockquote><b>密涅瓦外科</b>(UTRS)的定价远低于筹集7500万美元的区间,市值为3.5亿美元。Minerva专注于子宫保健微创解决方案的开发、制造和商业化。Minerva发展迅速且利润丰厚,拥有广泛的子宫切除术替代产品线。Minerva收盘下跌25%。</blockquote></p><p> 18 SPACs went public this past week led by sports-focused <b>Iconic Sports Acquisition</b>(ICNC.U), which raised $300 million.</p><p><blockquote>过去一周有18家SPAC上市,其中以体育为重点<b>标志性体育收购</b>(ICNC.U),筹集了3亿美元。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/606754acd4b9cd1d84ec3c5ea6f9605a\" tg-width=\"1269\" tg-height=\"678\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6b36628e8253a36ef56ff1a5bbeae487\" tg-width=\"1270\" tg-height=\"690\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6a808ae0efce1c3b098f420cdd767a3c\" tg-width=\"1270\" tg-height=\"692\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/b7d642fcd039ab6a1f453c2a0c4c116b\" tg-width=\"1270\" tg-height=\"71\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 14 IPOs submitted initial filings. Healthcare services provider <b>BrightSpring Health Group</b>(BSHS.RC) filed for an estimated $750 million IPO. Cannabis finance REIT <b>Freehold Properties</b>(FHP) filed to raise $115 million. Storage cloud platform <b>Backblaze</b>(BLZE), insight network <b>Gerson Lehrman Group</b>(GLGX), childcare services provider <b>KinderCare Learning Companies</b>(KLC), benefit eligibility platform <b>Trajector</b>(TJCT.RC), customer engagement platforms <b>Weave Communications</b>(WEAV) and <b>Braze</b>(BRZE), and solar-powered vehicle developer <b>Sono Group</b>(SEV) all filed to raise $100 million. Consumer products company <b>Synergy CHC</b>(SNYR) filed to raise $69 million, German laser communications firm <b>Mynaric</b>(MYNA) filed to raise $60 million, Australian green energy company <b>Verdant Earth Technologies</b>(VDNT) filed to raise $54 million, commercial drug maker <b>Journey Medical</b>(DERM) filed to raise $40 million, and Canadian gold exploration company <b>Austin Gold</b>(AGLD.RC) filed to raise $16 million.</p><p><blockquote>14家IPO提交了初始备案。医疗服务提供者<b>BrightSpring健康集团</b>(BSHS.RC)申请了预计7.5亿美元的IPO。大麻金融房地产投资信托基金<b>永久业权物业</b>(FHP)申请筹集1.15亿美元。存储云平台<b>Backblaze</b>(BLZE),洞察网络<b>格尔森·莱曼集团</b>(GLGX),儿童保育服务提供商<b>KinderCare学习公司</b>(KLC),福利资格平台<b>轨迹</b>(TJCT.RC),客户参与平台<b>编织通信</b>(编织)和<b>钎焊</b>(BRZE)和太阳能汽车开发商<b>索诺集团</b>(SEV)全部申请筹集1亿美元。消费品公司<b>协同CHC</b>德国激光通信公司(SNYR)申请筹集6900万美元<b>迈纳里克</b>(MYNA)申请融资6000万美元,澳大利亚绿色能源公司<b>翠绿地球技术</b>(VDNT)申请筹集5400万美元,商业制药商<b>旅程医疗</b>(DERM)申请融资4000万美元,加拿大黄金勘探公司<b>奥斯汀·戈尔德</b>(AGLD.RC)申请融资1600万美元。</blockquote></p><p> 14 SPACs submitted initial filings led by Orion Resource Partners’ <b>Rigel Resource Acquisition</b>(RRAC.U) and TMT-focused <b>Roman DBDR Tech Acquisition II</b>(RDTXU), which both filed to raise $250 million.</p><p><blockquote>14家SPAC提交了由Orion Resource Partners牵头的初始文件<b>参宿七资源收购</b>(RRAC.U)和专注于TMT<b>罗马DBDR技术收购II</b>(RDTXU),两者都申请筹集2.5亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f0f7ede658c2246777e45e735571dfbf\" tg-width=\"1270\" tg-height=\"678\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/ca8e4dd78ca6985d97ae9ba34169e8ac\" tg-width=\"1272\" tg-height=\"690\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/f5898cc8f8899f1a6f22cb564d8ad05b\" tg-width=\"1271\" tg-height=\"689\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/21/2021, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Moderna (MRNA) and Uber Technologies (UBER). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年10月21日,文艺复兴IPO指数今年迄今上涨了8.2%,而标普500上涨了21.1%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有最多的ETF包括Moderna(MRNA)和Uber Technologies(UBER)。Renaissance International IPO指数今年迄今下跌15.8%,而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Weekly Recap: Portillo’s gains 87% in an 11 IPO week<blockquote>美国IPO每周回顾:Portillo在11周IPO中上涨87%</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\">\nUS IPO Weekly Recap: Portillo’s gains 87% in an 11 IPO week<blockquote>美国IPO每周回顾:Portillo在11周IPO中上涨87%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2021-10-23 07:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The fall IPO market kept a brisk pace this past week with 11 IPOs, led by restaurant chain <b>Portillo’s</b>(PTLO). SPACs also stayed active, with 18 blank check IPOs. There was one postponement: winery Winc (WBEV). New filers continue to flood the pipeline, with 14 IPOs and X SPACs submitting initial filings.</p><p><blockquote>过去一周,秋季IPO市场保持强劲势头,共有11起IPO,其中以连锁餐厅为首<b>波蒂略的</b>(PTLO)。SPAC也保持活跃,进行了18次空白支票IPO。有一个推迟:Winc酒厂(WBEV)。新的申报者继续涌入管道,14家IPO和X家SPAC提交了初始申报。</blockquote></p><p> <b>Portillo’s</b>(PTLO) priced at the high end to raise $405 million at a $1.4 billion market cap. Acquired by Berkshire Partners in 2014, Portillo's owns and operates a fast casual chain with 67 restaurants primarily in the Chicago metro area. While the company has seen guest traffic fall slightly in the 3Q21, it believes its concept can support 600+ locations in the US over time. After popping 46% on its first day, Portillo’s finished up 87%.</p><p><blockquote><b>波蒂略的</b>(PTLO)定价高端,以14亿美元的市值筹集4.05亿美元。Portillo’s于2014年被Berkshire Partners收购,拥有并经营一家快速休闲连锁店,拥有67家餐厅,主要位于芝加哥都会区。虽然该公司发现2021年第三季度的客流量略有下降,但它相信随着时间的推移,其概念可以支持美国600多个地点。Portillo's首日上涨46%后,收盘上涨87%。</blockquote></p><p> Micro-cap biotech <b>Context Therapeutics</b>(CNTX) raised $25 million at a $51 million market cap. Its sole clinical candidate is being developed for ovarian, breast, and endometrial cancer in multiple clinical trials. The company expects preliminary results of its Phase 2 trial in ovarian cancer patients with high levels of progesterone receptor in the 2H21. Context finished up 40%.</p><p><blockquote>微型生物技术<b>情境疗法</b>(CNTX)以5100万美元的市值筹集了2500万美元。其唯一的临床候选药物正在多项临床试验中开发用于卵巢癌、乳腺癌和子宫内膜癌。该公司预计其在孕酮受体水平高的卵巢癌患者中进行的2期试验的初步结果将于2021年下半年公布。Context收盘上涨40%。</blockquote></p><p> Crypto miner <b>Stronghold Digital Mining</b>(SDIG) upsized and priced above the range to raise $127 million at an $875 million market cap. Stronghold wholly-owns and operates a low-cost, environmentally-beneficial coal refuse power generation facility, boasting approximately 3,000 crypto asset mining computers. The company is unprofitable, and it depends on the volatile Bitcoin market. Stronghold finished up 33%.</p><p><blockquote>加密矿工<b>据点数字挖矿</b>(SDIG)扩大规模并定价高于该范围,以8.75亿美元的市值筹集了1.27亿美元。Stronghold全资拥有并运营一个低成本、环保的煤炭垃圾发电设施,拥有大约3,000台加密资产挖掘计算机。该公司无利可图,它依赖于动荡的比特币市场。Stronghold收盘上涨33%。