<p><strong>Moderna</strong>（MRNA 1.03%）今年表現非常出色。截至目前，該公司的股價已經略微翻倍。更重要的是，這家生物技術公司即將迎來一個重要的催化劑。讓我們來看看公司是否還有上漲空間。</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>圖片來源：Getty Images。</p>
<h2>邁向批准的道路</h2>
<p>Moderna 一直在研發一種流感疫苗 mRNA-1010。今年早些時候，它提交了該候選疫苗的監管申請。美國食品藥品監督管理局（FDA）應在 8 月 5 日之前批准或拒絕 Moderna 的申請。這對這家 生物技術公司 來説是一個重要的日期，因為在這一領域的批准可能使其確立流感市場的領導地位。確實，流感疫苗種類繁多，但它們的有效性通常並不令人印象深刻，在美國通常在 40% 到 60% 之間。在三期研究中，mRNA-1010 在 50 歲及以上的患者中表現優於已批准的疫苗，這些患者通常更容易出現嚴重病例、住院和死亡。</p>
<p>如果還有人對 mRNA-1010 是否會獲得 FDA 的批准存有疑慮，最近的發展幾乎使這一結果變得確定。FDA 召集的一個顧問委員會成員一致投票支持 mRNA-1010 獲得批准。儘管健康監管機構並不總是遵循這些專家的建議，但它幾乎總是會這樣做。如果 mRNA-1010 沒有獲得批准，那將令人感到意外。</p>
<p>展開</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 股票報價" 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>今日變動</p>
<p>(-1.03%) $-0.62</p>
<p>當前價格</p>
<p>$59.80</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$240 億</p>
<p>日內區間</p>
<p>$57.93 - $61.85</p>
<p>52 周區間</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 萬</p>
<p>毛利率</p>
<p>11.55%</p>
<h2>這對股票意味着什麼？</h2>
<p>在顧問委員會對 mRNA-1010 投出信任票後，Moderna 的股價飆升。因此，市場可能已經將積極結果的預期計入股價，且一旦 mRNA-1010 獲得批准，股價不會有太大波動。然而，投資 Moderna 仍然有很好的理由。該公司再次展示了其創新能力，推出 mRNA-1010，就像它的冠狀病毒疫苗一樣，後者在該細分市場中成為了領導者。流感疫苗市場並不算大。根據一些估計，去年該市場的價值為 89 億美元，儘管在可預見的未來將繼續以良好的速度增長。僅憑這一細分市場，Moderna 的潛在銷售額並不足以支撐其 240 億美元的市值，尤其是考慮到它從目前已批准的產品中獲得的收入微薄。</p>
<p>儘管如此，這家 疫苗製造商 擁有豐富的產品管線，多個產品可能成為關鍵的增長驅動因素。例如，Moderna 正在開發 mRNA-4157，這是一種正在研究的個性化癌症疫苗，已顯示出非常鼓舞人心的臨牀試驗結果，目前正在進行多個二期和三期研究。Moderna 還在追求一些難度較大的目標。該公司正在開發一種 HIV 疫苗。Moderna 在流感疫苗市場的成功將幫助其進入更具盈利潛力的市場。在未來五年內，該公司可能會擁有更廣泛的已批准產品組合，同時產生強勁的收入和盈利。這就是為什麼即使在今年股價上漲約 100% 之後，Moderna 的股票仍然具有吸引力。</p>

MRNA

MRNX

MRNY

<p>Moderna (MRNA) 的股票今年已經翻倍，主要受到預計在 8 月 5 日前獲得 FDA 批准的 mRNA-1010 流感疫苗的推動。一個顧問委員會一致推薦批准，表明了高度的確定性。儘管市場可能已經將這一事件的影響計入價格，但由於 Moderna 擁有創新的產品線，包括一個有前景的癌症疫苗和 HIV 候選藥物，使其在當前收入限制的情況下仍然具有長期增長的吸引力</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%）今年表現非常出色。截至目前，該公司的股價已經略微翻倍。更重要的是，這家生物技術公司即將迎來一個重要的催化劑。讓我們來看看公司是否還有上漲空間。</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>圖片來源：Getty Images。</p>
</div><h2>Racing toward an approval</h2>
<div class="lb-trans"><h2>邁向批准的道路</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 一直在研發一種流感疫苗 mRNA-1010。今年早些時候，它提交了該候選疫苗的監管申請。美國食品藥品監督管理局（FDA）應在 8 月 5 日之前批准或拒絕 Moderna 的申請。這對這家 生物技術公司 來説是一個重要的日期，因為在這一領域的批准可能使其確立流感市場的領導地位。確實，流感疫苗種類繁多，但它們的有效性通常並不令人印象深刻，在美國通常在 40% 到 60% 之間。在三期研究中，mRNA-1010 在 50 歲及以上的患者中表現優於已批准的疫苗，這些患者通常更容易出現嚴重病例、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>如果還有人對 mRNA-1010 是否會獲得 FDA 的批准存有疑慮，最近的發展幾乎使這一結果變得確定。FDA 召集的一個顧問委員會成員一致投票支持 mRNA-1010 獲得批准。儘管健康監管機構並不總是遵循這些專家的建議，但它幾乎總是會這樣做。如果 mRNA-1010 沒有獲得批准，那將令人感到意外。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</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>今日變動</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>當前價格</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>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$24B</p>
<div class="lb-trans"><p>$240 億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</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 周區間</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 萬</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>這對股票意味着什麼？</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>在顧問委員會對 mRNA-1010 投出信任票後，Moderna 的股價飆升。因此，市場可能已經將積極結果的預期計入股價，且一旦 mRNA-1010 獲得批准，股價不會有太大波動。然而，投資 Moderna 仍然有很好的理由。該公司再次展示了其創新能力，推出 mRNA-1010，就像它的冠狀病毒疫苗一樣，後者在該細分市場中成為了領導者。流感疫苗市場並不算大。根據一些估計，去年該市場的價值為 89 億美元，儘管在可預見的未來將繼續以良好的速度增長。僅憑這一細分市場，Moderna 的潛在銷售額並不足以支撐其 240 億美元的市值，尤其是考慮到它從目前已批准的產品中獲得的收入微薄。</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>儘管如此，這家 疫苗製造商 擁有豐富的產品管線，多個產品可能成為關鍵的增長驅動因素。例如，Moderna 正在開發 mRNA-4157，這是一種正在研究的個性化癌症疫苗，已顯示出非常鼓舞人心的臨牀試驗結果，目前正在進行多個二期和三期研究。Moderna 還在追求一些難度較大的目標。該公司正在開發一種 HIV 疫苗。Moderna 在流感疫苗市場的成功將幫助其進入更具盈利潛力的市場。在未來五年內，該公司可能會擁有更廣泛的已批准產品組合，同時產生強勁的收入和盈利。這就是為什麼即使在今年股價上漲約 100% 之後，Moderna 的股票仍然具有吸引力。</p>
</div>

這隻股票今年已經翻倍，並且仍在朝着一個重要的催化劑前進