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1主题

0勋章

03-12

$万科企业(02202)$ 为什么万科港股和A股有这么大的溢价？

02-21

I couldn't agree more.

Buy Moderna's Turnaround Thesis While Market Pessimism Lasts

02-10

$Moderna, Inc.(MRNA)$ 继续买入

02-06

$Moderna, Inc.(MRNA)$ 下一个苹果，买入

2023-08-21

yes！

Moderna: Buy Before The Fall Covid-19 Wave

2023-08-16

yes

Can Moderna Diversify Beyond Its COVID-19 Jab Sales?

2023-08-03

$Moderna, Inc.(MRNA)$ 买入，怎么算400亿美元都很划算，未来制药界的苹果

2023-06-16

$Moderna, Inc.(MRNA)$ 感觉要大涨，买入！

2023-06-05

$Moderna, Inc.(MRNA)$ 买入，目标价580

2023-03-29

$腾讯控股ADR(TCEHY)$ 腾讯美股的分红什么时候到账？这都29号了

2023-01-30

$阿里巴巴-SW(09988)$ 今天怎么了？

2023-01-06

2022-11-02

$腾讯控股ADR(TCEHY)$为什么盘后大涨24%？求解答？

2022-11-02

$阿里巴巴-SW(09988)$一个字：买

2022-11-02

$腾讯控股(00700)$买入！

2022-10-21

$腾讯控股(00700)$一个字：买！

2022-10-20

$阿里巴巴-SW(09988)$买入！只留最后一部分钱等60以下

2022-10-20

$腾讯控股(00700)$买入！只留最后一部分钱等200以下！

2022-10-19

$阿里巴巴-SW(09988)$阿里到底有没有回购股票？

2022-09-20

$阿里巴巴(BABA)$李佳琦复出，重大利好！

去老虎APP查看更多动态

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Moderna investors should be keenly aware of the criticality of its RSV vaccine as a crucial growth vector as the company looks forward following the success of its COVID franchise. Notwithstanding the caution, Moderna is still expected to receive FDA approval for its RSV vaccine, helping to alleviate some concerns. At a recent January conference, Moderna management highlighted that it \"anticipates regulatory approvals for its RSV vaccine beginning in the first half of 2024.\" Therefore, investors must carefully assess management's commentary about the data release at its upcoming earnings conference. Given the recent updates, a","content":"<html><body><ul><li>Moderna has surged 40% from its November 2023 lows through last week's close. Buyers returned to buy the \"bad news\" from its Q3 earnings reset.</li><li>The recent worse-than-anticipated data release for its RSV vaccine contributed to a recent pullback in MRNA.</li><li>However, it shouldn't affect the anticipated FDA approval for its RSV vaccine in 2024.</li><li>Moderna investors can expect a more aggressive product rollout over the next two years, potentially benefiting longer-term investors.</li><li>I explain why MRNA's long-term bottom in November 2023 suggests the recovery has already started.</li></ul><p><figure><picture><img loading=\"lazy\" src=\"https://media.gettyimages.com/id/1244086916/photo/in-this-photo-illustration-a-covid-19-vaccine-is-seen-with-the-moderna-logo-in-the-background.jpg?b=1&amp;s=594x594&amp;w=0&amp;k=20&amp;c=vK8-q3c-dImIyXAKxMA1VIEaTx_yg_TGyz2p-rVQiaQ=\"/></picture><figcaption><p>NurPhoto/NurPhoto via Getty Images</p></figcaption></figure></p> <h2>Moderna Stock Has Surged From Its November Lows</h2> <p><a href=\"https://laohu8.com/S/MRNA\">Moderna, Inc.</a> (<span>NASDAQ:MRNA</span>) investors head into MRNA's pivotal fourth-quarter earnings release on February 22 with bated breath. Following Moderna's third-quarter earnings release in early November<span> 2023, MRNA bottomed out as buyers returned. As a result, it does seem like MRNA could have taken out its long-term lows, as Moderna reset its COVID revenue expectations at its FQ3 scorecard. I last </span>updated MRNA investors in my September 2023 article<span>, seeing an opportunity to remain bullish. However, I also highlighted uncertainties relating to its pipeline, underscoring that MRNA could remain as a \"show me\" story. Therefore, healthcare investors are expected to stay cautious, although I was confident it could emerge from its battering.</span></p> <p>However, my bullish thesis has not worked out, suggesting that negative investor sentiments have prevailed over the past six<span> months. Despite that, MRNA remains markedly above its November lows ($62.6 level), up more than 40% through last week's close. As a result, the market could have shaken out investors who pressed the panic button following its Q3 release, as longer-term investors returned to stem the downward pressure, helping MRNA bottom out decisively.</span></p> <p>Should MRNA investors who didn't manage to add more exposure in November 2023 return at the current levels following its recent pullback after the February 2024 release of the data concerning Moderna's RSV vaccine? Accordingly, the recent release underscored a lower-than-expected efficacy, indicating Moderna's \"RSV vaccine might be less effective than initially thought.\" As a result, I believe the market is likely pricing in execution risks in its pipeline, affecting the competitiveness of its RSV vaccine.</p> <p>Moderna investors should be keenly aware of the criticality of its RSV vaccine as a crucial growth vector as the company looks forward following the success of its COVID franchise. Notwithstanding the caution, Moderna is still expected to receive FDA approval for its RSV vaccine, helping to alleviate some concerns. At a recent January conference, Moderna management highlighted that it \"anticipates regulatory approvals for its RSV vaccine beginning in the first half of 2024.\" Therefore, investors must carefully assess management's commentary about the data release at its upcoming earnings conference. Given the recent updates, analysts are also expected to pepper management with critical questions concerning its efficacy and impact on its competitiveness. With that in mind, I expect investors to remain cagey about buying up MRNA aggressively as we head into its FQ4 earnings release. Consequently, it should provide more opportunities for high-conviction investors to load up while the market remains pessimistic.</p> <p>Investors need to consider that Moderna has been aggressively reinvesting the success of its COVID vaccine into its pipeline. Therefore, Moderna aims to rapidly broaden its one-product commercial portfolio over the next three years, capitalizing on the benefits of its MRNA-based therapies. Consequently, Moderna should be well-placed to become a platform company, with developments across RSV, oncology, COVID/Flu combo vaccine, and rare diseases. Moderna's progress with Merck (MRK) on a personalized cancer vaccine holds substantial promise, as seen with Pfizer's (PFE) increasing focus on oncology innovation. With 15 product launches planned over the next five years by Moderna, longer-term MRNA investors could reap the rewards of buying the battered MRNA shares if MRNA had bottomed out in November 2023.</p> <h2>MRNA Is No Longer Expensive</h2> <p><figure contenteditable=\"false\"><picture><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/2/19/51630113-17083989070438638.png\"/></picture><figcaption><p>MRNA Quant Grades (TradingView)</p></figcaption></figure></p> <p>MRNA is also no longer valued expensively and assigned a more favorable \"C+\" valuation grade by Seeking Alpha Quant. Its momentum has also improved, as seen in the \"C+\" momentum grade. Therefore, it's arguable that the selling pressure on MRNA has subsided, providing us with more robust opportunities to buy significant dips on MRNA as we look forward to its longer-term opportunities.</p> <p>However, MRNA's \"F\" growth grade will likely not attract shorter-term investors, as the company expects to break even only in 2026. Consequently, it suggests another two solid years of reinvestment and R&amp;D to bring its pipeline to fruition.