-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Moderna公司2026年第一季度营收增长至3.89亿美元，是市场普遍预期的三倍，超出预期1.54亿美元，主要得益于国际合作项目下新冠疫苗的交付。尽管净亏损从上年同期的每股亏损2.52美元扩大至每股亏损3.40美元，但仍超出市场普遍预期0.48美元，主要原因是9亿美元的诉讼和解费用导致每股亏损2.22美元。我们认为强劲的营收表现和国际扩张是积极的信号，国际市场贡献了80%的营收，并且完成了与英国的首批合作疫苗交付。管理层维持了2026年营收增长至多10%的预期，美国和国际市场营收占比为50/50。我们认为，包括联合疫苗获得欧洲批准和研发管线推进在内的监管里程碑表明，Moderna公司在多元化战略方面取得了成功。即将到来的关键催化剂包括 3 期黑色素瘤试验结果、诺如病毒疗效数据以及季节性流感疫苗 mRNA-1010 的 8 月 PDUFA 日期。
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