CAMBRIDGE, MA / ACCESS Newswire / December 17, 2025 / Moderna, Inc. (Nasdaq:MRNA) today announced it will present at the 44th annual J.P. Morgan Healthcare Conference on Monday, January 12th at 7:30 p.m. ...

Key Takeaways CHMP issued a positive opinion recommending EU approval of Moderna's new COVID-19 vaccine mNexspike.Per phase III data, MRNA's mNexspike was non-inferior to Spikevax, with 9.3% higher rVE overall.mNexspike showed safety comparable to Spikevax, fewer local reactions, and similar systemic adverse events.Moderna (MRNA) announced that the European Medicines Agency's (EMA) Committee for Medicinal Products for Human Use (CHMP) has issued a positive opinion recommending the EU approval of mNexspike ( ...

Deep-pocketed investors have adopted a bullish approach towards Moderna (NASDAQ:MRNA), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in MRNA usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 10 extraordinary options activities for Moderna. ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

五大评级上调 - 杰富瑞将露露乐蒙评级从“跑输大盘”上调至“持有”，目标价从120美元上调至170美元，认为首席执行官即将离任是“重大利好” [5][10] - 瑞银将美国航空评级从“中性”上调至“买入”，目标价从14美元上调至20美元，认为市场未充分认识到企业客户营收复苏将使其未来几年利润“大幅提升” [5][10] - 摩根大通将花旗集团评级从“中性”上调至“增持”，目标价从107美元上调至124美元，认为2026年稳健的经济和强劲的市场业务将使花旗比同行获益更多 [5][10] - 古根海姆将百时美施贵宝评级从“中性”上调至“买入”，给出2026年62美元目标价，认为其投资性价比和管线驱动的风险收益比“颇具吸引力” [5][10] - 德意志银行将忠实航空评级从“持有”上调至“买入”，目标价105美元，指出2026年美国国内航空运力供需“相对均衡”及廉航希望实现正回报，将营造“良好的运营环境” [5][10] 五大评级下调 - 摩根大通将Roblox评级从“增持”下调至“中性”，目标价从145美元下调至100美元，认为用户活跃度承压、预订量增速放缓及利润率收窄将使该股在2026年迎来“阶段性休整” [5][10] - 贝尔德将贝宝评级从“跑赢大盘”下调至“中性”，目标价从83美元下调至66美元，称四季度交易量“波动”、2026年开启新投资周期及平台升级时间不确定，使短期“利空出清”可能性低 [5][10] - 斯蒂菲尔将RH评级从“买入”下调至“持有”，目标价从320美元下调至165美元，指出公司年内第二次下调2025财年营收及EBITDA指引，反映全年需求正逐步放缓 [5][10] - 诺斯兰将思佳讯评级从“跑赢大盘”下调至“市场持平”，目标价190美元，认为结合当前估值及一季度产能“售罄”，2026财年业绩指引等利好已“完全体现在当前股价中” [5][10] - 凯投银行将维瓦系统评级从“增持”下调至“行业标配”，称渠道调研显示大型制药客户在软件评估阶段更倾向选择赛富时，意味着维瓦系统可能遭遇更多订单流失 [5][10] 五大首次覆盖评级 - 花旗首次覆盖波音，给予“买入”评级及265美元目标价，称其为“极具吸引力的大盘股转型标的” 同时首次覆盖通用电气航空、L3哈里斯技术、RTX公司和诺斯罗普・格鲁曼，均给予“买入”评级 对洛克希德・马丁、通用动力和博思艾伦则首次给予“中性”评级 [5][9] - 杰富瑞首次覆盖莫德纳，给予“持有”评级及30美元目标价，表示2026年其新冠及RSV疫苗海外销售额有望增长，同时运营费用预计下降约8%，但仍需更多业绩增量达成指引 [5][11] - 瑞银首次覆盖AppFolio，给予“买入”评级及285美元目标价，渠道调研显示该公司暂无支出放缓迹象，也未面临新增的竞争压力 [5][11] - 加拿大皇家银行旗下考恩首次覆盖泰勒科技，给予“买入”评级及650美元目标价，称其为“公共部门市场的领先供应商”，有望依托2027-2028年加速的云迁移项目，实现20%的可持续SaaS业务增速 [6][11] - 杰富瑞首次覆盖贝吉獾仪表，给予“买入”评级及220美元目标价，补充称该股近期回落为这只具备“高个位数有机增长复利能力”的标的提供了“颇具吸引力的入场时机” [6][11]

