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2 Growth Stocks Down 25% to Buy Right Now
The Motley Fool· 2024-07-15 17:10
Discounted stock prices make these strong brands worth considering as investments.At first glance, it might appear that the impressive returns of the stock market this year would mean that most stocks in the index are enjoying similar performance. Unfortunately, the market doesn't work that way. While the S&P 500 index is up 18% so far in 2024, some well-known stocks within that index saw their stock prices fall at least 28% from their 52-week highs.Smart investors see that disparity and know it means there ...
Is Moderna Stock a Buy?
The Motley Fool· 2024-07-14 18:27
文章核心观点 - Moderna从一家不为人知的生物科技公司,凭借其研发和销售成功的新冠疫苗而成为家喻户晓的公司 [2] - 尽管Moderna的股价从2021年高峰下跌超过70%,但公司仍有发展前景 [2] 公司发展概况 - Moderna成功开发新冠疫苗后,获得大量资金用于推进其他管线项目 [3] - Moderna最近获批了呼吸道合胞病毒(RSV)疫苗mRESVIA,这是首批获批的RSV疫苗之一,未来有望成为一个增长点 [3][4] - 分析师预计mRESVIA明年可实现销售额8.305亿美元,占Moderna今年预计40亿美元收入的近25% [4] - Moderna正在开发多款后期阶段产品,包括联合新冠和流感的疫苗,以及巨细胞病毒(CMV)疫苗,这些都是潜在的增长点 [5][6] - Moderna正与默克公司合作开发个体化癌症疫苗mRNA-4157,在临床试验中表现良好 [7] - Moderna的管线非常丰富,包括超过三十多个项目,涉及艾滋病毒等挑战性疾病 [8] 公司优势 - Moderna在mRNA疫苗领域取得突破性进展,成为行业翘楚 [9] - 公司拥有强大的创新能力、丰富的管线和充足的现金储备,具备成功生物科技公司的关键特征 [9][10] - 尽管新冠疫苗销售下滑,但Moderna仍有望在未来实现收入增长 [4][10]
3 Healthcare Stocks to Sell in July Before They Crash & Burn
Investor Place· 2024-07-09 04:45
文章核心观点 - 医疗保健行业整体前景较为乐观,因为许多大型投资者对该行业持谨慎态度,导致许多公司估值较为吸引人 [1][2] - 但大型药店连锁店面临诸多挑战,包括在处理阿片类药物危机中需要支付巨额赔款、面临激烈竞争以及盗窃问题 [3][4] - 一些药企的产品长期可能会因安全性或疗效问题而失败,其股票也可能长期表现不佳 [4] 沃尔格林(Walgreens Boots Alliance, WBA) - 药品福利管理公司(PBM)挤压了沃尔格林的利润空间 [5] - 沃尔格林还面临来自沃尔玛、Target等大型零售商以及邮寄配药服务的激烈竞争 [6] - 部分地区的盗窃问题和通胀压力也对沃尔格林的业绩造成不利影响 [7] - 沃尔格林还需要为参与阿片类药物危机支付巨额赔款,导致其债务水平大幅上升 [8] - 分析师预计其每股收益将从2023年的3.98美元下降至2025年的2.79美元 [8] 卡萨瓦(Cassava, SAVA) - 卡萨瓦的主要药物候选物simufilam的临床试验数据可能存在造假嫌疑 [10][11][12] - 如果FDA确认数据造假,可能会暂停临床三期试验,这将导致SAVA股价大幅下跌 [12] - FDA可能会严厉惩罚卡萨瓦,以免其他生物科技公司效仿,影响整个行业 [13] - 即使临床试验数据真实,也存在被指操纵试验结果的质疑 [14] 莫德纳(Moderna, MRNA) - 莫德纳的新冠疫苗收入大幅下降,不太可能成为公司的增长引擎 [15] - 莫德纳的RSV疫苗与GSK的同类产品相比,疗效较弱,且上市时间较晚 [16] - 分析师预计公司收入将从2023年的68.5亿美元下降至今年的38.5亿美元 [17]
Moderna Receives HHS Grant to Develop a Bird Flu Vaccine
Investopedia· 2024-07-02 22:41
文章核心观点 - 美国卫生部门向Moderna公司提供1.76亿美元资金,用于开发预防人类感染禽流感的疫苗 [1][2][5] - Moderna公司已于2023年启动了一项针对H5流感病毒的1/2期临床试验,预计今年内将获得试验结果 [3][6] - Moderna公司表示,其mRNA疫苗技术在新冠疫情期间展现出在应对传染病暴发方面的优势,包括疫苗研发速度快、生产可扩展性强等 [6] 公司相关 - Moderna公司获得1.76亿美元联邦资助,用于开发针对高度传染性H5流感病毒的疫苗 [1][5] - Moderna公司表示,该项目还包括应对未来公共卫生威胁的选择权 [6] - Moderna公司股价在消息公布后小幅上涨,今年以来已上涨约17% [6] 行业相关 - H5流感病毒会导致禽类严重疾病,并存在向人类传播的风险 [2][5] - 自2022年以来,美国疾控中心已报告4例人类感染禽流感的病例,世界卫生组织则记录了2023年1月以来全球254例人类感染病例 [5]
Moderna Scores Federal Funding For mRNA Bird Flu Vaccine As Pandemic Fears Grow
Forbes· 2024-07-02 19:30
文章核心观点 - 美国政府向Moderna公司提供1.76亿美元资金,用于开发针对H5N1禽流感病毒的mRNA疫苗 [1][2][4] - Moderna公司已经开始进行mRNA疫苗的早期临床试验,预计2024年将有试验结果 [5] - 这笔资金还可用于应对未来的公共卫生威胁 [6][7] 行业概况 - mRNA疫苗技术在新冠疫情期间得到突破性发展,可以更快速地设计、改造和大规模生产 [8][9] - mRNA疫苗被视为应对新兴传染病威胁的潜在解决方案,除了流感,还可用于治疗癌症等其他疾病 [9] - 美国政府的生物医学高级研究与开发局(Barda)在新冠疫情期间与Moderna等公司合作,支持疫苗研发和生产 [10] 行业风险 - H5N1禽流感病毒近年来在野生鸟类和家畜中广泛传播,并开始感染哺乳动物,引发专家担忧其可能演化成人传人的大流行病毒 [12][13] - 病毒在家畜中的传播增加了人类接触和感染的风险,可能导致病毒突破并大规模传播 [13] - 目前对疫情的了解和数据收集还存在不足,限制了对风险的准确评估 [13]
