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2021-04-21

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2021-04-21

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Will Blood Clot Issues Make Johnson & Johnson's COVID Vaccine a Loser?

2021-04-21

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An advisory committee is scheduled to meet again on Friday, April 23, to review the data for reported cases of blood clots.&nbsp;In this <i>Motley Fool Live</i> video <b>recorded on April 14, 2021</b>, Motley Fool contributors Keith Speights and Brian Orelli whether or not this possible side effect could make Johnson &amp; Johnson's vaccine a loser over the longer term.</p><p><b>Keith Speights:</b> Yesterday, here's the big story, the FDA and CDC jointly decided to recommend pausing the use of Johnson &amp; Johnson's COVID-19 vaccine. They did this because of concerns about potential blood clots that could be caused by the vaccine. There's an advisory committee meeting today to review this situation, review the data and try to determine what's the best route forward. Brian, how serious is this issue first of all, and second of all, could it ultimately make Johnson &amp; Johnson a longer-term loser in the COVID vaccine market?</p><p><b>Brian Orelli:</b> We'll have to see what comes of the CDC meeting. It seems like it's probably the same issue that <b>AstraZeneca</b> (NASDAQ:AZN) is having with blood clots, since they use the same basic technology. Maybe it's less frequent. Perhaps that's because it's only <a href=\"https://laohu8.com/S/AONE\">one</a> dose.</p><p>Right now, It sounds like the cases [are] about <a href=\"https://laohu8.com/S/AONE.U\">one</a> in a million in the U.S. My guess is that rate is probably going to go up as you start looking through things. Not every side effect is actually reported to CDC or the FDA. So I think the cases might actually end up being higher than one in a million.</p><p>But I think though, for people who are most susceptible to having complications from COVID-19, this rate is way lower than that. So I think that the FDA and the CDC are most likely going to leave it on the market. But they may do something like what the EMA did for AstraZeneca, which is that they said, \"For younger people, let's give them a different vaccine because it doesn't make sense.\"</p><p>Certainly, Johnson &amp; Johnson, in terms of the actual company and how it could affect them, Johnson &amp; Johnson's one dose regimen is helpful, especially in rural areas. In terms of the bigger picture, I don't know if it's really that big of a deal. They're not making a profit from their vaccine during the pandemic. And I think there's probably less opportunity in the variant booster market for Johnson &amp; Johnson and AstraZeneca just because of the way their vaccine is designed and is delivered via virus, and we're going to develop the antibodies to that virus. So I think that booster shots are going to become less and less useful for that technology than compared to the mRNA technology.</p><p><b>Speights:</b> It sounds like, Brian, you're saying Johnson &amp; Johnson might not be one of the top players over the long run in this vaccine market anyway, and that this issue might not even be a factor in that, right?</p><p><b>Orelli:</b> Right, yeah. I mean, I think that this would affect them if they were going to be a big player, I would say this is definitely a negative. But since they're not trying to make a profit off of the vaccine right now, and they probably weren't going to be a big player later, I think that it's not that big of a deal for them.</p><p><b>Speights:</b> Just out of curiosity, Brian, I know there's some controversy in the scientific community about whether or not this vaccine should've been paused. What do you think? Was is it a smart move or do you think it was maybe overdone?</p><p><b>Orelli:</b> I think they are trying to give the perception that they're doing as much as possible to keep people safe as possible, and so I think that helps. I think even that helps in the long run.</p><p>I don't think it probably needed to happen, but I think the perception of \"we're trying to keep people safe as possible\" -- that helps in the long run in terms of making people feel like the vaccines that are available and are given at the right age group or whatever are safe.</p><p>I think pausing it, it's not going to be that long, I mean, a couple of days, probably. The EMA did the same thing, they are actually waiting till next week to make their decision. But they didn't quite pause it, but Johnson &amp; Johnson had already said they're going to do a slow rollout in the EU, and so I think the European regulators have said, \"be careful,\" basically, and they are going to make a decision next week. I think that they took a similar stance -- maybe not a complete pause, but in effect the same thing. I think the result is going to be that people have more confidence in the vaccines that are available.</p><p><b>Speights:</b> I hope you're right. I do hope that this does not undermine the American public's confidence in vaccines in general, and COVID vaccines particularly. I think you're right. This is going to be a very short pause. I think the FDA acting commissioner even said that this review will be a matter of days. I would expect probably next week, this Johnson &amp; Johnson vaccine is going to be available again.</p><p><b>Orelli:</b> I think that's right, although we'll have to see the results of the meeting today.</p><p><b>Speights:</b> Exactly.</p>","source":"fool_stock","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>Will Blood Clot Issues Make Johnson & Johnson's COVID Vaccine a Loser?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWill Blood Clot Issues Make Johnson & Johnson's COVID Vaccine a Loser?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 18:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/21/will-blood-clot-issues-make-johnson-johnsons-covid/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Concerns about an extremely rare blood-clotting issue have sidelined Johnson & Johnson's (NYSE:JNJ) COVID-19 vaccine for now. An advisory committee is scheduled to meet again on Friday, April 23, to ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/21/will-blood-clot-issues-make-johnson-johnsons-covid/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生"},"source_url":"https://www.fool.com/investing/2021/04/21/will-blood-clot-issues-make-johnson-johnsons-covid/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129569875","content_text":"Concerns about an extremely rare blood-clotting issue have sidelined Johnson & Johnson's (NYSE:JNJ) COVID-19 vaccine for now. An advisory committee is scheduled to meet again on Friday, April 23, to review the data for reported cases of blood clots. In this Motley Fool Live video recorded on April 14, 2021, Motley Fool contributors Keith Speights and Brian Orelli whether or not this possible side effect could make Johnson & Johnson's vaccine a loser over the longer term.Keith Speights: Yesterday, here's the big story, the FDA and CDC jointly decided to recommend pausing the use of Johnson & Johnson's COVID-19 vaccine. They did this because of concerns about potential blood clots that could be caused by the vaccine. There's an advisory committee meeting today to review this situation, review the data and try to determine what's the best route forward. Brian, how serious is this issue first of all, and second of all, could it ultimately make Johnson & Johnson a longer-term loser in the COVID vaccine market?Brian Orelli: We'll have to see what comes of the CDC meeting. It seems like it's probably the same issue that AstraZeneca (NASDAQ:AZN) is having with blood clots, since they use the same basic technology. Maybe it's less frequent. Perhaps that's because it's only one dose.Right now, It sounds like the cases [are] about one in a million in the U.S. My guess is that rate is probably going to go up as you start looking through things. Not every side effect is actually reported to CDC or the FDA. So I think the cases might actually end up being higher than one in a million.But I think though, for people who are most susceptible to having complications from COVID-19, this rate is way lower than that. So I think that the FDA and the CDC are most likely going to leave it on the market. But they may do something like what the EMA did for AstraZeneca, which is that they said, \"For younger people, let's give them a different vaccine because it doesn't make sense.\"Certainly, Johnson & Johnson, in terms of the actual company and how it could affect them, Johnson & Johnson's one dose regimen is helpful, especially in rural areas. In terms of the bigger picture, I don't know if it's really that big of a deal. They're not making a profit from their vaccine during the pandemic. And I think there's probably less opportunity in the variant booster market for Johnson & Johnson and AstraZeneca just because of the way their vaccine is designed and is delivered via virus, and we're going to develop the antibodies to that virus. So I think that booster shots are going to become less and less useful for that technology than compared to the mRNA technology.Speights: It sounds like, Brian, you're saying Johnson & Johnson might not be one of the top players over the long run in this vaccine market anyway, and that this issue might not even be a factor in that, right?Orelli: Right, yeah. I mean, I think that this would affect them if they were going to be a big player, I would say this is definitely a negative. But since they're not trying to make a profit off of the vaccine right now, and they probably weren't going to be a big player later, I think that it's not that big of a deal for them.Speights: Just out of curiosity, Brian, I know there's some controversy in the scientific community about whether or not this vaccine should've been paused. What do you think? Was is it a smart move or do you think it was maybe overdone?Orelli: I think they are trying to give the perception that they're doing as much as possible to keep people safe as possible, and so I think that helps. I think even that helps in the long run.I don't think it probably needed to happen, but I think the perception of \"we're trying to keep people safe as possible\" -- that helps in the long run in terms of making people feel like the vaccines that are available and are given at the right age group or whatever are safe.I think pausing it, it's not going to be that long, I mean, a couple of days, probably. The EMA did the same thing, they are actually waiting till next week to make their decision. But they didn't quite pause it, but Johnson & Johnson had already said they're going to do a slow rollout in the EU, and so I think the European regulators have said, \"be careful,\" basically, and they are going to make a decision next week. I think that they took a similar stance -- maybe not a complete pause, but in effect the same thing. I think the result is going to be that people have more confidence in the vaccines that are available.Speights: I hope you're right. I do hope that this does not undermine the American public's confidence in vaccines in general, and COVID vaccines particularly. I think you're right. This is going to be a very short pause. I think the FDA acting commissioner even said that this review will be a matter of days. I would expect probably next week, this Johnson & Johnson vaccine is going to be available again.Orelli: I think that's right, although we'll have to see the results of the meeting today.Speights: Exactly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378387575,"gmtCreate":1619001853997,"gmtModify":1634289312558,"author":{"id":"3581854579020344","authorId":"3581854579020344","name":"pjetan","avatar":"https://static.tigerbbs.com/0dbe4c402957fcc269723fb9e3c423c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581854579020344","authorIdStr":"3581854579020344"},"themes":[],"htmlText":"Great article.