Moderna Stock Trading Lower On Dismal Guidance, Analysts Cuts Price Targets Noting Competitive Pressure From GSK, Pfizer
Moderna Stock Trading Lower On Dismal Guidance, Analysts Cuts Price Targets Noting Competitive Pressure From GSK, Pfizer
On Thursday, Moderna Inc (NASDAQ:MRNA) lowered its 2024 sales guidance due to weaker demand for its COVID-19 vaccines.
周四，Moderna Inc (NASDAQ:MRNA)由于对其COVID-19疫苗的需求疲软，下调了2024年的销售预测。
Moderna now projects 2024 net sales of between $3 billion and $3.5 billion from its respiratory franchise versus previous guidance of about $4 billion, citing low EU sales in 2024, potential revenue deferrals for certain international sales into 2025, and an increasingly competitive environment for respiratory vaccines in the U.S.
Moderna现在预计其呼吸系列2024年净销售额为30亿至35亿美元，而先前预计约为40亿美元，原因是称2024年欧盟销售低迷，某些国际销售的潜在营收推迟至2025年，并且美国呼吸道疫苗市场竞争日益激烈。
Goldman Sachs highlights that the management discussed competitive pressure across both the COVID and RSV vaccines, noting that larger competitors, namely Pfizer Inc (NYSE:PFE) and GSK Plc (NYSE:GSK), have leverage from existing product portfolios and can engage in activities such as bundling and co-marketing.
高盛指出，管理层讨论了COVID和RSV疫苗的竞争压力，指出较大的竞争对手，即辉瑞公司（NYSE:PFE）和GSK Plc（NYSE:GSK）从现有产品组合中获得了杠杆，并可以进行打包和联合营销等活动。
Regarding visibility into demand for mRESVIA, Moderna's RSV vaccine, in the second half, management noted some signed contracts where the vaccine has been shipped and some contracts that are being finalized.
关于Moderna的RSV疫苗mRESVIA在下半年的需求可见性问题，管理层指出，已签署了一些疫苗已经发货的合同，还有一些正在敲定的合同。
The analyst has lowered the price target to $178 from $204, with a Buy rating.
分析师将购买评级的目标价从204美元下调至178美元。
RBC Capital Markets has decreased the price target to $125 from $160 to reflect the new guide and the outlook for the respiratory franchise.
RBC Capital Markets将目标价从160美元下调至125美元，以反映新指导和呼吸系统特许经营的前景。
RBC highlights that although there was no material update on individualized neoantigen therapy (INT), accelerated approval remains a possibility.
RBC强调，虽然个体化新抗原疗法（INT）没有实质性更新，但加速批准仍然是可能的。
Moderna and Merck & Co Inc (NYSE:MRK) announced additional 3-year data for mRNA-4157 in combination with Keytruda (pembrolizumab), demonstrating sustained improvement in recurrence-free survival and distant metastasis-free survival versus Keytruda for high-risk stage III/IV melanoma following complete resection.
Moderna和默克公司（Merck & Co Inc）（NYSE:MRK）宣布，mRNA-4157与Keytruda（pembrolizumab）相结合的3年附加数据表明，在完全切除的高风险III/IV型黑色素瘤后，相对于Keytruda，复发生存率和远处无转移生存率得到持续改善。
Guggenheim Securities writes that in their view inroads on the EU tender appeared increasingly at risk given the approaching vaccine season, the revised guidance suggests a considerable portion embedded in the original guidance. The analyst keeps a Neutral rating on Moderna.
古根海姆证券写道，在他们看来，欧盟招标的进展在疫苗季节来临之际面临越来越大的风险，修订后的指导方针表明原指导方针中包含了相当大的部分。分析师对Moderna保持中立评级。
Piper Sandler reiterates its Overweight rating while lowering the price target to $157 from $214 by reducing SpikeVax and mRESVIA values.
Piper Sandler重申对Moderna的增持评级，但通过减少SpikeVax和mRESVIA的价值，将目标价从214美元下调至157美元。
Barclays maintains Moderna with an Overweight, lowering the price target from $168 to $155.
巴克莱保持Moderna的股票增持评级，将目标价从168美元下调至155美元。
Needham reiterates Moderna with a Hold.
Needham重申对Moderna的持有评级。
Price Action: MRNA stock is down 8.52% at $86.15 at last check Friday.
股价表现：MRNA股票在上周五的最后一个检查时下跌了8.52％，报86.15美元。
Photo by Lutsenko_Oleksandr on Shutterstock
Photo by Lutsenko_Oleksandr on shutterstock
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