Moderna 大跌 10%,结束三日连升。Moderna 年内大涨逾600%,其mRNA癌症疫苗与K药联合疗法的III期阳性结果重塑其肿瘤管线叙事。即将召开的ESMO年会及完整数据成为关键催化剂。尽管资本看好mRNA平台潜力,但巨额亏损与高市销率令估值承压,分析师普遍认为当前股价已过度消化未来成功。
Moderna 大跌 10%,结束三日连升。Moderna 年内大涨逾600%,其mRNA癌症疫苗与K药联合疗法的III期阳性结果重塑其肿瘤管线叙事。即将召开的ESMO年会及完整数据成为关键催化剂。尽管资本看好mRNA平台潜力,但巨额亏损与高市销率令估值承压,分析师普遍认为当前股价已过度消化未来成功。
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