&nbsp;","listText":"Great article.&nbsp;","text":"Great article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378387575","repostId":"2129829074","repostType":4,"repost":{"id":"2129829074","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1618979520,"share":"https://www.laohu8.com/m/news/2129829074?lang=&edition=full","pubTime":"2021-04-21 12:32","market":"hk","language":"en","title":"UiPath IPO: 5 things to know about the 'software robots' company valued at nearly $30 billion","url":"https://stock-news.laohu8.com/highlight/detail?id=2129829074","media":"Dow Jones","summary":"UiPath increased customers by 33% during pandemic by making automation software that is marketed toward employees without software-development knowledge or experience.UiPath Inc. is launching its initial public offering at a valuation close to what it received from venture-capital investors, with help from automation it cheerfully calls \"software robots.\". UiPath $$ makes software that helps automate business tasks, and sets itself apart from rivals by allowing employees without coding experienc","content":"<blockquote>UiPath increased customers by 33% during pandemic by making automation software that is marketed toward employees without software-development knowledge or experience.</blockquote><p>UiPath Inc. is launching its initial public offering at a valuation close to what it received from venture-capital investors, with help from automation it cheerfully calls \"software robots.\"</p><p>UiPath <a href=\"https://laohu8.com/S/PATH.UK\">$(PATH.UK)$</a> makes software that helps automate business tasks, and sets itself apart from rivals by allowing employees without coding experience to customize artificial-intelligence capabilities.</p><p>\"Traditional automation solutions intended to reduce this friction have generally been designed to be used by developers and engineers, rather than the employees directly involved in executing the actual work being automated,\" the company said in its filing with the Securities and Exchange Commission.</p><p>\"Our platform leverages the power of artificial intelligence, or AI, based computer vision to enable our software robots to perform a vast array of actions as a human would when executing business processes,\" the company said. \"These actions include, but are not limited to, logging into applications, extracting information from documents, moving folders, filling in forms, and updating information fields and databases.\"</p><p>Late Tuesday, UiPath priced its IPO at $56 a share, raising more than $1.3 billion and giving the company an initial market capitalization of $29.1 billion, which is less than the self-valuation of $35 billion  following a $750 million round of venture funding on Feb. 1. It's expected to begin trading Wednesday on the New York Stock Exchange under the ticker \"PATH.\"</p><p>UiPath originally filed for its IPO on March 26   have opted for a direct listing instead.</p><p>The New York-based company originally said it was registering up to 24.5 million shares, at a range of $43 to $50 a share, to raise up to $1.22 billion. On Monday, it hiked the range to between $52 and $54 a share  and increased the number of shares it planned to offer.</p><p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, J.P. Morgan, B of A Securities, Credit Suisse, Barclays, and Wells Fargo Securities are among the underwriters.</p><p><b>Here are five things to know about UiPath:</b></p><p><b>The 'humble' company notes rapid expansion</b></p><p>In the S-1, UiPath Chief Executive, Chairman and co-founder Daniel Dines wrote about his company having \"humility\" as a core value, in that it allows its developers to listen and adapt quickly to the needs of the customer. Founded in Bucharest, Romania, in 2005, the company was incorporated in Delaware six years ago after working its way up from \"10 people in an apartment in Romania,\" Dines wrote.</p><p>\"We went against the rules of perfecting the business model first in <a href=\"https://laohu8.com/S/AONE\">one</a> territory, and instead we rapidly expanded globally to the United States, Europe, and Asia simultaneously,\" the CEO wrote in a letter.</p><p>At a current annualized renewal run rate, or ARR, of $580 million, UiPath bills itself as \"<a href=\"https://laohu8.com/S/AONE.U\">one</a> of the fastest-growing modern enterprise software companies ever.\" ARR is a metric often used by software-as-a-service companies to show how much revenue the company can expect based on subscriptions.</p><p>While UiPath notes International Data Corp. sees the automation software market at $17 billion in 2020, with an expected rise to $30 billion by 2024, the company said its \"fully automated enterprise\" software gives it a current market opportunity of more than $60 billion.</p><p><b>CEO holds most of the cards</b></p><p>Since 2015, UiPath has raised about $2 billion in eight funding rounds, according to Crunchbase. That funding doesn't appear to have bought much voting power in the company, though.</p><p>UiPath's Class B shares carry 35 votes, while Class A shares -- being offered in the IPO -- carry one vote. The S-1 filing revealed that CEO Dines holds 100% of the Class B shares and 6.5% of the Class A shares, for 88.1% of the voting power.</p><p>The only entity that comes close to that is venture-capital firm Accel, which began building its stake in 2017, and now claims about 101 million Class A shares, or 24% of those shares, for 3.1% of the voting power. Earlybird Management, with 9.5% of Class A shares, commands 1.2% of the votes.</p><p><b>The company has reined in expenses</b></p><p>For the fiscal year 2021 ended Jan. 30, the company booked $607.6 million in revenue for a loss of $92.4 million, compared with $336.2 million in revenue for a loss of $519.9 million in fiscal 2020. In 2018, UiPath reported fiscal 2019 revenue of $148.5 million and a loss of $261.6 million.</p><p>As revenue rose 81% for fiscal 2021, UiPath reduced sales and marketing costs by 21%, research and development costs by 16%, and general and administrative expenses by 10%.</p><p><b>No specific plans for the funds</b></p><p>If underwriters exercise all option for shares in the offering, UiPath expects to bring in net proceeds of about $1.34 billion, based on a $56 stock price. With about $357.7 million in ready cash on the books as of Jan. 31, the company isn't earmarking raised capital for any specific use.</p><p>\"As of the date of this prospectus, we cannot specify with certainty all of the particular uses for the net proceeds to us from this offering,\" the company said in its April 19 filing. \"However, we currently intend to use the net proceeds we receive from this offering for general corporate purposes, including working capital, operating expenses, and capital expenditures.\"</p><p><b>COVID-19 boosted diverse customer base</b></p><p>As of Jan. 31, the company claimed having nearly 8,000 customers, with 63% of the those in the Fortune Global 500. About 1,000 of those customers account for more than $100,000 in ARR apiece, UiPath said. The company highlighted such customers as Adobe Inc. <a href=\"https://laohu8.com/S/ADBE\">$(ADBE)$</a>, Applied Materials Inc. <a href=\"https://laohu8.com/S/AMAT\">$(AMAT)$</a>, Chevron Corp. <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a>, Chipotle Mexican Grill Inc. <a href=\"https://laohu8.com/S/CMG\">$(CMG)$</a>, CrowdStrike Holdings Inc. <a href=\"https://laohu8.com/S/CRWD\">$(CRWD)$</a>, CVS Health Corp. <a href=\"https://laohu8.com/S/CVS\">$(CVS)$</a> and Uber Technologies Inc. <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a>.</p><p>That's compared with the 700-or-so customers the company claimed in 2018.</p><p>The company's current customer base is spread out enough where one customer can't upset revenue significantly.  \"No customer or channel partner accounted for more than 10% of our revenue for the year-ended January 31, 2021,\" according to the S-1.</p><p>Meanwhile, the COVID-19 pandemic helped. On Jan. 31, 2020, the company said it had about 6,000 customers, so during the year of the pandemic alone, UiPath grew its number of customers by 33%.</p><p>\"As the pandemic persisted, global demand for automation continued to accelerate as automation became essential for business execution and performance in a remote working environment,\" UiPath said.</p><p>\"While the pandemic may have accelerated the adoption of automation, the need for organizations to address extraordinary cost pressures, preserve and grow revenue, and adapt to ever-evolving end-customer needs illustrates the durability of the demand for digital transformation and the resilience and power of automation in even the most challenging times,\" according to the company.</p>","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>UiPath IPO: 5 things to know about the 'software robots' company valued at nearly $30 billion</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nUiPath IPO: 5 things to know about the 'software robots' company valued at nearly $30 billion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-04-21 12:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>UiPath increased customers by 33% during pandemic by making automation software that is marketed toward employees without software-development knowledge or experience.</blockquote><p>UiPath Inc. is launching its initial public offering at a valuation close to what it received from venture-capital investors, with help from automation it cheerfully calls \"software robots.