智通财经8月1日电，莫德纳公司股价延续跌势，盘前最新下跌6.5%。 ...

莫德纳盘前跌幅扩大至6.5%。 ...

Moderna’s second-quarter loss was narrower than Wall Street expected as the struggling biotech company cuts costs to offset waning sales of its Covid shot https://t.co/xDgt1BCeZy ...

Core Viewpoint - Moderna has lowered its 2025 revenue outlook due to delays in vaccine shipments to the U.K., while still beating Wall Street expectations for the second quarter as it implements cost-cutting measures [1][2]. Revenue Outlook - The company now expects full-year revenue to be between $1.5 billion and $2.2 billion, a decrease of $300 million at the top end of the range [2]. - The delay in shipping spring Covid boosters to the U.K. has shifted deliveries to the first quarter of 2026, but the overall contract value remains unchanged [3]. Second Quarter Performance - Moderna reported second-quarter sales of $142 million, a 41% decline from the same period last year, primarily due to decreasing Covid vaccine sales [4]. - The revenue from the Covid vaccine accounted for $114 million of the total, surpassing analysts' expectations of $89 million [5][7]. - The company's vaccine for respiratory syncytial virus had negligible sales, falling short of the expected $5.9 million [5]. Financial Losses - Moderna posted a net loss of $825 million, or $2.13 per share, for the second quarter, an improvement from a net loss of $1.3 billion, or $3.33 per share, in the same quarter last year [5][6]. - The loss per share was better than the expected loss of $2.97 [7]. Cost Management - The company's efforts to cut costs resulted in a 27% reduction in second-quarter operating expenses, which fell to $1.1 billion from $1.6 billion year-over-year [6].

Exhibit 99.1 Moderna Reports Second Quarter 2025 Financial Results and Provides Business Updates Reports second quarter revenues of $0.1 billion, GAAP net loss of $(0.8) billion and GAAP EPS of $(2.13) Updates 2025 projected revenue range to $1.5 to $2.2 billion, reflecting a $300 million reduction at the high end, primarily driven by timing of deliveries for contracted revenue into the first quarter of 2026 Improves 2025 expected GAAP operating expenses by approximately $400 million to a range of $5.9 to $ ...

Group 1 - The core viewpoint of the article indicates skepticism from the capital market regarding Moderna's business strategy, particularly concerning the rebound in sales of COVID-19 and RSV vaccines [1][2] - Moderna announced a global workforce reduction of 10%, cutting nearly 1,000 employees to approximately 5,000 by the end of the year due to declining sales of COVID-19 vaccines, leading to an over 8% drop in stock price after hours on July 31 [1] - The company's financial crisis has worsened, with its stock price falling over 75% in the past year, and its market capitalization plummeting from nearly $200 billion at the peak of the pandemic to about $11 billion currently [1] Group 2 - In contrast to Moderna, BioNTech has successfully adjusted its strategy post-pandemic, resulting in a nearly 25% increase in stock price over the past year and a market capitalization exceeding $25 billion, more than double that of Moderna [2][3] - BioNTech has focused on diversifying its portfolio and entering new markets, such as the emerging ADC (antibody-drug conjugate) field, while also securing a potential $11 billion deal with Bristol-Myers Squibb for developing dual antibody drugs [3] - A biopharmaceutical investor noted that Moderna missed the opportunity to diversify its product offerings using the substantial revenue generated from COVID-19 vaccines, suggesting that more product licensing could have led to a more favorable perception in the capital market [3]

Group 1 - The capital market's reaction indicates skepticism towards Moderna's business strategy, with investors lacking confidence in the rebound of sales for COVID-19 and RSV vaccines [1][2] - Moderna announced a 10% global workforce reduction, cutting nearly 1,000 employees due to declining COVID-19 vaccine sales, leading to an over 8% drop in stock price [1] - The company's stock has fallen over 75% in the past year, with its market capitalization plummeting from nearly $200 billion at the pandemic peak to approximately $11 billion currently [1] Group 2 - In contrast, BioNTech has adjusted its strategy post-pandemic, resulting in a nearly 25% increase in stock price over the past year and a market capitalization exceeding $25 billion, more than double that of Moderna [2][3] - BioNTech has diversified its investments, focusing on licensing deals and entering the emerging ADC (antibody-drug conjugate) market, while Moderna has heavily invested in mRNA vaccine development [3] - BioNTech recently secured a potential $11 billion deal with Bristol-Myers Squibb for a dual antibody drug, which was acquired from a Chinese biotech company for less than $1 billion [3]

Core Viewpoint - Moderna is facing challenges due to declining COVID-19 vaccine sales and market uncertainty, leading to workforce reductions and expected financial losses in the upcoming earnings report [2]. Financial Performance - Analysts predict Moderna will report a quarterly loss of $2.97 per share, an improvement from a loss of $3.33 per share a year ago [1]. - Projected quarterly revenue is $112.96 million, down from $241 million a year earlier [1]. Workforce Reduction - Moderna announced plans to reduce its global workforce by approximately 10% by the end of the year [2]. Stock Performance - Following the announcement of workforce reductions, Moderna shares fell by 8.1%, closing at $29.56 [2]. Analyst Ratings - JP Morgan analyst Jessica Fye maintained an Underweight rating and reduced the price target from $33 to $26 [8]. - Evercore ISI Group analyst Cory Kasimov maintained an In-Line rating and cut the price target from $50 to $32 [8]. - Morgan Stanley analyst Matthew Harrison maintained an Equal-Weight rating and lowered the price target from $39 to $32 [8]. - Citigroup analyst Geoff Meacham initiated coverage with a Neutral rating and a price target of $40 [8]. - Argus Research analyst John Eade downgraded the stock from Buy to Hold [8].

Moderna(MRNA.US)跌超3.2%，报31.1美元。消息面上，由于新冠疫苗销量持续下滑，Moderna正努力 应对疫苗市场的不确定性，计划在今年年底前裁减约10%的全球员工，受影响人数将少于5000人。根据 Moderna去年年度报告，截至去年底止，该公司在18个国家拥有约5800名全职员工。(格隆汇) ...

凤凰网财经讯 7月31日，美股三大指数集体高开，道指涨0.17%，纳指涨1.55%，标普500指数涨0.82%。 Meta涨超11%，公司二季度净利润同比增长36%；微软涨超8%，公司第四财季净利润同比增长24%。 福特在周三发布的财报中表示，其第二季度业绩因关税受到8亿美元冲击。就全年而言，福特将关税对 总收入的预期影响上限上调了5亿美元，至30亿美元。受此消息影响，周四盘前福特跌超1%。 其他市场消息 【莫德纳将全球裁员10%】 【Figma今夜登陆纽交所 每股定价33美元】 美东时间周四，美国疫苗制造商莫德纳(Moderna)宣布，将裁减约10%的员工，以应对疫苗销售下降带 来的财务压力。 美东时间周四凌晨，特斯拉CEO马斯克宣布，特斯拉已经在加州旧金山湾区推出了叫车服务——但值得 注意的是，他并未明确提及是否使用自动驾驶汽车。特斯拉内部备忘录显示，在加州的网约车服务和在 奥斯汀时一样，同样仅限受邀者使用。而不同的是，加州的网约车服务并非无人驾驶，而是将在安全驾 驶员的陪同下推出。 【福特预警：全年业绩将受30亿美元冲击】 热门科技股Figma将在今天晚间登陆纽交所。Figma周三晚间将IPO定价进一步 ...