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Pepeflabs

Pepeflabs

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2022-01-27

$Uber(UBER)$all the way

2022-01-25

Noted

Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞表示，Netflix 股价再下跌 6%，仅靠内容并不能削减电视流媒体的股价</blockquote>

2022-01-23

Noted

US IPO Week Ahead: Connectivity Solutions and Micro-caps in a 5 IPO week<blockquote>美国 IPO 未来一周：IPO 第 5 周的连接解决方案和微型股</blockquote>

2022-01-19

Ok

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2022-01-19

Pookillao

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2022-01-16

All the wayy

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2022-01-16

Gope

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2022-01-16

基督教大家

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2022-01-15

Gogo

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2022-01-12

$Apple(AAPL)$lope

2022-01-09

Kekepoe

3 COVID Stocks That Will Make Billions in 2022<blockquote>2022 年将赚取数十亿美元的 3 只新冠股票</blockquote>

2022-01-08

Xjdjd

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2022-01-05

$Apple(AAPL)$upup

2022-01-05

$Apple(AAPL)$to the moon

2022-01-03

$Apple(AAPL)$all the wayy

2022-01-02

Gogo

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2021-12-31

$Apple(AAPL)$all the wayy

2021-12-30

Very nicee

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2021-12-30

Llol pee

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2021-12-26

$Apple(AAPL)$gogogo

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22:56","market":"us","language":"en","title":"Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞表示，Netflix 股价再下跌 6%，仅靠内容并不能削减电视流媒体的股价</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153487783","media":"Seeking Alpha","summary":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the st","content":"<p><html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant&#39;s shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company&#39;s stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is &#34;too much uncertainty in the near term&#34; surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company&#39;s shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix&#39;s (NFLX) subscriber numbers, saying that after &#34;thinking through potential scenarios for what happens next&#34; for the company, it appears Netflix&#39;s (NFLX) spending on new content could be coming to a head.</li><li>&#34;Netflix subscribers are going nowhere,&#34; Uerkwitz said. &#34;However, the cost of acquiring the incremental subscriber has likely become too high.&#34;</li><li>Ueurwitz added that it seems like Netflix (NFLX) can&#39;t just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>&#34;The best content slate we&#39;ve seen is doing little to drive [subscriber] growth,&#34; Uerkwitz said. &#34;If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.&#34;</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its &#34;Streaming Unwrapped 2021&#34; report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资者对 Netflix（纳斯达克股票代码：NFLX）的情绪在周末未能软化，导致这家流媒体电视巨头的股价周一下跌超过 6%，杰富瑞 (Jefferies) 分析师安德鲁·乌尔基维茨 (Andrew Uerkiwitz) 下调了该公司股票的评级。</li><li>Uerkwitz 对 Netflix (NFLX) 的看法为持有而非买入，并表示在上周令人失望的季度报告和前景之后，该公司“近期存在太多不确定性”。周四，Netflix (NFLX) 表示，2021 年第四季度新增用户 828 万，低于此前预测的新增用户 850 万。Netflix (NFLX) 还表示，预计今年第一季度仅新增 250 万用户。</li><li>这些数字对 Netflix (NFLX) 在华尔街没有任何好处，投资者周五推动该公司股价下跌近 22%。</li><li>周一，Uerkwitz 加入了对 Netflix (NFLX) 用户数量的负面评论，他表示，在“思考了该公司接下来会发生什么的潜在情景”后，Netflix (NFLX) 似乎在新内容上的支出可能会达到顶峰。</li><li>Netflix,Inc.用户哪儿也去不了，”乌尔克维茨说。“然而，获取增量用户的成本可能已经变得太高了。”</li><li>Ueurwitz 补充说，Netflix (NFLX) 似乎不能仅仅依靠围绕自己的原创内容创造声望感或排他性来吸引大量新用户使用其服务。</li><li>“我们见过的最好的内容清单在推动[订阅者]增长方面几乎没有什么作用，”Uerkwitz 说。“如果订户增长放缓是新常态，我们需要看到内容[和]资本分配的变化，同时关注新的收入流，以利用庞大的用户群[和]内容库。”</li><li>上周末，电视收视率测量公司尼尔森（纽约证券交易所股票代码：NLSN）发布了其“2021 年流媒体揭秘”报告中的数据，该报告显示 Netflix (NFLX) 占据了在线流媒体原创节目的前九名。节目<i>路西法</i>去年以183.4亿分钟的流媒体播放时间高居榜首。</li></ul></body></html></blockquote></p><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>Netflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞表示，Netflix 股价再下跌 6%，仅靠内容并不能削减电视流媒体的股价</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\">\nNetflix Slumps Another 6%, Jefferies Says Content Alone Isn't Cutting It for TV Streamer<blockquote>杰富瑞表示，Netflix 股价再下跌 6%，仅靠内容并不能削减电视流媒体的股价</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-01-24 22:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant&#39;s shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company&#39;s stock.