异动解读 | 削减10亿美元成本,摩德纳股价盘中大跌5.01%

异动解读
15 Jan

1月14日,疫苗企业摩德纳(MRNA)股价盘中大跌5.01%,引发市场广泛关注。

摩德纳公司此前将2025年全年销售预期下调10亿美元,旨在削减成本。该公司2025年收入预计将低于之前预期,主要由于新冠疫苗需求下降,同时由于削减研发资金,预计公司新疫苗产品上市进度或将放缓。

摩德纳的新冠疫苗在2022年和2023年带来了巨大收益,但随着疫情趋缓,需求正在大幅萎缩。该公司正加紧转型,推进如呼吸道合胞病毒(RSV)疫苗等新产品的市场化。不过,由于削减研发预算,新产品推向市场的进度或将放缓。此外,摩德纳在中国建厂进展不确定,也对业务增长构成隐忧。

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