\"</p><p>UiPath <a href=\"https://laohu8.com/S/PATH.UK\">$(PATH.UK)$</a> makes software that helps automate business tasks, and sets itself apart from rivals by allowing employees without coding experience to customize artificial-intelligence capabilities.</p><p>\"Traditional automation solutions intended to reduce this friction have generally been designed to be used by developers and engineers, rather than the employees directly involved in executing the actual work being automated,\" the company said in its filing with the Securities and Exchange Commission.</p><p>\"Our platform leverages the power of artificial intelligence, or AI, based computer vision to enable our software robots to perform a vast array of actions as a human would when executing business processes,\" the company said. \"These actions include, but are not limited to, logging into applications, extracting information from documents, moving folders, filling in forms, and updating information fields and databases.\"</p><p>Late Tuesday, UiPath priced its IPO at $56 a share, raising more than $1.3 billion and giving the company an initial market capitalization of $29.1 billion, which is less than the self-valuation of $35 billion  following a $750 million round of venture funding on Feb. 1. It's expected to begin trading Wednesday on the New York Stock Exchange under the ticker \"PATH.\"</p><p>UiPath originally filed for its IPO on March 26   have opted for a direct listing instead.</p><p>The New York-based company originally said it was registering up to 24.5 million shares, at a range of $43 to $50 a share, to raise up to $1.22 billion. On Monday, it hiked the range to between $52 and $54 a share  and increased the number of shares it planned to offer.</p><p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>, J.P. Morgan, B of A Securities, Credit Suisse, Barclays, and Wells Fargo Securities are among the underwriters.</p><p><b>Here are five things to know about UiPath:</b></p><p><b>The 'humble' company notes rapid expansion</b></p><p>In the S-1, UiPath Chief Executive, Chairman and co-founder Daniel Dines wrote about his company having \"humility\" as a core value, in that it allows its developers to listen and adapt quickly to the needs of the customer. Founded in Bucharest, Romania, in 2005, the company was incorporated in Delaware six years ago after working its way up from \"10 people in an apartment in Romania,\" Dines wrote.</p><p>\"We went against the rules of perfecting the business model first in <a href=\"https://laohu8.com/S/AONE\">one</a> territory, and instead we rapidly expanded globally to the United States, Europe, and Asia simultaneously,\" the CEO wrote in a letter.</p><p>At a current annualized renewal run rate, or ARR, of $580 million, UiPath bills itself as \"<a href=\"https://laohu8.com/S/AONE.U\">one</a> of the fastest-growing modern enterprise software companies ever.\" ARR is a metric often used by software-as-a-service companies to show how much revenue the company can expect based on subscriptions.</p><p>While UiPath notes International Data Corp. sees the automation software market at $17 billion in 2020, with an expected rise to $30 billion by 2024, the company said its \"fully automated enterprise\" software gives it a current market opportunity of more than $60 billion.</p><p><b>CEO holds most of the cards</b></p><p>Since 2015, UiPath has raised about $2 billion in eight funding rounds, according to Crunchbase. That funding doesn't appear to have bought much voting power in the company, though.</p><p>UiPath's Class B shares carry 35 votes, while Class A shares -- being offered in the IPO -- carry one vote. The S-1 filing revealed that CEO Dines holds 100% of the Class B shares and 6.5% of the Class A shares, for 88.1% of the voting power.</p><p>The only entity that comes close to that is venture-capital firm Accel, which began building its stake in 2017, and now claims about 101 million Class A shares, or 24% of those shares, for 3.1% of the voting power. Earlybird Management, with 9.5% of Class A shares, commands 1.2% of the votes.</p><p><b>The company has reined in expenses</b></p><p>For the fiscal year 2021 ended Jan. 30, the company booked $607.6 million in revenue for a loss of $92.4 million, compared with $336.2 million in revenue for a loss of $519.9 million in fiscal 2020. In 2018, UiPath reported fiscal 2019 revenue of $148.5 million and a loss of $261.6 million.</p><p>As revenue rose 81% for fiscal 2021, UiPath reduced sales and marketing costs by 21%, research and development costs by 16%, and general and administrative expenses by 10%.</p><p><b>No specific plans for the funds</b></p><p>If underwriters exercise all option for shares in the offering, UiPath expects to bring in net proceeds of about $1.34 billion, based on a $56 stock price. With about $357.7 million in ready cash on the books as of Jan. 31, the company isn't earmarking raised capital for any specific use.</p><p>\"As of the date of this prospectus, we cannot specify with certainty all of the particular uses for the net proceeds to us from this offering,\" the company said in its April 19 filing. \"However, we currently intend to use the net proceeds we receive from this offering for general corporate purposes, including working capital, operating expenses, and capital expenditures.\"</p><p><b>COVID-19 boosted diverse customer base</b></p><p>As of Jan. 31, the company claimed having nearly 8,000 customers, with 63% of the those in the Fortune Global 500. About 1,000 of those customers account for more than $100,000 in ARR apiece, UiPath said. The company highlighted such customers as Adobe Inc. <a href=\"https://laohu8.com/S/ADBE\">$(ADBE)$</a>, Applied Materials Inc. <a href=\"https://laohu8.com/S/AMAT\">$(AMAT)$</a>, Chevron Corp. <a href=\"https://laohu8.com/S/CVX\">$(CVX)$</a>, Chipotle Mexican Grill Inc. <a href=\"https://laohu8.com/S/CMG\">$(CMG)$</a>, CrowdStrike Holdings Inc. <a href=\"https://laohu8.com/S/CRWD\">$(CRWD)$</a>, CVS Health Corp. <a href=\"https://laohu8.com/S/CVS\">$(CVS)$</a> and Uber Technologies Inc. <a href=\"https://laohu8.com/S/UBER\">$(UBER)$</a>.</p><p>That's compared with the 700-or-so customers the company claimed in 2018.</p><p>The company's current customer base is spread out enough where one customer can't upset revenue significantly.  \"No customer or channel partner accounted for more than 10% of our revenue for the year-ended January 31, 2021,\" according to the S-1.</p><p>Meanwhile, the COVID-19 pandemic helped. On Jan. 31, 2020, the company said it had about 6,000 customers, so during the year of the pandemic alone, UiPath grew its number of customers by 33%.</p><p>\"As the pandemic persisted, global demand for automation continued to accelerate as automation became essential for business execution and performance in a remote working environment,\" UiPath said.</p><p>\"While the pandemic may have accelerated the adoption of automation, the need for organizations to address extraordinary cost pressures, preserve and grow revenue, and adapt to ever-evolving end-customer needs illustrates the durability of the demand for digital transformation and the resilience and power of automation in even the most challenging times,\" according to the company.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRCT":"Cricut, Inc.","TERN":"Terns Pharmaceuticals, Inc.","PATH":"UiPath"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129829074","content_text":"UiPath increased customers by 33% during pandemic by making automation software that is marketed toward employees without software-development knowledge or experience.UiPath Inc. is launching its initial public offering at a valuation close to what it received from venture-capital investors, with help from automation it cheerfully calls \"software robots.\"UiPath $(PATH.UK)$ makes software that helps automate business tasks, and sets itself apart from rivals by allowing employees without coding experience to customize artificial-intelligence capabilities.\"Traditional automation solutions intended to reduce this friction have generally been designed to be used by developers and engineers, rather than the employees directly involved in executing the actual work being automated,\" the company said in its filing with the Securities and Exchange Commission.\"Our platform leverages the power of artificial intelligence, or AI, based computer vision to enable our software robots to perform a vast array of actions as a human would when executing business processes,\" the company said. \"These actions include, but are not limited to, logging into applications, extracting information from documents, moving folders, filling in forms, and updating information fields and databases.\"Late Tuesday, UiPath priced its IPO at $56 a share, raising more than $1.3 billion and giving the company an initial market capitalization of $29.1 billion, which is less than the self-valuation of $35 billion  following a $750 million round of venture funding on Feb. 1. It's expected to begin trading Wednesday on the New York Stock Exchange under the ticker \"PATH.\"UiPath originally filed for its IPO on March 26   have opted for a direct listing instead.The New York-based company originally said it was registering up to 24.5 million shares, at a range of $43 to $50 a share, to raise up to $1.22 billion. On Monday, it hiked the range to between $52 and $54 a share  and increased the number of shares it planned to offer.Morgan Stanley, J.P. Morgan, B of A Securities, Credit Suisse, Barclays, and Wells Fargo Securities are among the underwriters.Here are five things to know about UiPath:The 'humble' company notes rapid expansionIn the S-1, UiPath Chief Executive, Chairman and co-founder Daniel Dines wrote about his company having \"humility\" as a core value, in that it allows its developers to listen and adapt quickly to the needs of the customer. Founded in Bucharest, Romania, in 2005, the company was incorporated in Delaware six years ago after working its way up from \"10 people in an apartment in Romania,\" Dines wrote.\"We went against the rules of perfecting the business model first in one territory, and instead we rapidly expanded globally to the United States, Europe, and Asia simultaneously,\" the CEO wrote in a letter.At a current annualized renewal run rate, or ARR, of $580 million, UiPath bills itself as \"one of the fastest-growing modern enterprise software companies ever.