</p> <h2>Is MRNA Stock A Buy, Sell, Or Hold?</h2> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/2/19/51630113-1708399147082016.png\"/></span><figcaption><p>MRNA price chart (monthly, long-term) (TradingView)</p></figcaption></figure></p> <p>I gleaned that MRNA's long-term bottom in November 2023 seems sound. However, there isn't a clear bear trap (false downside breakdown) to underpin my bullish bias, suggesting MRNA investors must continue to anticipate downside volatility.</p> <p>However, with the company expected to have reset its COVID revenue expectations in Q3, I don't expect MRNA to fall toward its late 2023 lows. Therefore, I believe longer-term investors should return to undergird a possible post-earnings pullback if Moderna issues a worse-than-expected outlook. Still, MRNA's surge from its November 2023 lows should highlight why I assessed peak pessimism has likely been priced in, which could bolster a more constructive recovery momentum moving ahead.</p> <p><em>Rating: Maintain Buy.</em></p> <p><em>Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified.</em></p> <h4>I Want To Hear From You</h4> <div></div> <p>Have constructive commentary to improve our thesis? Spotted a critical gap in our view? Saw something important that we didn't? Agree or disagree? Comment below with the aim of helping everyone in the community to learn better!</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Buy Moderna's Turnaround Thesis While Market Pessimism Lasts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy Moderna's Turnaround Thesis While Market Pessimism Lasts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-20 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4671473-buy-moderna-stock-turnaround-thesis-while-market-pessimism-lasts><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna has surged 40% from its November 2023 lows through last week's close. Buyers returned to buy the \"bad news\" from its Q3 earnings reset.The recent worse-than-anticipated data release for its ...</p>\n\n<a href=\"https://seekingalpha.com/article/4671473-buy-moderna-stock-turnaround-thesis-while-market-pessimism-lasts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","LU0861579265.USD":"联博低波幅策略股票基金A","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","MRNA":"Moderna, Inc.","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","MRK":"默沙东","PFE":"辉瑞","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4559":"巴菲特持仓","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4501":"段永平概念","BK4592":"伊斯兰概念","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4585":"ETF&股票定投概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","SG9999002232.USD":"Allianz Global High Payout USD","BK4581":"高盛持仓","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4007":"制药","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4671473-buy-moderna-stock-turnaround-thesis-while-market-pessimism-lasts","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2412170315","content_text":"Moderna has surged 40% from its November 2023 lows through last week's close. Buyers returned to buy the \"bad news\" from its Q3 earnings reset.The recent worse-than-anticipated data release for its RSV vaccine contributed to a recent pullback in MRNA.However, it shouldn't affect the anticipated FDA approval for its RSV vaccine in 2024.Moderna investors can expect a more aggressive product rollout over the next two years, potentially benefiting longer-term investors.I explain why MRNA's long-term bottom in November 2023 suggests the recovery has already started.NurPhoto/NurPhoto via Getty Images Moderna Stock Has Surged From Its November Lows Moderna, Inc. (NASDAQ:MRNA) investors head into MRNA's pivotal fourth-quarter earnings release on February 22 with bated breath. Following Moderna's third-quarter earnings release in early November 2023, MRNA bottomed out as buyers returned. As a result, it does seem like MRNA could have taken out its long-term lows, as Moderna reset its COVID revenue expectations at its FQ3 scorecard. I last updated MRNA investors in my September 2023 article, seeing an opportunity to remain bullish. However, I also highlighted uncertainties relating to its pipeline, underscoring that MRNA could remain as a \"show me\" story. Therefore, healthcare investors are expected to stay cautious, although I was confident it could emerge from its battering. However, my bullish thesis has not worked out, suggesting that negative investor sentiments have prevailed over the past six months. Despite that, MRNA remains markedly above its November lows ($62.6 level), up more than 40% through last week's close. As a result, the market could have shaken out investors who pressed the panic button following its Q3 release, as longer-term investors returned to stem the downward pressure, helping MRNA bottom out decisively. Should MRNA investors who didn't manage to add more exposure in November 2023 return at the current levels following its recent pullback after the February 2024 release of the data concerning Moderna's RSV vaccine? Accordingly, the recent release underscored a lower-than-expected efficacy, indicating Moderna's \"RSV vaccine might be less effective than initially thought.\" As a result, I believe the market is likely pricing in execution risks in its pipeline, affecting the competitiveness of its RSV vaccine. Moderna investors should be keenly aware of the criticality of its RSV vaccine as a crucial growth vector as the company looks forward following the success of its COVID franchise. Notwithstanding the caution, Moderna is still expected to receive FDA approval for its RSV vaccine, helping to alleviate some concerns. At a recent January conference, Moderna management highlighted that it \"anticipates regulatory approvals for its RSV vaccine beginning in the first half of 2024.\" Therefore, investors must carefully assess management's commentary about the data release at its upcoming earnings conference. Given the recent updates, analysts are also expected to pepper management with critical questions concerning its efficacy and impact on its competitiveness. With that in mind, I expect investors to remain cagey about buying up MRNA aggressively as we head into its FQ4 earnings release. Consequently, it should provide more opportunities for high-conviction investors to load up while the market remains pessimistic. Investors need to consider that Moderna has been aggressively reinvesting the success of its COVID vaccine into its pipeline. Therefore, Moderna aims to rapidly broaden its one-product commercial portfolio over the next three years, capitalizing on the benefits of its MRNA-based therapies. Consequently, Moderna should be well-placed to become a platform company, with developments across RSV, oncology, COVID/Flu combo vaccine, and rare diseases. Moderna's progress with Merck (MRK) on a personalized cancer vaccine holds substantial promise, as seen with Pfizer's (PFE) increasing focus on oncology innovation. With 15 product launches planned over the next five years by