周三盘中,疫苗生产商莫德纳(Moderna, Inc.)股价大幅下跌5.03%,引发市场关注。
这一跌幅与美国疾病控制和预防中心(CDC)的最新动向密切相关。据悉,CDC的一个外部专家小组正在讨论是否应该将最新的新冠疫苗接种建议缩小到仅针对有严重疾病风险的人群。目前,CDC建议6个月及以上的所有人都应接种最新的新冠疫苗。
分析人士指出,如果CDC采纳这一更加狭窄的接种建议,将可能对包括莫德纳在内的疫苗生产商的收入造成重大影响。券商Leerink Partners和花旗银行的分析师表示,这一潜在变化对莫德纳、诺瓦瓦克斯(Novavax)和辉瑞(Pfizer)等公司已经下降的新冠疫苗收入来说是一个风险。值得注意的是,截至上一交易日收盘,莫德纳股价已经下跌了约37%,显示出投资者对公司前景的担忧。
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