一切看成果，没有成果_老虎社区_美港股上老虎

2021-08-04

一切看成果，没有成果的事情都是耍流氓。

3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":807469846,"tweetId":"807469846","gmtCreate":1628050746185,"gmtModify":1628050746185,"author":{"id":3479576576056160,"idStr":"3479576576056160","authorId":3479576576056160,"authorIdStr":"3479576576056160","name":"东东南亚","avatar":"https://static.tigerbbs.com/d8c94e66f07db4943f9b584d30f6937f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":36,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>一切看成果，没有成果的事情都是耍流氓。</body></html>","htmlText":"<html><head></head><body>一切看成果，没有成果的事情都是耍流氓。</body></html>","text":"一切看成果，没有成果的事情都是耍流氓。","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/807469846","repostId":1124757232,"repostType":2,"repost":{"id":"1124757232","kind":"news","pubTimestamp":1628045612,"share":"https://www.laohunote.com/m/news/1124757232?lang=zh_CN&edition=full","pubTime":"2021-08-04 10:53","market":"us","language":"en","title":"3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124757232","media":"The Motley Fool","summary":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfi","content":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.<blockquote>这就是为什么辉瑞、Inari Medical 和 Novavax 的股票在 2021 年可能更有价值。</blockquote> Key Points<blockquote>要点</blockquote> <ul> <li>Pfizer might surprise to the upside.</li> <li>Inari Medical is growing like gangbusters.</li> <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li> </ul> COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?<blockquote><ul><li>辉瑞公司可能会感到惊讶。</li><li>Inari Medical 正在像破坏者一样成长。</li><li>随着 COVID-19 病毒的变异，Novavax 的疫苗可能是一种重要的加强注射。</li></ul>2020年，新冠肺炎和国际封锁导致世界经济崩溃。许多人已经接种了疫苗，并期待着正常化。但COVID正在变异，新德尔塔变异毒株可能会给世界的重新开放带来麻烦。投资者如何保护自己？</blockquote> A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>,&nbsp;<a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVAX\">Novavax</a>.<blockquote>一个由 Motley Fool 撰稿人组成的小组为医疗保健股提供了三个想法，即使 COVID 情况变得更糟，这些股票也将在 2021 年上涨。阅读更多内容，了解为什么您可能想要购买股票<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>, <a href=\"https://laohu8.com/S/NARI\">稻荷医疗公司。</a>，和<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>.</blockquote> <img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> <h3>Pfizer: More room to run</h3> George Budwell&nbsp;(Pfizer):&nbsp;American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;-- losing steam from a sales perspective starting in 2022.<blockquote><h3>辉瑞：更大的运行空间</h3>乔治·布德威尔 （辉瑞）：美国制药巨头辉瑞在目前的新冠疫苗参与者中听起来可能不是一个性感的选择。华尔街目前的共识是制药商的疫苗 Comirnaty——与<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>-- 从 2022 年开始，从销售角度来看，势头将会减弱。</blockquote> Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.<blockquote>然而，由于德尔塔变异毒株，Comirnaty 的商业寿命可能会比最初预期的长得多。虽然高度传播变种的出现对整个社会来说显然是一个可怕的消息，但辉瑞及其股东可能会从这一不幸的发展中受益。</blockquote> There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company&nbsp;announced&nbsp;that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.<blockquote>有两个明显的理由认为辉瑞的股价可能会因 delta 问题而走高。首先也是最重要的，该公司宣布，最早可能在本月提交第三次加强注射的紧急使用授权。第二，辉瑞计划本月开始针对delta特异性版本的疫苗进行临床试验。</blockquote> Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.<blockquote>尽管美国食品和药物管理局和疾病控制与预防中心最近都淡化了加强注射的必要性，但辉瑞公司已经提出了第三次注射的令人信服的理由，以应对德尔塔变异毒株病毒的猖獗传播和Comirnaty在完全接种疫苗后6至12个月的疗效减弱。