Moderna, longer-term MRNA investors could reap the rewards of buying the battered MRNA shares if MRNA had bottomed out in November 2023. MRNA Is No Longer Expensive MRNA Quant Grades (TradingView) MRNA is also no longer valued expensively and assigned a more favorable \"C+\" valuation grade by Seeking Alpha Quant. Its momentum has also improved, as seen in the \"C+\" momentum grade. Therefore, it's arguable that the selling pressure on MRNA has subsided, providing us with more robust opportunities to buy significant dips on MRNA as we look forward to its longer-term opportunities. However, MRNA's \"F\" growth grade will likely not attract shorter-term investors, as the company expects to break even only in 2026. Consequently, it suggests another two solid years of reinvestment and R&D to bring its pipeline to fruition. Is MRNA Stock A Buy, Sell, Or Hold? MRNA price chart (monthly, long-term) (TradingView) I gleaned that MRNA's long-term bottom in November 2023 seems sound. However, there isn't a clear bear trap (false downside breakdown) to underpin my bullish bias, suggesting MRNA investors must continue to anticipate downside volatility. However, with the company expected to have reset its COVID revenue expectations in Q3, I don't expect MRNA to fall toward its late 2023 lows. Therefore, I believe longer-term investors should return to undergird a possible post-earnings pullback if Moderna issues a worse-than-expected outlook. Still, MRNA's surge from its November 2023 lows should highlight why I assessed peak pessimism has likely been priced in, which could bolster a more constructive recovery momentum moving ahead. Rating: Maintain Buy. Important note: Investors are reminded to do their due diligence and not rely on the information provided as financial advice. Please always apply independent thinking and note that the rating is not intended to time a specific entry/exit at the point of writing unless otherwise specified. I Want To Hear From You  Have constructive commentary to improve our thesis? Spotted a critical gap in our view? Saw something important that we didn't? Agree or disagree? Comment below with the aim of helping everyone in the community to learn better!","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272280392011984,"gmtCreate":1707512468471,"gmtModify":1707512469435,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>继续买入","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>继续买入","text":"$Moderna, Inc.(MRNA)$ 继续买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272280392011984","isVote":1,"tweetType":1,"viewCount":4707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":270794267881568,"gmtCreate":1707149711457,"gmtModify":1707149712450,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>下一个苹果，买入","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>下一个苹果，买入","text":"$Moderna, Inc.(MRNA)$ 下一个苹果，买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/270794267881568","isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211297982779480,"gmtCreate":1692611493066,"gmtModify":1692611494352,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"yes！","listText":"yes！","text":"yes！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211297982779480","repostId":"2361525843","repostType":2,"repost":{"id":"2361525843","kind":"highlight","pubTimestamp":1692606128,"share":"https://www.laohu8.com/m/news/2361525843?lang=&edition=full","pubTime":"2023-08-21 16:22","market":"us","language":"en","title":"Moderna: Buy Before The Fall Covid-19 Wave","url":"https://stock-news.laohu8.com/highlight/detail?id=2361525843","media":"seekingalpha","summary":"Finance reports profit margins at around 11%. Moderna also bought back $600 million worth of MRNA stock during Q2 2023. Companies routinely perform stock buybacks when management believes shares are undervalued. The company held $14 billion in cash on its balance sheet at the end of Q2 2023 with $1.7 billion in long term debt. I expect net profit margins to improve drastically heading into the end of Q3 2023 once the fall COVID-19 wave arrives. Have Moderna Shares Bottomed Due to a Projected COVID-19 Fall Wave?Health experts are predicting a massive spike in COVID-19 cases starting around September 1st as the weather changes and everyone heads back to school and the workplace. The newest COVID-19 variant, Eris, has caused a spike in COVID-19 cases worldwide with countries such as the United States, Canada, United Kingdom, and many others reporting spikes in cases and hospitalizations. Moderna made a swift move by working on its most recent vaccine to fight Eris and early","content":"<html><body><ul><li>Moderna's COVID-19 vaccine was found to be over 95% effective at preventing illness, hospitalizations, and deaths.</li><li>Experts predict another COVID-19 wave starting in September 2023, leading to increased revenue for Moderna.</li><li>MRNA upgraded its sales guidance for the second half of 2023 to $6-8 billion, anticipating a spike in COVID-19 cases.</li></ul><p><figure><picture><img height=\"2274px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1223699960/image_1223699960.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1223699960/image_1223699960.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1223699960/image_1223699960.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1223699960/image_1223699960.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1223699960/image_1223699960.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1223699960/image_1223699960.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1223699960/image_1223699960.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1223699960/image_1223699960.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1223699960/image_1223699960.jpg?io=getty-c-w240 240w\" width=\"3411px\"/></picture><figcaption><p>Maddie Meyer</p></figcaption></figure></p> <p>Moderna (<span>NASDAQ:MRNA</span>) was one of the top performing biotech stocks during the 2020 COVID-19 wave that sent many soaring to the moon. The company produces vaccines that prevent COVID-19 symptoms by releasing mRNA into the human body to<span> create a spike protein for optimal immune response.</span></p> <p>According to Healthline, researchers found that the Moderna vaccine was over 95% effective at preventing illness, hospitalizations, and COVID-19 related deaths.</p> <p>Unfortunately, experts predict another massive COVID-19 wave starting in September 2023 when schools reopen, and employees return to the workplace.</p> <p>That means companies like Moderna will likely experience a sharp boost in revenue due to people rushing to get mRNA vaccines in an attempt to beat the upcoming COVID-19 wave.</p> <p>While many stocks got crushed during the 2020 COVID-19 pandemic, Moderna experienced a massive increase in share price from $20 to over $450 at<span> its peak.</span></p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/8/20/saupload_4e6d89d7d9ffb8b1b5a6e62e7f99ce60.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>To make things clear, I'm neither for nor against getting vaccinated as a way to prevent the COVID-19 virus. This article is meant for equity analysis only and I'm not taking a political or humanitarian stance on the jab.