7月1日，Moderna盘中上涨5.21%，报72.26美元/股，成交额1.34亿美元。
消息面上，公司近期多重利好持续发酵。6月25日Moderna举办科学日活动，首次披露体内CAR-T项目mRNA-6007，计划针对B细胞介导的自身免疫疾病于明年进入临床，同时展示了肿瘤疫苗、癌症预防疫苗及AI研发平台等多条管线布局，市场对其从单一疫苗公司向平台型生物药企的估值切换预期升温。此外，FDA咨询委员会此前以9-0一致投票支持其季节性流感疫苗mRNA-1010的获益-风险特征，最终审批决定预计8月初做出。多家机构随之上调目标价，Piper Sandler将目标价提升至77美元，杰富瑞上调至53美元。当前股价延续科学日以来的上行趋势，资金持续从高位科技股向医药防御板块轮动亦提供支撑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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