10月7日，Moderna盘中上涨3.01%，报193.02美元/股，成交额11.26亿美元。摩根士丹利将其目标价从89美元上调至95美元，虽然维持持有评级，但目标价上调仍反映卖方情绪边际改善。与此同时，Moderna将于10月9日开盘前正式纳入纳斯达克100指数，被动指数基金配置预期继续对股价形成支撑。此前Tempus宣布与Moderna及默沙东扩大个体化癌症治疗合作，进一步强化肿瘤疫苗商业化逻辑。不过FactSet调查显示分析师平均评级为持有，平均目标价116.84美元，市场对估值分歧仍存。
Moderna是mRNA医学领域领导者，其技术平台已覆盖传染病、免疫肿瘤学、罕见病和自身免疫性疾病等方向，目前正推进肿瘤疫苗商业化及多款获批传染病疫苗的规模化生产。
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