消息面上,此前Rothschild & Co Redburn将Moderna评级从中性下调至卖出,目标价设为81美元;瑞银虽维持150美元目标价,但给予中性评级,指出公司近期将迎来三项个体化新抗原疗法(INT)数据读出,包括今秋黑色素瘤三期数据及后续肾细胞癌、膀胱癌二期数据,市场对催化兑现存在不确定性。此外,生物科技板块整体表现疲弱,安进跌0.28%,吉利德科学跌0.74%,行业抛压延续。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消化及后续临床推进节奏的重新定价。
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