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2021-08-13

ARK Investment Buys the Dips in 1Life, Berkeley Lights, Signify Health<blockquote>ARK Investment逢低买入1Life、Berkeley Lights、Signify Health</blockquote>

Cathie Wood and her ARK Investment Management firm have made no secret of their investment strategy:

ARK Investment Buys the Dips in 1Life, Berkeley Lights, Signify Health<blockquote>ARK Investment逢低买入1Life、Berkeley Lights、Signify Health</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":894235227,"tweetId":"894235227","gmtCreate":1628827986869,"gmtModify":1631888738647,"author":{"id":4090707232019850,"idStr":"4090707232019850","authorId":4090707232019850,"authorIdStr":"4090707232019850","name":"xnegate","avatar":"https://static.tigerbbs.com/7549d1578f4d67f05cd97a41e6bfb844","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Hi</body></html>","htmlText":"<html><head></head><body>Hi</body></html>","text":"Hi","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/894235227","repostId":1191538365,"repostType":4,"repost":{"id":"1191538365","kind":"news","pubTimestamp":1628825496,"share":"https://www.laohu8.com/m/news/1191538365?lang=zh_CN&edition=full","pubTime":"2021-08-13 11:31","market":"hk","language":"en","title":"ARK Investment Buys the Dips in 1Life, Berkeley Lights, Signify Health<blockquote>ARK Investment逢低买入1Life、Berkeley Lights、Signify Health</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1191538365","media":"24/7 wall street","summary":"Cathie Wood and her ARK Investment Management firm have made no secret of their investment strategy:","content":"Cathie Wood and her ARK Investment Management firm have made no secret of their investment strategy: find those companies that have a product or service that could change the way the world works. ARK calls that “disruptive innovation.”<blockquote>凯西·伍德和她的方舟投资管理公司毫不掩饰他们的投资策略：寻找那些拥有可以改变世界运作方式的产品或服务的公司。方舟评级认为“颠覆性创新”。</blockquote> To support those investments, ARK also invests in what Wood has called “cash-like innovation stocks,” such as <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Tesla, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, because ARK’s funds are not allowed to hold cash. She told CNBC in May, “During a period of volatility like we’ve just seen, we will sell those stocks and move into either our more pure-play or earlier-stage innovation companies that are being hurt by risk-off.”<blockquote>为了支持这些投资，ARK还投资了伍德所说的“类似现金的创新股票”，例如<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,特斯拉,<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>和<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>，因为方舟的基金不允许持有现金。她在5月份对CNBC表示，“在我们刚刚看到的波动时期，我们将出售这些股票，并进入因避险而受到伤害的更纯粹或早期创新公司。”</blockquote> Walking the talk, ARK funds sold all 594,039 Apple shares they owned in March during the June quarter and about 22,000 Netflix shares and 80,000 Tesla shares in the same period.<blockquote>ARK基金言行一致，在6月份季度出售了3月份持有的全部594,039股苹果股票，同期出售了约22,000股Netflix股票和80,000股特斯拉股票。</blockquote> Here are three health care companies that ARK invested in during the June quarter.<blockquote>以下是ARK在第二季度投资的三家医疗保健公司。</blockquote> 1Life<blockquote>1生活</blockquote> 1Life <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> Inc. (NASDAQ: ONEM) has lost about 57% of its market value since peaking at $7.81 billion in February. At the end of March, the ARK Genomic Revolution ETF (NYSEARCA: ARKG) held 3.5 million shares of 1Life. At the end of June, this fund’s stake in the company had increased to 4.3 million shares.<blockquote>1生活<a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>Inc.