---
title: "Moderna：Oddo BHF 下调了目标价格"
description: "Oddo BHF 已将 Moderna 股票的目标价格从 51 美元下调至 47 美元，同时维持 “跑赢大盘” 的评级。这一调整是在其巨细胞病毒临床项目因第三阶段结果不佳而被终止之后做出的。尽管面临这一挫折，该集团的年度指引保持不变，其到 2028 年实现财务平衡的中期目标仍然 intact。然而，分析师指出，这一终止可能会对今天的股价产生负面影响，因为这将取消来自 CMV 疫苗每股预计 4 美元"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/262459845.md"
published_at: "2025-10-23T14:05:43.000Z"
---

# Moderna：Oddo BHF 下调了目标价格

> Oddo BHF 已将 Moderna 股票的目标价格从 51 美元下调至 47 美元，同时维持 “跑赢大盘” 的评级。这一调整是在其巨细胞病毒临床项目因第三阶段结果不佳而被终止之后做出的。尽管面临这一挫折，该集团的年度指引保持不变，其到 2028 年实现财务平衡的中期目标仍然 intact。然而，分析师指出，这一终止可能会对今天的股价产生负面影响，因为这将取消来自 CMV 疫苗每股预计 4 美元的贡献

While maintaining its "outperform" opinion on Moderna shares, Oddo BHF has lowered its target price for them from $51 to $47, following the discontinuation of its clinical program for cytomegalovirus after negative results from its Phase 3 study.

The discontinuation of the program does not impact the group's annual guidance and does not call into question its medium-term objective of achieving financial equilibrium by 2028. However, the discontinuation of this asset at an advanced stage is likely to penalize the stock today," the analyst warns.

"Moderna's challenge remains to diversify its topline. We are therefore incorporating this discontinuation into our estimates and removing the contribution of the CMV vaccine from our projections (the program represented $4 per share in our SOP)," he continues.

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