<p>尋找能夠在短時間內產生顯著收益的股票的投資者，應該關注醫療保健行業。該領域的一些股票最近價格翻了一番以上。</p>
<p><strong>Precigen</strong>(PGEN -4.61%) 和 <strong>Mineralys Therapeutics</strong>(MLYS 5.07%) 的股價自 7 月底以來已經上漲超過 100%。儘管最近股價上漲，關注這些股票的華爾街專家認為它們可能會進一步飆升。</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>圖片來源：Getty Images。</p>
<h2>1. Precigen</h2>
<p>從 7 月底到 9 月 5 日，Precigen 的股價上漲了 155%。市場對此表示歡迎，因為這家制藥公司獲得了美國食品藥品監督管理局（FDA）對其首個治療的批准。Papzimeos 是一種用於治療複發性呼吸道乳頭狀瘤病（RRP）的細胞免疫療法，這是一種導致呼吸道腫瘤的罕見疾病。</p>
<p>Papzimeos 是 FDA 批准的第一種也是唯一一種用於治療約 27,000 名 RRP 患者的藥物。該機構給予該藥物完全批准，而不是等待確認性研究。在支持其申請的單臂試驗中，35 名患者中有 18 名的反應良好，避免了在接受 Papzimeos 治療後至少 12 個月內進行腫瘤切除手術。</p>
<p>該機構和關注 Precigen 的分析師對 15 名初始反應者在接受 Papzimeos 治療後 24 個月內保持無手術狀態的事實感到鼓舞。對此，HC Wainwright 的 Swayampakula Ramakanth 重申了買入評級，並設定了 8.50 美元的目標價，意味着未來一年內將實現 95% 的收益。</p>
<h2>2. Mineralys Therapeutics</h2>
<p>從 7 月底到 9 月 5 日，Mineralys Therapeutics 的股價上漲了 146%。投資者對其主要候選藥物 lorundrostat 的成功融資輪感到興奮。9 月 2 日，Mineralys 暫停了一項按市價進行的股權發行，並在幾天內完成了一項募集 2.875 億美元的二次發行。</p>
<p>在 8 月，投資者幾乎沒有注意到關於 lorundrostat 的三期試驗結果的報告。與接受安慰劑的患者相比，添加醛固酮抑制劑的患者在治療六週後收縮壓降低了 16.9 毫米汞柱，而安慰劑組僅降低了 7.9 毫米汞柱。</p>
<p>在 Mineralys 成功的二次股票發行前不到一週，<strong>美國銀行</strong> 分析師 Greg Harrison 將該股的目標價上調至每股 43 美元。提高的目標價意味着從近期價格上漲約 24%。</p>
<h2>該買入時機嗎？</h2>
<p>在你對 Mineralys 及其高血壓候選藥物感到過於興奮之前，重要的是要意識到該公司在 6 月底的商業前階段結束時現金為 3.25 億美元，足夠維持到 2027 年。為了籌集額外資本而稀釋股東價值，可能會推動股價上漲，這意味着該公司並不十分自信能夠在 2027 年之前迅速提交申請並獲得其主要候選藥物的批准。</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 流通股數據來自 YCharts。</p>
<p>在近期價格下，Mineralys 的市值高達 27 億美元，如果時間問題使得 AstraZeneca 的候選藥物能夠獲得並維持新高血壓藥物市場的大份額，這一市值可能會大幅縮水。在將該股納入投資組合之前，最好先觀察該公司是否能夠及時獲得 lorundrostat 的批准。</p>
<p>在近期價格下，Precigen 的市值為 13 億美元，市場預期低於其應有水平。Papzimeos 已經獲得批准，並將在其細分市場中無競爭地推出。</p>
<p>Papzimeos 的可治療患者羣體較小，但每位患者年售價超過 20 萬美元，這意味着在其巔峯期年銷售額可能超過 10 億美元。由於製藥公司股票通常以總銷售額的中到高個位數倍數交易，現在向多元化投資組合中添加一些股票看起來是一個明智的舉動。</p>