（纳斯达克股票代码：ONEM）自2月份达到78.1亿美元的峰值以来，其市值已损失约57%。截至3月底，ARK Genomic Revolution ETF（NYSEARCA：ARKG）持有350万股1Life股票。截至6月底，这只基金持有公司股份已增至430万股。</blockquote> In May, ARK analyst Simon Barnett had this comment on 1Life:<blockquote>5月份，ARK分析师Simon Barnett对1Life发表了这样的评论：</blockquote> One [<a href=\"https://laohu8.com/S/HR\">Healthcare</a>]’s “click-and-mortar” platform spans both digital and in-person primary care and incorporates its own EHR [electronic health record] system. It also compensates physicians with salaries instead of fees for service and removes the burden of administrative tasks that devour so much of a physician’s day. In our view, this model could be fertile ground for value-based genetic testing services. On Thursday, Barclays initiated coverage on 1Life at Overweight with a price target of $32. Ten of 12 analysts covering the company rate the shares a Buy or Strong Buy, and the other two have a Hold rating. Barclays estimated a long-term growth target on the stock in the mid-20% range, based on an enterprise value-to-sales multiple. The median price target on the stock is $40.50, implying upside potential to a current price of around $24.20 of 67%. At the high price target of $63, the upside potential on the stock is 160%.<blockquote>一[<a href=\"https://laohu8.com/S/HR\">医疗保健</a>]的“点击迫击炮”平台涵盖数字和面对面初级保健，并包含自己的EHR[电子健康记录]系统。它还用工资而不是服务费来补偿医生，并消除了消耗医生一天大部分时间的行政任务的负担。在我们看来，这种模式可能是基于价值的基因检测服务的沃土。周四，Barclays首次覆盖跑赢大盘的1Life，目标价为32美元。研究该公司的12名分析师中有10名将该股评级为买入或强力买入，另外两名分析师给予持有评级。根据企业价值与销售额的倍数，巴克莱估计该股的长期增长目标在20%左右。该股的目标价中位数为40.50美元，这意味着当前价格的上涨潜力约为24.20美元，即67%。在63美元的高目标价下，该股的上涨潜力为160%。</blockquote> 1Life’s shares traded up less than 2% late Thursday morning, at $24.63 in a 52-week range of $23.65 to $58.82. The stock trades about 1.5 million shares a day on average.<blockquote>周四上午晚些时候，1Life股价上涨不到2%，至24.63美元，52周区间为23.65美元至58.82美元。该股平均每天交易约150万股。</blockquote> Signify Health<blockquote>表示健康</blockquote> Since its market cap peaked at $6.95 billion in late June, Signify Health Inc. (NYSE: SGFY) has dropped about 21% of its value. At the end of March, the ARKG fund held about 1.7 million shares in the company, and at the end of June, it had more than doubled its stake just over 4 million shares. On Wednesday, the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA: ARKK) initiated a position in Signify, adding 807,917 shares at a cost of $24.30 per share. Including additions to ARKG since June, ARK Invest’s total stake in the company is about 7.35 million shares, valued at $178.58 million.<blockquote>自6月底市值达到69.5亿美元的峰值以来，Signify Health Inc.（纽约证券交易所股票代码：SGFY）的市值已下跌约21%。3月底，ARKG基金持有该公司约170万股，到6月底，其持股量增加了一倍多，略高于400万股。周三，<a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>(NYSEARCA：ARKK)建仓Signify，以每股24.30美元的价格增持807,917股。加上6月份以来对ARKG的增持，ARK Invest在该公司的总持股量约为735万股，价值1.7858亿美元。</blockquote> Signify Health operates a health care platform that offers services primarily for Medicare Advantage plans that include health evaluations, diagnostic screening and other services plus a platform to manage payments.<blockquote>Signify Health运营一个医疗保健平台，主要为Medicare Advantage计划提供服务，包括健康评估、诊断筛查和其他服务，以及一个管理支付的平台。</blockquote> Barclays upgraded the company’s stock from Equal Weight to Overweight and maintained its $30 price target. At the median price target of $32, the upside potential based on a current price of about $25.00 is 28%. At the high price target of $42, the upside potential is 68%. Only eight brokerages cover the firm, but six rate the stock a Buy or Strong Buy.<blockquote>巴克莱将该公司股票评级从同等权重上调至跑赢大盘，并维持30美元的目标价不变。