异动解读 | Moderna盘中大涨逾5.5%,机构上调目标价叠加PDUFA审批节点临近

异动解读
Aug 04

Moderna, Inc. (MRNA) 今日盘中大涨5.53%,股价报56.285美元,引发市场广泛关注。

消息面上,多家机构近期同步上调了Moderna的目标价,为股价上涨提供了短期催化。其中,瑞银将目标价从45美元上调至50美元,维持中性评级;美银全球研究将目标价从38美元上调至40美元。同时,公司第五款产品Mflusiva即将于8月5日迎来美国食品药品监督管理局(FDA)的PDUFA审批关键节点,市场对其获批的预期持续升温。此前,公司季节性流感疫苗候选产品mRNA-1010已获得FDA咨询委员会9票赞成、0票反对的一致支持,进一步强化了市场信心。

此外,公司基本面亦有所改善。Moderna第二季度每股亏损为-1.97美元,优于市场预期的-2.01至-2.10美元,同期营收1.45亿美元也超出预期,为股价提供了坚实支撑。

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