</blockquote></p><p> Software provider <b>Enfusion</b>(ENFN) priced at the high end to raise $319 million at a $2.3 billion market cap. This company provides end-to-end cloud-based investment management software. The company is profitable with strong growth, though it is small and operates in a competitive industry with larger players. Enfusion finished up 17%.</p><p><blockquote>软件提供商<b>灌注</b>(ENFN)定价高端,以23亿美元的市值筹集3.19亿美元。该公司提供端到端基于云的投资管理软件。尽管该公司规模较小,而且在一个竞争激烈、参与者较大的行业中运营,但该公司盈利且增长强劲。Enfusion收盘上涨17%。</blockquote></p><p> Inflammatory disease biotech <b>Ventyx Biosciences</b>(VTYX) upsized and priced at the midpoint to raise $152 million at an $842 million market cap. Its lead candidate is VTX958, an oral, selective tyrosine kinase type 2 inhibitor initially being developed for psoriasis, psoriatic arthritis, and Crohn's disease. VTX958 has completed the single-ascending dose portion of its Phase 1 trial, with the multiple-ascending dose part expected to begin in the 4Q21. Ventyx finished up 17%.</p><p><blockquote>炎症性疾病生物技术<b>Ventyx生物科学公司</b>(VTYX)扩大规模并定价为中点,以8.42亿美元的市值筹集了1.52亿美元。其主要候选药物是VTX958,这是一种口服选择性酪氨酸激酶2型抑制剂,最初正在开发用于银屑病、银屑病关节炎和克罗恩病。VTX958已完成1期试验的单剂量递增部分,预计将在2021年第四季度开始进行多次递增剂量部分。Ventyx收盘上涨17%。</blockquote></p><p> <b>Aris Water Solutions</b>(ARIS) priced well below the range to raise $229 million at a $704 million market cap. Aris’ integrated pipelines and related infrastructure deliver water management, recycling, and supply solutions to operators in the core areas of the Permian Basin, including affiliates of ConocoPhillips and Exxon Mobil. The company is leveraged post-IPO. Aris finished up 10%.</p><p><blockquote><b>阿里斯水解决方案</b>(ARIS)的定价远低于区间,以7.04亿美元的市值筹集了2.29亿美元。Aris的综合管道和相关基础设施为二叠纪盆地核心地区的运营商(包括康菲石油公司和埃克森美孚的附属公司)提供水管理、回收和供应解决方案。该公司在首次公开募股后具有杠杆作用。Aris收盘上涨10%。</blockquote></p><p> Formerly listed on the OTC,<b>P10</b>(PX) priced below the range to raise $240 million at a $1.5 billion market cap. P10 is a multi-asset class middle/lower-middle private market-focused asset manager with over $14 billion fee-paying AUM. While the company has grown AUM at a 60%+ CAGR since 2018, increasing competition for suitable investments could impact returns. P10 finished flat.</p><p><blockquote>以前在OTC上市,<b>P10</b>(PX)定价低于区间,以15亿美元的市值筹集2.4亿美元。P10是一家专注于中低端私人市场的多资产类别资产管理公司,付费AUM超过140亿美元。尽管自2018年以来,该公司的资产管理规模以超过60%的CAGR增长,但对合适投资的竞争加剧可能会影响回报。P10完成平。</blockquote></p><p> Solid tumor biotech <b>Xilio Therapeutics</b>(XLO) priced at the low end to raise $118 million at a $457 million market cap. Xilio's most advanced candidates are XTX101, an anti-CTLA-4 mAb, and XTX202, an IL-2 therapy. The company recently initiated a Phase 1 trial of XTX101 for solid tumors, and in September 2021, submitted an IND to evaluate XTX202 in patients with solid tumors. Xilio finished flat.</p><p><blockquote>实体瘤生物技术<b>Xilio治疗公司</b>(XLO)定价较低,以4.57亿美元的市值筹集1.18亿美元。Xilio最先进的候选药物是XTX101(一种抗CTLA-4 mAb)和XTX202(一种IL-2疗法)。该公司最近启动了XTX101治疗实体瘤的1期试验,并于2021年9月提交了IND,以评估XTX202在实体瘤患者中的应用。Xilio以平局结束。