Love her or roll your eyes, Cathie Wood’s bets are virtually impossible for investors to miss. With clear theses and gutsy bets early on, the ARK Invest boss is willing to flip the script when the facts change. That playbook proved remarkably effective this year, with ARK Innovation ETF (ARKK) stock up 58% year to date, blowing past broader benchmarks while drawing fresh attention to “disruptive innovation.” Lately, she’s been laser-focused on the next leg of the cycle. So far, it has been biotech stoc ...

公司与合作进展 - CRISPR Therapeutics AG (NASDAQ:CRSP) 与Sirius公司就FXI siRNA SRSD107达成合作，BMO Capital于9月23日重申对该公司的“跑赢大盘”评级和75美元的目标价 [1] - 此次合作已启动针对静脉血栓栓塞(VTE)预防的II期临床试验，该试验不涉及基因编辑技术 [1] 目标市场与潜力 - 针对心房颤动(AF)和全膝关节置换术(TKA)的临床研究表明，FXI是一个有吸引力的靶点，可能颠覆目前由靶向X因子药物主导的规模达150亿美元的血栓栓塞市场 [2] - BMO Capital指出，约40%的心房颤动患者未接受治疗或仅接受部分治疗，表明该领域对新型疗法存在巨大需求 [2] 公司技术定位 - CRISPR Therapeutics AG 是基因编辑技术领域的领导者，利用其专有的基因测序平台开发针对需要DNA修饰疾病的精准疗法 [3]