</li><li>Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is &#34;too much uncertainty in the near term&#34; surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.</li><li>Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company&#39;s shares down almost 22% on Friday.</li><li>On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix&#39;s (NFLX) subscriber numbers, saying that after &#34;thinking through potential scenarios for what happens next&#34; for the company, it appears Netflix&#39;s (NFLX) spending on new content could be coming to a head.</li><li>&#34;Netflix subscribers are going nowhere,&#34; Uerkwitz said. &#34;However, the cost of acquiring the incremental subscriber has likely become too high.&#34;</li><li>Ueurwitz added that it seems like Netflix (NFLX) can&#39;t just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.</li><li>&#34;The best content slate we&#39;ve seen is doing little to drive [subscriber] growth,&#34; Uerkwitz said. &#34;If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.&#34;</li><li>Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its &#34;Streaming Unwrapped 2021&#34; report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The show<i>Lucifer</i>, topped the chart,with 18.34 billion minutes streamed last year.</li></ul></body></html></p><p><blockquote><html><head></head><body><ul><li>投资者对 Netflix（纳斯达克股票代码：NFLX）的情绪在周末未能软化，导致这家流媒体电视巨头的股价周一下跌超过 6%，杰富瑞 (Jefferies) 分析师安德鲁·乌尔基维茨 (Andrew Uerkiwitz) 下调了该公司股票的评级。</li><li>Uerkwitz 对 Netflix (NFLX) 的看法为持有而非买入，并表示在上周令人失望的季度报告和前景之后，该公司“近期存在太多不确定性”。周四，Netflix (NFLX) 表示，2021 年第四季度新增用户 828 万，低于此前预测的新增用户 850 万。Netflix (NFLX) 还表示，预计今年第一季度仅新增 250 万用户。</li><li>这些数字对 Netflix (NFLX) 在华尔街没有任何好处，投资者周五推动该公司股价下跌近 22%。</li><li>周一，Uerkwitz 加入了对 Netflix (NFLX) 用户数量的负面评论，他表示，在“思考了该公司接下来会发生什么的潜在情景”后，Netflix (NFLX) 似乎在新内容上的支出可能会达到顶峰。</li><li>Netflix,Inc.用户哪儿也去不了，”乌尔克维茨说。“然而，获取增量用户的成本可能已经变得太高了。”</li><li>Ueurwitz 补充说，Netflix (NFLX) 似乎不能仅仅依靠围绕自己的原创内容创造声望感或排他性来吸引大量新用户使用其服务。</li><li>“我们见过的最好的内容清单在推动[订阅者]增长方面几乎没有什么作用，”Uerkwitz 说。“如果订户增长放缓是新常态，我们需要看到内容[和]资本分配的变化，同时关注新的收入流，以利用庞大的用户群[和]内容库。”</li><li>上周末，电视收视率测量公司尼尔森（纽约证券交易所股票代码：NLSN）发布了其“2021 年流媒体揭秘”报告中的数据，该报告显示 Netflix (NFLX) 占据了在线流媒体原创节目的前九名。节目<i>路西法</i>去年以183.4亿分钟的流媒体播放时间高居榜首。</li></ul></body></html></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"https://seekingalpha.com/news/3790719-netflix-slumps-another-6-jefferies-says-content-alone-isnt-cutting-it-for-tv-streamer","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153487783","content_text":"Investors sentiments about Netflix(NASDAQ:NFLX)failed to soften over the weekend as they sent the streaming TV giant's shares down more than 6%, Monday, and Jefferies analyst Andrew Uerkiwitz cut his rating on the company's stock.Uerkwitz took his view of Netflix (NFLX) to hold from buy, saying there is \"too much uncertainty in the near term\" surrounding the company following its disappointing quarterly report and outlook last week. On Thursday, Netflix (NFLX) said it added 8.28 million new subscribers during the fourth quarter of 2021, which fell short of its earlier forecasts of 8.5 million subscriber additions. Netflix (NFLX) also said it expects to add just 2.5 million subscribers during the first quarter of this year.Those numbers did Netflix (NFLX) no favors on Wall Street, as investors drove the company's shares down almost 22% on Friday.On Monday, Uerkwitz joined in what was a mostly negative chorus in response to Netflix's (NFLX) subscriber numbers, saying that after \"thinking through potential scenarios for what happens next\" for the company, it appears Netflix's (NFLX) spending on new content could be coming to a head.\"Netflix subscribers are going nowhere,\" Uerkwitz said. \"However, the cost of acquiring the incremental subscriber has likely become too high.\"Ueurwitz added that it seems like Netflix (NFLX) can't just rely on creating a sense of prestige, or exclusivity, around its own original content to drive multitudes of new subscribers to its service.\"The best content slate we've seen is doing little to drive [subscriber] growth,\" Uerkwitz said. \"If slower subscriber growth is the new normal, we would need to see a change in content [and] captial allocation coupled with a focus on new revenue streams to leverage the large user base [and] content library.