美国政府终止合同 - 美国政府终止了与Moderna签订的mRNA禽流感疫苗后期开发合同及采购权[1] - 拜登政府此前向Moderna授予两份合同 包括今年5 9亿美元资金用于推进疫苗开发 以及去年1 76亿美元用于加速疫苗研发[2] - 合同终止并非意外 因特朗普政府曾宣布将重新审查拜登时期的疫苗生产协议[3] 疫苗临床试验数据 - mRNA-1018疫苗一期/二期试验显示 300名成人参与者中初始抗体保护率仅2 1% 但接种第二剂三周后飙升至97 8%[4] - 疫苗安全性良好 未报告显著耐受性问题[4] - 公司计划在科学会议上公布更多临床发现 并探索新的开发路径[5] 股价表现与市场情绪 - 公司股价年内下跌37% 远超行业5%的跌幅[6] - 负面情绪源于FDA限制65岁以下健康人群新冠加强针资格 可能进一步降低需求[8] - 公司主动撤回新冠/流感组合疫苗的FDA申请 因需补充流感组分疗效数据 打乱了年底前获批的计划[9] 公司运营调整 - 当前正积极缩减运营开支并精简研发管线[10] 同业公司表现 - Adaptive Biotechnologies(ADPT)2025年每股亏损预估从92美分改善至87美分 2026年从69美分收窄至65美分 股价年内上涨53%[12][13] - Agenus(AGEN)2025年每股亏损预估从6 43美元大幅收窄至2 78美元 2026年从6 57美元改善至5 26美元 股价年内上涨10%[12][14]

Moderna (MRNA) FY 2025 Conference May 29, 2025 10:00 AM ET Speaker0 Sure. Speaker1 Fantastic. So I am thrilled to be here today with Stephane Pansell from Moderna. My name is Courtney Breen. I am The U. S. Biopharma Analyst here at Bernstein. Before we dive into the Q and A, I will give Stephane the opportunity to give us some context to where Moderna is at, and then we'll dive in. I've got a long, long list of questions, and we I'm sure we won't get through all. For as a reminder, and I think if you have a ...

Moderna (MRNA) announced that it has submitted a regulatory filing with the FDA seeking approval for an updated version of its COVID-19 vaccine Spikevax, designed to target the LP.8.1 variant of the virus.The submission is based on guidance from the FDA issued last week, which advised vaccine-makers to update their COVID-19 shots to target strains that are part of the JN.1 lineage, with a preference for the LP.8.1 variant. Per the latest CDC data, LP.8.1 currently accounts for about 70% of total cases in th ...

公司近期股价表现 - Moderna股价近期从五年低点23 15美元反弹至约27美元 主要受FDA建议高风险人群每年接种COVID-19疫苗的指引推动 [1] - 此次上涨具有孤立性 竞争对手辉瑞(PFE)、Sarepta Therapeutics(SRPT)和CureVac(CVAC)未出现同步上涨 [1] - 公司股价仍较52周高点170 47美元下跌超65% 年内累计下跌近40% 反映投资者对疫苗收入下降和运营亏损扩大的担忧 [2] 财务基本面分析 - 最近12个月营收从68亿美元降至32亿美元 同比下滑38 2% 季度同比降幅达35 9% 连续三年营收衰退 过去三年平均年降幅45 5% [3] - 最近四个季度净亏损34亿美元 净利率-106 9% 运营利润率-118 8% 现金流利润率-97 2% 显示持续消耗现金储备 [4] 估值与市场表现特征 - 当前市销率(P/S)3 2倍 表面与市场持平 但未充分反映收入能见度下降 管线商业化遥远等风险 [5] - 历史显示股价对市场下跌敏感 2022年通胀期间跌幅53 4% 远超标普500指数25 4%的跌幅 [6] 同业比较 - 辉瑞等竞争对手拥有更稳定收入流和多元化产品组合 Sarepta和Alnylam在罕见病管线取得进展且财务更稳健 [7] - 同行近期未出现类似股价反弹 进一步印证Moderna上涨属政策驱动的短期现象 [7] 发展前景评估 - 近期上涨难掩长期收入下滑和盈利路径不明的问题 尽管资产负债表和现金储备提供缓冲 [8] - FDA指引改善情绪 但股价持续反弹需依赖收入模式实质性改善或管线进展 [9]

