Moderna大涨超11%,公司成本控制见效,新药重振市场信心

异动解读
18 Feb

周二,Moderna盘中大涨超11%。虽然Moderna近期业绩不佳,2024年亏损高达36亿美元,营收从疫情高峰期的68亿美元骤降至仅32亿美元。但公司的成本控制措施初见成效,开支较2023年下降了27%。展望2025年,Moderna计划与2024年相比再削减10亿美元开支。

更为重要的是,市场对Moderna多达10款新药管线重燃了信心。其中,Moderna预计到2027年实现10款以上新产品获批,包括流感疫苗、巨细胞病毒疫苗等。而公司的旗舰新药RSV疫苗mRESVIA、下一代新冠疫苗等也已进入监管审批关键期。

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