</blockquote> The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.<blockquote>对投资者来说，大局是辉瑞 2022 年的收入可能比 2021 年增长多达 9.7%——也就是说，如果加强注射确实获得批准，并且该公司还成功开发了 delta 特异性疫苗。相比之下，华尔街目前预计该制药商明年的营收将比 2021 年下降 14.8%。</blockquote> Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a&nbsp;dividend-paying&nbsp;big pharma stock.<blockquote>辉瑞的股票可能会走向何方？从保守的角度来看，如果疫苗方面的所有因素都到位，股价应该达到 50 美元。这比该制药商的股价目前上涨了约 17%，这甚至还没有考虑到该公司目前水平下诱人的 3.64% 股息收益率。简而言之，如果这种情况发生，辉瑞的股票交易价格将仅为 2022 年销售额的 3.5 倍左右，这对于支付股息的大型制药股来说是一个相当温和的估值。</blockquote> <h3>Inari Medical: Skyrocketing Sales</h3> Patrick Bafuma&nbsp;(Inari Medical):&nbsp;If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to&nbsp;The New York Times&nbsp;-- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.<blockquote><h3>稻荷医疗：销售额飙升</h3>帕特里克·巴富马 （稻荷医疗）：如果您正在寻找一只在疫情的顺风消退后具有持久动力的股票，请关注 Inari Medical。根据数据，2021 年 7 月 27 日新增 108,000 例新冠病例，为 2021 年 2 月 5 日以来最多纽约时报-- 这个数字是 7 月初七天平均水平的八倍多。更糟糕的是，COVID不仅会导致呼吸困难，还会使患者致残和潜在威胁生命的血栓风险增加两倍以上。我们仍然不确定当患者无症状或轻度COVID感染时，接种疫苗是否可以完全降低血栓的风险。</blockquote> This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021,&nbsp;up 130% from the same quarter last year&nbsp;and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according toThe Times, Inari is likely to see an uptick in eligible cases.<blockquote>对于一家商业阶段的医疗技术公司来说，这似乎是一个很好的设置，该公司开发了微创产品，旨在去除大血栓，而不需要强效的血栓破除药物。通过使用其ClotTriever和FlowTriever设备，Inari迄今已治疗了超过25,000名患者。2021年第一季度，临床医生使用该公司的设备进行了约5,500例手术，比去年同期增长130%，比2020年第四季度高出约20%。根据数据，截至 7 月 27 日，约 12% 的入院 COVID 患者出现血栓，美国约有 35,000 名 COVID 住院病人（并且还在增加）泰晤士报Inari 可能会看到符合条件的案件数量有所增加。</blockquote> Not to mention the company's results thus far for blood clots in the lung are spectacular:<blockquote>更不用说该公司迄今为止在肺部血栓方面的成果非常惊人：</blockquote> <ul> <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li> <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li> <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li> <li>No ICU stays are required after the procedure.</li> </ul> Add it all up, and Inari's retrieval device seems like an obvious choice.<blockquote><ul><li>肺部中高危血栓的历史30天死亡率为9.7%，Inari 0.4%的30天死亡率令人印象深刻。</li><li>与常规护理的24.4%相比，30天再入院率下降了6.7%。</li><li>48小时内发生重大不良事件的发生率仅为1.3%。</li><li>手术后不需要在ICU住院。</li></ul>把所有这些加起来，Inari的检索设备似乎是一个显而易见的选择。</blockquote> The company grew first-quarter revenue at 113% year over year, and&nbsp;18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.<blockquote>该公司第一季度收入同比增长113%，环比增长18%，2021年第一季度毛利率为91.9%。因此，Inari 的市销率为 18，使其成为待售的成长型股票。</blockquote> Inari has&nbsp;less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.<blockquote>Inari 在价值 38 亿美元的美国市场的渗透率不到 5%，而且在今年早些时候推出的欧洲也有很大的增长空间。这意味着这家市值 45 亿美元的公司有很多机会。虽然COVID影响了许多选择性和半选择性手术，但它显然没有减缓Inari的速度，甚至可能加速其吸收。</blockquote> <h3>Novavax: How high can it go?</h3> Taylor Carmichael&nbsp;(Novavax):&nbsp;The vaccine&nbsp;biotech&nbsp;Novavax had an amazing 2020, with its share price running up&nbsp;2,700%&nbsp;on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.<blockquote><h3>Novavax：能升到多高？</h3>泰勒·卡迈克尔 （诺瓦瓦克斯）：疫苗生物技术公司 Novavax 在 2020 年表现出色，由于对其 COVID 疫苗的乐观情绪，其股价上涨了 2,700%。虽然该公司尚未申请紧急使用授权，但预计将在本季度申请。2021年迄今为止，该股上涨了60%。