Shares of Moderna (MRNA) declined nearly 8% yesterday after it announced that it had voluntarily withdrawn a regulatory filing seeking the FDA’s approval for mRNA-1083, its investigational mRNA-based combination vaccine against influenza and COVID. Per the company, the decision was taken in consultation with the agency.This announcement did not come as a surprise since MRNA had already announced earlier this month, alongside its Q1 results, that the FDA had requested ‘Phase 3 flu efficacy data.’ This setbac ...

Moderna TodayMRNAModerna$25.80 -2.19 (-7.82%) 52-Week Range$23.15▼$170.47Price Target$53.95Add to WatchlistModerna Inc. NASDAQ: MRNA is down 35% in 2025, making it one of the worst-performing stocks among medical stocks and the broader market. Not surprisingly, the stock is down over 80% in the last 12 months. What may surprise investors is that the Moderna stock is down approximately 60% over the last five years. That means the stock has given back all the gains it made when the company’s COVID-19 vaccine ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Back in 2021, Moderna (NASDAQ: MRNA ) shares traded for around $500 per share, so it is amazing to think that at that time, even just 100 shares of this stock would have set you back by about $50,000. However, since then, it seems likeLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my latest trading ideas: ...

Equity markets are full of bargains -- stocks that have performed terribly in recent months, whether due to trade-related marketwide issues or company-specific troubles, but could bounce back once things improve. There are also companies that are not performing well and are unlikely to rebound anytime soon; that's the kind investors should stay away from.Let's consider one stock in each category: Moderna (MRNA -1.50%), a beaten-down stock with decent prospects, and Teladoc Health (TDOC -1.02%), one whose fu ...

公司业绩表现 - 2025年第一季度收入同比下降近50%至8600万美元，远低于Zacks共识预期的1.14亿美元和模型预期的1.22亿美元 [4] - COVID-19疫苗Spikevax销售额为8400万美元，低于模型预期的1.12亿美元 [5] - RSV疫苗mResvia销售额仅为200万美元，大幅低于模型预期的7000万美元 [5] - 公司股价年内下跌33%，远超行业2%的跌幅 [2] 行业动态 - RSV疫苗行业整体表现疲软，辉瑞Abrysvo销售额同比下降9%至1.31亿美元，GSK Arexvy销售额下降57%至7800万英镑（约9800万美元） [6] - 美国CDC对60-74岁人群的限制性建议影响了RSV疫苗需求 [6] 成本控制措施 - 计划通过效率提升项目在明年节省3-5亿美元运营费用 [7] - 预计2027年运营成本将降至47-50亿美元，较2025年减少14-17亿美元 [8] - 连续第三个季度实现运营成本"同比两位数下降"，目标2028年实现运营现金流收支平衡 [8] 产品管线进展 - 未来三年计划推出10款新产品以减少对Spikevax的依赖 [9] - 已向FDA提交三项申请：新一代COVID疫苗mRNA-1283（预计本月获批）、mResvia标签扩展（6月12日决定）、COVID-流感联合疫苗mRNA-1083 [10][11] - 联合疫苗mRNA-1083因需要补充III期流感疗效数据可能延迟上市 [11] 研发管线布局 - 拥有40多个mRNA研究候选药物，覆盖CMV疫苗（mRNA-1647）、流感疫苗（mRNA-1010）等 [12][13] - 与默沙东合作开发抗癌疗法intismeran autogene，正在进行三项关键III期研究（黑色素瘤、非小细胞肺癌） [14] - 新增肿瘤管线mRNA-4359，正在开展早期至中期临床研究（一线黑色素瘤和转移性NSCLC） [15]