</blockquote></p><p> Autonomous vehicle play <b>Cyngn</b>(CYN) priced at the low end to raise $26 million at a $254 million market cap. Backed by Benchmark Capital, the pre-revenue company’s Enterprise Autonomy Suite (EAS) is not commercially available yet. It intends to begin marketing EAS to customers in 2022. Cyngn finished down 1%.</p><p><blockquote>自动驾驶汽车游戏<b>辛恩</b>(CYN)定价较低,以2.54亿美元的市值筹集2600万美元。在Benchmark Capital的支持下,这家尚未盈利的公司的企业自治套件(EAS)尚未投入商业使用。它打算在2022年开始向客户营销EAS。Cyngn收盘下跌1%。</blockquote></p><p> Coconut water brand <b>Vita Coco</b>(COCO) priced well below the range to raise $173 million at an $859 million market cap. Its portfolio is led by Vita Coco, the leader in the global coconut water category with a 40%+ share of the US market. The company has maintained profitable growth coming out of the pandemic, though it saw margin contraction in the 1H21. Vita Coco finished down 7%.</p><p><blockquote>椰子水品牌<b>维塔可可</b>(COCO)的定价远低于该区间,以8.59亿美元的市值筹集了1.73亿美元。其产品组合由Vita Coco领导,Vita Coco是全球椰子水类别的领导者,在美国市场拥有40%以上的份额。尽管2021年上半年利润率出现收缩,但该公司在疫情后仍保持了盈利增长。Vita Coco收跌7%。</blockquote></p><p> <b>Minerva Surgical</b>(UTRS) priced well below the range to raise $75 million at a $350 million market cap. Minerva is focused on developing, manufacturing, and commercializing minimally invasive solutions for uterine healthcare. Fast growing and highly unprofitable, Minerva has a broad product line of hysterectomy alternatives. Minerva finished down 25%.</p><p><blockquote><b>密涅瓦外科</b>(UTRS)的定价远低于筹集7500万美元的区间,市值为3.5亿美元。Minerva专注于子宫保健微创解决方案的开发、制造和商业化。Minerva发展迅速且利润丰厚,拥有广泛的子宫切除术替代产品线。Minerva收盘下跌25%。</blockquote></p><p> 18 SPACs went public this past week led by sports-focused <b>Iconic Sports Acquisition</b>(ICNC.U), which raised $300 million.</p><p><blockquote>过去一周有18家SPAC上市,其中以体育为重点<b>标志性体育收购</b>(ICNC.U),筹集了3亿美元。</blockquote></p><p></p><p> <img src=\"https://static.tigerbbs.com/606754acd4b9cd1d84ec3c5ea6f9605a\" tg-width=\"1269\" tg-height=\"678\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6b36628e8253a36ef56ff1a5bbeae487\" tg-width=\"1270\" tg-height=\"690\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/6a808ae0efce1c3b098f420cdd767a3c\" tg-width=\"1270\" tg-height=\"692\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/b7d642fcd039ab6a1f453c2a0c4c116b\" tg-width=\"1270\" tg-height=\"71\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> 14 IPOs submitted initial filings. Healthcare services provider <b>BrightSpring Health Group</b>(BSHS.RC) filed for an estimated $750 million IPO. Cannabis finance REIT <b>Freehold Properties</b>(FHP) filed to raise $115 million. Storage cloud platform <b>Backblaze</b>(BLZE), insight network <b>Gerson Lehrman Group</b>(GLGX), childcare services provider <b>KinderCare Learning Companies</b>(KLC), benefit eligibility platform <b>Trajector</b>(TJCT.RC), customer engagement platforms <b>Weave Communications</b>(WEAV) and <b>Braze</b>(BRZE), and solar-powered vehicle developer <b>Sono Group</b>(SEV) all filed to raise $100 million. Consumer products company <b>Synergy CHC</b>(SNYR) filed to raise $69 million, German laser communications firm <b>Mynaric</b>(MYNA) filed to raise $60 million, Australian green energy company <b>Verdant Earth Technologies</b>(VDNT) filed to raise $54 million, commercial drug maker <b>Journey Medical</b>(DERM) filed to raise $40 million, and Canadian gold exploration company <b>Austin Gold</b>(AGLD.RC) filed to raise $16 million.