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晓沐
2021-07-16
这个的确有点夸张了
近千亿市值的Moderna是否被高估?
晓沐
2021-02-08
$声网(API)$
$声网(API)$
这个厉害,作为一个业内人士都看不懂里面到底多少水分了 [笑哭]
晓沐
2021-02-06
$声网(API)$
中概股有时候真是毫无逻辑可言,涨涨跌跌全凭控地一手好盘
晓沐
2021-02-05
$声网(API)$
成交量和换手率怎么都这么低,都是自己在玩么
晓沐
2021-02-02
$游戏驿站(GME)$
看戏
晓沐
2020-11-25
ZJH的罚款太搞笑了
神州优车:被证监会罚款50万,陆正耀被罚款20万
晓沐
2020-11-19
新经济厉害 不知道什么时候业绩能和市值匹配
抱歉,原内容已删除
晓沐
2020-10-04
重大利好
抱歉,原内容已删除
晓沐
2020-08-08
$跟谁学(GSX)$
救命,做空做多都是韭菜啊
晓沐
2020-07-08
$跟谁学(GSX)$
做多大单赚够了跑了,剩下一堆做多和做空的散户在风中凌乱
晓沐
2020-07-08
$跟谁学(GSX)$
隔壁
$拼多多(PDD)$
和
$哔哩哔哩(BILI)$
先跌为敬了,拉总今天仍然不跟么?是打算和SEC耗到底么
晓沐
2020-07-06
$跟谁学(GSX)$
PDD和BILI都大跳水了,拉总什么时候一起跳啊
晓沐
2020-07-06
$哔哩哔哩(BILI)$
又一个跳水的 PDD
晓沐
2020-07-06
$拼多多(PDD)$
这水跳得有点夸张啊
晓沐
2020-07-06
把二月份的事拿出来当七月份的新闻是几个事情?老虎就是这样误导投资者的么?这么恶心?
抱歉,原内容已删除
晓沐
2020-07-06
$跟谁学(GSX)$
你是在苦口婆心地劝我不要再炒股了么
晓沐
2020-06-25
$跟谁学(GSX)$
拉总拉的速度太惊人了,几秒钟就拉一个点
晓沐
2020-06-23
$荷兰皇家壳牌石油A类股(RDS.A)$
不是说5月14日是除权日,6月份会pay么,为什么到现在分红还没到账?被老虎吞了?
晓沐
2020-05-18
$荷兰皇家壳牌石油A类股(RDS.A)$
请问派息的钱什么时候能到账啊?
晓沐
2020-05-12
$诺瓦瓦克斯医药(NVAX)$
$诺瓦瓦克斯医药(NVAX)$
在老虎证券要怎么空这玩意啊?不是不可做空么?期权行权价到40封顶
去老虎APP查看更多动态
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16:18","market":"us","language":"zh","title":"近千亿市值的Moderna是否被高估?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191115132","media":"英为财情Investing","summary":"英为财情Investing.com –在2020年飙升超过450%之后,今年Moderna Inc (NASDAQ:MRNA)的股价继续上扬。该公司的新冠肺炎疫苗取得突破性进展,使得这家成立仅11年的","content":"<p><b>英为财情Investing.com –</b>在2020年飙升超过450%之后,今年Moderna Inc (NASDAQ:MRNA)的股价继续上扬。该公司的新冠肺炎疫苗取得突破性进展,使得这家成立仅11年的公司市值就已经接近1000亿美元。</p>\n<p>周三Moderna股价一度上涨近5%,至创纪录的246.92美元,最终收于246.40美元。这意味着Moderna的市值接近990亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/81e8f704f22c5248c56d45514b26ea92\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>如此高的估值使得Moderna与赛诺菲-安万特公司 (NASDAQ:SNY) 、葛兰素史克公司 (NYSE:GSK) 等全球制药巨头处于同一级别,Moderna的股价还能上涨吗?</p>\n<p>这个问题的答案在很大程度上取决于全球健康危机采取的路径,以及该公司能否成功地超越新冠疫苗,以释放mRNA技术作为治疗其他疾病的全部潜力,新冠疫苗正是基于mRNA技术。就目前而言,分析师对该公司业绩的预测相差很大。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/745ca224b7c66a20dc9f590781020026\" tg-width=\"998\" tg-height=\"665\"><span>MRNA 评级</span></p>\n<p>根据英为财情Investing.com的数据显示,尽管大多数受访分析师对该股的评级为“买入”,但也有相当一部分人对这家生物科技公司的评级较低。</p>\n<p>据分析师预测,在新冠大流行之前,Moderna在2021年的销售额将达到130亿美元至220亿美元之间。但在疫情爆发之后,预测疫苗的销售将变得棘手。</p>\n<p>Morningstar的分析师Karen Andersen在彭博社的一份报告中表示,全球疫苗市场今年可能会达到720亿美元的峰值,然后在2022年跌至650亿美元,在2023年可能跌至80亿美元。