sentosa
2021-08-27
No too higher
Is It Time To Buy Moderna?<blockquote>是时候购买Moderna了吗?</blockquote>
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
2
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":819889913,"tweetId":"819889913","gmtCreate":1630054118032,"gmtModify":1704955243353,"author":{"id":3586496569555403,"idStr":"3586496569555403","authorId":3586496569555403,"authorIdStr":"3586496569555403","name":"sentosa","avatar":"https://static.tigerbbs.com/38bcd9864ecb6b17ff9516da7db00132","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>No too higher</p></body></html>","htmlText":"<html><head></head><body><p>No too higher</p></body></html>","text":"No too higher","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/819889913","repostId":1136593786,"repostType":4,"repost":{"id":"1136593786","kind":"news","pubTimestamp":1630053380,"share":"https://www.laohu8.com/m/news/1136593786?lang=zh_CN&edition=full","pubTime":"2021-08-27 16:36","market":"us","language":"en","title":"Is It Time To Buy Moderna?<blockquote>是时候购买Moderna了吗?</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136593786","media":"investing.com","summary":"Moderna, Inc. (NASDAQ:MRNA), one of the most-loved stocks this year, has lost some of its charm. Its","content":"<p><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> (NASDAQ:MRNA), one of the most-loved stocks this year, has lost some of its charm. Its shares are now under pressure as many analysts warn that the rally in the COVID vaccine producer has gone too far.</p><p><blockquote><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>(纳斯达克:MRNA)是今年最受欢迎的股票之一,但已经失去了一些魅力。由于许多分析师警告称,这家新冠疫苗生产商的涨势已经走得太远,该公司股价目前面临压力。</blockquote></p><p> After hitting $493.76 in early August, its stock has lost more than 20% of its value in the past two weeks. The stock closed at $400.30 yesterday, valuing the Massachusetts-based company at almost $160 billion.</p><p><blockquote>在8月初触及493.76美元后,其股价在过去两周内下跌了20%以上。该股昨天收于400.30美元,这家总部位于马萨诸塞州的公司估值接近1600亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bcd7a921c67cf11f54f4f199f1358df6\" tg-width=\"1410\" tg-height=\"1172\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Moderna Weekly Chart.</p><p><blockquote>Moderna周线图。</blockquote></p><p> This valuation puts Moderna in the same league as global pharma giants like Bristol-Myers Squibb (NYSE:BMY), GlaxoSmithKline (NYSE:GSK), as well as retail pharmacy chain CVS Health (NYSE:CVS).</p><p><blockquote>这一估值使Moderna与百时美施贵宝(NYSE:BMY)、葛兰素史克(NYSE:GSK)以及零售药店连锁店CVS Health(NYSE:CVS)等全球制药巨头处于同一水平。</blockquote></p><p> One important consideration for investors at this point is: Should they buy Moderna now given the recent pullback?</p><p><blockquote>目前投资者的一个重要考虑因素是:鉴于最近的回调,他们现在应该购买Moderna吗?</blockquote></p><p> The answer to that question very much depends on the path the global health crisis takes and the company’s success at moving beyond vaccines and unlocking the full potential of mRNA technology—on which its COVID vaccine is based—as a remedy for other diseases. For the time being, many analysts believe Moderna’s current rally has run its course.</p><p><blockquote>这个问题的答案在很大程度上取决于全球健康危机所采取的道路,以及该公司在超越疫苗并释放mRNA技术(其新冠疫苗所基于的)作为其他疾病治疗方法的全部潜力方面的成功。目前,许多分析师认为Moderna当前的涨势已经结束。</blockquote></p><p> Moderna tops the list of S&P 500 stocks that analysts project to fall the most this year, according to aCNBC.com analysis.</p><p><blockquote>根据aCNBC.com的分析,Moderna在分析师预计今年跌幅最大的标准普尔500指数股票中名列前茅。</blockquote></p><p> In a recent note an Oppenheimer analysts said:</p><p><blockquote>奥本海默分析师在最近的一份报告中表示:</blockquote></p><p> “We continue to like the underlying mRNA story, technology and management execution. However, a burgeoning valuation has outstripped our current views of the breadth and depth of this promising story.” <h3><b>More Breakthroughs</b></h3> Beyond the COVID-19 pandemic, Moderna executives are optimistic their technology will bring cures for other respiratory-infectious diseases, like the respiratory syncytial virus (RSV); and cytomegalovirus (CMV); as well as other potential therapies for ailments, including cancers and inflammatory diseases.