</p><p><blockquote>14家IPO提交了初始备案。医疗服务提供者<b>BrightSpring健康集团</b>(BSHS.RC)申请了预计7.5亿美元的IPO。大麻金融房地产投资信托基金<b>永久业权物业</b>(FHP)申请筹集1.15亿美元。存储云平台<b>Backblaze</b>(BLZE),洞察网络<b>格尔森·莱曼集团</b>(GLGX),儿童保育服务提供商<b>KinderCare学习公司</b>(KLC),福利资格平台<b>轨迹</b>(TJCT.RC),客户参与平台<b>编织通信</b>(编织)和<b>钎焊</b>(BRZE)和太阳能汽车开发商<b>索诺集团</b>(SEV)全部申请筹集1亿美元。消费品公司<b>协同CHC</b>德国激光通信公司(SNYR)申请筹集6900万美元<b>迈纳里克</b>(MYNA)申请融资6000万美元,澳大利亚绿色能源公司<b>翠绿地球技术</b>(VDNT)申请筹集5400万美元,商业制药商<b>旅程医疗</b>(DERM)申请融资4000万美元,加拿大黄金勘探公司<b>奥斯汀·戈尔德</b>(AGLD.RC)申请融资1600万美元。</blockquote></p><p> 14 SPACs submitted initial filings led by Orion Resource Partners’ <b>Rigel Resource Acquisition</b>(RRAC.U) and TMT-focused <b>Roman DBDR Tech Acquisition II</b>(RDTXU), which both filed to raise $250 million.</p><p><blockquote>14家SPAC提交了由Orion Resource Partners牵头的初始文件<b>参宿七资源收购</b>(RRAC.U)和专注于TMT<b>罗马DBDR技术收购II</b>(RDTXU),两者都申请筹集2.5亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f0f7ede658c2246777e45e735571dfbf\" tg-width=\"1270\" tg-height=\"678\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/ca8e4dd78ca6985d97ae9ba34169e8ac\" tg-width=\"1272\" tg-height=\"690\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/f5898cc8f8899f1a6f22cb564d8ad05b\" tg-width=\"1271\" tg-height=\"689\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> <b>IPO Market Snapshot</b></p><p><blockquote><b>IPO市场快照</b></blockquote></p><p> The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/21/2021, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Moderna (MRNA) and Uber Technologies (UBER). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.</p><p><blockquote>文艺复兴IPO指数是新上市公司的市值加权篮子。截至2021年10月21日,文艺复兴IPO指数今年迄今上涨了8.2%,而标普500上涨了21.1%。Renaissance Capital的IPO ETF(纽约证券交易所股票代码:IPO)跟踪该指数,持有最多的ETF包括Moderna(MRNA)和Uber Technologies(UBER)。Renaissance International IPO指数今年迄今下跌15.8%,而ACWX指数上涨9.1%。Renaissance Capital的国际IPO ETF(纽约证券交易所股票代码:IPOS)跟踪该指数,持有最多的ETF包括美团-W大众点评和软银。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.renaissancecapital.com/IPO-Center/News/87682/US-IPO-Weekly-Recap-Portillo%E2%80%99s-gains-87-in-an-11-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UTRS":"Minerva Surgical, Inc.","ENFN":"Enfusion, Inc.","PX":"P10, INC.",".SPX":"S&P 500 Index","COCO":"The Vita Coco Company, Inc.","CNTX":"Context Therapeutics Inc.",".IXIC":"NASDAQ Composite","VTYX":"Ventyx Biosciences, Inc.","SDIG":"Stronghold Digital Mining, Inc","ARIS":"Aris Water Solutions, Inc.","XLO":"XILIO THERAPEUTICS, INC.","PTLO":"Portillo’s Inc.",".DJI":"道琼斯","CYN":"Cyngn Inc"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/87682/US-IPO-Weekly-Recap-Portillo%E2%80%99s-gains-87-in-an-11-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164481224","content_text":"The fall IPO market kept a brisk pace this past week with 11 IPOs, led by restaurant chain Portillo’s(PTLO). SPACs also stayed active, with 18 blank check IPOs. There was one postponement: winery Winc (WBEV). New filers continue to flood the pipeline, with 14 IPOs and X SPACs submitting initial filings.