</p> <h2>Moderna Upgraded Its Guidance for Q3 &amp; Q4 2023</h2> <p>Seasonality has a major effect on Moderna's revenue and net income due to spikes and dips into COVID-19 vaccination needs. The company posted Q2 2023 revenue of $344 million with a net loss of $1.38 billion.</p> <p>In the latest Q2 2023 earnings call, Moderna CEO Stephen Hoge increased sales guidance to around $6-$8 billion in the 2nd half of 2023 in anticipation of a spike in COVID-19 cases. Gross margins are projected to be around 60 to 65% while Yahoo! Finance reports profit margins at around 11%.</p> <p>Moderna also bought back $600 million worth of MRNA stock during Q2 2023. Companies routinely perform stock buybacks when management believes shares are undervalued.</p> <p>The company held $14 billion in cash on its balance sheet at the end of Q2 2023 with $1.7 billion in long term debt.</p> <p>I expect net profit margins to improve drastically heading into the end of Q3 2023 once the fall COVID-19 wave arrives.</p> <h2>Have Moderna Shares Bottomed Due to a Projected COVID-19 Fall Wave?</h2> <p>Health experts are predicting a massive spike in COVID-19 cases starting around September 1st as the weather changes and everyone heads back to school and the workplace.</p> <p>The newest COVID-19 variant, <em>Eris</em>, has caused a spike in COVID-19 cases worldwide with countries such as the United States, Canada, United Kingdom, and many others reporting spikes in cases and hospitalizations.</p> <p>Moderna made a swift move by working on its most recent vaccine to fight Eris and early clinic trials reported high success rates in response to the newest virus strain.</p> <p>MRNA shares crashed to a 52-week low of $95 until the news broke and sent shares just above $100 currently. Moderna shares look attractive at an RSI of 31 on the MRNA weekly chat.</p> <p><figure contenteditable=\"false\"><picture><span><img contenteditable=\"false\" height=\"308\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/8/20/45278896-16925059235144863.png\" width=\"640\"/></span></picture><figcaption><p>Moderna Weekly Chart (tradingview.com)</p></figcaption></figure></p> <p>I'm predicting an inverse effect where MRNA shares will trade higher as we head into Q4 while most big tech stocks such as Tesla (TSLA) and Apple (AAPL) continue selling off on the worrisome news.</p> <p>MRNA was one of the few stocks that didn't experience the March 2023 COVID-19 crunch but rather increased revenue to $20 billion and $18 billion, respectively, during 2021 and 2022.</p> <h2>Risk Factors</h2> <p>Moderna is arguably the best pure COVID-19 stock to own in my opinion but there are several risk factors that investors should play take note of:</p> <ul> <li> <strong>Insider Selling</strong>: Moderna President Stephen Hoge sold 15,000 MRNA on August 17th at the price of $100. Insider selling is a bearish signal, but the good news is he still owns 1.5 million MRNA shares. If insiders continue selling, then perhaps MRNA shares could crash below $100 until they find a bottom.</li> <li> <strong>NASDAQ Panic Selloff</strong>: Hedge fund manager Michael Burry opened a massive put position on the QQQ and SPY in late August signaling his bearish market sentiment. While Moderna isn't a part of the QQQ, I think most investors are turning bearish on stocks in general.</li> <li> <strong>Falling COVID-19 Cases</strong>: COVID-19 cases are up nearly 100% in August 2023 versus July 2023, but we aren't sure what will happen moving forward. If COVID-19 cases don't increase, then the demand for Moderna vaccines will remain lower than projected.</li> <li> <strong>Failure to Receive FDA approval for Eris Vaccine:</strong> Early trials show for the Eris vaccine turned out positive, but Moderna must wait for FDA approval. If Moderna's vaccine gets rejected, then the company cannot fulfill its raised guidance projections.</li> <li> <strong>Attractive Bond and Money Market Yields</strong>: Wall Street Journal reported that Americans moved $36 billion into money market funds in August to take advantage of 4%+ yields with very low risk.</li> </ul> <h2>My Gameplan for MRNA Stock</h2> <p>All signs point to a massive increase in MRNA's stock price if the fall COVID-19 wave predictions come true. I'm holding several MRNA call options at various strike prices of around $105 to $107 over the next few weeks.</p> <p>I'm also taking a look at some longer-term options around the $200 strike price expiring in January 2024 and April 2024.</p> <p>If Moderna's vaccine gets approved in early September, then Q3 and Q4 2023 earnings reports should easily beat Wall Street analysts' estimates.</p> <p>MRNA trades at a forward P/E ratio of 8 and I think Moderna is one of the best value stocks on the market right now.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2023/8/20/saupload_0714fef94eacec9edb9c01f5e8712558.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <div></div> <p>Moderna is a cash cow company that raked in $12.2 billion in profits for 2021 and $8.3 billion in profits for 2022. Another COVID-19 outbreak would provide substantial upside in my opinion considering how the market reacted to COVID-19 at the beginning of 2020.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Moderna: Buy Before The Fall Covid-19 Wave</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nModerna: Buy Before The Fall Covid-19 Wave\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-21 16:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4629928-moderna-stock-buy-before-fall-covid-19-wave><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna's COVID-19 vaccine was found to be over 95% effective at preventing illness, hospitalizations, and deaths.Experts predict another COVID-19 wave starting in September 2023, leading to increased...</p>\n\n<a href=\"https://seekingalpha.com/article/4629928-moderna-stock-buy-before-fall-covid-19-wave\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1223699960/image_1223699960.jpg","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","MRNA":"Moderna, Inc.","BK4535":"淡马锡持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BNTX":"BioNTech SE","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","TSLA":"特斯拉","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4512":"苹果概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","AAPL":"苹果","BK4553":"喜马拉雅资本持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4534":"瑞士信贷持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4555":"新能源车","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD"},"source_url":"https://seekingalpha.com/article/4629928-moderna-stock-buy-before-fall-covid-19-wave","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2361525843","content_text":"Moderna's COVID-19 vaccine was found to be over 95% effective at preventing illness, hospitalizations, and deaths.Experts predict another COVID-19 wave starting in September 2023, leading to increased revenue for Moderna.MRNA upgraded its sales guidance for the second half of 2023 to $6-8 billion, anticipating a spike in COVID-19 cases.Maddie Meyer Moderna (NASDAQ:MRNA) was one of the top performing biotech