消息面上,生物科技板块整体延续疲弱,安进跌0.17%,百济神州跌2.28%,行业抛压持续。此前Rothschild & Co Redburn将Moderna评级从中性下调至卖出,目标价调整为81美元;瑞银则给予中性评级及150美元目标价,指出近期有三项个体化新抗原疗法数据读出作为潜在催化剂。Moderna此前因mRNA癌症疫苗三期数据利好曾大幅飙升,近期股价持续回调,反映市场对短期涨幅的消化及后续临床推进节奏的重新定价。
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