Moderna’s (NASDAQ:MRNA) steep fall on Friday after President-elect Donald Trump selected vaccine critic Robert F. Kennedy Jr. to head the U.S. Department of Health and Human Services makes a good entry point for investors, according to Piper Sandler.
Piper Sandler, which reiterated Overweight rating on Moderna, says, “While COVID vaccinations continue to decline, mRESVIA disappoints and RFK Jr. introduces uncertainty, we see this as an attractive long-term entry point. Management reiterated product sales guidance of $3-3.5 billion in 2024, which we forecast will bottom at $2.9 billion in 2025 before returning to growth driven by new product launches.”
Vaccine makers in the U.S. felt the storm last week after the announcement, as analysts believe this could affect the perception of vaccines in the U.S., leading to reduced demand and sales.
The vaccine maker, which fell about 7% on Friday dropping to a 52-week low, swung back to profits on better-than-expected revenue in Q3 due to updated COVID-19 vaccine.
“Moderna could report interim Phase III CMVictory data on mRNA-1647 this year and has broad development plans for mRNA-4157+Keytruda with Merck. We reiterate our Overweight rating, however are cutting our target to $69 from $115.” Piper Sandler said in a statement.
Moderna has fallen about 63% so far this year. Currently, its trading up 1% premarket.
Pension 基金的投资一般比较保守的吧，还加倍买入 PLTR 这种 PE 高得不得了的股票？ 长期看好？哈哈
Palantir Technologies的股价周一下跌，但这家软件公司的股票今年仍然拥有令人难以置信的涨幅。
根据道琼斯市场数据，该软件股下跌9.8%，至59.30美元，有望达到5月以来最大的日跌幅。它也是标准普尔500指数中表现最差的。
话虽如此，今年股价已经上涨了约245%，在对该公司的人工智能能力和9月进入标准普尔500指数的兴奋中，股价有望创下有记录以来最好的一年。
上周，该公司表示，将于11月26日将其股票转让给纳斯达克全球精选市场，从纽约证券交易所转入。
Piper Sandler 说：在RFK Jr上任后，Moderna的股票下跌是一个“有吸引力的切入点”
Moderna’s (NASDAQ:MRNA) steep fall on Friday after President-elect Donald Trump selected vaccine critic Robert F. Kennedy Jr. to head the U.S. Department of Health and Human Services makes a good entry point for investors, according to Piper Sandler.
Piper Sandler, which reiterated Overweight rating on Moderna, says, “While COVID vaccinations continue to decline, mRESVIA disappoints and RFK Jr. introduces uncertainty, we see this as an attractive long-term entry point. Management reiterated product sales guidance of $3-3.5 billion in 2024, which we forecast will bottom at $2.9 billion in 2025 before returning to growth driven by new product launches.”
Vaccine makers in the U.S. felt the storm last week after the announcement, as analysts believe this could affect the perception of vaccines in the U.S., leading to reduced demand and sales.
The vaccine maker, which fell about 7% on Friday dropping to a 52-week low, swung back to profits on better-than-expected revenue in Q3 due to updated COVID-19 vaccine.
“Moderna could report interim Phase III CMVictory data on mRNA-1647 this year and has broad development plans for mRNA-4157+Keytruda with Merck. We reiterate our Overweight rating, however are cutting our target to $69 from $115.” Piper Sandler said in a statement.
Moderna has fallen about 63% so far this year. Currently, its trading up 1% premarket.
Moderna已经赚了一波Covid的红利，现在的股价是它真实的状况。同样的是BioNTech。
依靠mRNA技术治疗癌症，还有很长的路要走。大幅度盈利更是需要市场来证明。
更加看好高科技公司，高科技方向盈利的周期相对较短，应用更快。
Anyway, MRNA is the one stock I made the most money from around 2020 to 2021.