以32美元的目标价中位数计算，基于当前约25.00美元的价格，上涨潜力为28%。在42美元的高目标价下，上涨潜力为68%。只有八家券商关注该公司，但六家券商将该股评级为买入或强力买入。</blockquote> Shares traded up 3.3% to $25.05 on Thursday. The stock’s 52-week range is $22.13 to $40.79, and it trades just over half a million shares a day.<blockquote>周四股价上涨3.3%，至25.05美元。该股52周的区间为22.13美元至40.79美元，每天交易量略高于50万股。</blockquote> <a href=\"https://laohu8.com/S/BLI\">Berkeley Lights</a><blockquote><a href=\"https://laohu8.com/S/BLI\">伯克利灯光</a></blockquote> Berkeley Lights Inc. (NASDAQ: BLI) posted a peak market cap of $6.82 billion in late December of last year. When markets closed on Wednesday, the company’s market cap had fallen by 57% to around $2.92 billion. At the end of the first quarter of this year, both the ARKG and ARKK funds combined held about 5.1 million shares of the company’s stock. At the end of June, the holdings totaled about 6.9 million shares. As of Wednesday’s close, ARK’s total holdings were just under 7 million shares.<blockquote>Berkeley Lights Inc.（纳斯达克股票代码：BLI）去年12月底的市值峰值为68.2亿美元。截至周三收盘，该公司市值已下跌57%，至29.2亿美元左右。今年一季度末，ARKG和ARKK基金合计持有该公司股票约510万股。截至6月底，持股合计约690万股。截至周三收盘，ARK的总持股量略低于700万股。</blockquote> Berkeley Lights is a biotech firm that offers an integrated hardware and software platform for the development and commercialization of biotherapeutics and other cell-based products. The company failed to meet expectations for both its quarterly loss per share and quarterly revenue. As other investors bailed, ARK bought the dip and acquired about 340,000 shares of the company’s stock.<blockquote>Berkeley Lights是一家生物技术公司，为生物治疗和其他细胞产品的开发和商业化提供集成的硬件和软件平台。该公司的季度每股亏损和季度收入均未达到预期。随着其他投资者纷纷退出，ARK逢低买入，收购了约34万股该公司股票。</blockquote> <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> kept its Equal Weight rating on the stock but reduced its 12-month price target from $73 to $66. Analysts at BTIG maintained their Buy rating on the stock but lowered their price target from $70 to $65. In a note to investors, BTIG commented:<blockquote><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>维持对该股的等权重评级，但将12个月目标价从73美元下调至66美元。BTIG分析师维持对该股的买入评级，但将目标价从70美元下调至65美元。BTIG在给投资者的一份报告中评论道：</blockquote> We recommend shares of BLI on unfounded weakness (shares are down 63% from its peak in December despite strong operational execution). We view BLI as an emerging global leader in helping researchers characterize live cells for accelerating development of biotherapeutics and other cell-based products, from antibody therapeutics and cell therapy to gene therapy and synthetic biology. Shares traded up around 1% on Thursday, at $40.08 in a 52-week range of $35.51 to $113.53. The stock trades around 800,000 shares a day.<blockquote>我们推荐BLI股票，因为该股存在毫无根据的疲软（尽管运营执行力强劲，但该股较12月的峰值下跌了63%）。我们认为BLI是帮助研究人员表征活细胞以加速生物治疗和其他基于细胞的产品（从抗体治疗和细胞治疗到基因治疗和合成生物学）开发的新兴全球领导者。周四股价上涨约1%，至40.08美元，52周区间为35.51美元至113.53美元。该股每天的交易量约为80万股。</blockquote>","source":"lsy1620372341666","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>ARK Investment Buys the Dips in 1Life, Berkeley Lights, Signify Health<blockquote>ARK Investment逢低买入1Life、Berkeley Lights、Signify Health</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\">\nARK Investment Buys the Dips in 1Life, Berkeley Lights, Signify Health<blockquote>ARK Investment逢低买入1Life、Berkeley Lights、Signify Health</blockquote>\n</h2>\n<h4 class=\"meta\">\n\n24/7 wall street2021-08-13 11:31\n\n</h4>\n</header>\n<article>\nCathie Wood and her ARK Investment Management firm have made no secret of their investment strategy: find those companies that have a product or service that could change the way the world works. ARK calls that “disruptive innovation.”