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新冠疫苗巨头大幅裁员!千亿美元市值如今仅剩百亿

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]