周三,高盛分析师萨尔维恩·里奇特周三将Moderna股票评级从买入下调至中性,目标价大幅下调至51美元,远低于之前的99美元。此举缘于Moderna近期下调了产品收入预期,并将2025年呼吸道疫苗业务收入预期范围调整为15亿至25亿美元。高盛预计收入将在这一范围的下限。高盛还对Moderna的收入可见性表示担忧,调整了其现金盈亏平衡点预期至2029年,并预测Moderna可能需要在2028年和2029年进行股权融资。
受此影响,Moderna周三下跌9.39%。
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