</p><p><blockquote>“我们仍然喜欢潜在的mRNA故事、技术和管理执行力。然而,蓬勃发展的估值已经超出了我们目前对这个充满希望的故事的广度和深度的看法。”<h3><b>更多突破</b></h3>除了COVID-19大流行之外,Moderna高管乐观地认为,他们的技术将为其他呼吸道传染病带来治愈方法,例如呼吸道合胞病毒(RSV);和巨细胞病毒(CMV);以及其他潜在的疾病疗法,包括癌症和炎性疾病。</blockquote></p><p> Betting on other breakthroughs may not bring windfalls as quickly as those fuelled by the emergency authorization for the COVID vaccines. Most of Moderna’s experimental vaccines remain in early-stage human trials, except its shot for cytomegalovirus. That could turn into a multi-billion-dollar product if it works. Moderna also plans human trials this year for a vaccine against Epstein-Barr virus, which causes mononucleosis.</p><p><blockquote>押注于其他突破可能不会像新冠疫苗紧急授权所推动的那样迅速带来意外之财。Moderna的大多数实验性疫苗仍处于早期人体试验阶段,除了针对巨细胞病毒的疫苗。如果成功的话,这可能会变成一个价值数十亿美元的产品。Moderna还计划今年对导致单核细胞增多症的爱泼斯坦-巴尔病毒疫苗进行人体试验。</blockquote></p><p> Moderna reported second-quarter earnings this month that exceeded Wall Street expectations, making about $6 billion in COVID-19 vaccine sales in the first half of the year. It has already signed $12 billion in advanced purchase agreements—with an additional $8 billion in options—for its coronavirus vaccine next year.</p><p><blockquote>Moderna本月公布的第二季度收益超出了华尔街的预期,上半年新冠疫苗销售额约为60亿美元。该公司已经为明年的冠状病毒疫苗签署了120亿美元的提前购买协议,另外还有80亿美元的选择权。</blockquote></p><p> Oppenheimer and some analysts believe these sales projections have already reflected in the share price and it won’t make sense to bet on further gains. Geoff Meacham, managing director at BofA Securities, said in a recent note that Moderna would need a 100% probability of success for its entire pipeline to justify its rise.</p><p><blockquote>奥本海默和一些分析师认为,这些销售预测已经反映在股价中,押注进一步上涨没有意义。美银证券董事总经理杰夫·米查姆(Geoff Meacham)在最近的一份报告中表示,Moderna的整个产品线需要100%的成功概率才能证明其崛起的合理性。</blockquote></p><p> IaWall Street Journal report Meacham said:</p><p><blockquote>《华尔街日报》报道米查姆表示:</blockquote></p><p> “Everyone believes that everything in the pipeline will be similar to COVID and that you can get it done in a few years. I think COVID by far was a unique situation that they really crushed.” According to consensus estimates published on<i>Investing.com</i>, analysts are dividend on the future upside. Of 17 analysts polled, seven recommend to buy the stock, while an equal number of forecasters are neutral. The consensus 12-month price target shows another 27% slide from the stock’s current value.</p><p><blockquote>“每个人都相信,正在进行的一切都将与新冠疫情类似,并且可以在几年内完成。我认为新冠疫情迄今为止是一种独特的情况,他们确实粉碎了。”根据发布的共识估计<i>Investing.com</i>,分析师对未来的上涨趋势持乐观态度。在接受调查的17名分析师中,7名建议买入该股,而同等数量的预测者持中立态度。共识的12个月目标价显示该股当前价值又下跌了27%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ef654fe2cfa7480b8d703ed856dd6205\" tg-width=\"679\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Consensus Estimates.</p><p><blockquote>共识估计。</blockquote></p><p> <i>Source: Investing.com</i></p><p><blockquote><i>资料来源:Investing.com</i></blockquote></p><p> Moderna on Thursday traded at nearly 49 times its earnings over the last 12 months, compared with nearly 27 times earnings for the S&P 500.</p><p><blockquote>Moderna周四的市盈率接近49倍,而标普500的市盈率接近27倍。</blockquote></p><p> Oppenheimer added in its note:</p><p><blockquote>奥本海默在报告中补充道:</blockquote></p><p> “We note that as mRNA’s pipeline progresses, particularly across other modalities, we could become constructive again. For the moment, we will watch the dream unfold from the sidelines.” <b>Bottom Line</b></p><p><blockquote>“我们注意到,随着mRNA管道的进展,特别是在其他模式上,我们可能会再次变得富有建设性。目前,我们将在场外观看梦想的展开。”<b>底线</b></blockquote></p><p> The recent commentary by Wall Street analysts suggests that Moderna has already reached its peak valuation in the current cycle and the future gains are very much dependent on some unknowns, like the path the pandemic takes and the success of its other drugs.