Core Viewpoint - Moderna is facing significant financial pressure due to declining vaccine sales, leading to a decision to cut approximately 10% of its workforce, which has resulted in a sharp decline in its stock price [1][3][5]. Group 1: Financial Performance - Moderna's stock price has dropped over 90% from its peak, with its market capitalization falling from nearly $200 billion to under $10.5 billion [5][6]. - The company reported a more than 75% decline in stock price over the past year, indicating a severe deterioration in its financial health [5][6]. - Moderna plans to reduce annual operating expenses by approximately $1.5 billion by 2027, which includes renegotiating supplier agreements and cutting production and R&D costs [6][7]. Group 2: Workforce and Operational Changes - The recent layoffs will affect hundreds of employees globally, with the total workforce expected to drop below 5,000 by the end of the year, down from about 5,800 at the end of last year [5][6]. - CEO Stephane Bancel emphasized the need to restructure operations to align cost structures with actual business needs while continuing to invest in research [3][5]. Group 3: Product Development and Market Challenges - Moderna is still committed to developing new generations of COVID-19 vaccines, with the FDA recently approving its third vaccine targeting new variants [7]. - The company has faced challenges with its RSV vaccine, which has not gained significant market traction, leading to a downward revision of its revenue expectations [6][7]. - There is skepticism in the capital markets regarding Moderna's business strategy, especially compared to competitors like BioNTech, which have successfully adjusted their strategies post-pandemic [7].
知名疫苗巨头突然大幅裁员,股价已跌超90%,超万亿元市值灰飞烟灭
Mei Ri Jing Ji Xin Wen·2025-08-01 23:23