\"Over the weekend, TV ratings-measurement company Nielsen(NYSE:NLSN)released data from its \"Streaming Unwrapped 2021\" report, which showed Netflix (NFLX) claiming the top nine slots for original programming streamed online. The showLucifer, topped the chart,with 18.34 billion minutes streamed last year.","news_type":1,"symbols_score_info":{"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":5534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630500567,"gmtCreate":1642949876833,"gmtModify":1642950560264,"author":{"id":"3573162818118967","authorId":"3573162818118967","name":"Pepeflabs","avatar":"https://static.tigerbbs.com/bb2ce4a85b6af8ab6f45834a991797c6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573162818118967","authorIdStr":"3573162818118967"},"themes":[],"title":"","htmlText":"Noted","listText":"Noted","text":"Noted","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/630500567","repostId":"1177633565","repostType":4,"repost":{"id":"1177633565","kind":"news","pubTimestamp":1642897739,"share":"https://www.laohunote.com/m/news/1177633565?lang=zh_CN&edition=full","pubTime":"2022-01-23 08:28","market":"us","language":"en","title":"US IPO Week Ahead: Connectivity Solutions and Micro-caps in a 5 IPO week<blockquote>美国 IPO 未来一周：IPO 第 5 周的连接解决方案和微型股</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1177633565","media":"Renaissance Capital","summary":"Following a week of postponements and pricing delays, two tech IPOs and three holdovers are schedule","content":"<p><html><head></head><body>Following a week of postponements and pricing delays, two tech IPOs and three holdovers are scheduled to raise $412 million in the week ahead.</p><p><blockquote><html><head></head><body>经过一周的推迟和定价延迟，两次科技IPO和三次推迟计划在未来一周筹集4.12亿美元。</body></html></blockquote></p><p>Connectivity solutions provider Credo Technology Group (CRDO) plans to raise $275 million at a $1.8 billion market cap. Credo’s solutions are optimized for optical and electrical ethernet applications, and its product families include Integrated Circuits, Active Electrical Cables, and SerDes Chiplets. Unprofitable with accelerating growth in the 1H FY21, the company is relatively small and competes with much larger players. New investors have indicated on $120 million of the IPO (44% of the deal).</p><p><blockquote>连接解决方案提供商 Credo Technology Group (CRDO) 计划以 18 亿美元的市值筹集 2.75 亿美元。Credo 的解决方案针对光和电以太网应用进行了优化，其产品系列包括集成电路、有源电缆和 SerDes 芯片。由于 2021 财年上半年增长加速，该公司规模相对较小，与规模大得多的参与者竞争，但尚未盈利。新投资者已表示将投入 1.2 亿美元的 IPO（占交易的 44%）。</blockquote></p><p>AdTech platform Direct Digital Holdings (DRCT) plans to raise $32 million at a $123 million market cap. Direct Digital is an end-to-end, full-service programmatic advertising platform focused on both buy- and sell-side digital advertising. The company is profitable, and while it has delivered explosive growth, it has mostly been fueled by acquisitions.</p><p><blockquote>广告技术平台 Direct Digital Holdings (DRCT) 计划以 1.23 亿美元的市值筹集 3200 万美元。Direct Digital是一个端到端、全方位服务的程序化广告平台，专注于买卖双方的数字广告。该公司盈利，虽然实现了爆炸式增长，但主要是由收购推动的。</blockquote></p><p>Three holdovers from the past week are scheduled to debut: Australian green energy company Verdant Earth Technologies (VDNT) plans to raise $50 million at a $201 million market cap; OTC-listed Modular Medical (MODD) plans to raise $30 million at a $130 million market cap; and medical device maker Samsara Vision (SMSA) plans to raise $25 million at a $153 million market cap.</p><p><blockquote>上周的三家公司计划首次亮相：澳大利亚绿色能源公司 Verdant Earth Technologies (VDNT) 计划以 2.01 亿美元的市值筹集 5000 万美元；场外上市的模块化医疗（MODD）计划以1.3亿美元的市值筹集3000万美元；医疗设备制造商 Samsara Vision (SMSA) 计划以 1.53 亿美元的市值筹集 2500 万美元。</blockquote></p><p><img src=\"https://static.tigerbbs.com/86582e3564e0e81ff68668b2556d5ac9\" tg-width=\"1417\" tg-height=\"695\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1603787993745","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>US IPO Week Ahead: Connectivity Solutions and Micro-caps in a 5 IPO week<blockquote>美国 IPO 未来一周：IPO 第 5 周的连接解决方案和微型股</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\">\nUS IPO Week Ahead: Connectivity Solutions and Micro-caps in a 5 IPO week<blockquote>美国 IPO 未来一周：IPO 第 5 周的连接解决方案和微型股</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Renaissance Capital</strong><span class=\"h-time small\">2022-01-23 08:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Following a week of postponements and pricing delays, two tech IPOs and three holdovers are scheduled to raise $412 million in the week ahead.</p><p><blockquote><html><head></head><body>经过一周的推迟和定价延迟，两次科技IPO和三次推迟计划在未来一周筹集4.12亿美元。