stocks during the 2020 COVID-19 wave that sent many soaring to the moon. The company produces vaccines that prevent COVID-19 symptoms by releasing mRNA into the human body to create a spike protein for optimal immune response. According to Healthline, researchers found that the Moderna vaccine was over 95% effective at preventing illness, hospitalizations, and COVID-19 related deaths. Unfortunately, experts predict another massive COVID-19 wave starting in September 2023 when schools reopen, and employees return to the workplace. That means companies like Moderna will likely experience a sharp boost in revenue due to people rushing to get mRNA vaccines in an attempt to beat the upcoming COVID-19 wave. While many stocks got crushed during the 2020 COVID-19 pandemic, Moderna experienced a massive increase in share price from $20 to over $450 at its peak. Data by YCharts To make things clear, I'm neither for nor against getting vaccinated as a way to prevent the COVID-19 virus. This article is meant for equity analysis only and I'm not taking a political or humanitarian stance on the jab. Moderna Upgraded Its Guidance for Q3 & Q4 2023 Seasonality has a major effect on Moderna's revenue and net income due to spikes and dips into COVID-19 vaccination needs. The company posted Q2 2023 revenue of $344 million with a net loss of $1.38 billion. In the latest Q2 2023 earnings call, Moderna CEO Stephen Hoge increased sales guidance to around $6-$8 billion in the 2nd half of 2023 in anticipation of a spike in COVID-19 cases. Gross margins are projected to be around 60 to 65% while Yahoo! Finance reports profit margins at around 11%. Moderna also bought back $600 million worth of MRNA stock during Q2 2023. Companies routinely perform stock buybacks when management believes shares are undervalued. The company held $14 billion in cash on its balance sheet at the end of Q2 2023 with $1.7 billion in long term debt. I expect net profit margins to improve drastically heading into the end of Q3 2023 once the fall COVID-19 wave arrives. Have Moderna Shares Bottomed Due to a Projected COVID-19 Fall Wave? Health experts are predicting a massive spike in COVID-19 cases starting around September 1st as the weather changes and everyone heads back to school and the workplace. The newest COVID-19 variant, Eris, has caused a spike in COVID-19 cases worldwide with countries such as the United States, Canada, United Kingdom, and many others reporting spikes in cases and hospitalizations. Moderna made a swift move by working on its most recent vaccine to fight Eris and early clinic trials reported high success rates in response to the newest virus strain. MRNA shares crashed to a 52-week low of $95 until the news broke and sent shares just above $100 currently. Moderna shares look attractive at an RSI of 31 on the MRNA weekly chat. Moderna Weekly Chart (tradingview.com) I'm predicting an inverse effect where MRNA shares will trade higher as we head into Q4 while most big tech stocks such as Tesla (TSLA) and Apple (AAPL) continue selling off on the worrisome news. MRNA was one of the few stocks that didn't experience the March 2023 COVID-19 crunch but rather increased revenue to $20 billion and $18 billion, respectively, during 2021 and 2022. Risk Factors Moderna is arguably the best pure COVID-19 stock to own in my opinion but there are several risk factors that investors should play take note of:   Insider Selling: Moderna President Stephen Hoge sold 15,000 MRNA on August 17th at the price of $100. Insider selling is a bearish signal, but the good news is he still owns 1.5 million MRNA shares. If insiders continue selling, then perhaps MRNA shares could crash below $100 until they find a bottom.  NASDAQ Panic Selloff: Hedge fund manager Michael Burry opened a massive put position on the QQQ and SPY in late August signaling his bearish market sentiment. While Moderna isn't a part of the QQQ, I think most investors are turning bearish on stocks in general.  Falling COVID-19 Cases: COVID-19 cases are up nearly 100% in August 2023 versus July 2023, but we aren't sure what will happen moving forward. If COVID-19 cases don't increase, then the demand for Moderna vaccines will remain lower than projected.  Failure to Receive FDA approval for Eris Vaccine: Early trials show for the Eris vaccine turned out positive, but Moderna must wait for FDA approval. If Moderna's vaccine gets rejected, then the company cannot fulfill its raised guidance projections.  Attractive Bond and Money Market Yields: Wall Street Journal reported that Americans moved $36 billion into money market funds in August to take advantage of 4%+ yields with very low risk.  My Gameplan for MRNA Stock All signs point to a massive increase in MRNA's stock price if the fall COVID-19 wave predictions come true. I'm holding several MRNA call options at various strike prices of around $105 to $107 over the next few weeks. I'm also taking a look at some longer-term options around the $200 strike price expiring in January 2024 and April 2024. If Moderna's vaccine gets approved in early September, then Q3 and Q4 2023 earnings reports should easily beat Wall Street analysts' estimates. MRNA trades at a forward P/E ratio of 8 and I think Moderna is one of the best value stocks on the market right now. Data by YCharts  Moderna is a cash cow company that raked in $12.2 billion in profits for 2021 and $8.3 billion in profits for 2022. Another COVID-19 outbreak would provide substantial upside in my opinion considering how the market reacted to COVID-19 at the beginning of 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209669660274872,"gmtCreate":1692194554323,"gmtModify":1692194555646,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209669660274872","repostId":"2359463908","repostType":2,"repost":{"id":"2359463908","kind":"highlight","pubTimestamp":1692171439,"share":"https://www.laohu8.com/m/news/2359463908?lang=&edition=full","pubTime":"2023-08-16 15:37","market":"us","language":"en","title":"Can Moderna Diversify Beyond Its COVID-19 Jab Sales?","url":"https://stock-news.laohu8.com/highlight/detail?id=2359463908","media":"Zacks","summary":"Moderna MRNA is focused on expanding its portfolio of marketed products, including its COVID-19 vaccine, whose sales have declined in recent quarters.Being one of the first-ever COVID-19 vaccine developers, Moderna generated robust product sales that helped the company transform from a clinical-stage pharmaceutical company to a commercial one, with solid sales.The higher-than-expected product sales helped the company boost its cash resources. MRNAis developing more than 30 mRNA-based investigational candidates in multiple stages of clinical studies.Last month, Moderna initiated regulatory submissions for its mRNA-based RSV vaccine mRNA-1345 for use in older adults  in several markets, including the United States, Europe and Australia. A potential launch is expected next year. If approved, mRNA-1345 could be Moderna’s second product launch.Despite new product launch expectations and pipeline progress, Moderna continues to develop its COVID-19 vaccine to target new and evolving virus var","content":"<html><head></head><body><p><strong>Moderna </strong>MRNA is focused on expanding its portfolio of marketed products, including its COVID-19 vaccine, whose sales have declined in recent quarters.