\nPortillo’s(PTLO) priced at the high end to raise $405 million at a $1.4 billion market cap. Acquired by Berkshire Partners in 2014, Portillo's owns and operates a fast casual chain with 67 restaurants primarily in the Chicago metro area. While the company has seen guest traffic fall slightly in the 3Q21, it believes its concept can support 600+ locations in the US over time. After popping 46% on its first day, Portillo’s finished up 87%.\nMicro-cap biotech Context Therapeutics(CNTX) raised $25 million at a $51 million market cap. Its sole clinical candidate is being developed for ovarian, breast, and endometrial cancer in multiple clinical trials. The company expects preliminary results of its Phase 2 trial in ovarian cancer patients with high levels of progesterone receptor in the 2H21. Context finished up 40%.\nCrypto miner Stronghold Digital Mining(SDIG) upsized and priced above the range to raise $127 million at an $875 million market cap. Stronghold wholly-owns and operates a low-cost, environmentally-beneficial coal refuse power generation facility, boasting approximately 3,000 crypto asset mining computers. The company is unprofitable, and it depends on the volatile Bitcoin market. Stronghold finished up 33%.\nSoftware provider Enfusion(ENFN) priced at the high end to raise $319 million at a $2.3 billion market cap. This company provides end-to-end cloud-based investment management software. The company is profitable with strong growth, though it is small and operates in a competitive industry with larger players. Enfusion finished up 17%.\nInflammatory disease biotech Ventyx Biosciences(VTYX) upsized and priced at the midpoint to raise $152 million at an $842 million market cap. Its lead candidate is VTX958, an oral, selective tyrosine kinase type 2 inhibitor initially being developed for psoriasis, psoriatic arthritis, and Crohn's disease. VTX958 has completed the single-ascending dose portion of its Phase 1 trial, with the multiple-ascending dose part expected to begin in the 4Q21. Ventyx finished up 17%.\nAris Water Solutions(ARIS) priced well below the range to raise $229 million at a $704 million market cap. Aris’ integrated pipelines and related infrastructure deliver water management, recycling, and supply solutions to operators in the core areas of the Permian Basin, including affiliates of ConocoPhillips and Exxon Mobil. The company is leveraged post-IPO. Aris finished up 10%.\nFormerly listed on the OTC,P10(PX) priced below the range to raise $240 million at a $1.5 billion market cap. P10 is a multi-asset class middle/lower-middle private market-focused asset manager with over $14 billion fee-paying AUM. While the company has grown AUM at a 60%+ CAGR since 2018, increasing competition for suitable investments could impact returns. P10 finished flat.\nSolid tumor biotech Xilio Therapeutics(XLO) priced at the low end to raise $118 million at a $457 million market cap. Xilio's most advanced candidates are XTX101, an anti-CTLA-4 mAb, and XTX202, an IL-2 therapy. The company recently initiated a Phase 1 trial of XTX101 for solid tumors, and in September 2021, submitted an IND to evaluate XTX202 in patients with solid tumors. Xilio finished flat.