---
title: "Moderna：Oddo BHF 下調了目標價格"
description: "Oddo BHF 已將 Moderna 股票的目標價格從 51 美元下調至 47 美元，同時維持 “跑贏大盤” 的評級。這一調整是在其鉅細胞病毒臨牀項目因第三階段結果不佳而被終止之後做出的。儘管面臨這一挫折，該集團的年度指引保持不變，其到 2028 年實現財務平衡的中期目標仍然 intact。然而，分析師指出，這一終止可能會對今天的股價產生負面影響，因為這將取消來自 CMV 疫苗每股預計 4 美元"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/262459845.md"
published_at: "2025-10-23T14:05:43.000Z"
---

# Moderna：Oddo BHF 下調了目標價格

> Oddo BHF 已將 Moderna 股票的目標價格從 51 美元下調至 47 美元，同時維持 “跑贏大盤” 的評級。這一調整是在其鉅細胞病毒臨牀項目因第三階段結果不佳而被終止之後做出的。儘管面臨這一挫折，該集團的年度指引保持不變，其到 2028 年實現財務平衡的中期目標仍然 intact。然而，分析師指出，這一終止可能會對今天的股價產生負面影響，因為這將取消來自 CMV 疫苗每股預計 4 美元的貢獻

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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