Moderna, Inc. (MRNA) 今日盘中大涨5.33%，股价异动显著。
消息面上，公司近期多重利好持续发酵。首先，Moderna在近期举办的科学日活动上首次披露了针对B细胞介导自身免疫疾病的体内CAR-T项目mRNA-6007，并计划于明年进入临床。同时，公司展示了包括肿瘤疫苗、癌症预防疫苗及AI研发平台在内的多条研发管线布局，这强化了市场对其从单一疫苗公司向平台型生物药企转型的预期，并推动了估值逻辑的切换。
此外，其季节性流感疫苗mRNA-1010获得了美国食品药品监督管理局(FDA)咨询委员会的一致支持，最终审批决定预计将于近期做出，这为产品上市带来了积极预期。受这些进展鼓舞，多家机构上调了公司目标价。同时，市场资金从高位科技股向医药等防御性板块轮动，也为股价提供了额外支撑。
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