</p>\n<p>报告称,价格下滑的程度将取决于有多少人需要加强注射和多久注射一次,以及Moderna、辉瑞和其他公司是否能够提高价格以弥补缩小的市场。</p>\n<p><b>估值已经达到峰值?</b></p>\n<p>研究生物科技公司的分析师表示,在这种特别情况下,这些公司的最高销售额约为它们未来销售额的10倍。</p>\n<p>如果Moderna也是这样,就意味着该公司可能已经达到了估值的峰值,股价将很难再从这个水平继续上涨。Alexion Pharmaceuticals Inc (SA:A1LX34)和吉利德科学公司 (NASDAQ:GILD)等公司在推出突破性药物后,也都是这样的表现。</p>\n<p>Gilead公司在2013年底推出了一种突破性的丙肝药物,2015年销售额飙升至190亿美元,但随着竞争加剧,销售额开始下降。Gilead的市值也紧随其后,从接近1800亿美元的峰值下跌了将近1000亿美元。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9238c97ba3f5e5ece9da1f1473f50ef\" tg-width=\"840\" tg-height=\"470\"><span>Gilead 月线,来源Investing.com</span></p>\n<p>除了新冠病毒之外,Moderna的高管们乐观地认为,他们的技术将为其他呼吸道感染性疾病带来治疗,如呼吸道合胞体病毒(RSV)、巨细胞病毒(CMV)以及包括癌症和炎性疾病等其他潜在的疾病。</p>\n<p>不过,对其他疾病有突破性进展可能不会像对新冠肺炎疫苗这样可以得到紧急授权,并带来巨大收益。除了针对巨细胞病毒的疫苗,Moderna的大多数疫苗仍处于早期人体试验阶段。如果巨细胞病毒疫苗成功的话,将可能带来价值数十亿美元的收益。今年Moderna还计划进行一种针对Epstein-Barr病毒的人体试验。</p>\n<p><b>总结</b></p>\n<p>早期押注Moderna股票的投资者已经获利颇丰,在经历了如此强劲的上涨之后,该公司未来的发展道路仍不确定,这使得其股价已经有被高估的风险。</p>","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>近千亿市值的Moderna是否被高估?</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n近千亿市值的Moderna是否被高估?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-07-16 16:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>英为财情Investing.com –</b>在2020年飙升超过450%之后,今年Moderna Inc (NASDAQ:MRNA)的股价继续上扬。该公司的新冠肺炎疫苗取得突破性进展,使得这家成立仅11年的公司市值就已经接近1000亿美元。</p>\n<p>周三Moderna股价一度上涨近5%,至创纪录的246.92美元,最终收于246.40美元。这意味着Moderna的市值接近990亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/81e8f704f22c5248c56d45514b26ea92\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>如此高的估值使得Moderna与赛诺菲-安万特公司 (NASDAQ:SNY) 、葛兰素史克公司 (NYSE:GSK) 等全球制药巨头处于同一级别,Moderna的股价还能上涨吗?</p>\n<p>这个问题的答案在很大程度上取决于全球健康危机采取的路径,以及该公司能否成功地超越新冠疫苗,以释放mRNA技术作为治疗其他疾病的全部潜力,新冠疫苗正是基于mRNA技术。就目前而言,分析师对该公司业绩的预测相差很大。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/745ca224b7c66a20dc9f590781020026\" tg-width=\"998\" tg-height=\"665\"><span>MRNA 评级</span></p>\n<p>根据英为财情Investing.com的数据显示,尽管大多数受访分析师对该股的评级为“买入”,但也有相当一部分人对这家生物科技公司的评级较低。</p>\n<p>据分析师预测,在新冠大流行之前,Moderna在2021年的销售额将达到130亿美元至220亿美元之间。但在疫情爆发之后,预测疫苗的销售将变得棘手。</p>\n<p>Morningstar的分析师Karen Andersen在彭博社的一份报告中表示,全球疫苗市场今年可能会达到720亿美元的峰值,然后在2022年跌至650亿美元,在2023年可能跌至80亿美元。</p>\n<p>报告称,价格下滑的程度将取决于有多少人需要加强注射和多久注射一次,以及Moderna、辉瑞和其他公司是否能够提高价格以弥补缩小的市场。</p>\n<p><b>估值已经达到峰值?</b></p>\n<p>研究生物科技公司的分析师表示,在这种特别情况下,这些公司的最高销售额约为它们未来销售额的10倍。