</blockquote> <img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\">NVAX DATA BY YCHARTS.<blockquote>YCHARTS提供的NVAX数据。</blockquote> Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.<blockquote>COVID-19 疫苗的积极第三阶段数据导致该股在年初飙升，但由于该公司将疫苗推向市场出现延误，股价已回落。首先，制造疫苗所需的原材料短缺。现在，该公司必须证明其各种合同制造设施将保持所有地点的疫苗质量一致。</blockquote> Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.<blockquote>尽管有这些延迟，长期投资者仍有理由看涨。制造业正在扩大规模，预计到第三季度末产量将达到每月 1 亿剂，到 12 月产量将达到每月 1.5 亿剂。虽然美国许多人已经接种了疫苗，但世界其他地区的机会是巨大的。Novavax 已向 COVAX（国际疫苗财团）预售了 11 亿剂疫苗，并已签约在全球供应数亿剂疫苗。</blockquote> In the U.S., the Novavax vaccine might primarily be used as a&nbsp;booster shot&nbsp;for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told&nbsp;The New York Times.<blockquote>在美国，Novavax疫苗可能主要用作已经接种疫苗的人的加强注射。F.D.A. 代理首席科学家卢西亚娜·博里奥 (Luciana Borio) 博士表示：“它们可能确实是加强剂的合适选择。”2015年至2017年，被告知纽约时报.</blockquote> Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.<blockquote>未来，Novavax 计划将其 COVID 疫苗与流感疫苗结合起来，形成一次性注射方案。虽然COVID的变异速度不如流感快，但在过去的一年里，我们已经看到了几种变异菌株。在未来几年，我们很可能需要接种不止一次疫苗。</blockquote>","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>3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\n3 COVID Stocks That Could Soar Higher<blockquote>3只可能飙升的新冠股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Motley Fool2021-08-04 10:53\n\n</h4>\n</header>\n<article>\nHere's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.<blockquote>这就是为什么辉瑞、Inari Medical 和 Novavax 的股票在 2021 年可能更有价值。</blockquote> Key Points<blockquote>要点</blockquote> <ul> <li>Pfizer might surprise to the upside.</li> <li>Inari Medical is growing like gangbusters.</li> <li>Novavax's vaccine might be an important booster shot as the COVID-19 virus mutates.</li> </ul> COVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?<blockquote><ul><li>辉瑞公司可能会感到惊讶。</li><li>Inari Medical 正在像破坏者一样成长。</li><li>随着 COVID-19 病毒的变异，Novavax 的疫苗可能是一种重要的加强注射。</li></ul>2020年，新冠肺炎和国际封锁导致世界经济崩溃。许多人已经接种了疫苗，并期待着正常化。但COVID正在变异，新德尔塔变异毒株可能会给世界的重新开放带来麻烦。投资者如何保护自己？</blockquote> A panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of&nbsp;<a href=\"https://laohu8.com/S/PFE\">Pfizer</a>,&nbsp;<a href=\"https://laohu8.com/S/NARI\">Inari Medical, Inc.</a>, and&nbsp;<a href=\"https://laohu8.com/S/NVAX\">Novavax</a>.<blockquote>一个由 Motley Fool 撰稿人组成的小组为医疗保健股提供了三个想法，即使 COVID 情况变得更糟，这些股票也将在 2021 年上涨。阅读更多内容，了解为什么您可能想要购买股票<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>, <a href=\"https://laohu8.com/S/NARI\">稻荷医疗公司。</a>，和<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯</a>.</blockquote> <img src=\"https://static.tigerbbs.com/f3ed6a343e35e121aafbaa2b30134955\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\">IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote> <h3>Pfizer: More room to run</h3> George Budwell&nbsp;(Pfizer):&nbsp;American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with&nbsp;<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>&nbsp;-- losing steam from a sales perspective starting in 2022.<blockquote><h3>辉瑞：更大的运行空间</h3>乔治·布德威尔 （辉瑞）：美国制药巨头辉瑞在目前的新冠疫苗参与者中听起来可能不是一个性感的选择。华尔街目前的共识是制药商的疫苗 Comirnaty——与<a href=\"https://laohu8.com/S/BNTX\">生物科技公司</a>-- 从 2022 年开始，从销售角度来看，势头将会减弱。</blockquote> Because of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.