Moderna和BioNTech已經漲瘋了
在新的新冠疫苗加強針接種指引出臺之前，頂級新冠疫苗研發商Moderna(MRNA.US)和BioNTech SE(BNTX.US)股價持續上揚。
過去一年，這兩家公司的股價均飆升逾480%，創下歷史新高。BioNTech的合作夥伴輝瑞(PFE.US)有一系列其他上市藥物推升其估值。隨着投資者蜂擁進入疫苗相關股票，週一，輝瑞股價已突破年內高點。
傑富瑞分析師Michael Yee談到Moderna時表示：“每個人都得買。”截至北京時間19：35，Moderna股價盤前上漲1.95%，至484.47美元，市值有望達到2000億美元。
過去兩週，這三家制藥商都提高了對新冠病毒疫苗的銷售預測，輝瑞估計，今年生產的30億劑疫苗的收入爲335億美元。隨着Delta變異病毒在全球傳播，美國病毒專家福奇表示，免疫功能低下的人應該得到加強注射，投資者正在等待食品和藥物管理局(FDA)新的指導方針，說明就哪些人可能接受第三次注射。
這些公司獲得了新冠疫苗第一批緊急批準，並一直在公佈需要注射加強針的證據。輝瑞計劃尋求監管機構批準其第三次注射疫苗，而Moderna仍需在提交申請前確定其劑量。
泰國和以色列在內的少數幾個國家正在向已經接種疫苗的人羣開放了加強針注射，而FDA尚未權衡何時可能需要注射疫苗加強針。據報道，該機構預計最快將於9月公佈其疫苗加強針接種戰略。
高盛分析師Salveen Richter上週五將Moderna的目標股價從299美元上調至461美元，而巴克萊分析師Gena Wang將其上調至463美元，而該股在週一的漲勢中突破了這些新目標價，並再度刷新高點至493.757美元。
儘管如此，這些股票的天價估值在市場上仍面臨着意想不到的阻力。生物技術分析師通常以對股票前景持樂觀態度而著稱，但給予Moderna評級“持有”的分析師多於給予“買入”的分析師，且目標價較現價有43%的下跌空間。
在Yee和該行策略師Will Sevush看來，推動股市上漲的是科技股和創新基金，而不是傳統上專注於醫療股的對衝基金和投資者。數據顯示，投資顧問目前是Moderna最大的股東羣體，貝萊德(BLK.US)、先鋒集團和摩根士丹利都是Moderna的主要投資者。
雖然 Yee 將 Moderna 的目標價定爲 425 美元，低於當前的交易區間，但他預計2022年注射疫苗加強針的計劃將會正式開始實施，股市的故事尚未完結。
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