巴克莱因莫德纳“具有变革性”的黑色素素瘤疫苗潜力上调其目标价

路透中文
4 hours ago
BUZZ-巴克莱因莫德纳“具有变革性”的黑色素素瘤疫苗潜力上调其目标价

8月24日 - ** 巴克莱将疫苗制造商莫德纳(MRNA.O)的目标价从48美元上调至125美元,维持“中性”评级

** 新目标价较该股上周五收盘价仍有13.9%的下行空间

** 此次上调 目标价发生在莫德纳和默克公司 MRK.N 联合宣布其共同开发的皮肤癌疫苗晚期临床试验取得 (link) 突破性成果一周之后,该试验表明,实验性疗法Intismeran与Keytruda联合使用,可降低黑色素瘤复发或扩散的风险

** 巴克莱将这一结果称为莫德纳个性化癌症治疗努力的“分水岭”,并表示Intismeran有望在肿瘤学领域引发范式转变,同时强调了其广阔的商业前景

**试验结果公布后,MRNA股价收盘大涨近177%, 创下该公司有史以来单日最大 涨幅

** 不过,巴克莱分析师提醒称,由于黑色素瘤是对免疫疗法反应最敏感的癌症之一,若后期临床试验结果不尽如人意,可能会动摇投资者对该疫苗前景的信心,不仅限于黑色素瘤,还包括其他癌症,例如肾细胞癌(RCC),这是一种肾癌

** 截至上一交易日收盘,MRNA股票年内累计上涨392%

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