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《大行報告》大摩下調莫德納(MRNA.US)目標價至153美元 評級「與大市同步」
阿思達克 05-08 10:08
摩根士丹利發表報告指,莫德納(MRNA.US)公布首季稀釋每股盈利和收入勝預期,管理層預計明年將推出呼吸道融合病毒(RSV)疫苗,而如果免疫原性研究Ph3 P303獲積極的結果,明年亦可能推出流感疫苗。 該行指,考慮到莫德納首季業績後,將公司今年資本支出預測降低到10億美元,但大致上維持明年後資本支出估計。目標價由185美元降至153美元,評級「與大市同步」,該行認為疫苗和罕見疾病是公司的主要估值驅動因素。
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