</body></html></blockquote></p><p>Connectivity solutions provider Credo Technology Group (CRDO) plans to raise $275 million at a $1.8 billion market cap. Credo’s solutions are optimized for optical and electrical ethernet applications, and its product families include Integrated Circuits, Active Electrical Cables, and SerDes Chiplets. Unprofitable with accelerating growth in the 1H FY21, the company is relatively small and competes with much larger players. New investors have indicated on $120 million of the IPO (44% of the deal).</p><p><blockquote>连接解决方案提供商 Credo Technology Group (CRDO) 计划以 18 亿美元的市值筹集 2.75 亿美元。Credo 的解决方案针对光和电以太网应用进行了优化，其产品系列包括集成电路、有源电缆和 SerDes 芯片。由于 2021 财年上半年增长加速，该公司规模相对较小，与规模大得多的参与者竞争，但尚未盈利。新投资者已表示将投入 1.2 亿美元的 IPO（占交易的 44%）。</blockquote></p><p>AdTech platform Direct Digital Holdings (DRCT) plans to raise $32 million at a $123 million market cap. Direct Digital is an end-to-end, full-service programmatic advertising platform focused on both buy- and sell-side digital advertising. The company is profitable, and while it has delivered explosive growth, it has mostly been fueled by acquisitions.</p><p><blockquote>广告技术平台 Direct Digital Holdings (DRCT) 计划以 1.23 亿美元的市值筹集 3200 万美元。Direct Digital是一个端到端、全方位服务的程序化广告平台，专注于买卖双方的数字广告。该公司盈利，虽然实现了爆炸式增长，但主要是由收购推动的。</blockquote></p><p>Three holdovers from the past week are scheduled to debut: Australian green energy company Verdant Earth Technologies (VDNT) plans to raise $50 million at a $201 million market cap; OTC-listed Modular Medical (MODD) plans to raise $30 million at a $130 million market cap; and medical device maker Samsara Vision (SMSA) plans to raise $25 million at a $153 million market cap.</p><p><blockquote>上周的三家公司计划首次亮相：澳大利亚绿色能源公司 Verdant Earth Technologies (VDNT) 计划以 2.01 亿美元的市值筹集 5000 万美元；场外上市的模块化医疗（MODD）计划以1.3亿美元的市值筹集3000万美元；医疗设备制造商 Samsara Vision (SMSA) 计划以 1.53 亿美元的市值筹集 2500 万美元。</blockquote></p><p><img src=\"https://static.tigerbbs.com/86582e3564e0e81ff68668b2556d5ac9\" tg-width=\"1417\" tg-height=\"695\" width=\"100%\" height=\"auto\"/></p><p><blockquote></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.renaissancecapital.com/IPO-Center/News/90382/US-IPO-Week-Ahead-Connectivity-solutions-and-micro-caps-in-a-5-IPO-week\">Renaissance Capital</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MODD":"Modular Medical, Inc.","DRCT":"Direct Digital Holdings, Inc.","CRDO":"Credo Technology Group Holding Ltd"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/90382/US-IPO-Week-Ahead-Connectivity-solutions-and-micro-caps-in-a-5-IPO-week","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177633565","content_text":"Following a week of postponements and pricing delays, two tech IPOs and three holdovers are scheduled to raise $412 million in the week ahead.Connectivity solutions provider Credo Technology Group (CRDO) plans to raise $275 million at a $1.8 billion market cap. Credo’s solutions are optimized for optical and electrical ethernet applications, and its product families include Integrated Circuits, Active Electrical Cables, and SerDes Chiplets. Unprofitable with accelerating growth in the 1H FY21, the company is relatively small and competes with much larger players. New investors have indicated on $120 million of the IPO (44% of the deal).AdTech platform Direct Digital Holdings (DRCT) plans to raise $32 million at a $123 million market cap. Direct Digital is an end-to-end, full-service programmatic advertising platform focused on both buy- and sell-side digital advertising. The company is profitable, and while it has delivered explosive growth, it has mostly been fueled by acquisitions.Three holdovers from the past week are scheduled to debut: Australian green energy company Verdant Earth Technologies (VDNT) plans to raise $50 million at a $201 million market cap; OTC-listed Modular Medical (MODD) plans to raise $30 million at a $130 million market cap; and medical device maker Samsara Vision (SMSA) plans to raise $25 million at a $153 million market 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11:29","market":"us","language":"en","title":"3 COVID Stocks That Will Make Billions in 2022<blockquote>2022 年将赚取数十亿美元的 3 只新冠股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134509683","media":"Motley Fool","summary":"These three COVID-19 stocks could rake in a tremendous amount of cash this year.","content":"<p><html><head></head><body>It&#39;s a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.