<blockquote>凯西·伍德和她的方舟投资管理公司毫不掩饰他们的投资策略：寻找那些拥有可以改变世界运作方式的产品或服务的公司。方舟评级认为“颠覆性创新”。</blockquote> To support those investments, ARK also invests in what Wood has called “cash-like innovation stocks,” such as <a href=\"https://laohu8.com/S/AAPL\">Apple</a>, Tesla, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a> and <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, because ARK’s funds are not allowed to hold cash. She told CNBC in May, “During a period of volatility like we’ve just seen, we will sell those stocks and move into either our more pure-play or earlier-stage innovation companies that are being hurt by risk-off.”<blockquote>为了支持这些投资，ARK还投资了伍德所说的“类似现金的创新股票”，例如<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,特斯拉,<a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>和<a href=\"https://laohu8.com/S/NFLX\">Netflix</a>，因为方舟的基金不允许持有现金。她在5月份对CNBC表示，“在我们刚刚看到的波动时期，我们将出售这些股票，并进入因避险而受到伤害的更纯粹或早期创新公司。”</blockquote> Walking the talk, ARK funds sold all 594,039 Apple shares they owned in March during the June quarter and about 22,000 Netflix shares and 80,000 Tesla shares in the same period.<blockquote>ARK基金言行一致，在6月份季度出售了3月份持有的全部594,039股苹果股票，同期出售了约22,000股Netflix股票和80,000股特斯拉股票。</blockquote> Here are three health care companies that ARK invested in during the June quarter.<blockquote>以下是ARK在第二季度投资的三家医疗保健公司。</blockquote> 1Life<blockquote>1生活</blockquote> 1Life <a href=\"https://laohu8.com/S/HCSG\">Healthcare</a> Inc. (NASDAQ: ONEM) has lost about 57% of its market value since peaking at $7.81 billion in February. At the end of March, the ARK Genomic Revolution ETF (NYSEARCA: ARKG) held 3.5 million shares of 1Life. At the end of June, this fund’s stake in the company had increased to 4.3 million shares.<blockquote>1生活<a href=\"https://laohu8.com/S/HCSG\">医疗保健</a>Inc.（纳斯达克股票代码：ONEM）自2月份达到78.1亿美元的峰值以来，其市值已损失约57%。截至3月底，ARK Genomic Revolution ETF（NYSEARCA：ARKG）持有350万股1Life股票。截至6月底，这只基金持有公司股份已增至430万股。</blockquote> In May, ARK analyst Simon Barnett had this comment on 1Life:<blockquote>5月份，ARK分析师Simon Barnett对1Life发表了这样的评论：</blockquote> One [<a href=\"https://laohu8.com/S/HR\">Healthcare</a>]’s “click-and-mortar” platform spans both digital and in-person primary care and incorporates its own EHR [electronic health record] system. It also compensates physicians with salaries instead of fees for service and removes the burden of administrative tasks that devour so much of a physician’s day. In our view, this model could be fertile ground for value-based genetic testing services. On Thursday, Barclays initiated coverage on 1Life at Overweight with a price target of $32. Ten of 12 analysts covering the company rate the shares a Buy or Strong Buy, and the other two have a Hold rating. Barclays estimated a long-term growth target on the stock in the mid-20% range, based on an enterprise value-to-sales multiple. The median price target on the stock is $40.50, implying upside potential to a current price of around $24.20 of 67%. At the high price target of $63, the upside potential on the stock is 160%.<blockquote>一[<a href=\"https://laohu8.com/S/HR\">医疗保健</a>]的“点击迫击炮”平台涵盖数字和面对面初级保健，并包含自己的EHR[电子健康记录]系统。它还用工资而不是服务费来补偿医生，并消除了消耗医生一天大部分时间的行政任务的负担。在我们看来，这种模式可能是基于价值的基因检测服务的沃土。周四，Barclays首次覆盖跑赢大盘的1Life，目标价为32美元。研究该公司的12名分析师中有10名将该股评级为买入或强力买入，另外两名分析师给予持有评级。根据企业价值与销售额的倍数，巴克莱估计该股的长期增长目标在20%左右。该股的目标价中位数为40.50美元，这意味着当前价格的上涨潜力约为24.20美元，即67%。在63美元的高目标价下，该股的上涨潜力为160%。</blockquote> 1Life’s shares traded up less than 2% late Thursday morning, at $24.63 in a 52-week range of $23.65 to $58.82. The stock trades about 1.5 million shares a day on average.