BUZZ-摩根士丹利下调 莫德纳 PT,导致 莫德纳 下跌

Reuters
15 Jan

((自动化翻译由路透提供,请见免责声明 ))

1月15日 - ** 疫苗制造商莫德纳 股价盘前下跌1.2%至34.04美元

** 券商摩根士丹利将MRNA的PT值从70美元下调至38美元;维持 "等权重 "评级

** 新PT较该股上次收盘价有10.3%的上涨空间

** 周一,MRNA 将 (link) 2025 年销售额预期下调了 10 亿美元,原因是呼吸道合胞病毒(RSV) 注射剂采用缓慢,以及 COVID-19 疫苗需求疲软。

** 券商称,投资者将重点关注 MRNA 能否实现 2028 年的 "盈亏平衡目标",或者是否需要筹集更多资金。

** 券商注意到MRNA的管线执行情况,与默克 合作的INT项目是 "重要机会",巨细胞病毒(CMV) 疫苗是 "近期重点"。

** 2024 年 MRNA 下降 63.1%

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