医药板块速评（2024.04.22）

牛唐

04-23

1、重仓 $Moderna, Inc.(MRNA)$ 出名的Timothy Springer，又重仓 $Cartesian Therapeutics(RNAC)$ ，是否有跟仓机会？

2、近期基因与细胞疗法大跌，下月召开ASGCT会行业会议，哪些基因疗法公司有抄底机会？

3、 $美敦力(MDT)$ 、$Nu Holdings(NU)、 $IBM(IBM)$ 、$Coupang(CPNG)、 $家得宝(HD)$ 、$Enphase Energy(ENPH)期权大量成交，后续走势如何看？

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