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2021-12-16

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In a Bad Year for Biotech Stocks, Deals and Vaccines Were Winners

Biotech stocks have crumbled this year and a number of prominent hedge funds have suffered deep loss

In a Bad Year for Biotech Stocks, Deals and Vaccines Were Winners

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Some analysts and investors say these three strategies will prove successful for biotech investors once again in 2022.</p>\n<p>Hedge funds including Perceptive Advisors, OrbiMed Partners, Logos Capital and Cormorant Asset Management run funds that&nbsp;have suffered double-digit percentage losses&nbsp;this year. The&nbsp;SPDR S&amp;P Biotech ETF, an equal-weighted index of biotech stocks, has fallen nearly 23% so far this year, an indication of how widespread the losses have been.</p>\n<p>But biotech investors have benefited from some big takeovers in the sector. One popular hedge-fund investment: GW Pharmaceuticals PLC, a British company that develops cannabinoid-based prescription medicines,was acquired&nbsp;by&nbsp;Jazz Pharmaceuticals&nbsp;in May for over $7 billion.&nbsp;Dicerna Pharmaceuticals&nbsp;was another takeover play that worked for investors during the year.</p>\n<p>GW Pharma rose about 90% during 2021, before it was acquired, while Dicerna, which recently announced plans to be acquired, is up about 72%. And this week,Pfizer&nbsp;Inc.announced it would buyArena PharmaceuticalsInc.,&nbsp;news that&nbsp;almost doubled Arena shares.</p>\n<p>There may be more of these kinds of deals in 2022, investors say, as cash-heavy pharmaceutical companies look to buy growing biotech companies. Smaller biotech companies may be more inclined to sell after suffering in 2021, the investors say.</p>\n<p>Biotech short sellers profited in 2021, as well. Cancer company&nbsp;Rafael HoldingsInc.,which gained interest among individual investors due to early signs it might develop a drug to combat pancreatic cancer, tumbled after reporting disappointing Phase 3 data for its drug and experiencing some executive departures. Rafael is down about 77% so far in 2021.</p>\n<p>Some traders lost money because they hedged their biotech portfolios with bets against the S&amp;P 500, which is up over 20% on the year.</p>\n<p>Of course, Covid-19 vaccine stocks were the stars of 2021, though many have fallen sharply from recent highs.&nbsp;Moderna&nbsp;started the year over $100, approached $500 in the summer, and now trades around $275, still up sharply on the year.</p>\n<p>“Anything that’s Covid-related has done well, or at least held up,” says Brad Loncar at Loncar Investments, which created two biotech exchange-traded funds.</p>\n<p><img src=\"https://static.tigerbbs.com/11261b7a0f9858c916f503bddf94a00b\" tg-width=\"833\" tg-height=\"735\" width=\"100%\" height=\"auto\"></p>\n<p>A new urgency for booster shots, as well as a potential need for reworked vaccines&nbsp;to protect against Omicron, could boost sales for Moderna,Pfizer&nbsp;and other Covid-19 vaccine companies.</p>\n<p>“There will be a strong and continued push for people to get boosted,” says Michael Yee of Jefferies. He adds that there will be strong consideration from health authorities and others for new versions of an Omicron-specific vaccine.</p>\n<p>Mr. Yee notes that both Moderna and Pfizer have plans to update their vaccines, if needed. But he has long had a “hold” rating on Moderna, due to what he describes as the stock’s already high valuation, a sign that strong prospects for these companies may not lead to strong gains.</p>\n<p></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>In a Bad Year for Biotech Stocks, Deals and Vaccines Were Winners</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\">\nIn a Bad Year for Biotech Stocks, Deals and Vaccines Were Winners\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-16 13:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/articles/in-a-bad-year-for-biotech-stocks-deals-and-vaccines-were-winners-11639564381?mod=markets_lead_pos5><strong>WSJ</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Biotech stocks have crumbled this year and a number of prominent hedge funds have suffered deep losses.\nBut some biotech investors are thriving by focusing on mergers, short selling and Covid-19 ...</p>\n\n<a href=\"https://www.wsj.com/articles/in-a-bad-year-for-biotech-stocks-deals-and-vaccines-were-winners-11639564381?mod=markets_lead_pos5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","DRNA":"Dicerna Pharmaceuticals, Inc.","JAZZ":"爵士制药","MRNA":"Moderna, Inc."},"source_url":"https://www.wsj.com/articles/in-a-bad-year-for-biotech-stocks-deals-and-vaccines-were-winners-11639564381?mod=markets_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151734731","content_text":"Biotech stocks have crumbled this year and a number of prominent hedge funds have suffered deep losses.\nBut some biotech investors are thriving by focusing on mergers, short selling and Covid-19 stocks. Some analysts and investors say these three strategies will prove successful for biotech investors once again in 2022.\nHedge funds including Perceptive Advisors, OrbiMed Partners, Logos Capital and Cormorant Asset Management run funds that have suffered double-digit percentage losses this year. The SPDR S&P Biotech ETF, an equal-weighted index of biotech stocks, has fallen nearly 23% so far this year, an indication of how widespread the losses have been.\nBut biotech investors have benefited from some big takeovers in the sector. One popular hedge-fund investment: GW Pharmaceuticals PLC, a British company that develops cannabinoid-based prescription medicines,was acquired by Jazz Pharmaceuticals in May for over $7 billion. Dicerna Pharmaceuticals was another takeover play that worked for investors during the year.\nGW Pharma rose about 90% during 2021, before it was acquired, while Dicerna, which recently announced plans to be acquired, is up about 72%. And this week,Pfizer Inc.announced it would buyArena PharmaceuticalsInc., news that almost doubled Arena shares.\nThere may be more of these kinds of deals in 2022, investors say, as cash-heavy pharmaceutical companies look to buy growing biotech companies. Smaller biotech companies may be more inclined to sell after suffering in 2021, the investors say.\nBiotech short sellers profited in 2021, as well. Cancer company Rafael HoldingsInc.,which gained interest among individual investors due to early signs it might develop a drug to combat pancreatic cancer, tumbled after reporting disappointing Phase 3 data for its drug and experiencing some executive departures. Rafael is down about 77% so far in 2021.\nSome traders lost money because they hedged their biotech portfolios with bets against the S&P 500, which is up over 20% on the year.\nOf course, Covid-19 vaccine stocks were the stars of 2021, though many have fallen sharply from recent highs. Moderna started the year over $100, approached $500 in the summer, and now trades around $275, still up sharply on the year.\n“Anything that’s Covid-related has done well, or at least held up,” says Brad Loncar at Loncar Investments, which created two biotech exchange-traded funds.\n\nA new urgency for booster shots, as well as a potential need for reworked vaccines to protect against Omicron, could boost sales for Moderna,Pfizer and other Covid-19 vaccine companies.\n“There will be a strong and continued push for people to get boosted,” says Michael Yee of Jefferies. He adds that there will be strong consideration from health authorities and others for new versions of an Omicron-specific vaccine.\nMr. Yee notes that both Moderna and Pfizer have plans to update their vaccines, if needed. But he has long had a “hold” rating on Moderna, due to what he describes as the stock’s already high valuation, a sign that strong prospects for these companies may not lead to strong gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":792,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}

In a Bad Year for Biotech Stocks, Deals and Vaccines Were Winners

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