Moderna（MRNA）今日盘中大涨5.03%，引发市场广泛关注。这一显著涨幅主要源于该公司新一代新冠疫苗mNEXSPIKE获得FDA批准的利好消息。
据报道，FDA于6月2日批准了Moderna的新一代新冠疫苗mNEXSPIKE（此前称为mRNA-1283）。该疫苗针对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。相比前代产品Spikevax，mNEXSPIKE在剂量和储存条件上有显著改进：剂量仅为Spikevax的五分之一，且在2°C至8°C下可保存长达90天，是Spikevax的1.5倍。
这一批准不仅体现了FDA对该疫苗数据的认可，也为Moderna注入了强心剂。尽管近期投资者对mRNA技术和新冠疫苗态度趋于谨慎，但分析师认为，此次按时批准是对Moderna的"渐进式利好"。然而，疫苗接种率下滑的风险仍然存在，这可能影响Moderna 15亿至25亿美元的销售指引。Moderna计划在下一个呼吸道病毒季节将mNEXSPIKE与Spikevax并行销售，新疫苗的市场表现值得关注。
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