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2013生物科技股票全线飘红:Affymetrix, Illumina都是大赢家之一
2014年01月07日 产业资讯 暂无评论 ⁄ 被围观 3,441+


尽管全球经济仍处于低迷时期,但这并不影响投资者对生物医药市场中许多公司的热情。据GenomeWeb网站统计,GWDN指数(包括30家生物技术公司)在2013年上涨了38%。这与纳斯达克综合指数的38%涨幅相当,也超过了道琼斯工业平均指数近27%的涨幅。而纳斯达克生物科技指数在2013年的涨幅近66%。我们只能说,生物科技股票很热。

GWDNIndex_FY2013

在这些公司中,表现最佳的是Pacific Biosciences(增长207.65%)和Affymetrix(增长170.35%)。这两家公司都经历了艰难的2012年,而在2013年股票出现反弹。在2012年,PacBio的股价下跌39%,而Affymetrix也下跌22%。

2013年上半年,PacBio的股价还一直在2.5美元附近徘徊,而在8月份,由于第二季度的财务业绩表现良好,PacBio的股价大涨至3.5美元。9月底,PacBio宣布与罗氏诊断签订协议,开发基于PacBio SMRT技术的诊断产品。这促使其股价一路飙升,创下52周新高。

Affymetrix的股价在8月初大涨,当时该公司宣布其第二季度的收入猛增20%。而在2013年的最后两个月,Affy的股价也在攀升,因其宣布第三季度的业绩超过分析师的普遍预期。

在GWDN指数中,2013年涨幅居前的公司还包括Accelerate Diagnostics(增长203%)、Fluidigm(增长168%)和Illumina(增长99%)。

Fluidigm的股价从夏天开始攀升,而在十月下旬大涨,当时该公司宣布第三季度的收入增长43%,高出华尔街普遍预期。同时,它还调高了2013年的全年收入预期,从早些时候的27-31%调整到32-34%。

Illumina股价在过去一整年稳步上升,从年初的56美元上涨至年末的110美元,几乎翻番。11月,MiSeqDx台式新一代测序仪、囊性纤维化检测试剂盒以及通用试剂盒通过美国FDA临床认证。这些利好消息促使Illumina股价在最后一个季度上涨了37%。此外,从12月22日起,Illumina的股票被加入Nasdaq-100股票指数。Nasdaq-100指数是反映美国股票市场走势的三大指数之一,其指数选股标准主要是市值较大的高科技成长类公司。

当然,几家欢喜几家愁。在GWDN指数中,有5只股票在去年下跌。跌幅最大的是CombiMatrix(下跌56%),其次是Sequenom(下跌50%),Rosetta Genomics(下跌37%),Myriad Genetics(下跌23%)和Nanosphere(下跌20%)。

Myriad Genetics的股价在2013年经历了大起大落。5月份,安吉丽娜•朱莉表示她已接受双侧乳腺切除手术,这让BRCA基因检测公司Myriad的股价大涨两周。而就在一个月后,美国最高法院裁定人类基因不得申请专利,Myriad的股价应声大跌。不久前,它再次受到打击,因美国医疗保险和医疗补助服务中心将BRCA检测的报销费用削减一半,瑞穗证券也将其股票评级下调,同时将目标价从36美元下调至24美元。

Shares of PacBio Tripled in 2013 Amid Strong Year for Biotech Stocks; Affymetrix, Illumina Among Big Gainers

NEW YORK (GenomeWeb News) – While 2013 was a very good year in general for the stock market, biotech stocks, including those of omics tools and molecular diagnostics firms, provided a particularly strong return for investors.

The GenomeWeb Daily News Index, which tracks the stocks of 30 players in the omics tools and MDx space, was up 38 percent in 2013. The gains posted by many of the firms in the Index are particularly notable because of the decline in public funding for research efforts and reimbursement issues faced by many molecular diagnostics developers. Such concerns apparently have not dampened investors' enthusiasm over many firms in the omics markets.

The return from the GWDN Index matched the 38 percent gain for the Nasdaq market and surpassed the nearly 27 percent increase for the Dow Jones Industrial Average for the year. Biotech stocks, in general, were hot last year, and the Nasdaq Biotech Index recorded an almost 66 percent gain for 2013.

Among the top performers in the omics tools space were PacBio, which closed the year up 208 percent, and Affymetrix, up 170 percent — both of these stocks rebounded from a rough 2012. PacBio's shares had dropped 39 percent during the previous year, while Affy saw a decline of 22 percent.

Shares of PacBio climbed in the back half of the year and were driven higher by its announcement in late September that it had signed an agreement with Roche Diagnostics to develop diagnostic products based on PacBio's SMRT technology. The deal is potentially worth more than $75 million to PacBio.

Shares of Affy jumped in early August after the firm announced a 20 percent spike in its second-quarter revenues as it made efforts to pay off its senior secured debt. Its shares also climbed over the last two months of the year following its announcement that its third quarter results beat analysts' estimates on the top and bottom line.

Among the other top gainers for the year were Accelerate Diagnostics (+203 percent), Fluidigm (+168 percent), and Illumina (+99 percent).

Accelerate's shares have climbed throughout the year, as investors appeared to be enthusiastic about changes made at the firm starting more than a year ago. In the spring of 2012, the firm received a $35 million investment. Changes to management, including its CEO, and the board were also made in conjunction with the investment.

Fluidigm's shares began a steady climb in the summer and received a boost in late October after the firm reported a 43 percent jump in its third quarter revenues and upped its guidance for FY 2013.

Meanwhile, Illumina's stock jumped 37 percent over the last quarter of the year and nearly doubled for the year. A busy year on the deal-making front began with the firm'sacquisition of Verinata Health for $450 million, providing it with direct entry into the fast-growing non-invasive prenatal testing market. It closed the year with US Food and Drug Administration clearance for its MiSeqDx system, two cystic fibrosis assays, and a library prep kit that enables laboratories to develop their own diagnostic tests.

Only five of the 30 stocks in the GWDN Index closed down for the year. The top decliner was CombiMatrix, which dropped 56 percent, followed by Sequenom, which fell 50 percent year over year.

For CombiMatrix, much of that decline came in the first half of the year. A spike in its share price followed a recommendation in early December from the American College of Obstetricians and Gynecologists that chromosomal microarray analysis should be the first-line genetic test in pregnancies where ultrasound screens uncover signs of fetal abnormalities. But those gains were short-lived, as CombiMatrix's shares dipped soon after it announced $12 million stock offering.

Sequenom's shares took a hit in late July after it announced that its Q2 revenues jumped 91 percent year over year, but missed the consensus Wall Street estimate as changes in molecular diagnostic billing and payment codes delayed receipt of payments. Its stock took a tumble again in late October after a federal court invalidated US Patent No. 6,258,540, which underlies the company's MaterniT21 Plus non-invasive prenatal diagnostic test.

The other stocks that fell during the year included Rosetta Genomics (-37 percent), Myriad Genetics (-23 percent), and Nanosphere (-20 percent).


During the year, Complete Genomics was removed from the GWDN Index after itsacquisition by BGI-Shenzhen. NanoString was added to the Index following its initial public offering.



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