\" ARR is a metric often used by software-as-a-service companies to show how much revenue the company can expect based on subscriptions.While UiPath notes International Data Corp. sees the automation software market at $17 billion in 2020, with an expected rise to $30 billion by 2024, the company said its \"fully automated enterprise\" software gives it a current market opportunity of more than $60 billion.CEO holds most of the cardsSince 2015, UiPath has raised about $2 billion in eight funding rounds, according to Crunchbase. That funding doesn't appear to have bought much voting power in the company, though.UiPath's Class B shares carry 35 votes, while Class A shares -- being offered in the IPO -- carry one vote. The S-1 filing revealed that CEO Dines holds 100% of the Class B shares and 6.5% of the Class A shares, for 88.1% of the voting power.The only entity that comes close to that is venture-capital firm Accel, which began building its stake in 2017, and now claims about 101 million Class A shares, or 24% of those shares, for 3.1% of the voting power. Earlybird Management, with 9.5% of Class A shares, commands 1.2% of the votes.The company has reined in expensesFor the fiscal year 2021 ended Jan. 30, the company booked $607.6 million in revenue for a loss of $92.4 million, compared with $336.2 million in revenue for a loss of $519.9 million in fiscal 2020. In 2018, UiPath reported fiscal 2019 revenue of $148.5 million and a loss of $261.6 million.As revenue rose 81% for fiscal 2021, UiPath reduced sales and marketing costs by 21%, research and development costs by 16%, and general and administrative expenses by 10%.No specific plans for the fundsIf underwriters exercise all option for shares in the offering, UiPath expects to bring in net proceeds of about $1.34 billion, based on a $56 stock price. With about $357.7 million in ready cash on the books as of Jan. 31, the company isn't earmarking raised capital for any specific use.\"As of the date of this prospectus, we cannot specify with certainty all of the particular uses for the net proceeds to us from this offering,\" the company said in its April 19 filing. \"However, we currently intend to use the net proceeds we receive from this offering for general corporate purposes, including working capital, operating expenses, and capital expenditures.\"COVID-19 boosted diverse customer baseAs of Jan. 31, the company claimed having nearly 8,000 customers, with 63% of the those in the Fortune Global 500. About 1,000 of those customers account for more than $100,000 in ARR apiece, UiPath said. The company highlighted such customers as Adobe Inc. $(ADBE)$, Applied Materials Inc. $(AMAT)$, Chevron Corp. $(CVX)$, Chipotle Mexican Grill Inc. $(CMG)$, CrowdStrike Holdings Inc. $(CRWD)$, CVS Health Corp. $(CVS)$ and Uber Technologies Inc. $(UBER)$.That's compared with the 700-or-so customers the company claimed in 2018.The company's current customer base is spread out enough where one customer can't upset revenue significantly.  \"No customer or channel partner accounted for more than 10% of our revenue for the year-ended January 31, 2021,\" according to the S-1.Meanwhile, the COVID-19 pandemic helped. On Jan. 31, 2020, the company said it had about 6,000 customers, so during the year of the pandemic alone, UiPath grew its number of customers by 33%.\"As the pandemic persisted, global demand for automation continued to accelerate as automation became essential for business execution and performance in a remote working environment,\" UiPath said.\"While the pandemic may have accelerated the adoption of automation, the need for organizations to address extraordinary cost pressures, preserve and grow revenue, and adapt to ever-evolving end-customer needs illustrates the durability of the demand for digital transformation and the resilience and power of automation in even the most challenging times,\" according to the company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378384485,"gmtCreate":1619001773747,"gmtModify":1634289313159,"author":{"id":"3581854579020344","authorId":"3581854579020344","name":"pjetan","avatar":"https://static.tigerbbs.com/0dbe4c402957fcc269723fb9e3c423c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581854579020344","authorIdStr":"3581854579020344"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378384485","repostId":"1193736432","repostType":4,"repost":{"id":"1193736432","kind":"news","pubTimestamp":1618966262,"share":"https://www.laohu8.com/m/news/1193736432?lang=&edition=full","pubTime":"2021-04-21 08:51","market":"us","language":"en","title":"Here’s everything Apple just announced: New iPad Pros, colorful iMacs, AirTags and more","url":"https://stock-news.laohu8.com/highlight/detail?id=1193736432","media":"cnbc","summary":"Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.Apple also announced an AirTag lost-device tracking gadget and a refreshed Apple TV 4K with a brand-new remote.Investors didn’t appear to be impressed by the news. Shares of Apple were down about 2% after the product event wrapped up.Here are some of the highlight announcements, but scroll down to see","content":"<div>\n<p>Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/20/apple-event-live-updates.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","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>Here’s everything Apple just announced: New iPad Pros, colorful iMacs, AirTags and more</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nHere’s everything Apple just announced: New iPad Pros, colorful iMacs, AirTags and more\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 08:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/20/apple-event-live-updates.html><strong>cnbc</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.\n...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/20/apple-event-live-updates.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.cnbc.com/2021/04/20/apple-event-live-updates.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1193736432","content_text":"Applejust held its first product launch event of the year, where it announced a colorful new iMac and an updated iPad Pro with 5G and the M1 chip that’s also used in the company’s desktop computers.\nApple also announced an AirTag lost-device tracking gadget and a refreshed Apple TV 4K with a brand-new remote.\nInvestors didn’t appear to be impressed by the news. Shares of Apple were down about 2% after the product event wrapped up.\nHere are some of the highlight announcements, but scroll down to see more.\n\nApple Card features for teens and families\nPodcast subscriptions\nAirTag lost item finder\nA purple iPhone 12\nA new Apple TV boxandremote\niMacs in seven colors with Apple’s M1 chip\nImproved iPad Pros with Apple’s M1 chip\n\nApple announces updated iPad Pros with chip from desktop computers\nApple said on Tuesday that it will release new high-end iPad Pros that use the company’s M1 chip, which is also used in its Mac computers. Previously, iPads used A-series chips, which are what powers the company’s iPhones. Apple says it is the most powerful tablet on the market.\nIt also includes an improved USB-C connector that will allow the iPad to connect to higher-resolution monitors and download images from a camera more quickly.\nThe 12.9-inch iPad Pro features an improved screen using an array of LEDs that is brighter and has better color resolution than previous displays using a technology called Mini-LED.\niPad ProSource: Apple Inc.\nThe iPad Pro will also have a 12-megapixel front-facing camera with an ultrawide lens that can automatically pan to keep human subjects in the shot.\nSome models will include 5G support, Apple said. The 11-inch model starts at $799, and the 12.9-inch model costs $1,099. They will be available for preorder on April 30 and will ship in late May.— Kif Leswing\niPad ProSource: Apple Inc.\nApple announces new iMac models that come in different colors\nApple launches new iMac.Source: Apple Inc.\nThese iMacs are powered by Apple's custom M1 silicon, not Intel processors. The computers have a new, thinner aluminum design, and they come in red, blue, purple, orange, yellow, silver, and green. The new thinner design looks a lot like a big iPad.\nApple launches new iMac with new colors.Source: Apple Inc.\nApple says the volume of the computer has been reduced by 50%, resulting in a smaller computer that can fit on a desk more easily. It comes with a 24-inch built-in display and an improved camera that can record 1080p video in low light. Apple says the display runs at \"4.5K\" resolution.\nIt ships with a new magnetic power connector reminiscent of Apple's previous MagSafe laptop chargers and a slightly updated keyboard with an emoji key and a fingerprint sensor. Apple's mouses and keyboard come in the same colors as the new iMacs.\nThe entry-level model costs $1,299, and an upgraded version costs $1,499. The new iMacs will go up for preorder on April 30 and will ship in the second half of May, Apple said.\nApple's first iMacs, released 20 years ago, also came in different colors.\nSource: Apple Inc.\nThe Apple TV finally has a brand-new remoteApple Inc.\nApple is finally rolling out a new, redesigned remote for the Apple TV. It's made of aluminum and has dedicated buttons for navigating menus, which should solve some of the headaches caused by the earlier remote. It will ship in the second half of May with the new Apple TV 4K, which costs $179 or $199 depending on the model.\n— Jessica Bursztynsky\nApple updates Apple TV 4K box with new processor\nApple announced that its Apple TV 4K box has been updated with a new processor, and it will be able to handle high frame rate HDR video which will result in displaying smoother, more colorful sports events.\nIt will also include a new feature that will use the iPhone's camera to tune the TV's picture quality.\nIt also comes with a completely redesigned remote made of aluminum with physical buttons, instead of the old remote’s touchpad. It can also control your TV’s power. Instead of a touchpad, it has a wheel for controlling the display.\nIt starts at $179 for 32GB of storage. It goes up for preorder on April 30 and will start shipping in the second half of May, Apple said.— Kif Leswing\nApple announces long-expected lost-item tracker called AirTag\n\nApple announced AirTag, calling it an iPhone accessory, priced at $29 for one or $99 for four. It will be on store shelves on April 30.\nIt uses Apple technology called Find My, which uses a network of iPhones to find lost objects. It’s using a technique Apple calls “precision finding” that it says is privacy-sensitive.\nThis product has been the source of some scrutiny from lawmakers who have heard that Apple is privileging its own lost-item trackers over others’ using anticompetitive practices and access to the iPhone operating system. Find My opened to third-party accessory makers last month.— Kif Leswing\nApple introduces new iPhone 12 color: Purple\nApple launches a new purple color iPhone for Spring.Source: Apple\nIt goes up for preorder on Friday and will ship on April 30.