Moderna Stock crash steepens—ແຕ່ຜູ້ຊ່ຽວຊານປະກາດຜົນວັກຊີນໄຂ້ຫວັດໃຫຍ່ທີ່ເຂົ້າມາສາມາດສະແດງ 'ຄວາມເໜືອກວ່າ'

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In a glimmer of hope for one of this year’s worst-performing stocks, Morgan Stanley analyst Matthew Harrison projected incoming results for one of Moderna’s flu vaccine candidates would likely be a promising development for the firm’s struggling stock, joining a growing crop of experts looking to Moderna’s potential suite of offerings—and not necessarily its Covid-19 vaccine—as a catalyst for growth.

ຂໍ້ເທັດຈິງສໍາຄັນ

In a Tuesday evening note to clients, Harrison said phase 2 trial data for Moderna’s flu vaccine in the coming weeks would “likely demonstrate non-inferiority and even a trend toward superiority” relative to competing products on the market—an improvement from December results Harrison called “undifferentiated” from biotech firm Sanofi’s flu vaccine.

The bullish reading follows a steep drop for Moderna shares, which fell 4% Wednesday to $138 and have plummeted nearly 42% this year, becoming the S&P 500’s third-worst-performing stock—behind only Etsy (down 43%) and PayPal (down 44%).

Harrison ຢຸດເຊົາການແນະນໍານັກລົງທຶນໃຫ້ຊື້ຫຼັກຊັບ, ແທນທີ່ຈະເວົ້າຄືນການຈັດອັນດັບທີ່ເປັນກາງ, ແຕ່ເປົ້າຫມາຍລາຄາໃຫມ່ຂອງບໍລິສັດທີ່ $ 213 ຫມາຍຄວາມວ່າຮຸ້ນສາມາດເພີ່ມຂຶ້ນປະມານ 49% ໃນປີຫນ້າ. 

Other analysts are more bullish: In a Friday note, Piper Sandler’s Edward Tenthoff reiterated his $348 price target, a staggering 150% above current prices, after Moderna announced three new vaccine candidates under development—for herpes, the virus that causes Shines and one targeting antigens for cancer.

Tenthoff ບອກນັກລົງທຶນວ່າຜົນສໍາເລັດຂອງຢາວັກຊີນ Covid-19 ຂອງ Moderna ໄດ້ຫຼຸດຜ່ອນຄວາມສ່ຽງທາງດ້ານການເງິນທີ່ກ່ຽວຂ້ອງກັບການພັດທະນາວັກຊີນໃຫມ່ໂດຍໃຊ້ເຕັກໂນໂລຢີດຽວກັນແລະໄດ້ກ່າວເຖິງຍຸດທະສາດການພັດທະນາ "ກວ້າງ" ຂອງບໍລິສັດ - ເຊິ່ງນັກວິເຄາະອື່ນໆຍັງໄດ້ຊີ້ໃຫ້ເຫັນເຖິງໂອກາດ. 

On Tuesday, Moderna initiated phase three trials for a vaccine targeting the respiratory syncytial virus, which causes a respiratory illness akin to the flu and Covid; the firm also has an HIV vaccine in the works.

ຂໍ້ເທັດຈິງທີ່ຫນ້າປະຫລາດໃຈ

Moderna has plunged 71.5% from an all-time closing high of $484 on August 9, wiping out more than $140 billion from the firm’s market capitalization, which now stands at less than $56 billion.

ຄວາມເປັນມາຫຼັກ

Founded in 2010, Cambridge, Massachusetts-based Moderna spent nearly a decade developing the technology for its messenger RNA vaccines, which tell the body to produce part of a pathogen to trigger an immune response (unlike traditional vaccines that instead use a piece of the pathogen). Once the pandemic hit, the company doubled down on the effort and in November 2020 filed for an emergency use authorization for its Covid-19 vaccine. The shots have proven to be a massive boon for businesses heading up their development, but Moderna shares have struggled in recent months as critics increasingly question whether or not sales of Covid-19 vaccines alone will prove a viable revenue stream in years to come. 

ສິ່ງທີ່ຄວນສັງເກດເບິ່ງ

Moderna ມີແຜນການທີ່ຈະເປີດເຜີຍລາຍໄດ້ໃນໄຕມາດທີ່ສີ່ໃນຕອນເຊົ້າວັນພະຫັດ. ນັກວິເຄາະຄາດວ່າບໍລິສັດໃນລັດ Massachusetts ອາດຈະລາຍງານຜົນກໍາໄລປະຈໍາໄຕມາດທໍາອິດຂອງຕົນແລະລາຍໄດ້ 6.8 ຕື້ໂດລາ, ເພີ່ມຂຶ້ນ 1,090% ຈາກຫນຶ່ງປີກ່ອນ. 

ໝາຍ ເລກໃຫຍ່

$5 billion. That’s nearly how much third-quarter revenue Moderna reported in November, falling notably short of average analyst projections calling for $6.2 billion. 

ອ່ານ​ເພີ່ມ​ເຕີມ

ຮຸ້ນ Moderna ລົ້ມລົງ: ການສູນເສຍຍອດມູນຄ່າ 140 ຕື້ໂດລາ ໃນຂະນະທີ່ຄົນພາຍໃນຂາຍຮຸ້ນຫຼາຍລ້ານໂດລາ (Forbes)

ການຂັດຂ້ອງຂອງຮຸ້ນ Moderna ຮຸນແຮງຂຶ້ນ: ການສູນເສຍຍອດມູນຄ່າ 130 ຕື້ໂດລາ (Forbes)

Pfizer ກະຕຸ້ນຮຸ້ນ $ 28 ຕື້ໂດລາຫຼຸດລົງຫຼັງຈາກເຕືອນວ່າການຂາຍວັກຊີນ Covid ອາດເຮັດໃຫ້ເສຍໃຈໃນປີນີ້ (Forbes)