<p><strong>Moderna</strong>（MRNA 1.03%）今年表现非常出色。截至目前，该公司的股价已经略微翻倍。更重要的是，这家生物技术公司即将迎来一个重要的催化剂。让我们来看看公司是否还有上涨空间。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzYwNDEvcGVyc29uLXJhaXNpbmctdHdvLWZpc3RzLWluLXRoZS1haXIuanBnJnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="3840" height="2025" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzYwNDEvcGVyc29uLXJhaXNpbmctdHdvLWZpc3RzLWluLXRoZS1haXIuanBnJnc9Mzg0MA"/></p>
<p>图片来源：Getty Images。</p>
<h2>迈向批准的道路</h2>
<p>Moderna 一直在研发一种流感疫苗 mRNA-1010。今年早些时候，它提交了该候选疫苗的监管申请。美国食品药品监督管理局（FDA）应在 8 月 5 日之前批准或拒绝 Moderna 的申请。这对这家 生物技术公司 来说是一个重要的日期，因为在这一领域的批准可能使其确立流感市场的领导地位。确实，流感疫苗种类繁多，但它们的有效性通常并不令人印象深刻，在美国通常在 40% 到 60% 之间。在三期研究中，mRNA-1010 在 50 岁及以上的患者中表现优于已批准的疫苗，这些患者通常更容易出现严重病例、住院和死亡。</p>
<p>如果还有人对 mRNA-1010 是否会获得 FDA 的批准存有疑虑，最近的发展几乎使这一结果变得确定。FDA 召集的一个顾问委员会成员一致投票支持 mRNA-1010 获得批准。尽管健康监管机构并不总是遵循这些专家的建议，但它几乎总是会这样做。如果 mRNA-1010 没有获得批准，那将令人感到意外。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01STkEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="Moderna 股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01STkEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: MRNA</h2>
<p>Moderna</p>
<p>今日变动</p>
<p>(-1.03%) $-0.62</p>
<p>当前价格</p>
<p>$59.80</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$240 亿</p>
<p>日内区间</p>
<p>$57.93 - $61.85</p>
<p>52 周区间</p>
<p>$22.28 - $67.74</p>
<p>成交量</p>
<p>210.8K</p>
<p>平均成交量</p>
<p>700 万</p>
<p>毛利率</p>
<p>11.55%</p>
<h2>这对股票意味着什么？</h2>
<p>在顾问委员会对 mRNA-1010 投出信任票后，Moderna 的股价飙升。因此，市场可能已经将积极结果的预期计入股价，且一旦 mRNA-1010 获得批准，股价不会有太大波动。然而，投资 Moderna 仍然有很好的理由。该公司再次展示了其创新能力，推出 mRNA-1010，就像它的冠状病毒疫苗一样，后者在该细分市场中成为了领导者。流感疫苗市场并不算大。根据一些估计，去年该市场的价值为 89 亿美元，尽管在可预见的未来将继续以良好的速度增长。仅凭这一细分市场，Moderna 的潜在销售额并不足以支撑其 240 亿美元的市值，尤其是考虑到它从目前已批准的产品中获得的收入微薄。</p>
<p>尽管如此，这家 疫苗制造商 拥有丰富的产品管线，多个产品可能成为关键的增长驱动因素。例如，Moderna 正在开发 mRNA-4157，这是一种正在研究的个性化癌症疫苗，已显示出非常鼓舞人心的临床试验结果，目前正在进行多个二期和三期研究。Moderna 还在追求一些难度较大的目标。该公司正在开发一种 HIV 疫苗。Moderna 在流感疫苗市场的成功将帮助其进入更具盈利潜力的市场。在未来五年内，该公司可能会拥有更广泛的已批准产品组合，同时产生强劲的收入和盈利。这就是为什么即使在今年股价上涨约 100% 之后，Moderna 的股票仍然具有吸引力。</p>

MRNA

MRNX

MRNY

<p>Moderna (MRNA) 的股票今年已经翻倍，主要受到预计在 8 月 5 日前获得 FDA 批准的 mRNA-1010 流感疫苗的推动。一个顾问委员会一致推荐批准，表明了高度的确定性。尽管市场可能已经将这一事件的影响计入价格，但由于 Moderna 拥有创新的产品线，包括一个有前景的癌症疫苗和 HIV 候选药物，使其在当前收入限制的情况下仍然具有长期增长的吸引力</p>

