EagleAlpha
:
Yes they do have a strong balance sheet but the market might think the mgt are too audacious and a bit concerned about the speed of cash burn for R&D (interestingly some risk takers punish sp today thinking they shouldn’t slow down). I’d like them focusing on more promising ones. I hope 1083 can be successfully launched cos many would like to have flu-COVID combo shot. COVID demand may come back in 2025 because many didn’t get boosters in 2023 and 2024. Part of reason why the current demand is weak is because ppl either got COVID or had triple vaccinated two years ago, antibody still there but may not last long, plus virus itself is mutating.
Moderna股票討論
剛剛過去的4點鐘Et關閉時, $標普500指數 (.SPX.US)$ 爬升了0.75%的 $道瓊斯指數 (.DJI.US)$ 爬升了0.58%,而 $納斯達克綜合指數 (.IXIC.US)$ 上漲1.2%。
Modena $Moderna (MRNA.US)$ 股份在最近的星期四交易中下跌超過18%,因為該公司表示正在將年度研發費用削減約1億美元...
這個價格仍然很有吸引力。記住我們剛剛在猴痘上取得了成功。雖然人們可能只是重複使用超級便宜的牛痘,但MRNA也可以生產出幾美元的成本,如果他們不想賺錢的話。
歷史上每隔四年都會出現一種新的全球性病毒傳播,從而導致醫療保健行業的劇變。
較大的圖像: tradingview.com...
$Moderna (MRNA.US)$
他們的財務狀況真的很好,那為什麼他們失去了信心?此外,醫療保健需要不斷創新。我的意思是我買了低點,只是有點困惑,為什麼我們可能有不同的意見。
暫無評論