<blockquote>周四上午晚些时候，1Life股价上涨不到2%，至24.63美元，52周区间为23.65美元至58.82美元。该股平均每天交易约150万股。</blockquote> Signify Health<blockquote>表示健康</blockquote> Since its market cap peaked at $6.95 billion in late June, Signify Health Inc. (NYSE: SGFY) has dropped about 21% of its value. At the end of March, the ARKG fund held about 1.7 million shares in the company, and at the end of June, it had more than doubled its stake just over 4 million shares. On Wednesday, the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA: ARKK) initiated a position in Signify, adding 807,917 shares at a cost of $24.30 per share. Including additions to ARKG since June, ARK Invest’s total stake in the company is about 7.35 million shares, valued at $178.58 million.<blockquote>自6月底市值达到69.5亿美元的峰值以来，Signify Health Inc.（纽约证券交易所股票代码：SGFY）的市值已下跌约21%。3月底，ARKG基金持有该公司约170万股，到6月底，其持股量增加了一倍多，略高于400万股。周三，<a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>(NYSEARCA：ARKK)建仓Signify，以每股24.30美元的价格增持807,917股。加上6月份以来对ARKG的增持，ARK Invest在该公司的总持股量约为735万股，价值1.7858亿美元。</blockquote> Signify Health operates a health care platform that offers services primarily for Medicare Advantage plans that include health evaluations, diagnostic screening and other services plus a platform to manage payments.<blockquote>Signify Health运营一个医疗保健平台，主要为Medicare Advantage计划提供服务，包括健康评估、诊断筛查和其他服务，以及一个管理支付的平台。</blockquote> Barclays upgraded the company’s stock from Equal Weight to Overweight and maintained its $30 price target. At the median price target of $32, the upside potential based on a current price of about $25.00 is 28%. At the high price target of $42, the upside potential is 68%. Only eight brokerages cover the firm, but six rate the stock a Buy or Strong Buy.<blockquote>巴克莱将该公司股票评级从同等权重上调至跑赢大盘，并维持30美元的目标价不变。以32美元的目标价中位数计算，基于当前约25.00美元的价格，上涨潜力为28%。在42美元的高目标价下，上涨潜力为68%。只有八家券商关注该公司，但六家券商将该股评级为买入或强力买入。</blockquote> Shares traded up 3.3% to $25.05 on Thursday. The stock’s 52-week range is $22.13 to $40.79, and it trades just over half a million shares a day.<blockquote>周四股价上涨3.3%，至25.05美元。该股52周的区间为22.13美元至40.79美元，每天交易量略高于50万股。</blockquote> <a href=\"https://laohu8.com/S/BLI\">Berkeley Lights</a><blockquote><a href=\"https://laohu8.com/S/BLI\">伯克利灯光</a></blockquote> Berkeley Lights Inc. (NASDAQ: BLI) posted a peak market cap of $6.82 billion in late December of last year. When markets closed on Wednesday, the company’s market cap had fallen by 57% to around $2.92 billion. At the end of the first quarter of this year, both the ARKG and ARKK funds combined held about 5.1 million shares of the company’s stock. At the end of June, the holdings totaled about 6.9 million shares. As of Wednesday’s close, ARK’s total holdings were just under 7 million shares.<blockquote>Berkeley Lights Inc.（纳斯达克股票代码：BLI）去年12月底的市值峰值为68.2亿美元。截至周三收盘，该公司市值已下跌57%，至29.2亿美元左右。今年一季度末，ARKG和ARKK基金合计持有该公司股票约510万股。截至6月底，持股合计约690万股。截至周三收盘，ARK的总持股量略低于700万股。</blockquote> Berkeley Lights is a biotech firm that offers an integrated hardware and software platform for the development and commercialization of biotherapeutics and other cell-based products. The company failed to meet expectations for both its quarterly loss per share and quarterly revenue. As other investors bailed, ARK bought the dip and acquired about 340,000 shares of the company’s stock.<blockquote>Berkeley Lights是一家生物技术公司，为生物治疗和其他细胞产品的开发和商业化提供集成的硬件和软件平台。该公司的季度每股亏损和季度收入均未达到预期。随着其他投资者纷纷退出，ARK逢低买入，收购了约34万股该公司股票。