Moderna, Inc. (MRNA) 今日盘中大涨5.03%，引发市场关注。这一涨幅主要受到该公司新一代新冠疫苗mNEXSPIKE获得美国食品药品监督管理局（FDA）批准的利好消息推动。
据悉，FDA批准mNEXSPIKE用于65岁及以上成年人，以及12至64岁至少患有一种基础风险因素的人群。这款新疫苗相比前代产品Spikevax有显著优势：剂量仅为Spikevax的五分之一，且储存条件更为宽松，在2°C至8°C下可保存长达90天。这一批准不仅体现了FDA对该疫苗数据的认可，也为Moderna在新冠疫苗市场的持续竞争增添了重要筹码。
尽管市场此前对mRNA技术和新冠疫苗需求存在担忧，但此次批准缓解了投资者的紧张情绪。分析师认为，这是对Moderna的"渐进式利好"，并可能对其他待批产品产生积极影响。然而，疫苗接种率下滑的风险仍然存在，可能影响Moderna 15亿至25亿美元的销售指引。公司计划在下一个呼吸道病毒季节将mNEXSPIKE与Spikevax并行销售，其市场表现将取决于产品优势、政府政策和公众接受度等多重因素。
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