</p><p>Being one of the first-ever COVID-19 vaccine developers, Moderna generated robust product sales that helped the company transform from a clinical-stage pharmaceutical company to a commercial one, with solid sales.</p><p>The higher-than-expected product sales helped the company boost its cash resources. MRNAis developing more than 30 mRNA-based investigational candidates in multiple stages of clinical studies.</p><p>Last month, Moderna initiated regulatory submissions for its mRNA-based RSV vaccine mRNA-1345 for use in older adults (aged 60 years and older) in several markets, including the United States, Europe and Australia. A potential launch is expected next year. If approved, mRNA-1345 could be Moderna’s second product launch.</p><p>Apart from RSV, the company is currently evaluating three candidates in late-stage studies — mRNA-1010 (influenza vaccine), mRNA-1647 (cytomegalovirus (CMV) vaccine), and mRNA-4157/V940 [individualized neoantigen therapy (INT)].</p><p>Earlier this month, Moderna announced that it completed enrolment in the phase III immunogenicity study (P303) evaluating an enhanced formulation of mRNA-1010, which is expected to improve immune responses againstthe influenza B strain. Data from the P303 study is also likely to support the company’s regulatory filing for the vaccine’s accelerated approval. Data from the P303 study is expected before September 2023-end. Given the company’s accelerated timetable for mRNA-1010, we expect mRNA-1010 to be the company’s third product launch, expected in the next year.</p><p>Alongside the second-quarter results, management reported that it completed over 80% of enrolment in the pivotal phase III study evaluating its CMV vaccine mRNA-1647.</p><p>Moderna and partner <strong>Merck</strong> MRK reported new data from phase IIb evaluating mRNA-4157 in melanoma indication in June. Data from the study showed that mRNA-4157combined with Merck’s Keytruda reduced the risk of distant metastasis or death by 65% compared with participants treated with Merck’s Keytruda alone. The study previously achieved its primary endpoint of recurrence-free survival. Based on these positive results, Moderna/Merck initiated the phase III study on mRNA-4157 in melanoma patients last month.</p><p>Based on the encouraging clinical progress of the above candidates, management is gearing up for the commercial launches of the above candidates over the next three years.</p><p>Apart from the above candidates, Moderna is also evaluating mRNA-based investigational candidates in multiple mid-stage and early-stage stages of clinical studies, targeting various indications, includingzika virus and propionic acidemia.</p><p>Despite new product launch expectations and pipeline progress, Moderna continues to develop its COVID-19 vaccine to target new and evolving virus variants. Though the company expects to generate revenue from COVID-19 vaccine product sales, demand is expected to be more seasonal.</p><p>In June, Moderna submitted a regulatory application to the FDA seeking approval for mRNA-1273.815, a monovalent vaccine designed to target the XBB descendent lineage viruses. Management even claims that it has built an ample supply for mRNA-1273.815 and is ready to ship the same doses for the upcoming fall vaccination season, provided that the FDA authorizes the vaccine for use.</p><p>However, the company’s target markets are highly competitive. Moderna’s COVID-19 vaccine already faces stiff competition from <strong>Pfizer</strong> PFE/<strong>BioNTech</strong>‘s BNTX mRNA-based COVID-19 vaccine. Pfizer/BioNTech also submitted regulatory filings with the FDA for their updated monovalent vaccine targeting the XBB lineages.</p><p>About the RSV vaccine, Pfizer was one of the first developers to receive FDA approval for its RSV vaccine Abrysvo for use in older adults. Pfizer is also seeking label expansion approval from the FDA for using Abrysvo in pregnant women to help prevent the disease in infants. A final decision is expected before this month’s end.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Can Moderna Diversify Beyond Its COVID-19 Jab Sales?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCan Moderna Diversify Beyond Its COVID-19 Jab Sales?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-16 15:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/moderna-mrna-diversify-beyond-covid-133900368.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna MRNA is focused on expanding its portfolio of marketed products, including its COVID-19 vaccine, whose sales have declined in recent quarters.Being one of the first-ever COVID-19 vaccine ...</p>\n\n<a href=\"https://finance.yahoo.com/news/moderna-mrna-diversify-beyond-covid-133900368.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc.","BNTX":"BioNTech SE"},"source_url":"https://finance.yahoo.com/news/moderna-mrna-diversify-beyond-covid-133900368.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2359463908","content_text":"Moderna MRNA is focused on expanding its portfolio of marketed products, including its COVID-19 vaccine, whose sales have declined in recent quarters.Being one of the first-ever COVID-19 vaccine developers, Moderna generated robust product sales that helped the company transform from a clinical-stage pharmaceutical company to a commercial one, with solid sales.The higher-than-expected product sales helped the company boost its cash resources. MRNAis developing more than 30 mRNA-based investigational candidates in multiple stages of clinical studies.Last month, Moderna initiated regulatory submissions for its mRNA-based RSV vaccine mRNA-1345 for use in older adults (aged 60 years and older) in several markets, including the United States, Europe and Australia. A potential launch is expected next year. If approved, mRNA-1345 could be Moderna’s second product launch.Apart from RSV, the company is currently evaluating three candidates in late-stage studies — mRNA-1010 (influenza vaccine), mRNA-1647 (cytomegalovirus (CMV) vaccine), and mRNA-4157/V940 [individualized neoantigen therapy (INT)].Earlier this month, Moderna announced that it completed enrolment in the phase III immunogenicity study (P303) evaluating an enhanced formulation of mRNA-1010, which is expected to improve immune responses againstthe influenza B strain. Data from the P303 study is also likely to support the company’s regulatory filing for the vaccine’s accelerated approval. Data from the P303 study is expected before September 2023-end. Given the company’s accelerated timetable for mRNA-1010, we expect mRNA-1010 to be the company’s third product launch, expected in the next year.Alongside the second-quarter results, management reported that it completed over 80% of enrolment in the pivotal phase III study evaluating its CMV vaccine mRNA-1647.Moderna and partner Merck MRK reported new data from phase IIb evaluating mRNA-4157 in melanoma indication in June. Data from the study showed that mRNA-4157combined with Merck’s Keytruda reduced the risk of distant