投资小盘股 - 投资者在2024年投资小盘股时，正确确定头寸大小至关重要[1] - 了解风险承受能力是关键，有助于分配适当的投资组合部分给小盘股[3] - 使用止损策略是管理交易小盘股固有风险的关键[4]

Ginkgo Bioworks (DNA 1.89%) has a lot going for it. It's a favorite of Cathie Wood's Ark Innovation ETF, it's a popular collaborator in the biopharma sector, and its positioning at the intersection of biotechnology, artificial intelligence (AI), and laboratory robotics means that it's exposed to a lot of exciting and value- enhancing developments. But does that make it a buy, or just another stock getting hyped by the tech-hungry investors of the current bull market? Here's what you need to know. Why this c ...

LEIDEN, Netherlands , March 13, 2024 /PRNewswire/ -- ProteoNic Biosciences, a leading provider of premium vector technology and services for the production of biologics, today announced a partnership with Ginkgo Bioworks (NYSE: DNA), which is building the leading platform for cell programming and biosecurity. This strategic alliance will grant Ginkgo Bioworks' customers access to ProteoNic's state of the art vector technology in the field of protein production as well as to novel viral vector technology for ...

The TGS program, a leading example of biosecurity infrastructure, operates at a total of nine US locations and leverages voluntary nasal swabs as well as wastewater sampling from international travelers to detect more than 30 pathogens. BOSTON, March 12, 2024 /PRNewswire/ -- Ginkgo Bioworks (NYSE: DNA), which is building the leading platform for cell programming and biosecurity, the Centers for Disease Control and Prevention (CDC), and XpresCheck, by XWELL, Inc. (Nasdaq: XWEL), a leader in the delivery of o ...

Ginkgo Bioworks的发展前景 - Ginkgo Bioworks有望成为医疗行业的"七巨头"之一，其野心是颠覆新药开发方式[1] - Ginkgo Bioworks正在建立一个生物工厂，旨在为客户提供可靠高效的平台，以在即将到来的生物技术革命中竞争[6] - Ginkgo Bioworks已经与辉瑞、诺和诺德、默克、礼来和莫德纳等公司合作，运行其平台上的项目[9] Ginkgo Bioworks的业务增长 - Ginkgo Bioworks在2023年第四季度拥有162个活跃项目，较去年增长45%，2024年计划增加120个项目，预计总收入可达2.35亿美元[10] - 如果Ginkgo Bioworks能够实现自动化带来的规模经济，它可能成为类似Nvidia的关键服务提供商，从而使其股价随时间飙升，最终成为医疗行业的领先投资[8] Ginkgo Bioworks的潜在地位 - Ginkgo Bioworks有望成为生物制药领域最重要的合作伙伴之一，帮助各种规模的公司削减一些最大的成本[12] - 尽管Ginkgo Bioworks尚未必然加入医疗行业的"七巨头"，但许多成为巨头的要素目前已经存在，最后缺失的元素（希望）在其控制范围内[13]

Shares of Ginkgo Bioworks (DNA -10.53%) were sinking 9.5% lower as of 11:34 a.m. ET on Friday. The sell- off came after the biotechnology company announced its fourth-quarter and full-year 2023 results following the market close on Thursday. Ginkgo reported Q4 revenue of $34.8 million, down 65% year over year. This result was well below the Wall Street consensus estimate of $42.5 million. The company posted a fourth-quarter net loss of $211.7 million, or $0.11 per share. The average analyst estimate was for ...

Ginkgo Bioworks Holdings, Inc. (NYSE:DNA) Q4 2023 Earnings Conference Call February 29, 2024 5:30 PM ET Company Participants Megan LeDuc – Manager-Investor Relations Jason Kelly – Co-Founder and Chief Executive Officer Mark Dmytruk – Chief Financial Officer Conference Call Participants Steve Mah – Cowen Tejas Savant – Morgan Stanley Mark Massaro – BTIG Matt Sykes – Goldman Sachs Derik de Bruin – Bank of America Matt Larew – William Blair Michael Freeman – Raymond James Megan LeDuc Good evening, I’m Megan Le ...

