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《大行報告》瑞銀下調莫德納(MRNA.US)目標價至143美元 評級「買入」
阿思達克 11-07 11:09
瑞銀髮表報告,將莫德納(MRNA.US)新冠肺炎(COVID)疫苗的收入預測下調,目標價亦由178美元下調至143美元,評級「買入」。該行估計2030年新冠相關收入預測爲28億美元,遠低於之前預計的46億美元,雖然預測保守,但認爲長遠在新冠疫苗、呼吸道融合病毒(RSV)疫苗及其他潛在產品線下,現價仍然低估。 該行指,莫德納管理層承諾在2026年收支平衡,主要受惠控制成本的能力,該行認爲,重新調整新冠疫苗收入預測,令市場更加聚焦於新冠以外的收入,相信呼吸系統疫苗產品有潛在上升空間。
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