metastasis or death by 65% compared with participants treated with Merck’s Keytruda alone. The study previously achieved its primary endpoint of recurrence-free survival. Based on these positive results, Moderna/Merck initiated the phase III study on mRNA-4157 in melanoma patients last month.Based on the encouraging clinical progress of the above candidates, management is gearing up for the commercial launches of the above candidates over the next three years.Apart from the above candidates, Moderna is also evaluating mRNA-based investigational candidates in multiple mid-stage and early-stage stages of clinical studies, targeting various indications, includingzika virus and propionic acidemia.Despite new product launch expectations and pipeline progress, Moderna continues to develop its COVID-19 vaccine to target new and evolving virus variants. Though the company expects to generate revenue from COVID-19 vaccine product sales, demand is expected to be more seasonal.In June, Moderna submitted a regulatory application to the FDA seeking approval for mRNA-1273.815, a monovalent vaccine designed to target the XBB descendent lineage viruses. Management even claims that it has built an ample supply for mRNA-1273.815 and is ready to ship the same doses for the upcoming fall vaccination season, provided that the FDA authorizes the vaccine for use.However, the company’s target markets are highly competitive. Moderna’s COVID-19 vaccine already faces stiff competition from Pfizer PFE/BioNTech‘s BNTX mRNA-based COVID-19 vaccine. Pfizer/BioNTech also submitted regulatory filings with the FDA for their updated monovalent vaccine targeting the XBB lineages.About the RSV vaccine, Pfizer was one of the first developers to receive FDA approval for its RSV vaccine Abrysvo for use in older adults. Pfizer is also seeking label expansion approval from the FDA for using Abrysvo in pregnant women to help prevent the disease in infants. A final decision is expected before this month’s end.","news_type":1},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":205046474662032,"gmtCreate":1691069584852,"gmtModify":1691069585939,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>买入，怎么算400亿美元都很划算，未来制药界的苹果","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>买入，怎么算400亿美元都很划算，未来制药界的苹果","text":"$Moderna, Inc.(MRNA)$ 买入，怎么算400亿美元都很划算，未来制药界的苹果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205046474662032","isVote":1,"tweetType":1,"viewCount":4636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187997055008792,"gmtCreate":1686923130927,"gmtModify":1686923132216,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>感觉要大涨，买入！","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>感觉要大涨，买入！","text":"$Moderna, Inc.(MRNA)$ 感觉要大涨，买入！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187997055008792","isVote":1,"tweetType":1,"viewCount":6882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184038522286096,"gmtCreate":1685954895183,"gmtModify":1685954896213,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>买入，目标价580","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>买入，目标价580","text":"$Moderna, Inc.(MRNA)$ 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腾讯美股的分红什么时候到账？这都29号了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/659500552","isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622024099,"gmtCreate":1675059976911,"gmtModify":1675059978143,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a>今天怎么了？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a>今天怎么了？","text":"$阿里巴巴-SW(09988)$ 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07:31","market":"us","language":"zh","title":"微软连续六个季度营收超过400亿美元，智能云收入再超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1157961031","media":"华尔街见闻","summary":"微软第三财季EPS同比增长9%录得2.22美元，营收同比增长18%录得493.6亿美元，双双高于市场预期。分业务板块来看，第三财季其最大收入源智能云收入亮眼，录得190.5亿美元营收超预期。微软MSF","content":"<html><head></head><body><blockquote>微软第三财季EPS同比增长9%录得2.22美元，营收同比增长18%录得493.6亿美元，双双高于市场预期。分业务板块来看，第三财季其最大收入源智能云收入亮眼，录得190.5亿美元营收超预期。微软MSFT美股盘后受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。</blockquote><p>美东时间4月26日周二盘后，微软公布截至2022年3月31日的第一季度、即该司2022财年第三财季的财报，营收利润纷纷超预期，而其最大收入源——智能云业务收入以26%的同比增速持续发力，录得190.5亿美元，高于分析师189亿美元预期。</p><p>周二，微软收跌3.74%，受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。年初至今，微软累计下跌近20%，略好于同期纳斯达克21%的累计跌幅。<img src=\"https://static.tigerbbs.com/465e4cbe326ac30e48f1978cd90af254\" tg-width=\"1092\" tg-height=\"706\" width=\"100%\" height=\"auto\"/>具体来看其核心财务指标：</p><ul><li>第三财季营收为493.6亿美元，同比增长18%，连续六个季度营收超过400亿美元，高于分析师预期490.4亿美元，上季度同比增长20%。</li><li>第三财季稀释后每股收益EPS为2.22美元，按美国通用会计准则同比增长9%（非美国通用会计准则增长14%），高于分析师预期2.19美元。</li><li>第三财季利润167亿美元，按公认会计原则同比增长8%。</li><li>第三财季销售和营销支出总额为56亿美元，同比增长10%，是三年多来的最快增长。</li></ul><p><img src=\"https://static.tigerbbs.com/15214b352c74b050848c9dbf7a8efda5\" tg-width=\"1291\" tg-height=\"269\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>从微软报告期的分业务收入来看，“智能云”业务收入表现依旧强劲，最为市场关注的公共云Azure在内的云服务增长接近50%：</p><ul><li>第三财季包括面向企业和个人消费者的Office产品、LinkedIn、Dynamics产品和云服务在内的“生产力与业务处理”业务营业收入158亿美元，同比增长17%，基本持平市场预期的157.8亿美元。其中，在Office 365商业收入同比增长17%、Office商业产品和云服务收入同比增长12%、LinkedIn收入同比增长34%、Dynamics产品和云服务收入同比增长22%、365收入同比增长35%。</li><li>第三财季包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务收入190.5亿美元，同比增长26%，高于分析师预期189亿美元。其中，Azure和其他云服务收入同比增长46%，服务器产品和云服务收入增长29%。</li><li>第三财季包括Windows、搜索、游戏机Xbox和Surface电脑在内的“更多个人计算”业务收入145.2亿美元，同比增长11%，高于分析师预期143.3亿美元。其中，Windows OEM收入同比增长11%，Windows商用产品和云服务收入增长14%，Xbox内容和服务收入增长4%，搜索和新闻广告收入（不包括流量获取成本）增长23%，Surface收入增长13%。</li></ul><p><img src=\"https://static.tigerbbs.com/aa0f7b0240e87ae4494f4f21ceb503c8\" tg-width=\"895\" tg-height=\"445\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/><img src=\"https://static.tigerbbs.com/fe8f81f7a34244ec64fa0e690efc93bf\" tg-width=\"881\" tg-height=\"509\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>微软表示，本季度来自个人电脑制造商的Windows授权销售收入增长了11%。微软曾在1月份预测过高个位数的增长。研究公司Gartner估计，本季度个人电脑出货量下降了6.8%，这是自2020年第一季度以来的最大幅度下降，此前疫情期间一度推动了市场扩张。不包括运行谷歌Chrome OS操作系统的个人电脑，出货量增长了3.9%。</p><p>此外，微软第三财季以回购股票和派发股息形式向股东回馈124亿美元，与2021财年第三季度相比，同比增加了25%。</p><p>微软公司董事长兼首席执行官Satya Nadella表示：</p><blockquote>展望未来，数字技术将是推动世界经济产出的关键投入，在整个技术堆栈中，我们正在扩大我们的机会和市场份额，因为我们帮助客户实现差异化并建立弹性，并以更少的钱做更多的事。</blockquote><p>微软执行副总裁兼首席财务官Amy Hood表示，</p><blockquote>客户对我们的云平台的持续承诺和强大的销售执行力推动了28%的商业预订增长，微软云收入为234亿美元，同比增长32%，好于预期。</blockquote><blockquote>游戏机Xbox硬件销售好于（公司原来的）预期，控制器的供应增加，这推动Xbox的销售；Azure云计算服务增速超过我本人的想象。</blockquote><p>华尔街见闻稍早前文章也提及，在本报告期，微软宣布了以687亿美元收购视频游戏发行商动视暴雪的计划，这是微软47年历史上最大的交易。微软此前还完成了对Nuance Communications的收购，并制定了在Nuance关注的行业——医疗保健领域的扩张战略。</p></body></html>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软连续六个季度营收超过400亿美元，智能云收入再超预期</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软连续六个季度营收超过400亿美元，智能云收入再超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-27 07:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3658019><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微软第三财季EPS同比增长9%录得2.22美元，营收同比增长18%录得493.6亿美元，双双高于市场预期。分业务板块来看，第三财季其最大收入源智能云收入亮眼，录得190.5亿美元营收超预期。微软MSFT美股盘后受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。