</p>\n<p>如果Moderna也是这样,就意味着该公司可能已经达到了估值的峰值,股价将很难再从这个水平继续上涨。Alexion Pharmaceuticals Inc (SA:A1LX34)和吉利德科学公司 (NASDAQ:GILD)等公司在推出突破性药物后,也都是这样的表现。</p>\n<p>Gilead公司在2013年底推出了一种突破性的丙肝药物,2015年销售额飙升至190亿美元,但随着竞争加剧,销售额开始下降。Gilead的市值也紧随其后,从接近1800亿美元的峰值下跌了将近1000亿美元。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9238c97ba3f5e5ece9da1f1473f50ef\" tg-width=\"840\" tg-height=\"470\"><span>Gilead 月线,来源Investing.com</span></p>\n<p>除了新冠病毒之外,Moderna的高管们乐观地认为,他们的技术将为其他呼吸道感染性疾病带来治疗,如呼吸道合胞体病毒(RSV)、巨细胞病毒(CMV)以及包括癌症和炎性疾病等其他潜在的疾病。</p>\n<p>不过,对其他疾病有突破性进展可能不会像对新冠肺炎疫苗这样可以得到紧急授权,并带来巨大收益。除了针对巨细胞病毒的疫苗,Moderna的大多数疫苗仍处于早期人体试验阶段。如果巨细胞病毒疫苗成功的话,将可能带来价值数十亿美元的收益。今年Moderna还计划进行一种针对Epstein-Barr病毒的人体试验。</p>\n<p><b>总结</b></p>\n<p>早期押注Moderna股票的投资者已经获利颇丰,在经历了如此强劲的上涨之后,该公司未来的发展道路仍不确定,这使得其股价已经有被高估的风险。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffcaaeb56706ccdee30ee61f560aabce","relate_stocks":{"MRNA":"Moderna, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191115132","content_text":"英为财情Investing.com –在2020年飙升超过450%之后,今年Moderna Inc (NASDAQ:MRNA)的股价继续上扬。该公司的新冠肺炎疫苗取得突破性进展,使得这家成立仅11年的公司市值就已经接近1000亿美元。\n周三Moderna股价一度上涨近5%,至创纪录的246.92美元,最终收于246.40美元。这意味着Moderna的市值接近990亿美元。\n\n如此高的估值使得Moderna与赛诺菲-安万特公司 (NASDAQ:SNY) 、葛兰素史克公司 (NYSE:GSK) 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19:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>神州优车公告,公司被证监会警告并罚款50万元;陆正耀被警告并罚款20万元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4804ac4e065d4a5d7dfc0c083fdad6e4","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188587006","content_text":"神州优车公告,公司被证监会警告并罚款50万元;陆正耀被警告并罚款20万元。","news_type":1,"symbols_score_info":{"00699":0.9}},"isVote":1,"tweetType":1,"viewCount":3115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390815412,"gmtCreate":1605762346236,"gmtModify":1703839436050,"author":{"id":"3544735510481445","authorId":"3544735510481445","name":"晓沐","avatar":"https://static.tigerbbs.com/c9e6f154920014caaaa79cf801daf320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544735510481445","idStr":"3544735510481445"},"themes":[],"htmlText":"新经济厉害 