<blockquote>然而，由于德尔塔变异毒株，Comirnaty 的商业寿命可能会比最初预期的长得多。虽然高度传播变种的出现对整个社会来说显然是一个可怕的消息，但辉瑞及其股东可能会从这一不幸的发展中受益。</blockquote> There are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company&nbsp;announced&nbsp;that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.<blockquote>有两个明显的理由认为辉瑞的股价可能会因 delta 问题而走高。首先也是最重要的，该公司宣布，最早可能在本月提交第三次加强注射的紧急使用授权。第二，辉瑞计划本月开始针对delta特异性版本的疫苗进行临床试验。</blockquote> Although the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.<blockquote>尽管美国食品和药物管理局和疾病控制与预防中心最近都淡化了加强注射的必要性，但辉瑞公司已经提出了第三次注射的令人信服的理由，以应对德尔塔变异毒株病毒的猖獗传播和Comirnaty在完全接种疫苗后6至12个月的疗效减弱。</blockquote> The big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.<blockquote>对投资者来说，大局是辉瑞 2022 年的收入可能比 2021 年增长多达 9.7%——也就是说，如果加强注射确实获得批准，并且该公司还成功开发了 delta 特异性疫苗。相比之下，华尔街目前预计该制药商明年的营收将比 2021 年下降 14.8%。</blockquote> Where is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a&nbsp;dividend-paying&nbsp;big pharma stock.<blockquote>辉瑞的股票可能会走向何方？从保守的角度来看，如果疫苗方面的所有因素都到位，股价应该达到 50 美元。这比该制药商的股价目前上涨了约 17%，这甚至还没有考虑到该公司目前水平下诱人的 3.64% 股息收益率。简而言之，如果这种情况发生，辉瑞的股票交易价格将仅为 2022 年销售额的 3.5 倍左右，这对于支付股息的大型制药股来说是一个相当温和的估值。</blockquote> <h3>Inari Medical: Skyrocketing Sales</h3> Patrick Bafuma&nbsp;(Inari Medical):&nbsp;If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to&nbsp;The New York Times&nbsp;-- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.<blockquote><h3>稻荷医疗：销售额飙升</h3>帕特里克·巴富马 （稻荷医疗）：如果您正在寻找一只在疫情的顺风消退后具有持久动力的股票，请关注 Inari Medical。根据数据，2021 年 7 月 27 日新增 108,000 例新冠病例，为 2021 年 2 月 5 日以来最多纽约时报-- 这个数字是 7 月初七天平均水平的八倍多。更糟糕的是，COVID不仅会导致呼吸困难，还会使患者致残和潜在威胁生命的血栓风险增加两倍以上。我们仍然不确定当患者无症状或轻度COVID感染时，接种疫苗是否可以完全降低血栓的风险。</blockquote> This seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021,&nbsp;up 130% from the same quarter last year&nbsp;and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according toThe Times, Inari is likely to see an uptick in eligible cases.<blockquote>对于一家商业阶段的医疗技术公司来说，这似乎是一个很好的设置，该公司开发了微创产品，旨在去除大血栓，而不需要强效的血栓破除药物。通过使用其ClotTriever和FlowTriever设备，Inari迄今已治疗了超过25,000名患者。2021年第一季度，临床医生使用该公司的设备进行了约5,500例手术，比去年同期增长130%，比2020年第四季度高出约20%。根据数据，截至 7 月 27 日，约 12% 的入院 COVID 患者出现血栓，美国约有 35,000 名 COVID 住院病人（并且还在增加）泰晤士报Inari 可能会看到符合条件的案件数量有所增加。</blockquote> Not to mention the company's results thus far for blood clots in the lung are spectacular:<blockquote>更不用说该公司迄今为止在肺部血栓方面的成果非常惊人：</blockquote> <ul> <li>With the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.</li> <li>There's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.</li> <li>Major adverse events within 48 hours occur at only a 1.3% rate.</li> <li>No ICU stays are required after the procedure.</li> </ul> Add it all up, and Inari's retrieval device seems like an obvious choice.<blockquote><ul><li>肺部中高危血栓的历史30天死亡率为9.7%，Inari 0.4%的30天死亡率令人印象深刻。</li><li>与常规护理的24.4%相比，30天再入院率下降了6.7%。</li><li>48小时内发生重大不良事件的发生率仅为1.3%。</li><li>手术后不需要在ICU住院。</li></ul>把所有这些加起来，Inari的检索设备似乎是一个显而易见的选择。</blockquote> The company grew first-quarter revenue at 113% year over year, and&nbsp;18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.<blockquote>该公司第一季度收入同比增长113%，环比增长18%，2021年第一季度毛利率为91.9%。因此，Inari 的市销率为 18，使其成为待售的成长型股票。