CHMP Endorses Moderna's (MRNA) mRNA-based RSV Vaccine
ZACKS· 2024-07-02 17:11
文章核心观点 - 欧洲药品管理局(EMA)的药品委员会(CHMP)建议批准Moderna的RSV疫苗mResvia在60岁及以上老年人群中使用 [1][2][3] - Moderna的RSV疫苗在约37,000名老年人群中的3.7个月随访期内,预防RSV下呼吸道疾病的疫苗有效性为83.7% [2] - 该疫苗已获得美国FDA批准,成为Moderna的第二个获批产品 [4] - 与竞争对手GSK和辉瑞的RSV疫苗相比,Moderna的疫苗长期有效性存在一定担忧 [8][9][10][11] - Moderna希望通过新疫苗的批准来增加收入来源,减少对单一COVID-19疫苗的依赖 [12] - Moderna计划在2028年前推出15个新上市产品,其中流感疫苗mRNA-1010有望成为下一个商业化产品 [13] 根据目录分类总结 欧洲市场批准情况 - EMA的CHMP建议批准Moderna的RSV疫苗mResvia在60岁及以上老年人群中使用 [1][2][3] - 该疫苗获批后将成为Moderna在欧洲地区的第二个获批产品 [3] 美国市场批准情况 - Moderna的RSV疫苗已获得美国FDA批准,成为公司的第二个获批产品 [4] 疫苗有效性对比 - Moderna的RSV疫苗在约37,000名老年人群中的3.7个月随访期内,预防RSV下呼吸道疾病的疫苗有效性为83.7% [2] - 与竞争对手GSK和辉瑞的RSV疫苗相比,Moderna的疫苗长期有效性存在一定担忧 [8][9][10][11] 公司发展战略 - Moderna希望通过新疫苗的批准来增加收入来源,减少对单一COVID-19疫苗的依赖 [12] - Moderna计划在2028年前推出15个新上市产品,其中流感疫苗mRNA-1010有望成为下一个商业化产品 [13]
Treasure Hunt: 3 Biotech Stocks Wall Street Hasn't Discovered Yet
Investor Place· 2024-06-28 22:28
Searching for quality undiscovered biotech stocks can be a bit like a treasure hunt. The biotech scene is full of intriguing innovators trying to progress their treatments through various clinical trials. Undoubtedly, most of the drug candidates will run into a wall at some point in the trials. It can be a long and grueling move from Phase I to the finish line.For the biotech firms that can advance past all clinical trials and prove that a treatment is both safe and effective, the rewards could have the pot ...
Moderna (MRNA) Shares Decline on RSV Vaccine Efficacy Data
ZACKS· 2024-06-28 00:10
Shares of Moderna (MRNA) lost 11% on Wednesday after it presented new data on its RSV vaccine, mResvia, at a CDC advisory committee meeting. Investors were also not impressed with this committee’s recommendation on RSV vaccines and believe that the target market for RSV vaccinations in the country has been narrowed.This new data, which was shared with the CDC’s Advisory Committee on Immunization Practices (ACIP), showed that the vaccine efficacy of mResvia fell sharply in the second year, especially compare ...
2 Stocks Down More Than 30% to Buy Right Now
The Motley Fool· 2024-06-27 16:27
These stocks have suffered as the demand for their biggest product -- the coronavirus vaccine -- waned.The S&P 500 is soaring as this bull market roars on, but some stocks, even those that have rebounded in recent times, still are trading at much lower levels than in the past. In fact, two stocks that have dropped in the double digits over the past few years are coronavirus vaccine giants Moderna (MRNA -11.01%) and Pfizer (PFE -2.04%).The two companies have suffered as demand for the vaccine weakened and in ...
Why Is Moderna Stock Trading Lower On Wednesday?
Benzinga· 2024-06-27 00:54
Loading...Loading...The Centers for Disease Control and Prevention’s Advisory Committee on Immunization Practice will meet this week to consider and recommend who should get respiratory syncytial virus (RSV), influenza, and COVID-19 vaccines.In the presentation slides to the U.S. agency, Moderna Inc MRNA shared safety set data, with a cut-off date of March 8, 2024, based on the median of 18.8 months of follow-up.The data showed that vaccine efficacy fell to around 50% after 18 months on participants aged 60 ...