异动解读 | 波澜不惊!Moderna股价遭遇5.06%盘中重挫,疑似特朗普政府将取消禽流感疫苗合同撤资

异动解读2025-02-27

生物技术巨头Moderna(MRNA.O)今日盘中股价狂泻近5.06%,引发市场哗然。据悉,这与特朗普政府有意撤销对Moderna开发禽流感疫苗的5.9亿美元资助合同有着密切关联。

卫生官员正重新评估该合作协议,此举可能是政府审查mRNA疫苗支出的一部分。事实上,该笔资金去年1月已被拨付Moderna,推进其mRNA流感疫苗研发。一旦资金被切断,Moderna的流感疫苗项目前景堪忧,公司长期发展也将受到重创。

分析师指出,这与新任卫生部长罗伯特·F·肯尼迪对新冠mRNA疫苗持怀疑态度不无关系。随着全球疫情好转,政府可能将资源转向其他领域。但此举无疑将重挫Moderna在mRNA领域的布局,动摇对其长期前景的信心。

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