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Moderna帶崩疫苗股
uSMART盈立智投 11-04 22:19

今日美股盤前Moderna (MRNA.US)發佈了不及預期的業績報告,並且對其新冠疫苗在今年剩餘時間的銷售預期也不樂觀。

財報顯示,ModernaQ3營收49.69億美元,市場預期爲 62.1 億美元,去年同期爲1.57億美元;攤薄後每股收益爲7.7美元,市場預期爲9.05美元。

業績預期方面,Moderna預期2021年全年產品銷售額在150億美元和180億美元之間,預計其新冠疫苗在2021財年的交付量在7億至8億劑之間,低於此前預期的8億至10億劑。

美股盤前交易顯示,包括Moderna、輝瑞(PFE.US)、BioNTech(BNTX.US)和諾瓦瓦克斯(NVAX.US)在內的大型生物技術公司今日總市值可能會蒸發近245億美元,原因是市場對新冠疫苗銷售前景感到非常擔憂。

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Moderna令人失望的業績與輝瑞及其合作夥伴BioNTech的強勁銷售額形成鮮明對比,輝瑞預計明年的新冠疫苗營收將達到290億美元。

在一個月前,類似的情形也上演過,只不過當時是被新冠藥物的利好消息帶崩。當時默沙東(MRK.US)的一項試驗顯示,該公司的試驗性藥物將住院和死亡風險降低了一半,導致疫苗股的股價直線下跌。

隨着全球經濟重新開放和其它新冠治療方法的有序推進,投資者擔心新冠疫苗未來的銷售額將面臨重大阻礙。

華爾街分析師預測,Moderna新冠疫苗明年的銷售額將接近200億美元,2024年將減少至75億美元。然而,市場對2022年的預期相差很大,最高和最低預期值之間相差超過200億美元。

諾瓦瓦克斯將在今日收盤後公佈業績,投資者將重點關注該公司對新冠疫苗的展望,BioNTech的第三季度業績則將在11月9日美股盤前公佈。

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