<p><strong>Moderna</strong>( MRNA 1.03%) has been on fire this year. As of this writing, the company's shares have slightly more than doubled to date. What's more, the biotech has an important catalyst on the horizon. Let's find out whether there is any upside left for the company.</p>
<div class="lb-trans"><p><strong>Moderna</strong>（MRNA 1.03%）今年表现非常出色。截至目前，该公司的股价已经略微翻倍。更重要的是，这家生物技术公司即将迎来一个重要的催化剂。让我们来看看公司是否还有上涨空间。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzYwNDEvcGVyc29uLXJhaXNpbmctdHdvLWZpc3RzLWluLXRoZS1haXIuanBnJnc9Mzg0MA" alt="Person raising both fists in the air." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F876041%2Fperson-raising-two-fists-in-the-air.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Racing toward an approval</h2>
<div class="lb-trans"><h2>迈向批准的道路</h2>
</div><p>Moderna has been working on an influenza vaccine, mRNA-1010. It submitted regulatory applications for this candidate earlier this year. The U.S. Food and Drug Administration (FDA) should approve or reject Moderna's application by Aug. 5. It's an important date for the biotech company, as an approval in this field might allow it to establish itself as a leader in the flu market. True, plenty of flu vaccines exist, but their efficacy is usually not very impressive, typically between 40% to 60% in the U.S. In phase 3 studies, mRNA-1010 performed better than approved vaccines in patients aged 50 and older who tend to be more at risk of severe cases of the disease, hospitalization, and death.</p>
<div class="lb-trans"><p>Moderna 一直在研发一种流感疫苗 mRNA-1010。今年早些时候，它提交了该候选疫苗的监管申请。美国食品药品监督管理局（FDA）应在 8 月 5 日之前批准或拒绝 Moderna 的申请。这对这家 生物技术公司 来说是一个重要的日期，因为在这一领域的批准可能使其确立流感市场的领导地位。确实，流感疫苗种类繁多，但它们的有效性通常并不令人印象深刻，在美国通常在 40% 到 60% 之间。在三期研究中，mRNA-1010 在 50 岁及以上的患者中表现优于已批准的疫苗，这些患者通常更容易出现严重病例、住院和死亡。</p>
</div><p>And if there was any doubt about whether mRNA-1010 would get the FDA's green light, recent developments have made that outcome practically certain. Members of an advisory committee convened by the FDA to give their opinion on whether mRNA-1010 should earn approval unanimously voted in favor. The health regulatory agency doesn't always follow the advice of these experts, but it <em>almost</em> always does. It would be surprising if mRNA-1010 doesn't get the nod.</p>
<div class="lb-trans"><p>如果还有人对 mRNA-1010 是否会获得 FDA 的批准存有疑虑，最近的发展几乎使这一结果变得确定。FDA 召集的一个顾问委员会成员一致投票支持 mRNA-1010 获得批准。尽管健康监管机构并不总是遵循这些专家的建议，但它几乎总是会这样做。如果 mRNA-1010 没有获得批准，那将令人感到意外。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL01STkEucG5nJnc9MTI4" alt="Moderna Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FMRNA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: MRNA</h2>
<div class="lb-trans"><h2>NASDAQ: MRNA</h2>
</div><p>Moderna</p>
<div class="lb-trans"><p>Moderna</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-1.03%) $-0.62</p>
<div class="lb-trans"><p>(-1.03%) $-0.62</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$59.80</p>
<div class="lb-trans"><p>$59.80</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$24B</p>
<div class="lb-trans"><p>$240 亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$57.93 - $61.85</p>
<div class="lb-trans"><p>$57.93 - $61.85</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$22.28 - $67.74</p>
<div class="lb-trans"><p>$22.28 - $67.74</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>210.8K</p>
<div class="lb-trans"><p>210.8K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>7M</p>
<div class="lb-trans"><p>700 万</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>11.55%</p>
<div class="lb-trans"><p>11.55%</p>
</div><h2>What does this mean for the stock?</h2>
<div class="lb-trans"><h2>这对股票意味着什么？</h2>
</div><p>Moderna's shares soared after the advisory committee's vote of confidence for mRNA-1010. So, it's likely the market has already priced in a positive outcome, and the stock won't move much once mRNA-1010 is approved. However, there are still good reasons to invest in Moderna. The company is once again demonstrating its innovative qualities with mRNA-1010, just as it did with its coronavirus vaccine, which became a leader in that niche. The flu vaccine market isn't that large. According to some estimates, it was worth $8.9 billion last year, although it will continue growing at a good clip for the foreseeable future. Moderna's potential sales in this niche alone do not justify its $24.5 billion market cap, especially given that it generates meager revenue from its currently approved products.</p>
<div class="lb-trans"><p>在顾问委员会对 mRNA-1010 投出信任票后，Moderna 的股价飙升。因此，市场可能已经将积极结果的预期计入股价，且一旦 mRNA-1010 获得批准，股价不会有太大波动。然而，投资 Moderna 仍然有很好的理由。该公司再次展示了其创新能力，推出 mRNA-1010，就像它的冠状病毒疫苗一样，后者在该细分市场中成为了领导者。流感疫苗市场并不算大。根据一些估计，去年该市场的价值为 89 亿美元，尽管在可预见的未来将继续以良好的速度增长。仅凭这一细分市场，Moderna 的潜在销售额并不足以支撑其 240 亿美元的市值，尤其是考虑到它从目前已批准的产品中获得的收入微薄。</p>
</div><p>That said, the vaccine maker has a rich pipeline with several products that could become key growth drivers. For instance, Moderna is developing mRNA-4157, an investigational personalized cancer vaccine that has shown highly encouraging clinical trial results and is now undergoing several phase 2 and phase 3 studies. Moderna is also going after difficult targets. The company is developing an HIV vaccine. Moderna's success in the flu vaccine market will help it pursue even more lucrative markets. Over the next five years, the company could have a much broader portfolio of approved products while generating strong revenue and earnings. That's why Moderna's shares are still attractive, even after climbing by about 100% this year.</p>
<div class="lb-trans"><p>尽管如此，这家 疫苗制造商 拥有丰富的产品管线，多个产品可能成为关键的增长驱动因素。例如，Moderna 正在开发 mRNA-4157，这是一种正在研究的个性化癌症疫苗，已显示出非常鼓舞人心的临床试验结果，目前正在进行多个二期和三期研究。Moderna 还在追求一些难度较大的目标。该公司正在开发一种 HIV 疫苗。Moderna 在流感疫苗市场的成功将帮助其进入更具盈利潜力的市场。在未来五年内，该公司可能会拥有更广泛的已批准产品组合，同时产生强劲的收入和盈利。这就是为什么即使在今年股价上涨约 100% 之后，Moderna 的股票仍然具有吸引力。</p>
</div>

这只股票今年已经翻倍，并且仍在朝着一个重要的催化剂前进