\nAutonomous vehicle play Cyngn(CYN) priced at the low end to raise $26 million at a $254 million market cap. Backed by Benchmark Capital, the pre-revenue company’s Enterprise Autonomy Suite (EAS) is not commercially available yet. It intends to begin marketing EAS to customers in 2022. Cyngn finished down 1%.\nCoconut water brand Vita Coco(COCO) priced well below the range to raise $173 million at an $859 million market cap. Its portfolio is led by Vita Coco, the leader in the global coconut water category with a 40%+ share of the US market. The company has maintained profitable growth coming out of the pandemic, though it saw margin contraction in the 1H21. Vita Coco finished down 7%.\nMinerva Surgical(UTRS) priced well below the range to raise $75 million at a $350 million market cap. Minerva is focused on developing, manufacturing, and commercializing minimally invasive solutions for uterine healthcare. Fast growing and highly unprofitable, Minerva has a broad product line of hysterectomy alternatives. Minerva finished down 25%.\n18 SPACs went public this past week led by sports-focused Iconic Sports Acquisition(ICNC.U), which raised $300 million.\n\n14 IPOs submitted initial filings. Healthcare services provider BrightSpring Health Group(BSHS.RC) filed for an estimated $750 million IPO. Cannabis finance REIT Freehold Properties(FHP) filed to raise $115 million. Storage cloud platform Backblaze(BLZE), insight network Gerson Lehrman Group(GLGX), childcare services provider KinderCare Learning Companies(KLC), benefit eligibility platform Trajector(TJCT.RC), customer engagement platforms Weave Communications(WEAV) and Braze(BRZE), and solar-powered vehicle developer Sono Group(SEV) all filed to raise $100 million. Consumer products company Synergy CHC(SNYR) filed to raise $69 million, German laser communications firm Mynaric(MYNA) filed to raise $60 million, Australian green energy company Verdant Earth Technologies(VDNT) filed to raise $54 million, commercial drug maker Journey Medical(DERM) filed to raise $40 million, and Canadian gold exploration company Austin Gold(AGLD.RC) filed to raise $16 million.\n14 SPACs submitted initial filings led by Orion Resource Partners’ Rigel Resource Acquisition(RRAC.U) and TMT-focused Roman DBDR Tech Acquisition II(RDTXU), which both filed to raise $250 million.\n\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 10/21/2021, the Renaissance IPO Index was up 8.2% year-to-date, while the S&P 500 was up 21.1%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Moderna (MRNA) and Uber Technologies (UBER). The Renaissance International IPO Index was down 15.8% year-to-date, while the ACWX was up 9.1%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Meituan-Dianping and SoftBank.","news_type":1,"symbols_score_info":{"XLO":0.9,".DJI":0.9,"UTRS":0.9,"ENFN":0.9,"PX":0.9,".IXIC":0.9,"PTLO":0.9,"CNTX":0.9,"VTYX":0.9,".SPX":0.9,"SDIG":0.9,"ARIS":0.9,"CYN":0.9,"COCO":0.9}},"isVote":1,"tweetType":1,"viewCount":3773,"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":18,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/858197200"}
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