— Kif Leswing\nApple launching podcast subscription service\nApple announced that it’s launching its podcast subscription service next month, putting itself up further against Spotify and other competitors in the audio streaming wars.\nThe company is also redesigning its Apple Podcast app.\n— Jessica Bursztynsky\nApple says that credit scores are unfair, expands Apple Card to kids over 13 years old\nCEO Tim Cook said Apple will allow partners and spouses to share a credit line on a credit card, allowing both people to build credit scores. It’s also introducing features for families and teenagers. Apple was notably under fire fromco-founder Steve Wozniakafter people discovered that sometimes spouses had different credit limits.— Kif Leswing\nApple CEO Tim Cook kicks off the event\nTim Cook, CEO of Apple, speaks during an Apple Event on April 20th, 2021.Source: Apple Inc.\nWalking around Apple Park, Apple’s campus in Cupertino, California, Apple CEO Tim Cook kicked off the event with factoids about Apple’s environmental efforts, saying that Apple is carbon-neutral and hopes to remove 1 million tons of carbon from the environment per year.— Kif Leswing\nOver 360,000 people livestreaming Apple launch on YouTube\nAs Apple’s event kicks off, YouTube shows more than 360,000 people are streaming it on that platform. Apple’s three launch events last fall each garnered millions of people watching live on YouTube. It’s also available streaming directly on Apple’s website, which isn’t counted in the YouTube numbers.— Kif Leswing\nData point: iPads have been on a hot streak\nVarious models of the Apple Inc. iPad at the company’s Yeouido store during its opening in Seoul, South Korea, on Friday, Feb. 26, 2021.Jean Chung | Bloomberg | Getty Images\nAs Apple prepares to potentially release new iPads, remember that the product has had a great pandemic:In the fourth calendar quarter of 2020, Apple shipped $8.44 billion in iPads — which was up 41% year over year.— Kif Leswing\nApple’s spring events are typically more muted than its fall launch extravaganzas\nApple is best known for its fall launch events, where it reveals new iPhones, but it’s no stranger to hosting somewhat lower-profile events in the spring.\nApple didn’t hold a spring event in 2020 due to the onset of the coronavirus pandemic and instead launched new iPads and other gadgets on its website. In 2019, Apple’s spring announcement focused on services such asApple TV+and theApple Card. But it also announced new iPads in 2018 during an education-focused event at a school in Chicago.\nLast fall, Apple broadcast three prerecorded product launch events in three months, each of which garnered millions of live viewers on YouTube.— Kif Leswing\nYes, the Apple online store is down. No, it’s not a problem, it’s a tradition.\nScreenshot/Apple.com\nOne of Apple’s silliest traditions is that on the morning of an event it pulls its online Apple store down, giving up a few hours of online sales in exchange for building hype over its new products. Apple has done this for years, and technology has certainly gotten to the point where Apple could update its store without downtime — it does it all the time — but why mess with a tradition?— Kif Leswing\nWhat’s at stake for Apple?\nI wrote yesterday about some of thetensions bubbling under the surface at Apple. Yes, this is just another product event, but there are a lot of headaches on the horizon that could threaten its growth, especially in the App Store.\nThere’s the war of words withFacebookover theimpending iOS privacy feature. There’s the upcoming trial with Epic Games that centers on Apple’s control of the App Store. And then there’s Apple’s dependence on China, which is an obvious target for Apple critics. (Just ask Peter Thiel.)\nRead all about it right here.\n— Steve Kovach\nCook gets ready to kick off the event\nAppleCEO Tim Cook is gearing up for Tuesday’s “Spring Loaded” event, where the company is expected to announce new iPads and potentially a handful of other products. “It’s a beautiful spring morning for an #AppleEvent! See you soon,” Cook tweeted.\n— Jessica Bursztynsky","news_type":1},"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371639037,"gmtCreate":1618930265829,"gmtModify":1634289800292,"author":{"id":"3581854579020344","authorId":"3581854579020344","name":"pjetan","avatar":"https://static.tigerbbs.com/0dbe4c402957fcc269723fb9e3c423c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581854579020344","authorIdStr":"3581854579020344"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371639037","repostId":"1103702089","repostType":4,"repost":{"id":"1103702089","kind":"news","pubTimestamp":1618929003,"share":"https://www.laohu8.com/m/news/1103702089?lang=&edition=full","pubTime":"2021-04-20 22:30","market":"us","language":"en","title":"Pinterest Vs. Snapchat: The Better Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1103702089","media":"seekingalpha","summary":"Summary\n\nPinterest and Snapchat both make money through advertising revenue and are beneficiaries of","content":"<p><b>Summary</b></p>\n<ul>\n <li>Pinterest and Snapchat both make money through advertising revenue and are beneficiaries of stay-at-home orders due to COVID-19.</li>\n <li>With both companies' stock prices appreciating substantially over the last year, I discuss which company is the better buy currently.</li>\n <li>Based on an analysis of management, business, financials, and valuation, I believe Pinterest is the better buy at this point for long-term investors.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88d798a7a84be97e721371955d4144b8\" tg-width=\"1536\" tg-height=\"1025\"><span>Photo by stockcam/iStock Unreleased via Getty Images</span></p>\n<p>There is no doubt Facebook (FB) and Google (GOOGL) are the top dogs in advertising. This article is meant to explore and compare two smaller players: Pinterest (PINS) and Snapchat (SNAP). Both companies make money largely through advertising revenue. I've written about Pinterestpreviouslyand why Social Commerce can make Pinterest much bigger than it is today. However, Snapchat is also a beneficiary of the social commerce secular trend. Both companies have performed tremendously well over the last year with help from stay-at-home orders due to COVID-19. PINS has returned ~350% while SNAP has returned ~370% compared to S&amp;P 500 return of ~52%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cfd774b5c2871263dddcaed26d47eff\" tg-width=\"640\" tg-height=\"201\"><span>Source - data as of 4/19/2021 market close</span></p>\n<p>With this article I'll break down how the two companies' management compare, then take a look at the business, financials, and end with a valuation comparison to make an assessment on which company is the better buy today.</p>\n<p><b>Mission &amp; Management</b></p>\n<p>One can tell a lot about a company based on their mission, especially when comparing two companies. The mission is what a company aligns its employees to, defines its culture, and can show managements' vision. Pinterest identifies itself as a visual discovery engine while Snapchat identifies itself as a camera company.</p>\n<p><img src=\"https://static.tigerbbs.com/35ffbd5833b72a64ea90b69dde9227a2\" tg-width=\"906\" tg-height=\"410\"></p>\n<p>Pinterest's mission is broader, shorter, and easier to remember. Snapchat's mission is narrower, longer, and sort of boxes itself in by stating it's just an app. Is one better than the other? Not necessarily. Some might find Pinterest's mission more appealing and inspirational while others might like Snapchat's focus.</p>\n<p>This matters because of how people feel about the mission, culture, and management of the company can drive longer-term results. One of the most important qualitative factors in an investment is how well management can execute on its vision. Glassdoor provides a tangible view into how employees feel about the company and its CEO.</p>\n<p><img src=\"https://static.tigerbbs.com/c028d47766dd2eca28ced9d58a5bf565\" tg-width=\"560\" tg-height=\"157\"></p>\n<p>Both companies are founder-led and that bodes well as shown by a Bain &amp; Company&nbsp;study. Snapchat has a lower number of reviews than Pinterest but has the same rating of 4.1. Where the difference lies is in the rating of the CEO with Pinterest coming out on top with a score of 93% for Ben Silbermann versus a score of 88% for Evan Spiegel.</p>\n<p><b>Business</b></p>\n<p>Next, let's take a look at the important business metrics. Acquiring users and increasing revenue per user is instrumental to both companies making money. Both companies have users domestically in the U.S and internationally. It's important to note that Snapchat identifies users in 3 buckets: North America (including Mexico, the Caribbean, and Central America), Europe, and Rest of the World. For the purposes of this analysis I've labeled North America users as U.S and Europe and Rest of the World as international to better align with Pinterest's definitions.</p>\n<p></p>\n<table>\n <colgroup></colgroup>\n <tbody>\n  <tr>\n   <td><b>Pinterest</b></td>\n   <td><b>Snapchat</b></td>\n  </tr>\n  <tr>\n   <td><b>Metrics</b></td>\n   <td><b>4Q19</b></td>\n   <td><b>1Q20</b></td>\n   <td><b>2Q20</b></td>\n   <td><b>3Q20</b></td>\n   <td><b>4Q20</b></td>\n   <td><b>4Q19</b></td>\n   <td><b>1Q20</b></td>\n   <td><b>2Q20</b></td>\n   <td><b>3Q20</b></td>\n   <td><b>4Q20</b></td>\n  </tr>\n  <tr>\n   <td>Monthly or Daily Average Users (Global)</td>\n   <td>335</td>\n   <td>367</td>\n   <td>416</td>\n   <td>442</td>\n   <td>459</td>\n   <td>218</td>\n   <td>229</td>\n   <td>238</td>\n   <td>249</td>\n   <td>265</td>\n  </tr>\n  <tr>\n   <td>Growth (YoY)</td>\n   <td>26%</td>\n   <td>26%</td>\n   <td>39%</td>\n   <td>37%</td>\n   <td>37%</td>\n   <td>17%</td>\n   <td>21%</td>\n   <td>17%</td>\n   <td>19%</td>\n   <td>22%</td>\n  </tr>\n  <tr>\n   <td>Monthly or Daily Average Users (U.S)</td>\n   <td>88</td>\n   <td>90</td>\n   <td>96</td>\n   <td>98</td>\n   <td>98</td>\n   <td>86</td>\n   <td>88</td>\n   <td>90</td>\n   <td>90</td>\n   <td>92</td>\n  </tr>\n  <tr>\n   <td>Growth (YoY)</td>\n   <td>7%</td>\n   <td>6%</td>\n   <td>13%</td>\n   <td>13%</td>\n   <td>11%</td>\n   <td>9%</td>\n   <td>10%</td>\n   <td>8%</td>\n   <td>7%</td>\n   <td>7%</td>\n  </tr>\n  <tr>\n   <td>Monthly or Daily Average Users (International)</td>\n   <td>247</td>\n   <td>277</td>\n   <td>321</td>\n   <td>343</td>\n   <td>361</td>\n   <td>131</td>\n   <td>141</td>\n   <td>148</td>\n   <td>159</td>\n   <td>173</td>\n  </tr>\n  <tr>\n   <td>Growth (YoY)</td>\n   <td>34%</td>\n   <td>34%</td>\n   <td>49%</td>\n   <td>46%</td>\n   <td>46%</td>\n   <td>22%</td>\n   <td>28%</td>\n   <td>23%</td>\n   <td>26%</td>\n   <td>32%</td>\n  </tr>\n  <tr></tr>\n  <tr>\n   <td>Average Revenue Per User (Global)</td>\n   <td>$1.22</td>\n   <td>$0.77</td>\n   <td>$0.70</td>\n   <td>$1.03</td>\n   <td>$1.57</td>\n   <td>$2.58</td>\n   <td>$2.02</td>\n   <td>$1.91</td>\n   <td>$2.73</td>\n   <td>$3.44</td>\n  </tr>\n  <tr>\n   <td>Growth (YoY)</td>\n   <td>15%</td>\n   <td>5%</td>\n   <td>-20%</td>\n   <td>14%</td>\n   <td>29%</td>\n   <td>23%</td>\n   <td>20%</td>\n   <td>0%</td>\n   <td>29%</td>\n   <td>33%</td>\n  </tr>\n  <tr>\n   <td>Average Revenue Per User (U.S)</td>\n   <td>$4.00</td>\n   <td>$2.66</td>\n   <td>$2.50</td>\n   <td>$3.85</td>\n   <td>$5.94</td>\n   <td>$4.42</td>\n   <td>$3.57</td>\n   <td>$3.40</td>\n   <td>$5.49</td>\n   <td>$7.19</td>\n  </tr>\n  <tr>\n   <td>Growth (YoY)</td>\n   <td>27%</td>\n   <td>18%</td>\n   <td>-11%</td>\n   <td>31%</td>\n   <td>49%</td>\n   <td>31%</td>\n   <td>27%</td>\n   <td>8%</td>\n   <td>46%</td>\n   <td>63%</td>\n  </tr>\n  <tr>\n   <td>Average Revenue Per User (International)</td>\n   <td>$0.21</td>\n   <td>$0.13</td>\n   <td>$0.14</td>\n   <td>$0.21</td>\n   <td>$0.35</td>\n   <td>$2.72</td>\n   <td>$2.09</td>\n   <td>$1.99</td>\n   <td>$2.38</td>\n   <td>$3.02</td>\n  </tr>\n  <tr>\n   <td>Growth (YoY)</td>\n   <td>133%</td>\n   <td>63%</td>\n   <td>27%</td>\n   <td>62%</td>\n   <td>67%</td>\n   <td>19%</td>\n   <td>20%</td>\n   <td>-7%</td>\n   <td>16%</td>\n   <td>11%</td>\n  </tr>\n </tbody>\n</table>\n<p>Source - Author (using data from Earnings Reports and 10-Ks)</p>\n<p>As of 4Q20, Pinterest had 459M Monthly Active Users globally compared to Snapchat's 265M Daily Active Users. Pinterest has been able to grow its user base faster with a lot of the growth coming from international users with Snapchat lagging behind Pinterest in International users more so than U.S users. On the other hand, Snapchat has been able to monetize its user base much better than Pinterest domestically and internationally with Average Revenue Per User of $3.44 globally compared to Pinterest's $1.57 as of 4Q20. Where Pinterest really lags behind is international ARPU at a meager $0.35 compared to Snapchat's $3.02 as of 4Q20.</p>\n<p>The goal of both companies is to maintain and grow both users and ARPU, but for them to make money, advertisers have to choose the platform to advertise on. In this regard, Pinterest is slightly ahead with 35.8% of U.S marketers likely to market on Pinterest compared to 32.7% on Snapchat. For Snapchat, the challenge is to grow its user base faster and maintain or continue to grow its ARPU. Pinterest needs to maintain and grow its user base and capitalize on the opportunity to grow ARPU, especially internationally. It can be easier to increase ARPU than acquire new users but if management of both companies can execute, they are likely to become much bigger companies than today.</p>\n<p><img src=\"https://static.tigerbbs.com/4ab459b2a1fb526cda5060e737a13c6a\" tg-width=\"706\" tg-height=\"593\"></p>\n<p>Where things get even more interesting is user preferences on these platforms. Users are far more likely to shop on Pinterest than they are on Snapchat as Pinterest's user base is more female and particularly moms looking to buy things. This could prompt advertisers to prefer Pinterest over Snapchat.</p>\n<p><img src=\"https://static.tigerbbs.com/3036f1c105ddfbb8eea2501a85efb6ef\" tg-width=\"473\" tg-height=\"370\"></p>\n<p><b>Financials</b></p>\n<p>Starting with the income statement, Pinterest earned less revenue in every quarter over the last year than Snapchat, primarily due to Snapchat's higher ARPU as discussed above. However, Pinterest's gross profit was slightly higher in 4Q20 at $577M compared to $526M due to an 82% gross profit margin compared to Snapchat's 58%. The trend continues with Operating Income coming in higher for Pinterest for all quarters and even turning positive in 4Q20 at $205M mainly due to lower R&amp;D and SG&amp;A expenses than Snapchat. The bottom line reflects the same trend.</p>\n<table>\n <colgroup></colgroup>\n <tbody>\n  <tr>\n   <td><p><i>$ in Millions</i></p></td>\n   <td><p><b>Pinterest</b></p></td>\n   <td><p><b>Snapchat</b></p></td>\n  </tr>\n  <tr>\n   <td><p><b>Income Statement Metrics</b></p></td>\n   <td><p><b>4Q19</b></p></td>\n   <td><p><b>1Q20</b></p></td>\n   <td><p><b>2Q20</b></p></td>\n   <td><p><b>3Q20</b></p></td>\n   <td><p><b>4Q20</b></p></td>\n   <td><p><b>4Q19</b></p></td>\n   <td><p><b>1Q20</b></p></td>\n   <td><p><b>2Q20</b></p></td>\n   <td><p><b>3Q20</b></p></td>\n   <td><p><b>4Q20</b></p></td>\n  </tr>\n  <tr>\n   <td><p>Revenue ($)</p></td>\n   <td><p>400</p></td>\n   <td><p>272</p></td>\n   <td><p>272</p></td>\n   <td><p>443</p></td>\n   <td><p>706</p></td>\n   <td><p>561</p></td>\n   <td><p>462</p></td>\n   <td><p>454</p></td>\n   <td><p>679</p></td>\n   <td><p>911</p></td>\n  </tr>\n  <tr>\n   <td><p>Growth (YoY)</p></td>\n   <td><p>46%</p></td>\n   <td><p>35%</p></td>\n   <td><p>4%</p></td>\n   <td><p>58%</p></td>\n   <td><p>76%</p></td>\n   <td><p>44%</p></td>\n   <td><p>44%</p></td>\n   <td><p>17%</p></td>\n   <td><p>52%</p></td>\n   <td><p>62%</p></td>\n  </tr>\n  <tr>\n   <td><p>Gross Profit ($)</p></td>\n   <td><p>304</p></td>\n   <td><p>173</p></td>\n   <td><p>164</p></td>\n   <td><p>330</p></td>\n   <td><p>577</p></td>\n   <td><p>307</p></td>\n   <td><p>209</p></td>\n   <td><p>204</p></td>\n   <td><p>386</p></td>\n   <td><p>526</p></td>\n  </tr>\n  <tr>\n   <td><p>Growth (YoY)</p></td>\n   <td><p>48%</p></td>\n   <td><p>35%</p></td>\n   <td><p>5%</p></td>\n   <td><p>68%</p></td>\n   <td><p>90%</p></td>\n   <td><p>73%</p></td>\n   <td><p>79%</p></td>\n   <td><p>18%</p></td>\n   <td><p>73%</p></td>\n   <td><p>71%</p></td>\n  </tr>\n  <tr>\n   <td><p>Operating Income ($)</p></td>\n   <td><p>-43</p></td>\n   <td><p>-146</p></td>\n   <td><p>-105</p></td>\n   <td><p>-8</p></td>\n   <td><p>205</p></td>\n   <td><p>-154</p></td>\n   <td><p>-286</p></td>\n   <td><p>-311</p></td>\n   <td><p>-168</p></td>\n   <td><p>-87</p></td>\n  </tr>\n  <tr>\n   <td><p>Growth (YoY)</p></td>\n   <td><p>-198%</p></td>\n   <td><p>-224%</p></td>\n   <td><p>91%</p></td>\n   <td><p>94%</p></td>\n   <td><p>577%</p></td>\n   <td><p>-22%</p></td>\n   <td><p>9%</p></td>\n   <td><p>-2%</p></td>\n   <td><p>27%</p></td>\n   <td><p>44%</p></td>\n  </tr>\n  <tr>\n   <td><p>Net Income ($)</p></td>\n   <td><p>-36</p></td>\n   <td><p>-141</p></td>\n   <td><p>-101</p></td>\n   <td><p>-94</p></td>\n   <td><p>208</p></td>\n   <td><p>-241</p></td>\n   <td><p>-306</p></td>\n   <td><p>-326</p></td>\n   <td><p>-200</p></td>\n   <td><p>-113</p></td>\n  </tr>\n  <tr>\n   <td><p>Growth (YoY)</p></td>\n   <td><p>-177%</p></td>\n   <td><p>-244%</p></td>\n   <td><p>91%</p></td>\n   <td><p>25%</p></td>\n   <td><p>678%</p></td>\n   <td><p>-26%</p></td>\n   <td><p>1%</p></td>\n   <td><p>-28%</p></td>\n   <td><p>12%</p></td>\n   <td><p>53%</p></td>\n  </tr>\n </tbody>\n</table>\n<p>Source - Author (using data from Seeking Alpha)</p>\n<p>Despite lower revenue than Snapchat, Pinterest is making more money on the bottom line due to expense management as the company turned profitable in 4Q20. Snapchat is not even close to profitability and that trend could continue for a while as they continuously invest in themselves. If Pinterest can grow its ARPU while keeping its gross profit margin high like it has done so far, it will benefit the bottom line significantly.</p>\n<p>Moving onto the balance sheet, the main takeaway here is that Pinterest has much lower debt compared to Snapchat and more than enough cash to cover anything that might come the company's way. The same can't be said for Snapchat as its debt keeps mounting up.</p>\n<table>\n <colgroup></colgroup>\n <tbody>\n  <tr>\n   <td><p><i>$ in Millions</i></p></td>\n   <td><p><b>Pinterest</b></p></td>\n   <td><p><b>Snapchat</b></p></td>\n  </tr>\n  <tr>\n   <td><p><b>Balance Sheet Metrics</b></p></td>\n   <td><p><b>4Q19</b></p></td>\n   <td><p><b>1Q20</b></p></td>\n   <td><p><b>2Q20</b></p></td>\n   <td><p><b>3Q20</b></p></td>\n   <td><p><b>4Q20</b></p></td>\n   <td><p><b>4Q19</b></p></td>\n   <td><p><b>1Q20</b></p></td>\n   <td><p><b>2Q20</b></p></td>\n   <td><p><b>3Q20</b></p></td>\n   <td><p><b>4Q20</b></p></td>\n  </tr>\n  <tr>\n   <td><p>Total Cash and Short-Term Investments ($)</p></td>\n   <td><p>1,713</p></td>\n   <td><p>1,737</p></td>\n   <td><p>1,703</p></td>\n   <td><p>1,649</p></td>\n   <td><p>1,760</p></td>\n   <td><p>2,113</p></td>\n   <td><p>2,082</p></td>\n   <td><p>2,830</p></td>\n   <td><p>2,725</p></td>\n   <td><p>2,538</p></td>\n  </tr>\n  <tr>\n   <td><p>Total Debt</p></td>\n   <td><p>220</p></td>\n   <td><p>158</p></td>\n   <td><p>151</p></td>\n   <td><p>150</p></td>\n   <td><p>183</p></td>\n   <td><p>1,237</p></td>\n   <td><p>1,233</p></td>\n   <td><p>1,947</p></td>\n   <td><p>1,978</p></td>\n   <td><p>2,004</p></td>\n  </tr>\n  <tr>\n   <td><p>Total Assets ($)</p></td>\n   <td><p>2,393</p></td>\n   <td><p>2,289</p></td>\n   <td><p>2,250</p></td>\n   <td><p>2,301</p></td>\n   <td><p>2,609</p></td>\n   <td><p>4,012</p></td>\n   <td><p>3,899</p></td>\n   <td><p>4,704</p></td>\n   <td><p>4,818</p></td>\n   <td><p>5,024</p></td>\n  </tr>\n  <tr>\n   <td><p>Total Liabilities ($)</p></td>\n   <td><p>370</p></td>\n   <td><p>350</p></td>\n   <td><p>343</p></td>\n   <td><p>366</p></td>\n   <td><p>367</p></td>\n   <td><p>1,752</p></td>\n   <td><p>1,774</p></td>\n   <td><p>2,509</p></td>\n   <td><p>2,619</p></td>\n   <td><p>2,694</p></td>\n  </tr>\n  <tr>\n   <td><p>Total Equity ($)</p></td>\n   <td><p>2,023</p></td>\n   <td><p>1,939</p></td>\n   <td><p>1,907</p></td>\n   <td><p>1,935</p></td>\n   <td><p>2,242</p></td>\n   <td><p>2,260</p></td>\n   <td><p>2,125</p></td>\n   <td><p>2,195</p></td>\n   <td><p>2,199</p></td>\n   <td><p>2,330</p></td>\n  </tr>\n </tbody>\n</table>\n<p><b>Valuation</b></p>\n<p>Not only is Pinterest growing revenue faster but also boasts a higher gross profit margin. In addition, Pinterest trades below Snapchat based on Next Twelve Months EV/Sales and EV/EBITDA multiples. Despite the huge run up in prices of both companies over the last year, it's much easier to make a case for Pinterest over Snapchat based on valuation at this point in time.