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美股異動 | 諾瓦瓦克斯跌5% 美國銀行對公司發佈唯一的“賣出”評級
格隆匯5月20日丨諾瓦瓦克斯(NVAX.US)跌5.01%,報55.5美元,總市值43億美元。美國銀行對公司發佈唯一的“賣出”評級,美國銀行分析師Alec W. Stranahan 指出,公司今年迄今已下跌59%,而納斯達克生物技術指數(IBB)下跌了22%,原因是行業疲軟,對COVID-19和季節性流感的預期下降。他認為該股還有進一步走低的空間。鑑於對繼續使用增強劑的悲觀前景,公司疫苗作為差異化選擇的好處不確定以及對Omicron等新變體的免疫力下降,該公司對疫苗的銷售預測低於共識。由於競爭日益激烈,競爭對手的數據也越來越強勁,這位分析師對諾瓦瓦克斯的流感、RSV和瘧疾候選藥物的獲批能力提出了質疑,這些候選藥物目前正處於後期開發階段。即使對近期COVID-19疫苗的銷售和流感候選藥物獲得批准的可能性進行非保守估計,該公司仍將目標價定為每股35美元,比該股目前在華爾街的平均目標價低80%。

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