财务表现 - Ginkgo Bioworks Holdings, Inc. (DNA)在2023年12月的季度报告中每股亏损为$0.09，与Zacks Consensus Estimate一致，较去年同期每股亏损$0.04有所增加[1] - 公司在过去四个季度中，只有一次超过了市场预期的每股收益[2] - Ginkgo Bioworks Holdings, Inc.在2023年12月的季度营收为$34.76百万美元，较Zacks Consensus Estimate低20.81%，与去年同期的$98.29百万美元相比有所下降[3] 股价走势 - 公司股价的短期走势将主要取决于管理层在财报电话会议中的评论[4] - Ginkgo Bioworks Holdings, Inc.股价自年初以来下跌约10.1%，而标普500指数上涨了6.3%[5] 盈利预期 - 投资者关注公司的盈利前景，以了解股票未来走势[6] - 研究表明，盈利预期修订与股票短期走势之间存在强烈相关性[7] - 在财报发布前，Ginkgo Bioworks Holdings, Inc.的盈利预期修订趋势不一，目前处于Zacks Rank 3 (Hold)状态[8] - 投资者应关注未来季度和当前财年的盈利预期变化[9] 行业前景 - 行业前景对股票表现有重要影响，医疗-生物医学和遗传学行业目前处于Zacks行业排名的前35%[10]

$251 million of Total revenue in 2023 $139 million in Cell Engineering services revenue, representing 31% growth over 2022 78 new Cell Programs added in 2023, representing 32% growth over 2022 and continued penetration in biopharma Year-end cash balance of nearly $950 million provides meaningful multi-year runway as we drive towards profitability and begin recognizing benefits from improved platform efficiency BOSTON, Feb. 29, 2024 /PRNewswire/ -- Ginkgo Bioworks Holdings, Inc. (NYSE: DNA, "Ginkgo"), which ...

公司使命和定位 - 公司的使命是让生物工程变得更容易[569] - 公司是细胞编程领域的领先平台，提供灵活的端到端服务，解决各种市场的挑战[570] - 公司的细胞编程平台包括两个核心资产：Foundry和Codebase[572] 平台合作项目 - Platform Ventures是Ginkgo与领先的跨国公司和金融投资者合作的新项目，包括Motif FoodWorks, Inc., Allonnia, LLC, Arcaea, LLC, Ayana Bio, LLC, Verb Biotics, LLC[586][587][588][589][592] - Motif FoodWorks, Inc.成立于2018年，主要关注合成生物学在食品行业的应用，融资额约为345.1百万美元[586] - Allonnia, LLC成立于2019年，主要关注合成生物学在废物生物修复和生物回收行业的应用，融资额约为52百万美元[587] - Arcaea, LLC成立于2021年，主要关注合成生物学在美容和个人护理产品行业的应用，融资额约为77百万美元[588] - Ayana Bio, LLC成立于2021年，主要关注设计新的生物活性化合物用于辅助医学，融资额约为30百万美元[589] - Verb Biotics, LLC成立于2021年，主要关注设计新的益生菌菌株用于人类营养、健康和健康，融资额约为30百万美元[592] 财务状况 - 2023年12月31日，Ginkgo Bioworks Holdings, Inc.的股东净亏损为8.92亿美元，较2022年的21.05亿美元有所改善[664] - 2023年12月31日，Ginkgo Bioworks Holdings, Inc.的调整后EBITDA为负3.55亿美元，较2022年的负1.73亿美元有所改善[664] - 截至2023年12月31日，公司现金及现金等价物为9.44亿美元，足以支持未来至少12个月的运营[667] 营收和费用 - Cell Engineering revenue主要包括服务费和下游价值分享支付[584] - 公司通过许可和合作协议产生细胞工程收入，客户获得专有技术和知识产权的许可权，以开发和商业化工程化生物和衍生产品[609] - 公司通过出售端到端生物监测和生物信息支持服务来产生服务收入[615] - 公司的生物安全服务收入成本包括与端到端病原体测试、测序和分析服务相关的成本[618] - 公司的研发费用主要用于发展、运营、扩展和增强Foundry和Codebase，以及开发新的产品[621] - G&A费用主要包括高管、业务发展、财务、人力资源、法律和其他公司行政职能人员的人员成本[625] - 2023年，一般和行政费用比2022年减少了10.448亿美元，主要是由于股票补偿费用减少了11.161亿美元[650] 其他风险和影响 - 公司主要面临的市场风险是利率敏感性，主要受美国利率变化影响[689] - 外汇汇率风险主要来自外国子公司财务报表的翻译，外汇翻译损益分别为4.1百万美元和-0.9百万美元[690] - 通货膨胀会增加公司的劳动力成本、实验室用品、消耗品和设备成本，但在过去两年未对业务、财务状况或运营结果产生重大影响[691]