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19:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>神州优车公告,公司被证监会警告并罚款50万元;陆正耀被警告并罚款20万元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4804ac4e065d4a5d7dfc0c083fdad6e4","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188587006","content_text":"神州优车公告,公司被证监会警告并罚款50万元;陆正耀被警告并罚款20万元。","news_type":1,"symbols_score_info":{"00699":0.9}},"isVote":1,"tweetType":1,"viewCount":3115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940474928,"gmtCreate":1594045483564,"gmtModify":1704203698274,"author":{"id":"3544735510481445","authorId":"3544735510481445","name":"晓沐","avatar":"https://static.tigerbbs.com/c9e6f154920014caaaa79cf801daf320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544735510481445","authorIdStr":"3544735510481445"},"themes":[],"htmlText":"<a target=\"_blank\" 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target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 隔壁<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>和<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>先跌为敬了,拉总今天仍然不跟么?是打算和SEC耗到底么","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a> 隔壁<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>和<a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>先跌为敬了,拉总今天仍然不跟么?是打算和SEC耗到底么","text":"$跟谁学(GSX)$ 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href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>你是在苦口婆心地劝我不要再炒股了么","text":"$跟谁学(GSX)$你是在苦口婆心地劝我不要再炒股了么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940405602","isVote":1,"tweetType":1,"viewCount":2118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964289993,"gmtCreate":1584373822212,"gmtModify":1704353888978,"author":{"id":"3544735510481445","authorId":"3544735510481445","name":"晓沐","avatar":"https://static.tigerbbs.com/c9e6f154920014caaaa79cf801daf320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544735510481445","authorIdStr":"3544735510481445"},"themes":[],"htmlText":"我活四十年见过四次熔断了","listText":"我活四十年见过四次熔断了","text":"我活四十年见过四次熔断了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964289993","repostId":"1155654978","repostType":2,"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170661260,"gmtCreate":1626427345950,"gmtModify":1626427345950,"author":{"id":"3544735510481445","authorId":"3544735510481445","name":"晓沐","avatar":"https://static.tigerbbs.com/c9e6f154920014caaaa79cf801daf320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544735510481445","authorIdStr":"3544735510481445"},"themes":[],"htmlText":"这个的确有点夸张了","listText":"这个的确有点夸张了","text":"这个的确