</blockquote> <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> kept its Equal Weight rating on the stock but reduced its 12-month price target from $73 to $66. Analysts at BTIG maintained their Buy rating on the stock but lowered their price target from $70 to $65. In a note to investors, BTIG commented:<blockquote><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>维持对该股的等权重评级，但将12个月目标价从73美元下调至66美元。BTIG分析师维持对该股的买入评级，但将目标价从70美元下调至65美元。BTIG在给投资者的一份报告中评论道：</blockquote> We recommend shares of BLI on unfounded weakness (shares are down 63% from its peak in December despite strong operational execution). We view BLI as an emerging global leader in helping researchers characterize live cells for accelerating development of biotherapeutics and other cell-based products, from antibody therapeutics and cell therapy to gene therapy and synthetic biology. Shares traded up around 1% on Thursday, at $40.08 in a 52-week range of $35.51 to $113.53. The stock trades around 800,000 shares a day.<blockquote>我们推荐BLI股票，因为该股存在毫无根据的疲软（尽管运营执行力强劲，但该股较12月的峰值下跌了63%）。我们认为BLI是帮助研究人员表征活细胞以加速生物治疗和其他基于细胞的产品（从抗体治疗和细胞治疗到基因治疗和合成生物学）开发的新兴全球领导者。周四股价上涨约1%，至40.08美元，52周区间为35.51美元至113.53美元。该股每天的交易量约为80万股。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://247wallst.com/healthcare-business/2021/08/12/ark-investment-buys-the-dips-in-1life-berkeley-lights-signify-health/\">24/7 wall street</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":{"ARKK":"ARK Innovation ETF","SGFY":"Signify Health, Inc."},"source_url":"https://247wallst.com/healthcare-business/2021/08/12/ark-investment-buys-the-dips-in-1life-berkeley-lights-signify-health/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191538365","content_text":"Cathie Wood and her ARK Investment Management firm have made no secret of their investment strategy: find those companies that have a product or service that could change the way the world works. ARK calls that “disruptive innovation.”\nTo support those investments, ARK also invests in what Wood has called “cash-like innovation stocks,” such as Apple, Tesla, Alphabet and Netflix, because ARK’s funds are not allowed to hold cash. She told CNBC in May, “During a period of volatility like we’ve just seen, we will sell those stocks and move into either our more pure-play or earlier-stage innovation companies that are being hurt by risk-off.”\nWalking the talk, ARK funds sold all 594,039 Apple shares they owned in March during the June quarter and about 22,000 Netflix shares and 80,000 Tesla shares in the same period.\nHere are three health care companies that ARK invested in during the June quarter.\n1Life\n1Life Healthcare Inc. (NASDAQ: ONEM) has lost about 57% of its market value since peaking at $7.81 billion in February. At the end of March, the ARK Genomic Revolution ETF (NYSEARCA: ARKG) held 3.5 million shares of 1Life. At the end of June, this fund’s stake in the company had increased to 4.3 million shares.\nIn May, ARK analyst Simon Barnett had this comment on 1Life:\n\n One [Healthcare]’s “click-and-mortar” platform spans both digital and in-person primary care and incorporates its own EHR [electronic health record] system. It also compensates physicians with salaries instead of fees for service and removes the burden of administrative tasks that devour so much of a physician’s day. In our view, this model could be fertile ground for value-based genetic testing services.\n\nOn Thursday, Barclays initiated coverage on 1Life at Overweight with a price target of $32. Ten of 12 analysts covering the company rate the shares a Buy or Strong Buy, and the other two have a Hold rating. Barclays estimated a long-term growth target on the stock in the mid-20% range, based on an enterprise value-to-sales multiple. The median price target on the stock is $40.50, implying upside potential to a current price of around $24.20 of 67%. At the high price target of $63, the upside potential on the stock is 160%.