新冠疫苗巨头大幅裁员

Core Viewpoint - Moderna is facing significant financial challenges due to declining sales of its COVID-19 vaccines, leading to a 10% workforce reduction and a stock price drop of over 75% in the past year [3][4]. Group 1: Financial Performance - Moderna announced a workforce reduction of nearly 1,000 employees, aiming to reduce its total staff to approximately 5,000 by the end of the year due to ongoing sales declines [3]. - The company's market capitalization has plummeted from nearly $200 billion at the peak of the pandemic to about $11 billion currently [3]. - Moderna plans to cut annual operating expenses by approximately $1.5 billion by 2027 [3]. Group 2: Product Development and Strategy - Despite the ongoing challenges, Moderna remains committed to developing new COVID-19 vaccines, with the FDA recently approving its third vaccine targeting new variants [3]. - The company has the potential to launch up to eight new products in the next three years [3]. - In contrast, BioNTech has successfully diversified its product pipeline and adjusted its strategy post-pandemic, leading to a stock price increase of nearly 25% over the past year and a market cap exceeding $25 billion [4][5]. Group 3: Market Comparison - BioNTech's strategy includes investing in licensing deals and diversifying into emerging fields like antibody-drug conjugates (ADCs), which has garnered investor confidence [4][5]. - Moderna's reliance on vaccine sales and its delayed product diversification strategy has raised concerns among investors about its long-term viability [5].