PGEN

MLYS

<p>最近，兩隻醫療保健股票，Precigen 和 Mineralys Therapeutics，其價格均已翻倍，Precigen 在 FDA 批准其治療藥物 Papzimeos 後上漲了 155%，而 Mineralys 在成功融資後上漲了 146%。分析師預測進一步上漲，Precigen 的目標價為 8.50 美元，Mineralys 的目標價為 43 美元。然而，由於產品批准可能出現延遲，投資者在投資 Mineralys 時應保持謹慎，而 Precigen 的市值則表明，考慮到其已批准治療的潛在銷售，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>尋找能夠在短時間內產生顯著收益的股票的投資者，應該關注醫療保健行業。該領域的一些股票最近價格翻了一番以上。</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%) 的股價自 7 月底以來已經上漲超過 100%。儘管最近股價上漲，關注這些股票的華爾街專家認為它們可能會進一步飆升。</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>圖片來源：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>從 7 月底到 9 月 5 日，Precigen 的股價上漲了 155%。市場對此表示歡迎，因為這家制藥公司獲得了美國食品藥品監督管理局（FDA）對其首個治療的批准。Papzimeos 是一種用於治療複發性呼吸道乳頭狀瘤病（RRP）的細胞免疫療法，這是一種導致呼吸道腫瘤的罕見疾病。</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 批准的第一種也是唯一一種用於治療約 27,000 名 RRP 患者的藥物。該機構給予該藥物完全批准，而不是等待確認性研究。在支持其申請的單臂試驗中，35 名患者中有 18 名的反應良好，避免了在接受 Papzimeos 治療後至少 12 個月內進行腫瘤切除手術。</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>該機構和關注 Precigen 的分析師對 15 名初始反應者在接受 Papzimeos 治療後 24 個月內保持無手術狀態的事實感到鼓舞。對此，HC Wainwright 的 Swayampakula Ramakanth 重申了買入評級，並設定了 8.50 美元的目標價，意味着未來一年內將實現 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>從 7 月底到 9 月 5 日，Mineralys Therapeutics 的股價上漲了 146%。投資者對其主要候選藥物 lorundrostat 的成功融資輪感到興奮。9 月 2 日，Mineralys 暫停了一項按市價進行的股權發行，並在幾天內完成了一項募集 2.875 億美元的二次發行。</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，投資者幾乎沒有注意到關於 lorundrostat 的三期試驗結果的報告。與接受安慰劑的患者相比，添加醛固酮抑制劑的患者在治療六週後收縮壓降低了 16.9 毫米汞柱，而安慰劑組僅降低了 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 成功的二次股票發行前不到一週，<strong>美國銀行</strong> 分析師 Greg Harrison 將該股的目標價上調至每股 43 美元。提高的目標價意味着從近期價格上漲約 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>該買入時機嗎？</h2>
</div><h2>Time to buy?</h2>
<div class="lb-trans"><p>在你對 Mineralys 及其高血壓候選藥物感到過於興奮之前，重要的是要意識到該公司在 6 月底的商業前階段結束時現金為 3.25 億美元，足夠維持到 2027 年。為了籌集額外資本而稀釋股東價值，可能會推動股價上漲，這意味着該公司並不十分自信能夠在 2027 年之前迅速提交申請並獲得其主要候選藥物的批准。</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 流通股數據來自 YCharts。</p>
</div><p>MLYS Shares Outstanding data by YCharts.</p>
<div class="lb-trans"><p>在近期價格下，Mineralys 的市值高達 27 億美元，如果時間問題使得 AstraZeneca 的候選藥物能夠獲得並維持新高血壓藥物市場的大份額，這一市值可能會大幅縮水。在將該股納入投資組合之前，最好先觀察該公司是否能夠及時獲得 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>在近期價格下，Precigen 的市值為 13 億美元，市場預期低於其應有水平。Papzimeos 已經獲得批准，並將在其細分市場中無競爭地推出。</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 的可治療患者羣體較小，但每位患者年售價超過 20 萬美元，這意味着在其巔峯期年銷售額可能超過 10 億美元。由於製藥公司股票通常以總銷售額的中到高個位數倍數交易，現在向多元化投資組合中添加一些股票看起來是一個明智的舉動。</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>

根據華爾街分析師的説法，這兩隻醫療保健股票最近已經翻倍，並可能會繼續上漲