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Moderna維持2026年營收成長預期，第一季業績超乎預期

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-- Moderna (MRNA) 週五重申了其 2026 年營收成長預期，並公佈了超出預期的第一季業績，這主要得益於新冠疫苗銷售額的成長。 該公司繼續預計全年營收將年增 10%。 FactSet 的一項調查顯示，分析師預計 2026 年營收約 21 億美元。 截至 3 月 31 日的第一季度，Moderna 營收從去年同期的 1.08 億美元增至 3.89 億美元，而分析師先前預期為 2.364 億美元。由於新冠疫苗銷售額的成長，淨產品銷售額從 8,600 萬美元飆升至 3.52 億美元，這主要得益於與國際市場政府機構建立的長期戰略合作夥伴關係所帶來的疫苗交付。 Moderna 公佈的第一季淨虧損為每股 3.40 美元，去年同期為每股虧損 2.52 美元。華爾街先前預期每股虧損為 4.43 美元。 「Moderna團隊今年開局良好，在2025年採取的各項措施基礎上，實現了顯著的收入增長和大幅的成本削減，」首席執行官Stephane Bancel在一份聲明中表示。 Bancel表示，該公司預計今年將在全球獲得多項新批准，包括其季節性流感疫苗。 該公司股價在周五的交易中下跌了2.7%。今年迄今為止，其股價已上漲約50%。 根據FactSet發布的財報電話會議記錄顯示，財務長Jamey Mock在財報電話會議上表示，全年營收成長預期已考慮了未來新冠疫苗接種率可能下降的因素，但公司新冠疫苗mNEXSPIKE的市場滲透率提高以及長期戰略合作夥伴關係帶來的收入將抵消這些影響。 Mock表示，Moderna預計中東衝突不會對其2026年的業績展望產生任何重大影響。

Price: $44.52, Change: $-1.42, Percent Change: -3.09%

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