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莫德纳宣布裁员10%!疫苗巨头员工数将降至5000人以下,股价一年跌超75%
Jin Rong Jie· 2025-08-02 16:17
Core Insights - Moderna announced a global workforce reduction of approximately 10%, which translates to nearly 800 employees, bringing the total number of employees below 5,000 by the end of the year [1][3] - The decision to cut jobs is driven by a significant decline in vaccine sales revenue, with the company's stock price dropping over 75% in the past year and market capitalization plummeting from nearly $200 billion to around $11 billion, a decrease of over 90% [3] Financial Pressure and Strategic Adjustments - To address the revenue decline, Moderna has implemented several cost-cutting measures, including a plan to reduce annual operating expenses by approximately $1.5 billion by 2027 [3] - The company also canceled plans to build an mRNA drug manufacturing facility in Japan due to changes in the global and Japanese business environment, indicating a strategic retreat from non-core business investments [3] Market Environment Challenges - Changes in U.S. health policy have directly impacted Moderna's business, including the withdrawal of long-term vaccination recommendations for children and pregnant women, which has narrowed the market for its latest vaccine [4] - The termination of a contract for developing an avian flu vaccine further constricts the company's business scope [4] - Moderna's second major product, the respiratory syncytial virus vaccine, has not gained significant market attention, leading to a downward revision of the company's revenue expectations for the year [4] - The timeline for achieving breakeven has been pushed from 2026 to 2028 due to underperformance in sales [4] - Despite these challenges, the CEO remains optimistic, highlighting that Moderna currently has three approved products and up to eight more expected to be approved within the next three years [4]