智通财经APP获悉，凯西·伍德(Cathie Wood)在2026年的最新投资动向聚焦于早期生物科技公司，同时逐 步缩减对消费科技、诊断及太空技术领域企业的投资敞口。 "木头姐" 凯茜·伍德创办并领导的资产管理公司ARK Invest(方舟投资)大幅增配基因编辑与基因组学标 的，买入主力为美国生物科技公司 Beam Therapeutics(BEAM.US)。作为碱基编辑技术的先驱企业， Beam正通过该技术开发精准基因药物以纠正致病突变。据披露，在旗舰基金ARK Innovation ETF(ARKK.US)及ARK Genomic Revolution ETF(ARKG.US)中，ARK累计增持超19.5万股Beam Therapeutics股票，持仓市值约54亿美元，成为其近期最激进的一笔押注。 该投资公司延续上周操作节奏，继续增持Intellia Therapeutics(NTLA.US)约23.6万股——这家采用 CRISPR技术修复致病基因的医疗企业，正契合其布局方向。为进一步体现ARK对基因组发现与精准医 疗工具的长期偏好，公司同步买入测序技术供应商Pacific Biosciences of ...

Core Insights - MeiraGTx Holdings PLC reported a quarterly loss of $0.62 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.50, marking an earnings surprise of -24.00% [1] - The company generated revenues of $0.41 million for the quarter ended September 2025, significantly missing the Zacks Consensus Estimate by 89.95%, and down from $10.91 million in the same quarter last year [2] - The stock has increased by approximately 42.2% since the beginning of the year, outperforming the S&P 500's gain of 16.5% [3] Financial Performance - Over the last four quarters, MeiraGTx has surpassed consensus EPS estimates only once [2] - The current consensus EPS estimate for the upcoming quarter is -$0.54 on revenues of $4.55 million, and for the current fiscal year, it is -$1.11 on revenues of $41.42 million [7] Industry Context - The Medical - Biomedical and Genetics industry, to which MeiraGTx belongs, is currently ranked in the top 35% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5] Future Outlook - The company's earnings outlook will be crucial for investors, particularly in light of management's commentary during the earnings call [4] - The estimate revisions trend for MeiraGTx was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, suggesting it is expected to outperform the market in the near future [6]