<p>寻找能够在短时间内产生显著收益的股票的投资者，应该关注医疗保健行业。该领域的一些股票最近价格翻了一番以上。</p>
<p><strong>Precigen</strong>(PGEN -4.61%) 和 <strong>Mineralys Therapeutics</strong>(MLYS 5.07%) 的股价自 7 月底以来已经上涨超过 100%。尽管最近股价上涨，关注这些股票的华尔街专家认为它们可能会进一步飙升。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzIxNTUvaW52ZXN0b3JzLXBpY2tpbmctc3RvY2tzLW9uLWNvbXB1dGVyLWdldHR5LmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzIxNTUvaW52ZXN0b3JzLXBpY2tpbmctc3RvY2tzLW9uLWNvbXB1dGVyLWdldHR5LmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. Precigen</h2>
<p>从 7 月底到 9 月 5 日，Precigen 的股价上涨了 155%。市场对此表示欢迎，因为这家制药公司获得了美国食品药品监督管理局（FDA）对其首个治疗的批准。Papzimeos 是一种用于治疗复发性呼吸道乳头状瘤病（RRP）的细胞免疫疗法，这是一种导致呼吸道肿瘤的罕见疾病。</p>
<p>Papzimeos 是 FDA 批准的第一种也是唯一一种用于治疗约 27,000 名 RRP 患者的药物。该机构给予该药物完全批准，而不是等待确认性研究。在支持其申请的单臂试验中，35 名患者中有 18 名的反应良好，避免了在接受 Papzimeos 治疗后至少 12 个月内进行肿瘤切除手术。</p>
<p>该机构和关注 Precigen 的分析师对 15 名初始反应者在接受 Papzimeos 治疗后 24 个月内保持无手术状态的事实感到鼓舞。对此，HC Wainwright 的 Swayampakula Ramakanth 重申了买入评级，并设定了 8.50 美元的目标价，意味着未来一年内将实现 95% 的收益。</p>
<h2>2. Mineralys Therapeutics</h2>
<p>从 7 月底到 9 月 5 日，Mineralys Therapeutics 的股价上涨了 146%。投资者对其主要候选药物 lorundrostat 的成功融资轮感到兴奋。9 月 2 日，Mineralys 暂停了一项按市价进行的股权发行，并在几天内完成了一项募集 2.875 亿美元的二次发行。</p>
<p>在 8 月，投资者几乎没有注意到关于 lorundrostat 的三期试验结果的报告。与接受安慰剂的患者相比，添加醛固酮抑制剂的患者在治疗六周后收缩压降低了 16.9 毫米汞柱，而安慰剂组仅降低了 7.9 毫米汞柱。</p>
<p>在 Mineralys 成功的二次股票发行前不到一周，<strong>美国银行</strong> 分析师 Greg Harrison 将该股的目标价上调至每股 43 美元。提高的目标价意味着从近期价格上涨约 24%。</p>
<h2>该买入时机吗？</h2>
<p>在你对 Mineralys 及其高血压候选药物感到过于兴奋之前，重要的是要意识到该公司在 6 月底的商业前阶段结束时现金为 3.25 亿美元，足够维持到 2027 年。为了筹集额外资本而稀释股东价值，可能会推动股价上涨，这意味着该公司并不十分自信能够在 2027 年之前迅速提交申请并获得其主要候选药物的批准。</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/4951b3a9f98a1d116005d79eed3c1430.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/4951b3a9f98a1d116005d79eed3c1430.png"/></p>
<p>MLYS 流通股数据来自 YCharts。</p>
<p>在近期价格下，Mineralys 的市值高达 27 亿美元，如果时间问题使得 AstraZeneca 的候选药物能够获得并维持新高血压药物市场的大份额，这一市值可能会大幅缩水。在将该股纳入投资组合之前，最好先观察该公司是否能够及时获得 lorundrostat 的批准。</p>
<p>在近期价格下，Precigen 的市值为 13 亿美元，市场预期低于其应有水平。Papzimeos 已经获得批准，并将在其细分市场中无竞争地推出。</p>
<p>Papzimeos 的可治疗患者群体较小，但每位患者年售价超过 20 万美元，这意味着在其巅峰期年销售额可能超过 10 亿美元。由于制药公司股票通常以总销售额的中到高个位数倍数交易，现在向多元化投资组合中添加一些股票看起来是一个明智的举动。</p>