</p><p><blockquote><html><head></head><body>新的一年了，新冠肺炎仍然和我们在一起。去年，我们看到了医疗保健领域多种COVID疫苗和治疗的紧急使用授权。制药公司将在 2022 年赚取数十亿美元。以下是三只应该蓬勃发展的股票。</body></html></blockquote></p><p><b>Pfizer</b>(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy <b>Novavax</b>(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in <b>Vir Biotechnology</b>(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.</p><p><blockquote><b>辉瑞</b>（纽约证券交易所股票代码：PFE）是一家价值 3100 亿美元的巨型公司，预计其新冠疫苗和抗病毒药丸的销售额将不是 10 亿美元或 100 亿美元，而是超过 500 亿美元。好斗<b>诺瓦瓦克斯</b>（纳斯达克股票代码：NVAX）终于在世界各地推出了新冠疫苗。它将获得多少亿？我们有一个黑马候选人<b>生物技术</b>（纳斯达克股票代码：VIR）它有一种药物很容易成为小型生物技术公司10亿美元的重磅炸弹。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/488a166201699c1f3d6536aa3e640ecf\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p><b>A safe harbor in stormy weather</b></p><p><blockquote><b>暴风雨天气中的安全港湾</b></blockquote></p><p><b>George Budwell(Pfizer):</b>Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.</p><p><blockquote><b>乔治·布德威尔（辉瑞）：</b>辉瑞是新冠肺炎药品无可争议的冠军。仅在 2022 年，华尔街预计这家制药巨头的新型冠状病毒疫苗 Comirnaty 和口服抗病毒药 Paxlovid 的销售额将达到 550 亿美元。</blockquote></p><p>What&#39;s more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.</p><p><blockquote>更重要的是，分析师开始接受 Paxlovid 可能成为该公司当前十年可持续收入来源的想法。上个月，当美国食品药品监督管理局根据紧急使用授权途径首次允许该药物投放市场时，华尔街认为 Paxlovid 可能会在一年左右的时间内达到商业顶峰，然后随着疫情淡出视野，销售额将大幅下降。</blockquote></p><p>But less than three weeks out from the drug&#39;s initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.</p><p><blockquote>但距离该药物首次批准还有不到三周的时间，很明显，Paxlovid 可能会在未来几年内被用作防止 COVID-19 最糟糕后果的故障安全药物。毕竟，高度传染性的奥密克戎变种肯定不会是该病毒的最后一次重大迭代。</blockquote></p><p>What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.</p><p><blockquote>这一切意味着辉瑞应该是少数几家拥有可观的长期 COVID-19 收入来源的大型制药商之一。反过来，辉瑞应该有充足的自由现金流来满足其慷慨的股东奖励计划以及在可预见的未来雄心勃勃的业务发展计划。</blockquote></p><p>So, if you&#39;re looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.</p><p><blockquote>因此，如果您正在寻找一只能够经受住高通胀和利率上升双重阻力的股票，辉瑞可能值得一看。</blockquote></p><p><b>Revenue forecasts for Novavax:  $2 billion to $8 billion</b></p><p><blockquote><b>Novavax 收入预测：20 亿至 80 亿美元</b></blockquote></p><p><b>Taylor Carmichael(Novavax):</b>Novavax is on the verge of greatness this year. The company&#39;s stock price is down to $125 a share. That&#39;s where it started in 2021, so last year was pretty much a washout for the stock.</p><p><blockquote><b>泰勒·卡迈克尔（诺瓦瓦克斯）：</b>Novavax 今年正处于伟大的边缘。该公司股价跌至每股 125 美元。这就是它在 2021 年开始的地方，所以去年对于该股来说几乎是一次洗牌。</blockquote></p><p>Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.</p><p><blockquote>早在 2 月份，当 Novavax 报告其 COVID 疫苗的 3 期数据积极时，股价就飙升至 300 美元以上。但后来这家小型生物技术公司遇到了制造问题。虽然许多人称其疫苗是同类产品中最好的，但扩大约 20 亿剂疫苗的合同生产规模说起来容易做起来难。这些现实导致该股从高点下跌了约 60%。</blockquote></p><p>Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it&#39;s highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company&#39;s already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.</p><p><blockquote>尽管如此，Novavax 的收入已经达到了 10 亿美元大关，因此由于所有的预购，其疫苗甚至在获得批准之前就已经大受欢迎。现在，来自全球各地的授权纷至沓来，Novavax很有可能在2022年运送大量疫苗剂量。该公司已经实现了每月1亿剂的生产能力，即一年12亿剂。在第三季度财报看涨期权上，管理层预测到第四季度末将达到每月1.5亿剂（或每年18亿剂）的产能。该公司预计将继续扩大规模，并预测 2022 年将分发 20 亿剂疫苗。</blockquote></p><p>Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that&#39;s over $4 billion in sales, just in Europe.</p><p><blockquote>20亿剂疫苗，价格为16美元（曲速行动支付了16亿美元预购1亿剂），我们得到了320亿美元的收入。当然，Novavax将以较低的速度向发展中国家分发大量疫苗。虽然该公司对其价格保持沉默，但丹麦早在 8 月份就表示，根据欧盟 (EU) 协议，它每剂支付了近 21 美元。欧盟已经订购了2亿剂，仅在欧洲的销售额就超过了40亿美元。</blockquote></p><p></p><p>Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company&#39;s market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.</p><p><blockquote>分析师极其保守，预测 Novavax 2022 年的市值在 20 亿至 80 亿美元之间。（该公司的市值为 90 亿美元。）虽然一路上可能会出现一些小问题，但 Novavax 肯定会在 2022 年从其 COVID-19 疫苗中赚取数十亿美元。如果该公司确实像所说的那样交付了 20 亿剂疫苗，那么该股可能会有显着的上涨空间。</blockquote></p><p><b>The antibody market all to itself</b></p><p><blockquote><b>抗体市场本身</b></blockquote></p><p><b>Patrick Bafuma(Vir Biotechnology):</b>The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from <b>Eli Lilly</b> (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from <b>Roche</b>and<b>Regeneron</b> are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--<b>GlaxoSmithKline</b> and Vir Biotechnology&#39;s sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it&#39;s the only one left right now to fight the omicron variant.</p><p><blockquote><b>Patrick Bafuma（来自生物技术）：</b>奥密克戎变种目前正在猖獗，这一次，我们缺少一些治疗方法。以前青睐的单克隆抗体治疗来自<b>礼来</b>（bamlanivimab加etesevimab）以及来自<b>罗氏</b>和<b>再生元</b>被认为对当前变体的活性明显减弱。