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.
週四，Moderna Inc (NASDAQ:MRNA)由於對其COVID-19疫苗的需求疲軟，下調了2024年的銷售預測。
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現在預計其呼吸系列2024年淨銷售額爲30億至35億美元，而先前預計約爲40億美元，原因是稱2024年歐盟銷售低迷，某些國際銷售的潛在營收推遲至2025年，並且美國呼吸道疫苗市場競爭日益激烈。
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，管理層討論了COVID和RSV疫苗的競爭壓力，指出較大的競爭對手，即輝瑞公司（NYSE:PFE）和GSK Plc（NYSE:GSK）從現有產品組合中獲得了槓桿，並可以進行打包和聯合營銷等活動。
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.
關於Moderna的RSV疫苗mRESVIA在下半年的需求可見性問題，管理層指出，已簽署了一些疫苗已經發貨的合同，還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.
分析師將購買評級的目標價從204美元下調至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將目標價從160美元下調至125美元，以反映新指導和呼吸系統特許經營的前景。
RBC highlights that although there was no material update on individualized neoantigen therapy (INT), accelerated approval remains a possibility.
RBC強調，雖然個體化新抗原療法（INT）沒有實質性更新，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）宣佈，mRNA-4157與Keytruda（pembrolizumab）相結合的3年附加數據表明，在完全切除的高風險III/IV型黑色素瘤後，相對於Keytruda，復發生存率和遠處無轉移生存率得到持續改善。
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.
古根海姆證券寫道，在他們看來，歐盟招標的進展在疫苗季節來臨之際面臨越來越大的風險，修訂後的指導方針表明原指導方針中包含了相當大的部分。分析師對Moderna保持中立評級。
Piper Sandler reiterates its Overweight rating while lowering the price target to $157 from $214 by reducing SpikeVax and mRESVIA values.
Piper Sandler重申對Moderna的增持評級，但通過減少SpikeVax和mRESVIA的價值，將目標價從214美元下調至157美元。
Barclays maintains Moderna with an Overweight, lowering the price target from $168 to $155.
巴克萊保持Moderna的股票增持評級，將目標價從168美元下調至155美元。
Needham reiterates Moderna with a Hold.
Needham重申對Moderna的持有評級。
Price Action: MRNA stock is down 8.52% at $86.15 at last check Friday.
股價表現：MRNA股票在上週五的最後一個檢查時下跌了8.52％，報86.15美元。
Photo by Lutsenko_Oleksandr on Shutterstock
Photo by Lutsenko_Oleksandr on shutterstock
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