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Moderna维持2026年营收增长预期，第一季度业绩超出预期

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-- Moderna (MRNA) 周五重申了其 2026 年营收增长预期，并公布了超出预期的第一季度业绩，这主要得益于新冠疫苗销售额的增长。 该公司继续预计全年营收将同比增长 10%。FactSet 的一项调查显示，分析师预计 2026 年营收约为 21 亿美元。 截至 3 月 31 日的第一季度，Moderna 营收从去年同期的 1.08 亿美元增至 3.89 亿美元，而分析师此前预期为 2.364 亿美元。由于新冠疫苗销售额的增长，净产品销售额从 8600 万美元飙升至 3.52 亿美元，这主要得益于与国际市场政府机构建立的长期战略合作伙伴关系所带来的疫苗交付。 Moderna 公布的第一季度净亏损为每股 3.40 美元，而去年同期为每股亏损 2.52 美元。华尔街此前预期每股亏损为 4.43 美元。 “Moderna团队今年开局良好，在2025年采取的各项措施基础上，实现了显著的收入增长和大幅的成本削减，”首席执行官Stephane Bancel在一份声明中表示。Bancel表示，公司预计今年将在全球范围内获得多项新批准，包括其季节性流感疫苗。 该公司股价在周五的交易中下跌了2.7%。今年迄今为止，其股价已上涨约50%。 据FactSet发布的财报电话会议记录显示，首席财务官Jamey Mock在财报电话会议上表示，全年收入增长预期已考虑了未来新冠疫苗接种率可能下降的因素，但公司新冠疫苗mNEXSPIKE的市场渗透率提高以及长期战略合作伙伴关系带来的收入将抵消这些影响。 Mock表示，Moderna预计中东冲突不会对其2026年的业绩展望产生任何重大影响。

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