</blockquote> Inari has&nbsp;less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.<blockquote>Inari 在价值 38 亿美元的美国市场的渗透率不到 5%，而且在今年早些时候推出的欧洲也有很大的增长空间。这意味着这家市值 45 亿美元的公司有很多机会。虽然COVID影响了许多选择性和半选择性手术，但它显然没有减缓Inari的速度，甚至可能加速其吸收。</blockquote> <h3>Novavax: How high can it go?</h3> Taylor Carmichael&nbsp;(Novavax):&nbsp;The vaccine&nbsp;biotech&nbsp;Novavax had an amazing 2020, with its share price running up&nbsp;2,700%&nbsp;on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.<blockquote><h3>Novavax：能升到多高？</h3>泰勒·卡迈克尔 （诺瓦瓦克斯）：疫苗生物技术公司 Novavax 在 2020 年表现出色，由于对其 COVID 疫苗的乐观情绪，其股价上涨了 2,700%。虽然该公司尚未申请紧急使用授权，但预计将在本季度申请。2021年迄今为止，该股上涨了60%。</blockquote> <img src=\"https://static.tigerbbs.com/0e7829d99a76c48579ba01c6e55fe14f\" tg-width=\"720\" tg-height=\"449\" width=\"100%\" height=\"auto\">NVAX DATA BY YCHARTS.<blockquote>YCHARTS提供的NVAX数据。</blockquote> Positive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.<blockquote>COVID-19 疫苗的积极第三阶段数据导致该股在年初飙升，但由于该公司将疫苗推向市场出现延误，股价已回落。首先，制造疫苗所需的原材料短缺。现在，该公司必须证明其各种合同制造设施将保持所有地点的疫苗质量一致。</blockquote> Despite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.<blockquote>尽管有这些延迟，长期投资者仍有理由看涨。制造业正在扩大规模，预计到第三季度末产量将达到每月 1 亿剂，到 12 月产量将达到每月 1.5 亿剂。虽然美国许多人已经接种了疫苗，但世界其他地区的机会是巨大的。Novavax 已向 COVAX（国际疫苗财团）预售了 11 亿剂疫苗，并已签约在全球供应数亿剂疫苗。</blockquote> In the U.S., the Novavax vaccine might primarily be used as a&nbsp;booster shot&nbsp;for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told&nbsp;The New York Times.<blockquote>在美国，Novavax疫苗可能主要用作已经接种疫苗的人的加强注射。F.D.A. 代理首席科学家卢西亚娜·博里奥 (Luciana Borio) 博士表示：“它们可能确实是加强剂的合适选择。”2015年至2017年，被告知纽约时报.</blockquote> Down the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. It's likely that we will need to vaccinate more than once in the years ahead.<blockquote>未来，Novavax 计划将其 COVID 疫苗与流感疫苗结合起来，形成一次性注射方案。虽然COVID的变异速度不如流感快，但在过去的一年里，我们已经看到了几种变异菌株。在未来几年，我们很可能需要接种不止一次疫苗。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/\">The Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2021/08/03/3-covid-stocks-that-will-soar-higher/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124757232","content_text":"Here's why Pfizer, Inari Medical, and Novavax shares might be more valuable in 2021.\nKey Points\n\nPfizer might surprise to the upside.\nInari Medical is growing like gangbusters.\nNovavax's vaccine might be an important booster shot as the COVID-19 virus mutates.\n\nCOVID-19 and the international lockdown crashed the world economy in 2020. Many people have already been vaccinated and are looking forward to normalization. But COVID is mutating, and the new delta variant might toss a wrench into the world's reopening. How might investors protect themselves?\nA panel of Motley Fool contributors offers three ideas for healthcare stocks that will zoom higher in 2021, even if COVID takes a turn for the worse. Read more to see why you might want to buy shares of Pfizer, Inari Medical, Inc., and Novavax.\nIMAGE SOURCE: GETTY IMAGES.\nPfizer: More room to run\nGeorge Budwell (Pfizer): American pharma titan Pfizer might not sound like a sexy pick among the present cohort of COVID vaccine players. Wall Street's current consensus has Comirnaty, the drugmaker's vaccine -- produced in partnership with BioNTech SE -- losing steam from a sales perspective starting in 2022.