异动解读 | Moderna盘中大涨6.94%,科学日管线催化与流感疫苗获批预期推动股价走高

异动解读
Jul 02

Moderna, Inc.(MRNA)今日盘中大涨6.94%,引起了市场广泛关注。

消息面上,公司近期多重利好持续推动股价走高。6月25日,Moderna举办了科学日活动,首次披露了体内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,市场对其向平台型生物药企估值切换的预期持续升温。此外,其季节性流感疫苗mRNA-1010此前获得了美国食品药品监督管理局(FDA)咨询委员会9-0的一致支持,最终审批决定预计在8月初做出。

受上述积极进展鼓舞,多家投行上调了Moderna的目标价,例如Piper Sandler将其目标价上调至77美元,杰富瑞上调至53美元,这进一步增强了投资者的信心。

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