Moderna Reports Smaller Than Expected Q1 Loss, Prepares For RSV Vaccine And Spikevax 2024-2025 Formula, Stock Soars
Moderna Reports Smaller Than Expected Q1 Loss, Prepares For RSV Vaccine And Spikevax 2024-2025 Formula, Stock Soars
Thursday, Moderna Inc (NASDAQ:MRNA) reported a first-quarter EPS loss of $(3.07), down from an income of $(0.19), smaller than the consensus estimate loss of $(3.55).
週四，摩德納公司（納斯達克股票代碼：MRNA）報告稱，第一季度每股收益虧損爲3.07美元（3.07美元），低於收入（0.19美元），低於市場普遍預期的虧損3.55美元。
The company reported sales of $167 million, sharply below $1.9 billion a year ago due to evaporating COVID-19 vaccine sales, beating the consensus of $97.5 million.
該公司公佈的銷售額爲1.67億美元，遠低於去年同期的19億美元，這是由於 COVID-19 疫苗銷售額蒸發所致，超過了市場普遍預期的9,750萬美元。
The company cut research and development expenses by 6% in the quarter, mainly due to the absence of upfront collaboration payments.
該公司在本季度將研發費用削減了6％，這主要是由於缺乏預付的合作款項。
Moderna added that clinical development and manufacturing expenses also decreased, driven by lower spending on clinical trials for the company's COVID-19, RSV, and seasonal flu programs, which aligns with its planned trial schedules.
Moderna補充說，臨床開發和製造費用也有所下降，這得益於該公司 COVID-19、呼吸道合胞病毒和季節性流感項目的臨床試驗支出減少，這與其計劃的試驗時間表一致。
Related: Declining COVID-19 Vaccine Sales Pinches Moderna, Pauses Kenya Vaccine Plant Plans.
相關： COVID-19 疫苗銷量下降打擊 Moderna，暫停了肯尼亞疫苗工廠的計劃。
Citing Jefferies analyst, Bloomberg highlighted it "a good sign if they can continue to manage expenses, which has been a big sticking point for investors."
彭博社援引傑富瑞分析師的話強調說，“如果他們能夠繼續管理開支，這是一個好兆頭，這對投資者來說是一個很大的癥結所在。”
Bloomberg notes that Moderna's latest financial report highlights its cost-saving efforts amid the declining demand for COVID-19 vaccines as the pandemic wanes.
彭博社指出，隨着疫情的減弱，對 COVID-19 疫苗的需求下降，Moderna 的最新財務報告強調了其節省成本的努力。
Anticipated vaccine sales peak in the latter half of the year, coinciding with the onset of the cold weather virus season.
預計疫苗銷售將在下半年達到峯值，恰逢寒冷天氣病毒季節的開始。
"Uncertainty remains around the near-term outlook, which is largely tied to COVID and could potentially limit near-term outperformance," Bloomberg writes, citing a JP Morgan analyst.
彭博社援引摩根大通分析師的話寫道：“短期前景仍然存在不確定性，這在很大程度上與COVID有關，可能會限制短期的跑贏大盤。”
"We're looking very carefully at all investments," Moderna Chief Executive Officer Stéphane Bancel said Thursday on Bloomberg Television.
Moderna首席執行官斯蒂芬·班塞爾週四在彭博電視臺表示：“我們正在非常仔細地研究所有投資。”
Tucked in its press release, Moderna said it agreed to end a gene editing collaboration with biotech company Metagenomi Inc (NASDAQ:MGX) as it "continues to strategically prioritize its research and development investments."
Moderna在新聞稿中表示，它同意終止與生物技術公司Metagenomi Inc（納斯達克股票代碼：MGX）的基因編輯合作，因爲 “繼續在戰略上優先考慮研發投資”。
Moderna added that following a strategic review, the company is discontinuing the development of its preclinical PD-L1 program (mRNA-6981) and is no longer evaluating other mRNA candidates in this area.
Moderna補充說，經過戰略審查，該公司將停止開發其臨床前 PD-L1 計劃（mRNA-6981），並且不再評估該領域的其他mRNA候選藥物。
Guidance: Moderna reaffirmed its 2024 sales expectations of around $4 billion versus the consensus of $4.21 billion from its respiratory franchise and expects approximately $0.3 billion in net sales in 1h in 2024, reflecting the seasonality of the respiratory business.
指導方針：Moderna重申其2024年的銷售預期約爲40億美元，而呼吸器特許經營權的預期爲42.1億美元，並預計2024年上半年的淨銷售額約爲3億美元，這反映了呼吸業務的季節性。
Price Action: MRNA shares are up 9.94% at $122.50 at the last check Thursday.
價格走勢：在週四的最後一次檢查中，MRNA股價上漲9.94％，至122.50美元。
Photo via Wikimedia Commons
照片來自維基共享資源