\n1Life’s shares traded up less than 2% late Thursday morning, at $24.63 in a 52-week range of $23.65 to $58.82. The stock trades about 1.5 million shares a day on average.\nSignify Health\nSince its market cap peaked at $6.95 billion in late June, Signify Health Inc. (NYSE: SGFY) has dropped about 21% of its value. At the end of March, the ARKG fund held about 1.7 million shares in the company, and at the end of June, it had more than doubled its stake just over 4 million shares. On Wednesday, the ARK Innovation ETF (NYSEARCA: ARKK) initiated a position in Signify, adding 807,917 shares at a cost of $24.30 per share. Including additions to ARKG since June, ARK Invest’s total stake in the company is about 7.35 million shares, valued at $178.58 million.\nSignify Health operates a health care platform that offers services primarily for Medicare Advantage plans that include health evaluations, diagnostic screening and other services plus a platform to manage payments.\nBarclays upgraded the company’s stock from Equal Weight to Overweight and maintained its $30 price target. At the median price target of $32, the upside potential based on a current price of about $25.00 is 28%. At the high price target of $42, the upside potential is 68%. Only eight brokerages cover the firm, but six rate the stock a Buy or Strong Buy.\nShares traded up 3.3% to $25.05 on Thursday. The stock’s 52-week range is $22.13 to $40.79, and it trades just over half a million shares a day.\nBerkeley Lights\nBerkeley Lights Inc. (NASDAQ: BLI) posted a peak market cap of $6.82 billion in late December of last year. When markets closed on Wednesday, the company’s market cap had fallen by 57% to around $2.92 billion. At the end of the first quarter of this year, both the ARKG and ARKK funds combined held about 5.1 million shares of the company’s stock. At the end of June, the holdings totaled about 6.9 million shares. As of Wednesday’s close, ARK’s total holdings were just under 7 million shares.\nBerkeley Lights is a biotech firm that offers an integrated hardware and software platform for the development and commercialization of biotherapeutics and other cell-based products. The company failed to meet expectations for both its quarterly loss per share and quarterly revenue. As other investors bailed, ARK bought the dip and acquired about 340,000 shares of the company’s stock.\nMorgan Stanley kept its Equal Weight rating on the stock but reduced its 12-month price target from $73 to $66. Analysts at BTIG maintained their Buy rating on the stock but lowered their price target from $70 to $65. In a note to investors, BTIG commented:\n\n We recommend shares of BLI on unfounded weakness (shares are down 63% from its peak in December despite strong operational execution). We view BLI as an emerging global leader in helping researchers characterize live cells for accelerating development of biotherapeutics and other cell-based products, from antibody therapeutics and cell therapy to gene therapy and synthetic biology.\n\nShares traded up around 1% on Thursday, at $40.08 in a 52-week range of $35.51 to $113.53. The stock trades around 800,000 shares a day.","news_type":1,"symbols_score_info":{"SGFY":0.9,"ARKK":0.9,"BLI":0.9}},"isVote":1,"tweetType":1,"viewCount":1289,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}