这样就只剩下一个能有效对抗奥密克戎--<b>葛兰素史克</b>以及 Vir Biotechnology 的 sotrovimab。这种单克隆抗体此前已证明，患有轻度至中度 COVID-19 且有发展为严重疾病高风险的成年人的住院和死亡风险降低了 79%。这是现在唯一一个对抗奥密克戎变种的人。</blockquote></p><p>Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly&#39;s antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.</p><p><blockquote>作为该区块上唯一的单克隆抗体将有其特权。2021 年前 9 个月，REGEN-COV 带来了 35 亿美元的产品净销售额，而礼来公司的抗体组合带来了 11.7 亿美元的收入。美国政府已经签订了价值约10亿美元的sotrovimab合同。随着医院里挤满了病人，任何有助于减轻系统压力的东西都可能会受到高度追捧。</blockquote></p><p>And while Pfizer&#39;s Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who&#39;s who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid&#39;s possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.</p><p><blockquote>虽然辉瑞的 Paxlovid 将极大地有助于减轻 COVID-19 对医疗保健系统的负担，但口服药物具有显着且复杂的药物相互作用潜力。事实上，它的相互作用列表读起来就像常用处方药物的名人录。这包括流行的血液稀释剂，如波立维和Xarelto，常见的镇痛药，如曲马多和羟考酮，抗焦虑药，如Klonopin和Xanax，以及抗胆固醇他汀类药物。随着美国国立卫生研究院发表声明，对Paxlovid可能的药物相互作用表示担忧，这为sotrovimab继续广泛使用留下了足够的空间。根据与葛兰素史克的协议，Vir 获得了 sotrovimab 72.5% 的销售额，这家价值 44 亿美元的生物技术公司目前看起来很划算。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><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>3 COVID Stocks That Will Make Billions in 2022<blockquote>2022 年将赚取数十亿美元的 3 只新冠股票</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 Will Make Billions in 2022<blockquote>2022 年将赚取数十亿美元的 3 只新冠股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2022-01-08 11:29</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>It&#39;s a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.</p><p><blockquote><html><head></head><body>新的一年了，新冠肺炎仍然和我们在一起。去年，我们看到了医疗保健领域多种COVID疫苗和治疗的紧急使用授权。制药公司将在 2022 年赚取数十亿美元。以下是三只应该蓬勃发展的股票。</body></html></blockquote></p><p><b>Pfizer</b>(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy <b>Novavax</b>(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in <b>Vir Biotechnology</b>(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.</p><p><blockquote><b>辉瑞</b>（纽约证券交易所股票代码：PFE）是一家价值 3100 亿美元的巨型公司，预计其新冠疫苗和抗病毒药丸的销售额将不是 10 亿美元或 100 亿美元，而是超过 500 亿美元。好斗<b>诺瓦瓦克斯</b>（纳斯达克股票代码：NVAX）终于在世界各地推出了新冠疫苗。它将获得多少亿？我们有一个黑马候选人<b>生物技术</b>（纳斯达克股票代码：VIR）它有一种药物很容易成为小型生物技术公司10亿美元的重磅炸弹。</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/488a166201699c1f3d6536aa3e640ecf\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/><span>IMAGE SOURCE: GETTY IMAGES.</span></p><p><blockquote><p class=\"t-img-caption\"><span>图片来源：盖蒂图片社。</span></p></blockquote></p><p><b>A safe harbor in stormy weather</b></p><p><blockquote><b>暴风雨天气中的安全港湾</b></blockquote></p><p><b>George Budwell(Pfizer):</b>Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.</p><p><blockquote><b>乔治·布德威尔（辉瑞）：</b>辉瑞是新冠肺炎药品无可争议的冠军。仅在 2022 年，华尔街预计这家制药巨头的新型冠状病毒疫苗 Comirnaty 和口服抗病毒药 Paxlovid 的销售额将达到 550 亿美元。</blockquote></p><p>What&#39;s more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.</p><p><blockquote>更重要的是，分析师开始接受 Paxlovid 可能成为该公司当前十年可持续收入来源的想法。上个月，当美国食品药品监督管理局根据紧急使用授权途径首次允许该药物投放市场时，华尔街认为 Paxlovid 可能会在一年左右的时间内达到商业顶峰，然后随着疫情淡出视野，销售额将大幅下降。</blockquote></p><p>But less than three weeks out from the drug&#39;s initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.</p><p><blockquote>但距离该药物首次批准还有不到三周的时间，很明显，Paxlovid 可能会在未来几年内被用作防止 COVID-19 最糟糕后果的故障安全药物。毕竟，高度传染性的奥密克戎变种肯定不会是该病毒的最后一次重大迭代。</blockquote></p><p>What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.</p><p><blockquote>这一切意味着辉瑞应该是少数几家拥有可观的长期 COVID-19 收入来源的大型制药商之一。反过来，辉瑞应该有充足的自由现金流来满足其慷慨的股东奖励计划以及在可预见的未来雄心勃勃的业务发展计划。</blockquote></p><p>So, if you&#39;re looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.</p><p><blockquote>因此，如果您正在寻找一只能够经受住高通胀和利率上升双重阻力的股票，辉瑞可能值得一看。</blockquote></p><p><b>Revenue forecasts for Novavax:  $2 billion to $8 billion</b></p><p><blockquote><b>Novavax 收入预测：20 亿至 80 亿美元</b></blockquote></p><p><b>Taylor Carmichael(Novavax):</b>Novavax is on the verge of greatness this year. The company&#39;s stock price is down to $125 a share. That&#39;s where it started in 2021, so last year was pretty much a washout for the stock.</p><p><blockquote><b>泰勒·卡迈克尔（诺瓦瓦克斯）：</b>Novavax 今年正处于伟大的边缘。该公司股价跌至每股 125 美元。这就是它在 2021 年开始的地方，所以去年对于该股来说几乎是一次洗牌。</blockquote></p><p>Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.</p><p><blockquote>早在 2 月份，当 Novavax 报告其 COVID 疫苗的 3 期数据积极时，股价就飙升至 300 美元以上。但后来这家小型生物技术公司遇到了制造问题。虽然许多人称其疫苗是同类产品中最好的，但扩大约 20 亿剂疫苗的合同生产规模说起来容易做起来难。这些现实导致该股从高点下跌了约 60%。</blockquote></p><p>Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it&#39;s highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company&#39;s already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.