行业研究是投资的源动力。元禾控股推出"元动力"系列行研分享，编辑部据此推出《元动力》行业研究专栏，旨在交流行业研究成果，分析行业发展趋 势，探讨未来投资方向。 本期《元动力》行业研究专栏聚焦中美生物医药投资，分享者是元禾控股研究中心（博士后科研工作站）分析师陈铭源博士，将从中美生物医药领域投资 概况、中美医疗体系的差异、"募、投、管、退"视角下的对比与思考等维度进行展开。 中美生物医药领域投资概况 美国VC投资成功案例 美国VC投资成功案例——Moderna | 成立时间 | 2010年 | | --- | --- | | 上市时间 | 2018年 | | 市值 | 1995亿美金(2021年) | | 融资信息 | 20.7亿,A轮-F轮融资 | | 核心技术 | mRNA创新药物 | | 核心产品 | mRNA新冠疫苗2022年,184亿 | | | 美元 | | 投资机构 | Flagship Pioneering解化项目 | | VC角色 | Flagship在孵化到融资阶段共投 | | | 31. 资约5000万美金,2021年所持有 | | | 7.8% 股份约有155.6亿美元 | Modern ...

Jefferies sets a modest price target increase for Moderna, Inc. (NASDAQ: MRNA), indicating a potential 1.28% growth.Investment firm Amundi significantly reduces its stake in Moderna, contrasting with other firms like Natixis Advisors LLC and Charles Schwab Investment Management Inc., which increased their holdings.Despite varying investment strategies, Moderna's stock price has experienced a 2.03% increase, with a market capitalization of approximately $11.57 billion.Moderna, Inc. (NASDAQ: MRNA) is a biotec ...

Jefferies initiated coverage of Moderna, Inc. (NASDAQ: MRNA) with a "Hold" rating and a stock price of $29.62.Amundi reduced its stake in Moderna by 31.9%, selling 425,861 shares.Other investment firms, including Natixis Advisors LLC and Charles Schwab Investment Management Inc., have increased their holdings in Moderna.Moderna, Inc. (NASDAQ: MRNA) is a biotechnology company known for its work in developing mRNA-based vaccines and therapeutics. The company gained significant attention during the COVID-19 pa ...

杰富瑞首次覆盖莫德纳，给予"持有"评级，目标价为30美元。 ...

2021年初，Moderna CEO斯泰芬・邦塞尔在JPM健康会议上意气风发，宣称"THIS is just the beginning （这只是开始）" 。 这句话此后被反复引用和转载数十次，精简地总结了Moderna宏大的雄心：将mRNA新冠疫苗带来的利 润和技术投入到新一代mRNA疫苗和疗法中，改变医学，使Moderna成为全球最大的制药商之一。 但事实并非如此。短短4年，现实与愿景形成刺眼对比，市值蒸发90%，政治打击更是雪上加霜。就在 两周前，Moderna股价创了4年来新低，市值不足100亿美元，对比巅峰近2000亿美元的市值，仿佛大梦 一场。 这绝不仅仅外部环境的问题，HHS部长小罗伯特·肯尼迪主导的政策转向，并非Moderna危机的开端，而 是加速危机的"催化剂"。新冠疫苗之后，mRNA至今还在证明自己的路上，流感疫苗效果一般，RSV疫 苗也不够出色，而年初被寄予厚望的CMV疫苗，III期临床也失败了。 2020 年，新冠疫情爆发，mRNA技术凭借快速研发、高有效性的优势脱颖而出。Moderna 的新冠疫苗 Spikevax率先获批紧急使用，不仅为全球抗疫作出重要贡献，也为公司带来了巨额财富。 ...