有点夸张了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170661260","repostId":"1191115132","repostType":4,"repost":{"id":"1191115132","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信,提供全球各国海量金融资讯和实时行情数据,包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1626423532,"share":"https://ttm.financial/m/news/1191115132?lang=&edition=full","pubTime":"2021-07-16 16:18","market":"us","language":"zh","title":"近千亿市值的Moderna是否被高估?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191115132","media":"英为财情Investing","summary":"英为财情Investing.com –在2020年飙升超过450%之后,今年Moderna Inc (NASDAQ:MRNA)的股价继续上扬。该公司的新冠肺炎疫苗取得突破性进展,使得这家成立仅11年的","content":"<p><b>英为财情Investing.com –</b>在2020年飙升超过450%之后,今年Moderna Inc (NASDAQ:MRNA)的股价继续上扬。该公司的新冠肺炎疫苗取得突破性进展,使得这家成立仅11年的公司市值就已经接近1000亿美元。</p>\n<p>周三Moderna股价一度上涨近5%,至创纪录的246.92美元,最终收于246.40美元。这意味着Moderna的市值接近990亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/81e8f704f22c5248c56d45514b26ea92\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>如此高的估值使得Moderna与赛诺菲-安万特公司 (NASDAQ:SNY) 、葛兰素史克公司 (NYSE:GSK) 等全球制药巨头处于同一级别,Moderna的股价还能上涨吗?</p>\n<p>这个问题的答案在很大程度上取决于全球健康危机采取的路径,以及该公司能否成功地超越新冠疫苗,以释放mRNA技术作为治疗其他疾病的全部潜力,新冠疫苗正是基于mRNA技术。就目前而言,分析师对该公司业绩的预测相差很大。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/745ca224b7c66a20dc9f590781020026\" tg-width=\"998\" tg-height=\"665\"><span>MRNA 评级</span></p>\n<p>根据英为财情Investing.com的数据显示,尽管大多数受访分析师对该股的评级为“买入”,但也有相当一部分人对这家生物科技公司的评级较低。</p>\n<p>据分析师预测,在新冠大流行之前,Moderna在2021年的销售额将达到130亿美元至220亿美元之间。但在疫情爆发之后,预测疫苗的销售将变得棘手。</p>\n<p>Morningstar的分析师Karen Andersen在彭博社的一份报告中表示,全球疫苗市场今年可能会达到720亿美元的峰值,然后在2022年跌至650亿美元,在2023年可能跌至80亿美元。</p>\n<p>报告称,价格下滑的程度将取决于有多少人需要加强注射和多久注射一次,以及Moderna、辉瑞和其他公司是否能够提高价格以弥补缩小的市场。</p>\n<p><b>估值已经达到峰值?</b></p>\n<p>研究生物科技公司的分析师表示,在这种特别情况下,这些公司的最高销售额约为它们未来销售额的10倍。</p>\n<p>如果Moderna也是这样,就意味着该公司可能已经达到了估值的峰值,股价将很难再从这个水平继续上涨。Alexion Pharmaceuticals Inc (SA:A1LX34)和吉利德科学公司 (NASDAQ:GILD)等公司在推出突破性药物后,也都是这样的表现。</p>\n<p>Gilead公司在2013年底推出了一种突破性的丙肝药物,2015年销售额飙升至190亿美元,但随着竞争加剧,销售额开始下降。Gilead的市值也紧随其后,从接近1800亿美元的峰值下跌了将近1000亿美元。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9238c97ba3f5e5ece9da1f1473f50ef\" tg-width=\"840\" tg-height=\"470\"><span>Gilead 月线,来源Investing.com</span></p>\n<p>除了新冠病毒之外,Moderna的高管们乐观地认为,他们的技术将为其他呼吸道感染性疾病带来治疗,如呼吸道合胞体病毒(RSV)、巨细胞病毒(CMV)以及包括癌症和炎性疾病等其他潜在的疾病。</p>\n<p>不过,对其他疾病有突破性进展可能不会像对新冠肺炎疫苗这样可以得到紧急授权,并带来巨大收益。