PGEN

MLYS

<p>最近，两只医疗保健股票，Precigen 和 Mineralys Therapeutics，其价格均已翻倍，Precigen 在 FDA 批准其治疗药物 Papzimeos 后上涨了 155%，而 Mineralys 在成功融资后上涨了 146%。分析师预测进一步上涨，Precigen 的目标价为 8.50 美元，Mineralys 的目标价为 43 美元。然而，由于产品批准可能出现延迟，投资者在投资 Mineralys 时应保持谨慎，而 Precigen 的市值则表明，考虑到其已批准治疗的潜在销售，可能被低估</p>

<p>Investors in search of stocks that can produce dramatic gains in a short time frame will want to turn their heads toward the healthcare sector. A handful of stocks in the space more than doubled in price recently.</p>
<div class="lb-trans"><p>寻找能够在短时间内产生显著收益的股票的投资者，应该关注医疗保健行业。该领域的一些股票最近价格翻了一番以上。</p>
</div><p>Shares of <strong>Precigen</strong>(PGEN -4.61%) and <strong>Mineralys Therapeutics</strong>(MLYS 5.07%) have already risen more than 100% since the end of July. Despite the recent run-ups, Wall Street experts who follow these stocks believe they could soar even further.</p>
<div class="lb-trans"><p><strong>Precigen</strong>(PGEN -4.61%) 和 <strong>Mineralys Therapeutics</strong>(MLYS 5.07%) 的股价自 7 月底以来已经上涨超过 100%。尽管最近股价上涨，关注这些股票的华尔街专家认为它们可能会进一步飙升。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzIxNTUvaW52ZXN0b3JzLXBpY2tpbmctc3RvY2tzLW9uLWNvbXB1dGVyLWdldHR5LmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F832155%2Finvestors-picking-stocks-on-computer-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>1. Precigen</h2>
<div class="lb-trans"><h2>1. Precigen</h2>
</div><p>From the end of July through Friday, Sept. 5, shares of Precigen shot 155% higher. The market cheered because the drugmaker earned approval from the Food and Drug Administration (FDA) for its first treatment. Papzimeos is a cell-based immunotherapy for the treatment of recurrent respiratory papillomatosis (RRP), a rare disease that results in tumors lining the respiratory tract.</p>
<div class="lb-trans"><p>从 7 月底到 9 月 5 日，Precigen 的股价上涨了 155%。市场对此表示欢迎，因为这家制药公司获得了美国食品药品监督管理局（FDA）对其首个治疗的批准。Papzimeos 是一种用于治疗复发性呼吸道乳头状瘤病（RRP）的细胞免疫疗法，这是一种导致呼吸道肿瘤的罕见疾病。</p>
</div><p>Papzimeos is the first and only treatment approved by the FDA to treat an estimated 27,000 patients with RRP. The agency granted the drug full approval instead of waiting for a confirmatory study. In the single-arm trial supporting its application, 18 out of 35 patients responded well enough to avoid tumor removal surgery for at least 12 months after treatment with Papzimeos.</p>
<div class="lb-trans"><p>Papzimeos 是 FDA 批准的第一种也是唯一一种用于治疗约 27,000 名 RRP 患者的药物。该机构给予该药物完全批准，而不是等待确认性研究。在支持其申请的单臂试验中，35 名患者中有 18 名的反应良好，避免了在接受 Papzimeos 治疗后至少 12 个月内进行肿瘤切除手术。</p>
</div><p>The agency and analysts following Precigen were encouraged by the fact that 15 out of the initial 18 responders remained surgery-free 24 months after treatment with Papzimeos. In response, Swayampakula Ramakanth from HC Wainwright reiterated a buy rating and an $8.50 price target that implies a 95% gain in the year ahead.</p>
<div class="lb-trans"><p>该机构和关注 Precigen 的分析师对 15 名初始反应者在接受 Papzimeos 治疗后 24 个月内保持无手术状态的事实感到鼓舞。对此，HC Wainwright 的 Swayampakula Ramakanth 重申了买入评级，并设定了 8.50 美元的目标价，意味着未来一年内将实现 95% 的收益。</p>
</div><h2>2. Mineralys Therapeutics</h2>
<div class="lb-trans"><h2>2. Mineralys Therapeutics</h2>
</div><p>Shares of Mineralys Therapeutics rose 146% from the end of July through Sept. 5. Investors were excited about a successful new funding round to support continued development of lorundrostat, its lead candidate. On Sept. 2, Mineralys suspended an at-the-money equity offering and, within a couple of days, completed a secondary offering that ended up raising $287.5 million.</p>
<div class="lb-trans"><p>从 7 月底到 9 月 5 日，Mineralys Therapeutics 的股价上涨了 146%。投资者对其主要候选药物 lorundrostat 的成功融资轮感到兴奋。9 月 2 日，Mineralys 暂停了一项按市价进行的股权发行，并在几天内完成了一项募集 2.875 亿美元的二次发行。</p>