</p>\n<p>Pinterest and Snapchat Quarterly Revenue Growth</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f386c9ea9d175414c7b15f1f6b6ab9e\" tg-width=\"1280\" tg-height=\"645\"><span>Source - data as of 4/19/2021 market close</span></p>\n<p>Pinterest and Snapchat Quarterly Gross Profit Margin</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f0b9495f088ccdbe3775625669d4c35c\" tg-width=\"1280\" tg-height=\"644\"><span>Source- data as of 4/19/2021 market close</span></p>\n<p>Pinterest and Snapchat NTM EV/Sales</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/962b614c5a1677af1b02024ecc3934e9\" tg-width=\"1280\" tg-height=\"642\"><span>Source- data as of 4/19/2021 market close</span></p>\n<p>Pinterest and Snapchat NTM EV/EBITDA</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd7281975acf8dd6b204add659bc7b34\" tg-width=\"1280\" tg-height=\"645\"><span>Source- data as of 4/19/2021 market close</span></p>\n<p><b>Conclusion</b></p>\n<p>Pinterest is a better managed company based on Glassdoor and that is reflected on the balance sheet with little to no debt. It is also a better platform for advertisers to target due to users' shopping preferences, has a runway ahead to monetize ARPU (especially internationally), and is currently valued much favorably compared to Snapchat. As a long-term investor if I had to choose one company, I would choose Pinterest.</p>","source":"seekingalpha","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>Pinterest Vs. Snapchat: The Better Buy</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nPinterest Vs. Snapchat: The Better Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4419994-pinterest-vs-snapchat-the-better-buy><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nPinterest and Snapchat both make money through advertising revenue and are beneficiaries of stay-at-home orders due to COVID-19.\nWith both companies' stock prices appreciating substantially ...</p>\n\n<a href=\"https://seekingalpha.com/article/4419994-pinterest-vs-snapchat-the-better-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PINS":"Pinterest, Inc.","SNAP":"Snap Inc"},"source_url":"https://seekingalpha.com/article/4419994-pinterest-vs-snapchat-the-better-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1103702089","content_text":"Summary\n\nPinterest and Snapchat both make money through advertising revenue and are beneficiaries of stay-at-home orders due to COVID-19.\nWith both companies' stock prices appreciating substantially over the last year, I discuss which company is the better buy currently.\nBased on an analysis of management, business, financials, and valuation, I believe Pinterest is the better buy at this point for long-term investors.\n\nPhoto by stockcam/iStock Unreleased via Getty Images\nThere is no doubt Facebook (FB) and Google (GOOGL) are the top dogs in advertising. This article is meant to explore and compare two smaller players: Pinterest (PINS) and Snapchat (SNAP). Both companies make money largely through advertising revenue. I've written about Pinterestpreviouslyand why Social Commerce can make Pinterest much bigger than it is today. However, Snapchat is also a beneficiary of the social commerce secular trend. Both companies have performed tremendously well over the last year with help from stay-at-home orders due to COVID-19. PINS has returned ~350% while SNAP has returned ~370% compared to S&P 500 return of ~52%.\nSource - data as of 4/19/2021 market close\nWith this article I'll break down how the two companies' management compare, then take a look at the business, financials, and end with a valuation comparison to make an assessment on which company is the better buy today.\nMission & Management\nOne can tell a lot about a company based on their mission, especially when comparing two companies. The mission is what a company aligns its employees to, defines its culture, and can show managements' vision. Pinterest identifies itself as a visual discovery engine while Snapchat identifies itself as a camera company.\n\nPinterest's mission is broader, shorter, and easier to remember. Snapchat's mission is narrower, longer, and sort of boxes itself in by stating it's just an app. Is one better than the other? Not necessarily. Some might find Pinterest's mission more appealing and inspirational while others might like Snapchat's focus.\nThis matters because of how people feel about the mission, culture, and management of the company can drive longer-term results. One of the most important qualitative factors in an investment is how well management can execute on its vision. Glassdoor provides a tangible view into how employees feel about the company and its CEO.\n\nBoth companies are founder-led and that bodes well as shown by a Bain & Company study. Snapchat has a lower number of reviews than Pinterest but has the same rating of 4.1. Where the difference lies is in the rating of the CEO with Pinterest coming out on top with a score of 93% for Ben Silbermann versus a score of 88% for Evan Spiegel.\nBusiness\nNext, let's take a look at the important business metrics. Acquiring users and increasing revenue per user is instrumental to both companies making money. Both companies have users domestically in the U.S and internationally. It's important to note that Snapchat identifies users in 3 buckets: North America (including Mexico, the Caribbean, and Central America), Europe, and Rest of the World. For the purposes of this analysis I've labeled North America users as U.S and Europe and Rest of the World as international to better align with Pinterest's definitions.\n\n\n\n\n\nPinterest\nSnapchat\n\n\nMetrics\n4Q19\n1Q20\n2Q20\n3Q20\n4Q20\n4Q19\n1Q20\n2Q20\n3Q20\n4Q20\n\n\nMonthly or Daily Average Users (Global)\n335\n367\n416\n442\n459\n218\n229\n238\n249\n265\n\n\nGrowth (YoY)\n26%\n26%\n39%\n37%\n37%\n17%\n21%\n17%\n19%\n22%\n\n\nMonthly or Daily Average Users (U.S)\n88\n90\n96\n98\n98\n86\n88\n90\n90\n92\n\n\nGrowth (YoY)\n7%\n6%\n13%\n13%\n11%\n9%\n10%\n8%\n7%\n7%\n\n\nMonthly or Daily Average Users (International)\n247\n277\n321\n343\n361\n131\n141\n148\n159\n173\n\n\nGrowth (YoY)\n34%\n34%\n49%\n46%\n46%\n22%\n28%\n23%\n26%\n32%\n\n\n\nAverage Revenue Per User (Global)\n$1.22\n$0.77\n$0.70\n$1.03\n$1.57\n$2.58\n$2.02\n$1.91\n$2.73\n$3.44\n\n\nGrowth (YoY)\n15%\n5%\n-20%\n14%\n29%\n23%\n20%\n0%\n29%\n33%\n\n\nAverage Revenue Per User (U.S)\n$4.00\n$2.66\n$2.50\n$3.85\n$5.94\n$4.42\n$3.57\n$3.40\n$5.49\n$7.19\n\n\nGrowth (YoY)\n27%\n18%\n-11%\n31%\n49%\n31%\n27%\n8%\n46%\n63%\n\n\nAverage Revenue Per User (International)\n$0.21\n$0.13\n$0.14\n$0.21\n$0.35\n$2.72\n$2.09\n$1.99\n$2.38\n$3.02\n\n\nGrowth (YoY)\n133%\n63%\n27%\n62%\n67%\n19%\n20%\n-7%\n16%\n11%\n\n\n\nSource - Author (using data from Earnings Reports and 10-Ks)\nAs of 4Q20, Pinterest had 459M Monthly Active Users globally compared to Snapchat's 265M Daily Active Users. Pinterest has been able to grow its user base faster with a lot of the growth coming from international users with Snapchat lagging behind Pinterest in International users more so than U.S users. On the other hand, Snapchat has been able to monetize its user base much better than Pinterest domestically and internationally with Average Revenue Per User of $3.44 globally compared to Pinterest's $1.57 as of 4Q20. Where Pinterest really lags behind is international ARPU at a meager $0.35 compared to Snapchat's $3.02 as of 4Q20.\nThe goal of both companies is to maintain and grow both users and ARPU, but for them to make money, advertisers have to choose the platform to advertise on. In this regard, Pinterest is slightly ahead with 35.8% of U.S marketers likely to market on Pinterest compared to 32.7% on Snapchat. For Snapchat, the challenge is to grow its user base faster and maintain or continue to grow its ARPU. Pinterest needs to maintain and grow its user base and capitalize on the opportunity to grow ARPU, especially internationally. It can be easier to increase ARPU than acquire new users but if management of both companies can execute, they are likely to become much bigger companies than today.\n\nWhere things get even more interesting is user preferences on these platforms. Users are far more likely to shop on Pinterest than they are on Snapchat as Pinterest's user base is more female and particularly moms looking to buy things. This could prompt advertisers to prefer Pinterest over Snapchat.\n\nFinancials\nStarting with the income statement, Pinterest earned less revenue in every quarter over the last year than Snapchat, primarily due to Snapchat's higher ARPU as discussed above. However, Pinterest's gross profit was slightly higher in 4Q20 at $577M compared to $526M due to an 82% gross profit margin compared to Snapchat's 58%. The trend continues with Operating Income coming in higher for Pinterest for all quarters and even turning positive in 4Q20 at $205M mainly due to lower R&D and SG&A expenses than Snapchat. The bottom line reflects the same trend.\n\n\n\n\n$ in Millions\nPinterest\nSnapchat\n\n\nIncome Statement Metrics\n4Q19\n1Q20\n2Q20\n3Q20\n4Q20\n4Q19\n1Q20\n2Q20\n3Q20\n4Q20\n\n\nRevenue ($)\n400\n272\n272\n443\n706\n561\n462\n454\n679\n911\n\n\nGrowth (YoY)\n46%\n35%\n4%\n58%\n76%\n44%\n44%\n17%\n52%\n62%\n\n\nGross Profit ($)\n304\n173\n164\n330\n577\n307\n209\n204\n386\n526\n\n\nGrowth (YoY)\n48%\n35%\n5%\n68%\n90%\n73%\n79%\n18%\n73%\n71%\n\n\nOperating Income ($)\n-43\n-146\n-105\n-8\n205\n-154\n-286\n-311\n-168\n-87\n\n\nGrowth (YoY)\n-198%\n-224%\n91%\n94%\n577%\n-22%\n9%\n-2%\n27%\n44%\n\n\nNet Income ($)\n-36\n-141\n-101\n-94\n208\n-241\n-306\n-326\n-200\n-113\n\n\nGrowth (YoY)\n-177%\n-244%\n91%\n25%\n678%\n-26%\n1%\n-28%\n12%\n53%\n\n\n\nSource - Author (using data from Seeking Alpha)\nDespite lower revenue than Snapchat, Pinterest is making more money on the bottom line due to expense management as the company turned profitable in 4Q20. Snapchat is not even close to profitability and that trend could continue for a while as they continuously invest in themselves. If Pinterest can grow its ARPU while keeping its gross profit margin high like it has done so far, it will benefit the bottom line significantly.\nMoving onto the balance sheet, the main takeaway here is that Pinterest has much lower debt compared to Snapchat and more than enough cash to cover anything that might come the company's way. The same can't be said for Snapchat as its debt keeps mounting up.\n\n\n\n\n$ in Millions\nPinterest\nSnapchat\n\n\nBalance Sheet Metrics\n4Q19\n1Q20\n2Q20\n3Q20\n4Q20\n4Q19\n1Q20\n2Q20\n3Q20\n4Q20\n\n\nTotal Cash and Short-Term Investments ($)\n1,713\n1,737\n1,703\n1,649\n1,760\n2,113\n2,082\n2,830\n2,725\n2,538\n\n\nTotal Debt\n220\n158\n151\n150\n183\n1,237\n1,233\n1,947\n1,978\n2,004\n\n\nTotal Assets ($)\n2,393\n2,289\n2,250\n2,301\n2,609\n4,012\n3,899\n4,704\n4,818\n5,024\n\n\nTotal Liabilities ($)\n370\n350\n343\n366\n367\n1,752\n1,774\n2,509\n2,619\n2,694\n\n\nTotal Equity ($)\n2,023\n1,939\n1,907\n1,935\n2,242\n2,260\n2,125\n2,195\n2,199\n2,330\n\n\n\nValuation\nNot only is Pinterest growing revenue faster but also boasts a higher gross profit margin. In addition, Pinterest trades below Snapchat based on Next Twelve Months EV/Sales and EV/EBITDA multiples. Despite the huge run up in prices of both companies over the last year, it's much easier to make a case for Pinterest over Snapchat based on valuation at this point in time.