除了针对巨细胞病毒的疫苗,Moderna的大多数疫苗仍处于早期人体试验阶段。如果巨细胞病毒疫苗成功的话,将可能带来价值数十亿美元的收益。今年Moderna还计划进行一种针对Epstein-Barr病毒的人体试验。</p>\n<p><b>总结</b></p>\n<p>早期押注Moderna股票的投资者已经获利颇丰,在经历了如此强劲的上涨之后,该公司未来的发展道路仍不确定,这使得其股价已经有被高估的风险。</p>","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>近千亿市值的Moderna是否被高估?</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n近千亿市值的Moderna是否被高估?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-07-16 16:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>英为财情Investing.com –</b>在2020年飙升超过450%之后,今年Moderna Inc (NASDAQ:MRNA)的股价继续上扬。该公司的新冠肺炎疫苗取得突破性进展,使得这家成立仅11年的公司市值就已经接近1000亿美元。</p>\n<p>周三Moderna股价一度上涨近5%,至创纪录的246.92美元,最终收于246.40美元。这意味着Moderna的市值接近990亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/81e8f704f22c5248c56d45514b26ea92\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>如此高的估值使得Moderna与赛诺菲-安万特公司 (NASDAQ:SNY) 、葛兰素史克公司 (NYSE:GSK) 等全球制药巨头处于同一级别,Moderna的股价还能上涨吗?</p>\n<p>这个问题的答案在很大程度上取决于全球健康危机采取的路径,以及该公司能否成功地超越新冠疫苗,以释放mRNA技术作为治疗其他疾病的全部潜力,新冠疫苗正是基于mRNA技术。就目前而言,分析师对该公司业绩的预测相差很大。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/745ca224b7c66a20dc9f590781020026\" tg-width=\"998\" tg-height=\"665\"><span>MRNA 评级</span></p>\n<p>根据英为财情Investing.com的数据显示,尽管大多数受访分析师对该股的评级为“买入”,但也有相当一部分人对这家生物科技公司的评级较低。</p>\n<p>据分析师预测,在新冠大流行之前,Moderna在2021年的销售额将达到130亿美元至220亿美元之间。但在疫情爆发之后,预测疫苗的销售将变得棘手。</p>\n<p>Morningstar的分析师Karen Andersen在彭博社的一份报告中表示,全球疫苗市场今年可能会达到720亿美元的峰值,然后在2022年跌至650亿美元,在2023年可能跌至80亿美元。</p>\n<p>报告称,价格下滑的程度将取决于有多少人需要加强注射和多久注射一次,以及Moderna、辉瑞和其他公司是否能够提高价格以弥补缩小的市场。</p>\n<p><b>估值已经达到峰值?</b></p>\n<p>研究生物科技公司的分析师表示,在这种特别情况下,这些公司的最高销售额约为它们未来销售额的10倍。</p>\n<p>如果Moderna也是这样,就意味着该公司可能已经达到了估值的峰值,股价将很难再从这个水平继续上涨。Alexion Pharmaceuticals Inc (SA:A1LX34)和吉利德科学公司 (NASDAQ:GILD)等公司在推出突破性药物后,也都是这样的表现。</p>\n<p>Gilead公司在2013年底推出了一种突破性的丙肝药物,2015年销售额飙升至190亿美元,但随着竞争加剧,销售额开始下降。Gilead的市值也紧随其后,从接近1800亿美元的峰值下跌了将近1000亿美元。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9238c97ba3f5e5ece9da1f1473f50ef\" tg-width=\"840\" tg-height=\"470\"><span>Gilead 月线,来源Investing.com</span></p>\n<p>除了新冠病毒之外,Moderna的高管们乐观地认为,他们的技术将为其他呼吸道感染性疾病带来治疗,如呼吸道合胞体病毒(RSV)、巨细胞病毒(CMV)以及包括癌症和炎性疾病等其他潜在的疾病。</p>\n<p>不过,对其他疾病有突破性进展可能不会像对新冠肺炎疫苗这样可以得到紧急授权,并带来巨大收益。除了针对巨细胞病毒的疫苗,Moderna的大多数疫苗仍处于早期人体试验阶段。如果巨细胞病毒疫苗成功的话,将可能带来价值数十亿美元的收益。今年Moderna还计划进行一种针对Epstein-Barr病毒的人体试验。</p>\n<p><b>总结</b></p>\n<p>早期押注Moderna股票的投资者已经获利颇丰,在经历了如此强劲的上涨之后,该公司未来的发展道路仍不确定,这使得其股价已经有被高估的风险。