2021 blev et stygt år for mange af aktierne i bioteksektoren. Et seriøst bud på årsagerne til dette kan læses i en artikel fra ProInvestors Nasdaq Newsfeed.
"Here's What Happened to Biotech This Year
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After seeing the successes of the likes of Pfizer (PFE) and Moderna (MRNA) in the news practically every day during this second year of the pandemic, the casual observer could be forgiven for assuming that the biotech sector is having a banner year in 2021. Such an assumption would also seemingly fit, one would think, with the fact that the broader stock market has been regularly making new highs this year. However, if you are the casual observer, you might be surprised to learn that the reality is far from it. Not only is biotech not having a rip-roaring 2021, but the sector is in fact arguably having its worst year in a decade. We biotech investors are really feeling it".
Læs resten af artiklen:
https://www.nasdaq.com/articles/heres-what-happened-to-biotech-this-year
"Here's What Happened to Biotech This Year
.
After seeing the successes of the likes of Pfizer (PFE) and Moderna (MRNA) in the news practically every day during this second year of the pandemic, the casual observer could be forgiven for assuming that the biotech sector is having a banner year in 2021. Such an assumption would also seemingly fit, one would think, with the fact that the broader stock market has been regularly making new highs this year. However, if you are the casual observer, you might be surprised to learn that the reality is far from it. Not only is biotech not having a rip-roaring 2021, but the sector is in fact arguably having its worst year in a decade. We biotech investors are really feeling it".
Læs resten af artiklen:
https://www.nasdaq.com/articles/heres-what-happened-to-biotech-this-year
Jeg kæmpede mig igennem hans mange spekulative argumenter for det dårlige år (kurserne startede for højt, for mange IPO, frygt for regulering ...), mens jeg tænkte: Analyserer han slet ikke regnskaber?
Men så skrev han, "Most biotech companies have no revenue today ..." Det forklarer jo sagen. Vi taler om værdien af fugle på taget. Og det er en lidt tilfældig og usikker størrelse.
Men så skrev han, "Most biotech companies have no revenue today ..." Det forklarer jo sagen. Vi taler om værdien af fugle på taget. Og det er en lidt tilfældig og usikker størrelse.
30/12 2021 15:46 Helge Larsen/PI-redaktør 4
99812 Slet ikke nogen grund til at analysere for meget på regnskaberne i den sektor. Det gælder for stort set alle biotek-virksomheder, at værdien af pipelinen er "fugle på taget". Læg hertil den meget lave sandsynlighed for eventuel succes i gennemsnit er 10-15 år ude i fremtiden. Den slags ved de fleste investorer indenfor biotek.
Artiklen fortæller fint om nogen af årsagerne til, hvorfor investorerne netop i 2021 trækker sig fra sektoren.
Artiklen fortæller fint om nogen af årsagerne til, hvorfor investorerne netop i 2021 trækker sig fra sektoren.