</div><p>In August, investors hardly noticed a presentation of phase 3 trial results regarding lorundrostat. Patients who added the aldosterone inhibitor to the medications they were already taking reduced their systolic pressure by 16.9 millimeters of mercury after six weeks on treatment, compared to just 7.9 millimeters of mercury for patients who received a placebo.</p>
<div class="lb-trans"><p>在 8 月，投资者几乎没有注意到关于 lorundrostat 的三期试验结果的报告。与接受安慰剂的患者相比，添加醛固酮抑制剂的患者在治疗六周后收缩压降低了 16.9 毫米汞柱，而安慰剂组仅降低了 7.9 毫米汞柱。</p>
</div><p>Mineralys' stock shot higher after <strong>AstraZeneca</strong> reported arguably inferior 12-week data for an aldosterone inhibitor it's developing called baxdrostat. At week 12, it reduced patients' systolic pressure by 15.7 millimeters of mercury, compared to 5.8 millimeters of mercury for the placebo group.</p>
<div class="lb-trans"><p>在 Mineralys 成功的二次股票发行前不到一周，<strong>美国银行</strong> 分析师 Greg Harrison 将该股的目标价上调至每股 43 美元。提高的目标价意味着从近期价格上涨约 24%。</p>
</div><p>Less than a week ahead of Mineralys' successful secondary stock offering, <strong>Bank of America</strong> analyst Greg Harrison boosted his target for the stock to $43 per share. The raised target implies a gain of about 24% from recent prices.</p>
<div class="lb-trans"><h2>该买入时机吗？</h2>
</div><h2>Time to buy?</h2>
<div class="lb-trans"><p>在你对 Mineralys 及其高血压候选药物感到过于兴奋之前，重要的是要意识到该公司在 6 月底的商业前阶段结束时现金为 3.25 亿美元，足够维持到 2027 年。为了筹集额外资本而稀释股东价值，可能会推动股价上涨，这意味着该公司并不十分自信能够在 2027 年之前迅速提交申请并获得其主要候选药物的批准。</p>
</div><p>Before you get too excited about Mineralys and its hypertension candidate, it's important to realize the pre-commercial-stage business finished June with $325 million in cash, or enough to last into 2027. Diluting shareholder value to raise additional capital that could now push the stock price higher means the company isn't super confident that it can quickly submit an application and earn approval for its lead candidate before the beginning of 2027.</p>
<p><img src="https://imageproxy.pbkrs.com/https://media.ycharts.com/charts/4951b3a9f98a1d116005d79eed3c1430.png" alt="" original-src="https://media.ycharts.com/charts/4951b3a9f98a1d116005d79eed3c1430.png"/></p>
<div class="lb-trans"><p>MLYS 流通股数据来自 YCharts。</p>
</div><p>MLYS Shares Outstanding data by YCharts.</p>
<div class="lb-trans"><p>在近期价格下，Mineralys 的市值高达 27 亿美元，如果时间问题使得 AstraZeneca 的候选药物能够获得并维持新高血压药物市场的大份额，这一市值可能会大幅缩水。在将该股纳入投资组合之前，最好先观察该公司是否能够及时获得 lorundrostat 的批准。</p>
</div><p>At recent prices, Mineralys sports a huge $2.7 billion market cap that could shrink significantly if it looks like timing will become an issue that allows AstraZeneca's candidate to gain and maintain a large share of the market for new hypertension drugs. It's probably best to wait and see whether this company can earn approval for lorundrostat in a timely manner before adding the stock to your portfolio.</p>
<div class="lb-trans"><p>在近期价格下，Precigen 的市值为 13 亿美元，市场预期低于其应有水平。Papzimeos 已经获得批准，并将在其细分市场中无竞争地推出。</p>
</div><p>With a market cap of $1.3 billion at recent prices, expectations for Precigen are lower than they probably should be. Papzimeos is already approved and will launch unchallenged in its niche market.</p>
<div class="lb-trans"><p>Papzimeos 的可治疗患者群体较小，但每位患者年售价超过 20 万美元，这意味着在其巅峰期年销售额可能超过 10 亿美元。由于制药公司股票通常以总销售额的中到高个位数倍数交易，现在向多元化投资组合中添加一些股票看起来是一个明智的举动。</p>
</div><p>Papzimeos' addressable patient population is small, but a list price north of $200,000 per year per patient means it could rack up more than $1 billion in annual sales at its peak. Since drugmaker stocks generally trade at mid- to high-single-digit multiples of total sales, adding some shares to a diversified portfolio now looks like a smart move.</p>

根据华尔街分析师的说法，这两只医疗保健股票最近已经翻倍，并可能会继续上涨