Moderna, Inc. (MRNA) 今日盘中股价大幅上涨5.06%，引起了市场的广泛关注。
消息面上，美国食品和药物管理局（FDA）改变了方针，将审查Moderna新型流感疫苗mRNA-1010的修订申请。此前一周，FDA曾拒绝了该疫苗的申请，引发了市场担忧，而此次立场的迅速反转显著改善了该疫苗的监管前景。多家券商随即更新了观点，其中William Blair将Moderna流感疫苗获得监管成功的概率从10%大幅提高到55%。
RBC Capital Markets认为，FDA的迅速反转符合当前政策模式。TD Cowen则称这是一个“非常短的转折”，可能反映了FDA在媒体审查下找到了“可接受的解决方案”。尽管该疫苗预计要到2027-28季度才会为美国市场带来有意义的收入贡献，但监管路径的明朗化为公司未来增长注入了强心剂，是推动股价上涨的主要动力。
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