</p><p><blockquote>尽管如此，Novavax 的收入已经达到了 10 亿美元大关，因此由于所有的预购，其疫苗甚至在获得批准之前就已经大受欢迎。现在，来自全球各地的授权纷至沓来，Novavax很有可能在2022年运送大量疫苗剂量。该公司已经实现了每月1亿剂的生产能力，即一年12亿剂。在第三季度财报看涨期权上，管理层预测到第四季度末将达到每月1.5亿剂（或每年18亿剂）的产能。该公司预计将继续扩大规模，并预测 2022 年将分发 20 亿剂疫苗。</blockquote></p><p>Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that&#39;s over $4 billion in sales, just in Europe.</p><p><blockquote>20亿剂疫苗，价格为16美元（曲速行动支付了16亿美元预购1亿剂），我们得到了320亿美元的收入。当然，Novavax将以较低的速度向发展中国家分发大量疫苗。虽然该公司对其价格保持沉默，但丹麦早在 8 月份就表示，根据欧盟 (EU) 协议，它每剂支付了近 21 美元。欧盟已经订购了2亿剂，仅在欧洲的销售额就超过了40亿美元。</blockquote></p><p></p><p>Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company&#39;s market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.</p><p><blockquote>分析师极其保守，预测 Novavax 2022 年的市值在 20 亿至 80 亿美元之间。（该公司的市值为 90 亿美元。）虽然一路上可能会出现一些小问题，但 Novavax 肯定会在 2022 年从其 COVID-19 疫苗中赚取数十亿美元。如果该公司确实像所说的那样交付了 20 亿剂疫苗，那么该股可能会有显着的上涨空间。</blockquote></p><p><b>The antibody market all to itself</b></p><p><blockquote><b>抗体市场本身</b></blockquote></p><p><b>Patrick Bafuma(Vir Biotechnology):</b>The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from <b>Eli Lilly</b> (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from <b>Roche</b>and<b>Regeneron</b> are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--<b>GlaxoSmithKline</b> and Vir Biotechnology&#39;s sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it&#39;s the only one left right now to fight the omicron variant.</p><p><blockquote><b>Patrick Bafuma（来自生物技术）：</b>奥密克戎变种目前正在猖獗，这一次，我们缺少一些治疗方法。以前青睐的单克隆抗体治疗来自<b>礼来</b>（bamlanivimab加etesevimab）以及来自<b>罗氏</b>和<b>再生元</b>被认为对当前变体的活性明显减弱。这样就只剩下一个能有效对抗奥密克戎--<b>葛兰素史克</b>以及 Vir Biotechnology 的 sotrovimab。这种单克隆抗体此前已证明，患有轻度至中度 COVID-19 且有发展为严重疾病高风险的成年人的住院和死亡风险降低了 79%。这是现在唯一一个对抗奥密克戎变种的人。</blockquote></p><p>Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly&#39;s antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.</p><p><blockquote>作为该区块上唯一的单克隆抗体将有其特权。2021 年前 9 个月，REGEN-COV 带来了 35 亿美元的产品净销售额，而礼来公司的抗体组合带来了 11.7 亿美元的收入。美国政府已经签订了价值约10亿美元的sotrovimab合同。随着医院里挤满了病人，任何有助于减轻系统压力的东西都可能会受到高度追捧。</blockquote></p><p>And while Pfizer&#39;s Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who&#39;s who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid&#39;s possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.</p><p><blockquote>虽然辉瑞的 Paxlovid 将极大地有助于减轻 COVID-19 对医疗保健系统的负担，但口服药物具有显着且复杂的药物相互作用潜力。事实上，它的相互作用列表读起来就像常用处方药物的名人录。这包括流行的血液稀释剂，如波立维和Xarelto，常见的镇痛药，如曲马多和羟考酮，抗焦虑药，如Klonopin和Xanax，以及抗胆固醇他汀类药物。随着美国国立卫生研究院发表声明，对Paxlovid可能的药物相互作用表示担忧，这为sotrovimab继续广泛使用留下了足够的空间。根据与葛兰素史克的协议，Vir 获得了 sotrovimab 72.5% 的销售额，这家价值 44 亿美元的生物技术公司目前看起来很划算。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/\">Motley Fool</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","VIR":"Vir Biotechnology, Inc.","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134509683","content_text":"It's a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.Pfizer(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy Novavax(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in Vir Biotechnology(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.IMAGE SOURCE: GETTY IMAGES.A safe harbor in stormy weatherGeorge Budwell(Pfizer):Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.What's more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.But less than three weeks out from the drug's initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.So, if you're looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.Revenue forecasts for Novavax:  $2 billion to $8 billionTaylor Carmichael(Novavax):Novavax is on the verge of greatness this year. The company's stock price is down to $125 a share. That's where it started in 2021, so last year was pretty much a washout for the stock.Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it's highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company's already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that's over $4 billion in sales, just in Europe.Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company's market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.The antibody market all to itselfPatrick Bafuma(Vir Biotechnology):The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from Eli Lilly (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from RocheandRegeneron are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--GlaxoSmithKline and Vir Biotechnology's sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it's the only one left right now to fight the omicron variant.Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly's antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.And while Pfizer's Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who's who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid's possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right 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worst information outlet to trust.&nbsp;On June 2 they will find out the actual float for&nbsp;<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>which could potentially expose a ton of synthethic shares (Failure to deliver / Naked shorts).Hold on apess coz we are going to the moon!![财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>Every single week you see articles saying how the media potrays this as one of the worst stocks to buy.But really all they are telling us is that they are the worst information outlet to trust.&nbsp;On June 2 they will find out the actual float for&nbsp;<a href=\"https://laohu8.com/S/AMC\">$AMC Entertainment(AMC)$</a>which could potentially expose a ton of synthethic shares (Failure to deliver / Naked shorts).Hold on apess coz we are going to the moon!![财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"$AMC Entertainment(AMC)$Every single week you see articles saying how the media potrays this as one of the worst stocks to buy.But really all they are telling us is that they are the worst information outlet to trust. On June 2 they will find out the actual float for $AMC Entertainment(AMC)$which could potentially expose a ton of synthethic shares (Failure to deliver / Naked shorts).Hold on apess coz we are going to the moon!![财迷] [财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/a0b07acd6f2159d3c2a5754af6f8fbf5","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":38,"repostSize":0,"link":"https://laohu8.com/post/198725655","isVote":1,"tweetType":1,"viewCount":2928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":130096535,"gmtCreate":1621492504927,"gmtModify":1631885331826,"author":{"id":"3573162818118967","authorId":"3573162818118967","name":"Pepeflabs","avatar":"https://static.tigerbbs.com/bb2ce4a85b6af8ab6f45834a991797c6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573162818118967","idStr":"3573162818118967"},"themes":[],"title":"","htmlText":"Bitcoin hit the lows of $30 000 yeasterday. How low can plays like&nbsp;<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>go?","listText":"Bitcoin hit the lows of $30 000 yeasterday. How low can plays like&nbsp;<a href=\"https://laohu8.com/S/MARA\">$Marathon Digital Holdings Inc(MARA)$</a>go?","text":"Bitcoin hit the lows of $30 000 yeasterday. How low can plays like $Marathon Digital Holdings Inc(MARA)$go?","images":[{"img":"https://static.tigerbbs.com/60d2cb95f279987c639172cc8a541a30","width":"1080","height":"3514"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":31,"repostSize":0,"link":"https://laohu8.com/post/130096535","isVote":1,"tweetType":1,"viewCount":2035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":105052338,"gmtCreate":1620260964524,"gmtModify":1631886267541,"author":{"id":"3573162818118967","authorId":"3573162818118967","name":"Pepeflabs","avatar":"https://static.tigerbbs.com/bb2ce4a85b6af8ab6f45834a991797c6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573162818118967","idStr":"3573162818118967"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>A gentle reminder to set up an exit plan!! Aka Stop loss.Also, what is uncle Sam's number?","listText":"<a href=\"https://laohu8.com/S/CTRM\">$Castor Maritime, Inc.(CTRM)$</a>A gentle reminder to set up an exit plan!! Aka Stop loss.Also, what is uncle Sam's number?","text":"$Castor Maritime, Inc.(CTRM)$A gentle reminder to set up an exit plan!! Aka Stop loss.Also, what is uncle Sam's number?","images":[{"img":"https://static.tigerbbs.com/9e1edae6152726fdfbfe1448f5bcd222","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":29,"repostSize":1,"link":"https://laohu8.com/post/105052338","isVote":1,"tweetType":1,"viewCount":3087,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582127097708653","authorId":"3582127097708653","name":"好运连连823","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3582127097708653","idStr":"3582127097708653"},"content":"我們亦看好這公司，前景好，耐心等待","text":"我們亦看好這公司，前景好，耐心等待","html":"我們亦看好這公司，前景好，耐心等待"}],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}