</p><p><blockquote>华尔街分析师最近的评论表明,Moderna已经达到了当前周期的估值峰值,未来的收益在很大程度上取决于一些未知因素,例如大流行的路径及其其他药物的成功。</blockquote></p><p></p>","source":"lsy1594375853987","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Time To Buy Moderna?<blockquote>是时候购买Moderna了吗?</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Time To Buy Moderna?<blockquote>是时候购买Moderna了吗?</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">investing.com</strong><span class=\"h-time small\">2021-08-27 16:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> (NASDAQ:MRNA), one of the most-loved stocks this year, has lost some of its charm. Its shares are now under pressure as many analysts warn that the rally in the COVID vaccine producer has gone too far.</p><p><blockquote><a href=\"https://laohu8.com/S/MRNA\">莫德纳公司。</a>(纳斯达克:MRNA)是今年最受欢迎的股票之一,但已经失去了一些魅力。由于许多分析师警告称,这家新冠疫苗生产商的涨势已经走得太远,该公司股价目前面临压力。</blockquote></p><p> After hitting $493.76 in early August, its stock has lost more than 20% of its value in the past two weeks. The stock closed at $400.30 yesterday, valuing the Massachusetts-based company at almost $160 billion.</p><p><blockquote>在8月初触及493.76美元后,其股价在过去两周内下跌了20%以上。该股昨天收于400.30美元,这家总部位于马萨诸塞州的公司估值接近1600亿美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/bcd7a921c67cf11f54f4f199f1358df6\" tg-width=\"1410\" tg-height=\"1172\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Moderna Weekly Chart.</p><p><blockquote>Moderna周线图。</blockquote></p><p> This valuation puts Moderna in the same league as global pharma giants like Bristol-Myers Squibb (NYSE:BMY), GlaxoSmithKline (NYSE:GSK), as well as retail pharmacy chain CVS Health (NYSE:CVS).</p><p><blockquote>这一估值使Moderna与百时美施贵宝(NYSE:BMY)、葛兰素史克(NYSE:GSK)以及零售药店连锁店CVS Health(NYSE:CVS)等全球制药巨头处于同一水平。</blockquote></p><p> One important consideration for investors at this point is: Should they buy Moderna now given the recent pullback?</p><p><blockquote>目前投资者的一个重要考虑因素是:鉴于最近的回调,他们现在应该购买Moderna吗?</blockquote></p><p> The answer to that question very much depends on the path the global health crisis takes and the company’s success at moving beyond vaccines and unlocking the full potential of mRNA technology—on which its COVID vaccine is based—as a remedy for other diseases. For the time being, many analysts believe Moderna’s current rally has run its course.</p><p><blockquote>这个问题的答案在很大程度上取决于全球健康危机所采取的道路,以及该公司在超越疫苗并释放mRNA技术(其新冠疫苗所基于的)作为其他疾病治疗方法的全部潜力方面的成功。目前,许多分析师认为Moderna当前的涨势已经结束。</blockquote></p><p> Moderna tops the list of S&P 500 stocks that analysts project to fall the most this year, according to aCNBC.com analysis.</p><p><blockquote>根据aCNBC.com的分析,Moderna在分析师预计今年跌幅最大的标准普尔500指数股票中名列前茅。</blockquote></p><p> In a recent note an Oppenheimer analysts said:</p><p><blockquote>奥本海默分析师在最近的一份报告中表示:</blockquote></p><p> “We continue to like the underlying mRNA story, technology and management execution. However, a burgeoning valuation has outstripped our current views of the breadth and depth of this promising story.” <h3><b>More Breakthroughs</b></h3> Beyond the COVID-19 pandemic, Moderna executives are optimistic their technology will bring cures for other respiratory-infectious diseases, like the respiratory syncytial virus (RSV); and cytomegalovirus (CMV); as well as other potential therapies for ailments, including cancers and inflammatory diseases.</p><p><blockquote>“我们仍然喜欢潜在的mRNA故事、技术和管理执行力。然而,蓬勃发展的估值已经超出了我们目前对这个充满希望的故事的广度和深度的看法。”<h3><b>更多突破</b></h3>除了COVID-19大流行之外,Moderna高管乐观地认为,他们的技术将为其他呼吸道传染病带来治愈方法,例如呼吸道合胞病毒(RSV);和巨细胞病毒(CMV);以及其他潜在的疾病疗法,包括癌症和炎性疾病。</blockquote></p><p> Betting on other breakthroughs may not bring windfalls as quickly as those fuelled by the emergency authorization for the COVID vaccines. Most of Moderna’s experimental vaccines remain in early-stage human trials, except its shot for cytomegalovirus. That could turn into a multi-billion-dollar product if it works. Moderna also plans human trials this year for a vaccine against Epstein-Barr virus, which causes mononucleosis.