美东时间4月26日周二盘后，微软公布截至2022年3月31日的第一季度、即该司2022财年第三财季的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3658019\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1a4cc202709ea1e312bac26753316a5","relate_stocks":{"MSFT":"微软"},"source_url":"https://wallstreetcn.com/articles/3658019","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1157961031","content_text":"微软第三财季EPS同比增长9%录得2.22美元，营收同比增长18%录得493.6亿美元，双双高于市场预期。分业务板块来看，第三财季其最大收入源智能云收入亮眼，录得190.5亿美元营收超预期。微软MSFT美股盘后受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。美东时间4月26日周二盘后，微软公布截至2022年3月31日的第一季度、即该司2022财年第三财季的财报，营收利润纷纷超预期，而其最大收入源——智能云业务收入以26%的同比增速持续发力，录得190.5亿美元，高于分析师189亿美元预期。周二，微软收跌3.74%，受财报利好影响盘后一度上涨1%，但随后追随谷歌同日财报影响震荡一度下挫，随后又拉升超6%。年初至今，微软累计下跌近20%，略好于同期纳斯达克21%的累计跌幅。具体来看其核心财务指标：第三财季营收为493.6亿美元，同比增长18%，连续六个季度营收超过400亿美元，高于分析师预期490.4亿美元，上季度同比增长20%。第三财季稀释后每股收益EPS为2.22美元，按美国通用会计准则同比增长9%（非美国通用会计准则增长14%），高于分析师预期2.19美元。第三财季利润167亿美元，按公认会计原则同比增长8%。第三财季销售和营销支出总额为56亿美元，同比增长10%，是三年多来的最快增长。从微软报告期的分业务收入来看，“智能云”业务收入表现依旧强劲，最为市场关注的公共云Azure在内的云服务增长接近50%：第三财季包括面向企业和个人消费者的Office产品、LinkedIn、Dynamics产品和云服务在内的“生产力与业务处理”业务营业收入158亿美元，同比增长17%，基本持平市场预期的157.8亿美元。其中，在Office 365商业收入同比增长17%、Office商业产品和云服务收入同比增长12%、LinkedIn收入同比增长34%、Dynamics产品和云服务收入同比增长22%、365收入同比增长35%。第三财季包括Azure、GitHub、服务器产品、企业和云服务在内的“智能云”业务收入190.5亿美元，同比增长26%，高于分析师预期189亿美元。其中，Azure和其他云服务收入同比增长46%，服务器产品和云服务收入增长29%。第三财季包括Windows、搜索、游戏机Xbox和Surface电脑在内的“更多个人计算”业务收入145.2亿美元，同比增长11%，高于分析师预期143.3亿美元。其中，Windows OEM收入同比增长11%，Windows商用产品和云服务收入增长14%，Xbox内容和服务收入增长4%，搜索和新闻广告收入（不包括流量获取成本）增长23%，Surface收入增长13%。微软表示，本季度来自个人电脑制造商的Windows授权销售收入增长了11%。微软曾在1月份预测过高个位数的增长。研究公司Gartner估计，本季度个人电脑出货量下降了6.8%，这是自2020年第一季度以来的最大幅度下降，此前疫情期间一度推动了市场扩张。不包括运行谷歌Chrome OS操作系统的个人电脑，出货量增长了3.9%。此外，微软第三财季以回购股票和派发股息形式向股东回馈124亿美元，与2021财年第三季度相比，同比增加了25%。微软公司董事长兼首席执行官Satya Nadella表示：展望未来，数字技术将是推动世界经济产出的关键投入，在整个技术堆栈中，我们正在扩大我们的机会和市场份额，因为我们帮助客户实现差异化并建立弹性，并以更少的钱做更多的事。微软执行副总裁兼首席财务官Amy Hood表示，客户对我们的云平台的持续承诺和强大的销售执行力推动了28%的商业预订增长，微软云收入为234亿美元，同比增长32%，好于预期。游戏机Xbox硬件销售好于（公司原来的）预期，控制器的供应增加，这推动Xbox的销售；Azure云计算服务增速超过我本人的想象。华尔街见闻稍早前文章也提及，在本报告期，微软宣布了以687亿美元收购视频游戏发行商动视暴雪的计划，这是微软47年历史上最大的交易。微软此前还完成了对Nuance 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href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>星期一至少跌20%吧！！！","text":"$腾讯控股(00700)$星期一至少跌20%吧！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/891776751","isVote":1,"tweetType":1,"viewCount":1847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205046474662032,"gmtCreate":1691069584852,"gmtModify":1691069585939,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>买入，怎么算400亿美元都很划算，未来制药界的苹果","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$&nbsp;</a>买入，怎么算400亿美元都很划算，未来制药界的苹果","text":"$Moderna, Inc.(MRNA)$ 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10:17","market":"us","language":"zh","title":"史上最大逃税丑闻！文艺复兴基金或补缴近70亿美元税款","url":"https://stock-news.laohu8.com/highlight/detail?id=2164860824","media":"新浪美股","summary":"全球最成功的投资者之一、 对冲基金文艺复兴科技公司的创始人吉姆-西蒙斯（Jim Simons）刚刚遭遇了一次罕见挫败。\n根据文艺复兴科技公司与美国国税局（IRS）达成的和解协议，西蒙斯和他的几位同事将","content":"<p>全球最成功的投资者之一、 对冲基金文艺复兴科技公司的创始人吉姆-西蒙斯（Jim Simons）刚刚遭遇了一次罕见挫败。</p>\n<p>根据文艺复兴科技公司与美国国税局（IRS）达成的和解协议，西蒙斯和他的几位同事将补缴数十亿美元的税款、利息和罚款，以了结美国有史以来最大的税务纠纷之一。</p>\n<p>文艺复兴现任CEO彼得-布朗（Peter Brown）周四在给投资者的一封信中披露了这一和解协议，虽然信中没有透露具体的和解金额，但美国参议院调查人员在2014年认定，该案件未计入利息和罚款前的未缴税款高达68亿美元。</p>\n<p>美国国税局长期以来一直认为，文艺复兴对其旗舰基金Medallion的利润进行了错误描述，使用了一种复杂的期权安排，将短期资本利得转化为长期利得，后者的税率较低。</p>\n<p>Medallion是历史上表现最好的基金之一，自1988年成立以来，年化回报率约为40%。该基金几乎完全由文艺复兴的现任和前任员工所有。文艺复兴的机构股票基金等向外界开放的基金不在此项税收纠纷的范围之内。</p>\n<p>根据协议条款，西蒙斯和其他六名文艺复兴董事会现任和前任成员将支付100%的附加税，如果他们按照美国国税局的要求，将收益描述为短期资本利得的话。</p>\n<p>这些人包括文艺复兴现任CEO布朗，以及前任CEO罗伯特-默瑟（Robert Mercer），他是著名的保守派政治捐赠者，也是美国前总统特朗普的重要支持者。文艺复兴董事会成员还将支付利息和罚金，具体金额不详。</p>\n<p>其他Medallion投资者将为短期资本利得支付80%的附加税以及利息。</p>\n<p>此外，西蒙斯还向美国国税局另外支付了6.7亿美元，以了结美国国税局在文艺复兴的期权安排中发现的另一个问题，涉及股息预扣税。</p>\n<p>布朗在信中写道，文艺复兴董事会选择了和解，“而不是冒着诉讼可能导致更糟糕的结果，包括更严厉的条款和处罚的风险”。他说，该公司花了数年时间与美国国税局上诉办公室打交道。如果纳税人无法在那里达成解决方案，争议通常会转移到美国税务法院或其他联邦法院。</p>","source":"sina_us","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>史上最大逃税丑闻！文艺复兴基金或补缴近70亿美元税款</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n史上最大逃税丑闻！文艺复兴基金或补缴近70亿美元税款\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-04 10:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-03/doc-iktzscyx2003186.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球最成功的投资者之一、 对冲基金文艺复兴科技公司的创始人吉姆-西蒙斯（Jim Simons）刚刚遭遇了一次罕见挫败。\n根据文艺复兴科技公司与美国国税局（IRS）达成的和解协议，西蒙斯和他的几位同事将补缴数十亿美元的税款、利息和罚款，以了结美国有史以来最大的税务纠纷之一。\n文艺复兴现任CEO彼得-布朗（Peter Brown）周四在给投资者的一封信中披露了这一和解协议，虽然信中没有透露具体的和解...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-03/doc-iktzscyx2003186.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c62fac21f207b091fa51358b3caf49dc","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-03/doc-iktzscyx2003186.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164860824","content_text":"全球最成功的投资者之一、 对冲基金文艺复兴科技公司的创始人吉姆-西蒙斯（Jim Simons）刚刚遭遇了一次罕见挫败。\n根据文艺复兴科技公司与美国国税局（IRS）达成的和解协议，西蒙斯和他的几位同事将补缴数十亿美元的税款、利息和罚款，以了结美国有史以来最大的税务纠纷之一。\n文艺复兴现任CEO彼得-布朗（Peter Brown）周四在给投资者的一封信中披露了这一和解协议，虽然信中没有透露具体的和解金额，但美国参议院调查人员在2014年认定，该案件未计入利息和罚款前的未缴税款高达68亿美元。\n美国国税局长期以来一直认为，文艺复兴对其旗舰基金Medallion的利润进行了错误描述，使用了一种复杂的期权安排，将短期资本利得转化为长期利得，后者的税率较低。\nMedallion是历史上表现最好的基金之一，自1988年成立以来，年化回报率约为40%。该基金几乎完全由文艺复兴的现任和前任员工所有。文艺复兴的机构股票基金等向外界开放的基金不在此项税收纠纷的范围之内。\n根据协议条款，西蒙斯和其他六名文艺复兴董事会现任和前任成员将支付100%的附加税，如果他们按照美国国税局的要求，将收益描述为短期资本利得的话。\n这些人包括文艺复兴现任CEO布朗，以及前任CEO罗伯特-默瑟（Robert Mercer），他是著名的保守派政治捐赠者，也是美国前总统特朗普的重要支持者。文艺复兴董事会成员还将支付利息和罚金，具体金额不详。\n其他Medallion投资者将为短期资本利得支付80%的附加税以及利息。\n此外，西蒙斯还向美国国税局另外支付了6.7亿美元，以了结美国国税局在文艺复兴的期权安排中发现的另一个问题，涉及股息预扣税。\n布朗在信中写道，文艺复兴董事会选择了和解，“而不是冒着诉讼可能导致更糟糕的结果，包括更严厉的条款和处罚的风险”。他说，该公司花了数年时间与美国国税局上诉办公室打交道。如果纳税人无法在那里达成解决方案，争议通常会转移到美国税务法院或其他联邦法院。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1287,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3472640255046348","idStr":"3472640255046348"},"content":"注意看文章。这个是封闭式的，你买不了的，自己玩的，鬼知道怎么操作。对外开放的基金就表现很一般了。我不喜欢西蒙斯这样的人。","text":"注意看文章。这个是封闭式的，你买不了的，自己玩的，鬼知道怎么操作。对外开放的基金就表现很一般了。我不喜欢西蒙斯这样的人。","html":"注意看文章。这个是封闭式的，你买不了的，自己玩的，鬼知道怎么操作。对外开放的基金就表现很一般了。我不喜欢西蒙斯这样的人。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835319035,"gmtCreate":1629687130927,"gmtModify":1629687130927,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>这波地震至少会跌到100以下？？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>这波地震至少会跌到100以下？？","text":"$阿里巴巴-SW(09988)$这波地震至少会跌到100以下？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/835319035","isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684394090,"gmtCreate":1660099756012,"gmtModify":1660099756012,"author":{"id":"3439807817472944","authorId":"3439807817472944","name":"aqing","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3439807817472944","idStr":"3439807817472944"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>基本面稳健，第四季或明年恢复增长，90以下果断买入，目标价450元。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>基本面稳健，第四季或明年恢复增长，90以下果断买入，目标价450元。","text":"$阿里巴巴-SW(09988)$基本面稳健，第四季或明年恢复增长，90以下果断买入，目标价450元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/684394090","isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580106986186914","authorId":"3580106986186914","name":"Enndm_","avatar":"https://static.tigerbbs.com/2918527ef8b7e0bfccea56c4ae9f0d7f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3580106986186914","idStr":"3580106986186914"},"content":"短期内还有机会冲到95吗","text":"短期内还有机会冲到95吗","html":"短期内还有机会冲到95吗"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}