-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下： 在审阅了第一季度业绩后，基于净现值（NPV）分析，我们将目标股价从39美元上调至48美元。我们将2026年预期盈亏平衡点（LPS）从-7.16美元上调至-7.95美元，并维持2027年预期盈亏平衡点（LPS）为-4.82美元不变。MRNA第一季度业绩强劲，营收超出预期，并实现了显著的同比增长。在分析师电话会议上，管理层重点介绍了其呼吸道疫苗产品组合和肿瘤产品线在欧洲获得的关键监管批准，我们对此表示鼓舞。尽管由于一次性诉讼和解导致GAAP净亏损扩大，但其财务纪律和成本削减措施值得关注。然而，第二季度营收预期相对较低，仅为5000万至1亿美元（CFRA：9200万美元），这意味着同比增速将放缓65%至30%（CFRA：35%），但也预示着继第一季度1.53亿美元销售额之后，第二季度环比将出现显著波动。尽管我们认为与默克公司（MRK 112 ****）合作的肿瘤产品线进展顺利，前景可期，但我们仍然认为MRNA仍需观望。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Silgan Holdings Inc.
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