</p><p><blockquote>押注于其他突破可能不会像新冠疫苗紧急授权所推动的那样迅速带来意外之财。Moderna的大多数实验性疫苗仍处于早期人体试验阶段,除了针对巨细胞病毒的疫苗。如果成功的话,这可能会变成一个价值数十亿美元的产品。Moderna还计划今年对导致单核细胞增多症的爱泼斯坦-巴尔病毒疫苗进行人体试验。</blockquote></p><p> Moderna reported second-quarter earnings this month that exceeded Wall Street expectations, making about $6 billion in COVID-19 vaccine sales in the first half of the year. It has already signed $12 billion in advanced purchase agreements—with an additional $8 billion in options—for its coronavirus vaccine next year.</p><p><blockquote>Moderna本月公布的第二季度收益超出了华尔街的预期,上半年新冠疫苗销售额约为60亿美元。该公司已经为明年的冠状病毒疫苗签署了120亿美元的提前购买协议,另外还有80亿美元的选择权。</blockquote></p><p> Oppenheimer and some analysts believe these sales projections have already reflected in the share price and it won’t make sense to bet on further gains. Geoff Meacham, managing director at BofA Securities, said in a recent note that Moderna would need a 100% probability of success for its entire pipeline to justify its rise.</p><p><blockquote>奥本海默和一些分析师认为,这些销售预测已经反映在股价中,押注进一步上涨没有意义。美银证券董事总经理杰夫·米查姆(Geoff Meacham)在最近的一份报告中表示,Moderna的整个产品线需要100%的成功概率才能证明其崛起的合理性。</blockquote></p><p> IaWall Street Journal report Meacham said:</p><p><blockquote>《华尔街日报》报道米查姆表示:</blockquote></p><p> “Everyone believes that everything in the pipeline will be similar to COVID and that you can get it done in a few years. I think COVID by far was a unique situation that they really crushed.” According to consensus estimates published on<i>Investing.com</i>, analysts are dividend on the future upside. Of 17 analysts polled, seven recommend to buy the stock, while an equal number of forecasters are neutral. The consensus 12-month price target shows another 27% slide from the stock’s current value.</p><p><blockquote>“每个人都相信,正在进行的一切都将与新冠疫情类似,并且可以在几年内完成。我认为新冠疫情迄今为止是一种独特的情况,他们确实粉碎了。”根据发布的共识估计<i>Investing.com</i>,分析师对未来的上涨趋势持乐观态度。在接受调查的17名分析师中,7名建议买入该股,而同等数量的预测者持中立态度。共识的12个月目标价显示该股当前价值又下跌了27%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ef654fe2cfa7480b8d703ed856dd6205\" tg-width=\"679\" tg-height=\"440\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Consensus Estimates.</p><p><blockquote>共识估计。</blockquote></p><p> <i>Source: Investing.com</i></p><p><blockquote><i>资料来源:Investing.com</i></blockquote></p><p> Moderna on Thursday traded at nearly 49 times its earnings over the last 12 months, compared with nearly 27 times earnings for the S&P 500.</p><p><blockquote>Moderna周四的市盈率接近49倍,而标普500的市盈率接近27倍。</blockquote></p><p> Oppenheimer added in its note:</p><p><blockquote>奥本海默在报告中补充道:</blockquote></p><p> “We note that as mRNA’s pipeline progresses, particularly across other modalities, we could become constructive again. For the moment, we will watch the dream unfold from the sidelines.” <b>Bottom Line</b></p><p><blockquote>“我们注意到,随着mRNA管道的进展,特别是在其他模式上,我们可能会再次变得富有建设性。目前,我们将在场外观看梦想的展开。”<b>底线</b></blockquote></p><p> The recent commentary by Wall Street analysts suggests that Moderna has already reached its peak valuation in the current cycle and the future gains are very much dependent on some unknowns, like the path the pandemic takes and the success of its other drugs.</p><p><blockquote>华尔街分析师最近的评论表明,Moderna已经达到了当前周期的估值峰值,未来的收益在很大程度上取决于一些未知因素,例如大流行的路径及其其他药物的成功。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.investing.com/analysis/is-it-time-to-buy-moderna-200600126\">investing.com</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"https://www.investing.com/analysis/is-it-time-to-buy-moderna-200600126","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136593786","content_text":"Moderna, Inc. (NASDAQ:MRNA), one of the most-loved stocks this year, has lost some of its charm. Its shares are now under pressure as many analysts warn that the rally in the COVID vaccine producer has gone too far.\nAfter hitting $493.76 in early August, its stock has lost more than 20% of its value in the past two weeks. The stock closed at $400.30 yesterday, valuing the Massachusetts-based company at almost $160 billion.