-- RBC Capital周五发布的一份报告指出，Moderna (MRNA) 的研发管线持续取得进展，癌症疫苗和传染病项目的进展支撑了其风险回报更加平衡的状况。 报告称，Moderna第一季度的业绩主要得益于强于预期的COVID-19产品线，这主要得益于国际收入的确认。同时，管理层重申了全年收入、研发、销售、管理及行政费用以及资本支出方面的预期。 RBC强调了Moderna传染病研发管线的持续增长势头，包括即将取得的流感疫苗监管里程碑、流感-COVID联合疫苗的进展以及诺如病毒项目的推进，预计将于今年晚些时候根据病例积累情况公布相关数据。 在肿瘤领域，RBC指出Moderna即将迎来一些利好因素，包括潜在的III期黑色素瘤辅助治疗数据、在ASCO会议上更新的II期临床试验结果，以及一项利用其癌症疫苗平台开展的早期非小细胞肺癌关键性研究。 加拿大皇家银行维持对该股的“与行业持平”评级，并将目标价从35美元上调至38美元。 Moderna股价周一上涨超过4%。
Price: $47.57, Change: $+2.20, Percent Change: +4.85%
Kevin Christopher Siebert, Senior Vice President, General Counsel & Secretary, on May 04, 2026, sold 8,255 shares in Viavi Solutions (VIAV) for $445,935. Following the Form 4 filing with the SEC, Siebert has control over a total of 20,129 common shares of the company, with 20,129 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/912093/000091209326000040/xslF345X05/form4.xmlPrice: $53.38, Change: $-1.95, Percent Change: -3.52%
Consumer stocks were lower late Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) falling 1.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) decreasing 0.8%.In corporate news, Amazon.com (AMZN) has launched Amazon Supply Chain Services, opening its logistics network to businesses, the company said Monday. Amazon shares rose 1.2%, while FedEx (FDX) and United Parcel Service (UPS) each fell 9.8% and 10% respectively.
The US land rig count slides for a second consecutive week, pressured by a pullback in oil-directed drilling, RBC Capital Markets strategists said in a note on Sunday.Total US land rig count fell by six week-on-week to 525, RBC analysts said, citing Baker Hughes. The decline was driven by the oil-directed side of the business, which saw six units sidelined, bringing the total to 389. Gas-oriented activity held steady at 129 rigs.The Permian Basin, the largest US shale region, saw activity edge lower, with the rig count slipping by one to 241. RBC said that the Permian Basin continues to dominate US drilling, accounting for about 62% of oil-directed rigs in the Lower 48 and 47% of total land rigs.The most active drilling companies in the Permian are Helmerich & Payne (HP) with 88 rigs, Patterson-UTI Energy (PTEN) with 32 rigs, and Nabors Industries (NBR) with 29 rigs. Exxon Mobil (XOM) led the operators with 34 rigs, followed by Occidental (OXY) with 20 and ConocoPhillips (COP) with 17.Eagle Ford activity climbed one rig to 43, while the Williston Basin was unchanged at 28. Gas-focused regions showed modest strength, with the Haynesville Shale gaining two rigs to 58, while Appalachian Basin activity held flat at 37.RBC said that private operators continue to play a significant role in key basins, though their share of activity has declined in some areas. Private firms in the Permian accounted for 39% of active rigs, down from 43% a year earlier, while in the Eagle Ford their share fell to 37% from 46%.Private operators, by contrast, still dominate the Haynesville, accounting for about 72% of rigs, unchanged from last year.Price: $124.79, Change: $+1.60, Percent Change: +1.30%