\nBecause of the delta variant, however, Comirnaty's commercial life could turn out to be much longer than originally expected. And while the emergence of the highly transmissible variant is obviously terrible news for society at large, Pfizer and its shareholders are probably going to benefit from this unfortunate development.\nThere are two clear reasons to think that Pfizer's stock could move higher on the delta issue. First and foremost, the company announced that an Emergency Use Authorization submission for a booster third shot might happen as soon as this month. Second, Pfizer plans to start clinical trials for a delta-specific version of the vaccine this month.\nAlthough the Food and Drug Administration and the Centers for Disease Control and Prevention have both recently downplayed the need for booster shots, Pfizer has already put forth a compelling case for a third jab in response to the rampant spread of the delta variant and the waning efficacy of Comirnaty 6 to 12 months following full vaccination.\nThe big picture for investors is that Pfizer's 2022 revenue might jump by as much as 9.7% compared to 2021 -- that is, if a booster shot is indeed approved and the company also successfully develops a delta-specific vaccine. By contrast, Wall Street currently has the drugmaker's top line falling by 14.8% next year relative to 2021.\nWhere is Pfizer's stock possibly headed? If all the pieces fall into place on the vaccine front, shares ought to command a $50 handle, from a conservative standpoint. That's roughly a 17% upswing from where the drugmaker's shares presently stand, and that's not even accounting for the company's attractive 3.64% dividend yield at current levels. Put simply, Pfizer's stock would only be trading at approximately 3.5 times 2022 sales if this scenario pans out, which is a rather modest valuation for a dividend-paying big pharma stock.\nInari Medical: Skyrocketing Sales\nPatrick Bafuma (Inari Medical): If you are looking for a stock with staying power after tailwinds from the pandemic subside, look to Inari Medical. There were 108,000 new COVID cases on July 27, 2021 -- the most since February 5, 2021, according to The New York Times -- and that number was up over eight times the seven-day average at the start of July. To make things even worse, COVID not only causes difficulty breathing but also more than triples a patient's risk of disabling and potentially life-threatening blood clots. And we're still not sure if being vaccinated fully mitigates the risk of blood clots when a patient has an asymptomatic or a mild COVID infection.\nThis seems like a good setup for a commercial-stage med-tech company that has developed minimally invasive products designed to remove large blood clots without the need for powerful clot-busting drugs. Through the use of its ClotTriever and FlowTriever devices, Inari has treated over 25,000 patients so far. Clinicians performed approximately 5,500 procedures with the company's devices in the first quarter of 2021, up 130% from the same quarter last year and about 20% higher than the fourth quarter of 2020. With about 12% of admitted COVID patients developing blood clots, and about 35,000 COVID hospitalizations in the U.S. (and rising) as of July 27, according toThe Times, Inari is likely to see an uptick in eligible cases.