\nModerna Weekly Chart.\nThis valuation puts Moderna in the same league as global pharma giants like Bristol-Myers Squibb (NYSE:BMY), GlaxoSmithKline (NYSE:GSK), as well as retail pharmacy chain CVS Health (NYSE:CVS).\nOne important consideration for investors at this point is: Should they buy Moderna now given the recent pullback?\nThe answer to that question very much depends on the path the global health crisis takes and the company’s success at moving beyond vaccines and unlocking the full potential of mRNA technology—on which its COVID vaccine is based—as a remedy for other diseases. For the time being, many analysts believe Moderna’s current rally has run its course.\nModerna tops the list of S&P 500 stocks that analysts project to fall the most this year, according to aCNBC.com analysis.\nIn a recent note an Oppenheimer analysts said:\n\n “We continue to like the underlying mRNA story, technology and management execution. However, a burgeoning valuation has outstripped our current views of the breadth and depth of this promising story.”\n\nMore Breakthroughs\nBeyond the COVID-19 pandemic, Moderna executives are optimistic their technology will bring cures for other respiratory-infectious diseases, like the respiratory syncytial virus (RSV); and cytomegalovirus (CMV); as well as other potential therapies for ailments, including cancers and inflammatory diseases.\nBetting on other breakthroughs may not bring windfalls as quickly as those fuelled by the emergency authorization for the COVID vaccines. Most of Moderna’s experimental vaccines remain in early-stage human trials, except its shot for cytomegalovirus. That could turn into a multi-billion-dollar product if it works. Moderna also plans human trials this year for a vaccine against Epstein-Barr virus, which causes mononucleosis.\nModerna reported second-quarter earnings this month that exceeded Wall Street expectations, making about $6 billion in COVID-19 vaccine sales in the first half of the year. It has already signed $12 billion in advanced purchase agreements—with an additional $8 billion in options—for its coronavirus vaccine next year.\nOppenheimer and some analysts believe these sales projections have already reflected in the share price and it won’t make sense to bet on further gains. Geoff Meacham, managing director at BofA Securities, said in a recent note that Moderna would need a 100% probability of success for its entire pipeline to justify its rise.\nIaWall Street Journal report Meacham said:\n\n “Everyone believes that everything in the pipeline will be similar to COVID and that you can get it done in a few years. I think COVID by far was a unique situation that they really crushed.”\n\nAccording to consensus estimates published onInvesting.com, analysts are dividend on the future upside. Of 17 analysts polled, seven recommend to buy the stock, while an equal number of forecasters are neutral. The consensus 12-month price target shows another 27% slide from the stock’s current value.\nConsensus Estimates.\nSource: Investing.com\nModerna on Thursday traded at nearly 49 times its earnings over the last 12 months, compared with nearly 27 times earnings for the S&P 500.\nOppenheimer added in its note:\n\n “We note that as mRNA’s pipeline progresses, particularly across other modalities, we could become constructive again. For the moment, we will watch the dream unfold from the sidelines.”\n\nBottom Line\nThe recent commentary by Wall Street analysts suggests that Moderna has already reached its peak valuation in the current cycle and the future gains are very much dependent on some unknowns, like the path the pandemic takes and the success of its other drugs.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":264,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/819889913"}
精彩评论