\nPinterest and Snapchat Quarterly Revenue Growth\nSource - data as of 4/19/2021 market close\nPinterest and Snapchat Quarterly Gross Profit Margin\nSource- data as of 4/19/2021 market close\nPinterest and Snapchat NTM EV/Sales\nSource- data as of 4/19/2021 market close\nPinterest and Snapchat NTM EV/EBITDA\nSource- data as of 4/19/2021 market close\nConclusion\nPinterest is a better managed company based on Glassdoor and that is reflected on the balance sheet with little to no debt. It is also a better platform for advertisers to target due to users' shopping preferences, has a runway ahead to monetize ARPU (especially internationally), and is currently valued much favorably compared to Snapchat. As a long-term investor if I had to choose one company, I would choose Pinterest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":378363579,"gmtCreate":1619002180491,"gmtModify":1634289310576,"author":{"id":"3581854579020344","authorId":"3581854579020344","name":"pjetan","avatar":"https://static.tigerbbs.com/0dbe4c402957fcc269723fb9e3c423c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581854579020344","authorIdStr":"3581854579020344"},"themes":[],"htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378363579","repostId":"2129875413","repostType":4,"repost":{"id":"2129875413","kind":"highlight","pubTimestamp":1619001180,"share":"https://www.laohu8.com/m/news/2129875413?lang=&edition=full","pubTime":"2021-04-21 18:33","market":"us","language":"en","title":"Will Regeneron's COVID Cocktail Win Be Short-Lived?","url":"https://stock-news.laohu8.com/highlight/detail?id=2129875413","media":"Motley Fool","summary":"The biotech's antibody therapy continues to show promise. But there's considerable uncertainty about its long-term prospects.","content":"<p><b><a href=\"https://laohu8.com/S/REGN\">Regeneron Pharmaceuticals</a></b> (NASDAQ:REGN) recently racked up a couple of additional successes with late-stage studies of its COVID-19 antibody cocktail REGEN-COV.&nbsp;In this <i>Motley Fool Live</i> video <b>recorded on April 14, 2021</b>, Motley Fool contributors Keith Speights and Brian Orelli discuss whether the biotech's COVID cocktail win will only be short-lived.</p><p><b>Keith Speights:</b> Regeneron Pharmaceuticals, the ticker there is REGN, had two positive announcements for its COVID-19 antibody cocktail, REGEN-COV. They announced both of these new developments on Monday.</p><p>The company reported results from a late-stage study that showed that this antibody cocktail significantly reduced progression to symptomatic COVID-19 in patients who had been recently infected. It also announced results from another phase 3 study that showed the antibody cocktail reduced the risk of infection for individuals in households where another person had been infected by the coronavirus.</p><p>These are definitely positive stories for Regeneron, but do you think these wins will translate to significant revenue for the biotech? Or could these wins actually be short-lived?</p><p><b>Brian Orelli:</b> Obviously as more and more people get vaccinated the infection rates should go down, and then therefore the opportunity to treat people either prophylactically because they've been exposed or because they realized that they test positive but don't have any symptoms and then want this antibody cocktail, that opportunity is going to be go down, but it's not going to go to zero, and so I think there's an opportunity for some treatments.</p><p>But certainly the market for treatments is going to diminish substantially over the next few months and into the next year. I don't know.</p><p>The other wildcard here is the variance. The variance pop up and we can't keep up fast enough with them, and they are infecting enough people that are already vaccinated and we can't keep up creating new vaccine fast enough, then I think that's another opportunity for the treatments that they don't have right now.</p><p><b>Speights:</b> I think that's a really good take on it, Brian. If you're looking at potentially investing in Regeneron, there are other reasons to consider buying the stock. I think you said recently, Brian, that they just don't fail. [laughs] Has Regeneron had any failures? [laughs] Not recently.</p><p><b>Orelli:</b> Not late-stage failure certainly. I can't think of any failures that they've had.</p><p><b>Speights:</b> The company has several drugs with fast-growing sales. This is obviously promising news with this antibody therapy. But like you say, Brian, it remains to be seen whether or not it's going to have market traction over the long run. It's hard to say. It's hard to say what's going to happen in the world of COVID-19 beyond the pandemic.</p>","source":"fool_stock","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>Will Regeneron's COVID Cocktail Win Be Short-Lived?</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWill Regeneron's COVID Cocktail Win Be Short-Lived?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 18:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/21/will-regenerons-covid-cocktail-win-be-short-lived/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Regeneron Pharmaceuticals (NASDAQ:REGN) recently racked up a couple of additional successes with late-stage studies of its COVID-19 antibody cocktail REGEN-COV. In this Motley Fool Live video recorded...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/21/will-regenerons-covid-cocktail-win-be-short-lived/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"REGN":"再生元制药公司"},"source_url":"https://www.fool.com/investing/2021/04/21/will-regenerons-covid-cocktail-win-be-short-lived/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129875413","content_text":"Regeneron Pharmaceuticals (NASDAQ:REGN) recently racked up a couple of additional successes with late-stage studies of its COVID-19 antibody cocktail REGEN-COV. In this Motley Fool Live video recorded on April 14, 2021, Motley Fool contributors Keith Speights and Brian Orelli discuss whether the biotech's COVID cocktail win will only be short-lived.Keith Speights: Regeneron Pharmaceuticals, the ticker there is REGN, had two positive announcements for its COVID-19 antibody cocktail, REGEN-COV. They announced both of these new developments on Monday.The company reported results from a late-stage study that showed that this antibody cocktail significantly reduced progression to symptomatic COVID-19 in patients who had been recently infected. It also announced results from another phase 3 study that showed the antibody cocktail reduced the risk of infection for individuals in households where another person had been infected by the coronavirus.These are definitely positive stories for Regeneron, but do you think these wins will translate to significant revenue for the biotech? Or could these wins actually be short-lived?Brian Orelli: Obviously as more and more people get vaccinated the infection rates should go down, and then therefore the opportunity to treat people either prophylactically because they've been exposed or because they realized that they test positive but don't have any symptoms and then want this antibody cocktail, that opportunity is going to be go down, but it's not going to go to zero, and so I think there's an opportunity for some treatments.But certainly the market for treatments is going to diminish substantially over the next few months and into the next year. I don't know.The other wildcard here is the variance. The variance pop up and we can't keep up fast enough with them, and they are infecting enough people that are already vaccinated and we can't keep up creating new vaccine fast enough, then I think that's another opportunity for the treatments that they don't have right now.Speights: I think that's a really good take on it, Brian. If you're looking at potentially investing in Regeneron, there are other reasons to consider buying the stock. I think you said recently, Brian, that they just don't fail. [laughs] Has Regeneron had any failures? [laughs] Not recently.Orelli: Not late-stage failure certainly. I can't think of any failures that they've had.Speights: The company has several drugs with fast-growing sales. This is obviously promising news with this antibody therapy. But like you say, Brian, it remains to be seen whether or not it's going to have market traction over the long run. It's hard to say. It's hard to say what's going to happen in the world of COVID-19 beyond the pandemic.","news_type":1},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378384485,"gmtCreate":1619001773747,"gmtModify":1634289313159,"author":{"id":"3581854579020344","authorId":"3581854579020344","name":"pjetan","avatar":"https://static.tigerbbs.com/0dbe4c402957fcc269723fb9e3c423c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581854579020344","authorIdStr":"3581854579020344"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378384485","repostId":"1193736432","repostType":4,"isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378387575,"gmtCreate":1619001853997,"gmtModify":1634289312558,"author":{"id":"3581854579020344","authorId":"3581854579020344","name":"pjetan","avatar":"https://static.tigerbbs.com/0dbe4c402957fcc269723fb9e3c423c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581854579020344","authorIdStr":"3581854579020344"},"themes":[],"htmlText":"Great article.&nbsp;","listText":"Great article.&nbsp;","text":"Great article.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378387575","repostId":"2129829074","repostType":4,"isVote":1,"tweetType":1,"viewCount":546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378369588,"gmtCreate":1619002083544,"gmtModify":1634289311497,"author":{"id":"3581854579020344","authorId":"3581854579020344","name":"pjetan","avatar":"https://static.tigerbbs.com/0dbe4c402957fcc269723fb9e3c423c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581854579020344","authorIdStr":"3581854579020344"},"themes":[],"htmlText":"Unsure, I believer there is risks involved&nbsp;","listText":"Unsure, I believer there is risks involved&nbsp;","text":"Unsure, I believer there is risks involved","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378369588","repostId":"2129569875","repostType":4,"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371639037,"gmtCreate":1618930265829,"gmtModify":1634289800292,"author":{"id":"3581854579020344","authorId":"3581854579020344","name":"pjetan","avatar":"https://static.tigerbbs.com/0dbe4c402957fcc269723fb9e3c423c2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581854579020344","authorIdStr":"3581854579020344"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371639037","repostId":"1103702089","repostType":4,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}