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffcaaeb56706ccdee30ee61f560aabce","relate_stocks":{"MRNA":"Moderna, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191115132","content_text":"英为财情Investing.com –在2020年飙升超过450%之后,今年Moderna Inc (NASDAQ:MRNA)的股价继续上扬。该公司的新冠肺炎疫苗取得突破性进展,使得这家成立仅11年的公司市值就已经接近1000亿美元。\n周三Moderna股价一度上涨近5%,至创纪录的246.92美元,最终收于246.40美元。这意味着Moderna的市值接近990亿美元。\n\n如此高的估值使得Moderna与赛诺菲-安万特公司 (NASDAQ:SNY) 、葛兰素史克公司 (NYSE:GSK) 等全球制药巨头处于同一级别,Moderna的股价还能上涨吗?\n这个问题的答案在很大程度上取决于全球健康危机采取的路径,以及该公司能否成功地超越新冠疫苗,以释放mRNA技术作为治疗其他疾病的全部潜力,新冠疫苗正是基于mRNA技术。就目前而言,分析师对该公司业绩的预测相差很大。\nMRNA 评级\n根据英为财情Investing.com的数据显示,尽管大多数受访分析师对该股的评级为“买入”,但也有相当一部分人对这家生物科技公司的评级较低。\n据分析师预测,在新冠大流行之前,Moderna在2021年的销售额将达到130亿美元至220亿美元之间。但在疫情爆发之后,预测疫苗的销售将变得棘手。\nMorningstar的分析师Karen Andersen在彭博社的一份报告中表示,全球疫苗市场今年可能会达到720亿美元的峰值,然后在2022年跌至650亿美元,在2023年可能跌至80亿美元。\n报告称,价格下滑的程度将取决于有多少人需要加强注射和多久注射一次,以及Moderna、辉瑞和其他公司是否能够提高价格以弥补缩小的市场。\n估值已经达到峰值?\n研究生物科技公司的分析师表示,在这种特别情况下,这些公司的最高销售额约为它们未来销售额的10倍。\n如果Moderna也是这样,就意味着该公司可能已经达到了估值的峰值,股价将很难再从这个水平继续上涨。Alexion Pharmaceuticals Inc (SA:A1LX34)和吉利德科学公司 (NASDAQ:GILD)等公司在推出突破性药物后,也都是这样的表现。\nGilead公司在2013年底推出了一种突破性的丙肝药物,2015年销售额飙升至190亿美元,但随着竞争加剧,销售额开始下降。Gilead的市值也紧随其后,从接近1800亿美元的峰值下跌了将近1000亿美元。\nGilead 月线,来源Investing.com\n除了新冠病毒之外,Moderna的高管们乐观地认为,他们的技术将为其他呼吸道感染性疾病带来治疗,如呼吸道合胞体病毒(RSV)、巨细胞病毒(CMV)以及包括癌症和炎性疾病等其他潜在的疾病。\n不过,对其他疾病有突破性进展可能不会像对新冠肺炎疫苗这样可以得到紧急授权,并带来巨大收益。除了针对巨细胞病毒的疫苗,Moderna的大多数疫苗仍处于早期人体试验阶段。如果巨细胞病毒疫苗成功的话,将可能带来价值数十亿美元的收益。今年Moderna还计划进行一种针对Epstein-Barr病毒的人体试验。\n总结\n早期押注Moderna股票的投资者已经获利颇丰,在经历了如此强劲的上涨之后,该公司未来的发展道路仍不确定,这使得其股价已经有被高估的风险。","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":3218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390815412,"gmtCreate":1605762346236,"gmtModify":1703839436050,"author":{"id":"3544735510481445","authorId":"3544735510481445","name":"晓沐","avatar":"https://static.tigerbbs.com/c9e6f154920014caaaa79cf801daf320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544735510481445","authorIdStr":"3544735510481445"},"themes":[],"htmlText":"新经济厉害 不知道什么时候业绩能和市值匹配","listText":"新经济厉害 不知道什么时候业绩能和市值匹配","text":"新经济厉害 不知道什么时候业绩能和市值匹配","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390815412","repostId":"1142913128","repostType":4,"isVote":1,"tweetType":1,"viewCount":3134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}