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周四,莫德纳Moderna (MRNA.US)股价大幅上扬,因该公司公布令华尔街惊讶的季度盈利。 此新冠疫苗生产商发布第四季营收达28亿美元,每股盈余为0.55美元,打破 FactSet 分析师预测的25 亿美元营收及每股0.99美元亏损。
财务长Jamey Mock 表示,这一意外的获利结果部分是由于6亿美元的收入递延所致。 Moderna 继续兑现削减开支的承诺,并见成效。 去年销售商品的费用是47亿美元,低于预估的50亿美元。 尽管如此,如 Moderna 财报揭露,该公司第四季度的销售额比前年同期下降了45%,衰退主因是公司的 Covid-19疫苗销量下降。 相应地,获利也面临85%的下滑。
2023年全财年,Moderna营收为68亿美元,较前年下降64%,每股亏损12.33美元,与2022年每股盈余20.12美元形成鲜明对比。
Moderna 目前专注于mRNA 技术开发其他药物来寻求新的机会,其中包括人类呼吸道融合病毒(RSV)疫苗,以挑战主要竞争对手辉瑞(PFE.US)和葛兰素史克(GSK.US)所开发之疫苗。
财报发布后,Moderna 股价飞涨13.5%至99.44美元。 至于前瞻指引,Moderna 重申预估2024年销售额40亿美元,及研发成本达45亿美元。

(Moderna股价表现年线图)
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