\nNot to mention the company's results thus far for blood clots in the lung are spectacular:\n\nWith the historic 30-day mortality rate of intermediate and high-risk blood clots in the lungs at 9.7%, Inari's 0.4% 30-day mortality rate is impressive.\nThere's a decreased 30-day readmission rate of 6.7% versus 24.4% with the usual care.\nMajor adverse events within 48 hours occur at only a 1.3% rate.\nNo ICU stays are required after the procedure.\n\nAdd it all up, and Inari's retrieval device seems like an obvious choice.\nThe company grew first-quarter revenue at 113% year over year, and 18% sequentially, and had gross margins of 91.9% for the first quarter of 2021. So Inari's price-to-sales ratio of 18 makes it a growth stock on sale.\nInari has less than 5% penetrationin the $3.8 billion U.S. market, and there's also lots of room to grow in Europe, where it launched earlier this year. That means there are plenty of opportunities for this $4.5-billion market cap company. While COVID has affected many elective and semi-elective procedures, it has clearly not slowed Inari, and it could even accelerate its uptake.\nNovavax: How high can it go?\nTaylor Carmichael (Novavax): The vaccine biotech Novavax had an amazing 2020, with its share price running up 2,700% on optimism for its COVID vaccine. While the company has yet to file for an Emergency Use Authorization, it expects to do so in this quarter. So far in 2021, the stock is up 60%.\nNVAX DATA BY YCHARTS.\nPositive phase 3 data for the COVID-19 vaccine sent the stock soaring early in the year, but the share price has come back down to earth as the company has suffered delays getting its vaccine to market. First there was a shortage of raw materials necessary to make the vaccine. Now the company has to prove that its various contract manufacturing facilities will keep the vaccine quality consistent across all the sites.\nDespite these delays, long-term investors have reasons to be bullish. Manufacturing is scaling up, with production rates expected to hit 100 million doses a month by the end of the third quarter, and 150 million doses a month by December. While many people in the U.S. have already been vaccinated, the opportunity in the rest of the world is sizable. Novavax has pre-sold 1.1 billion doses to COVAX (an international vaccine consortium), and has contracted to supply hundreds of millions of doses around the world.\nIn the U.S., the Novavax vaccine might primarily be used as a booster shot for people who have already been vaccinated. \"They may be really the right ones for boosters,\" Dr. Luciana Borio, the acting chief scientist at the F.D.A. from 2015 to 2017, told The New York Times.\nDown the road, Novavax plans on combining its COVID vaccine with its flu vaccine, making aone-shot regimen. While COVID does not mutate as quickly as the flu, we've seen several mutating strains over the last year. 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