Moderna Inc (NASDAQ: MRNA) tau tanked ze li ntawm 15% nyob rau hauv cov hnub tsis ntev los no tab sis ib tug kws tshuaj ntsuam Jefferies dubs nws yog ib qho ntawm nws cov tswv yim zoo tshaj plaws rau 2023.
Moderna Tshuag tuaj yeem nce ntxiv 50%
Nyuam qhuav pib lub Kaum Ob Hlis, lub tuam txhab biotech tau hais tias nws cov neeg sib tw txhaj tshuaj tiv thaiv kab mob qog noj ntshav tau pom tias muaj txiaj ntsig zoo hauv kev tshawb fawb Phase II (Nyeem Ntxiv). Qhov ntawd yog qhov Michael Yee yog qhov siab tshaj plaws txog.
Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?
Sau npe rau Invezz cov ntawv xov xwm, hnub no.
Kuv xav tias zaj dab neeg ntawd yuav nthuav mus ntxiv rau xyoo 2023. Tus Tswv Cuab Merck muaj kev thab plaub rau txoj haujlwm no thiab qhib ntau txoj kev tshawb fawb, suav nrog mob qog noj ntshav. Yog li, nws yog thawj tshooj thiab kev txhim kho tseem ceeb.
Lub tuam txhab npe Nasdaq yuav sai sai no tshaj tawm cov ntaub ntawv Phase III rau nws qhov kev sim tshuaj tiv thaiv RSV ib yam nkaus. Yees pom tias yog lwm qhov laj thawj yuav Moderna Tshuag.
Tam sim no nws pom upside hauv "MRNA" rau $ 275 - nce ntxiv 50% ntawm no.
Yee kuj yog bullish ntawm Amgen Tshuag
Lub npe qub txeeg qub teg hauv "biotech" uas tawm mus rau Jefferies 'Michael Yee yog Amgen Inc (NASDAQ: AMGN) uas twb tau nce ntau dua 15% rau xyoo. Piav vim li cas ntawm CNBC's “Closing Tswb”, nws hais tias:
Lub tuam txhab biotech uas muaj kev tiv thaiv ntau dua li Amgen yog qhov txaus nyiam heev hauv qhov chaw nyuaj no. [Tseem] nyob rau hauv ib qho kev tawm tsam qhov twg lub renaissance ntawm pipeline uas tau mus nyob rau hauv txaus siab rau.
Tus kws tshuaj ntsuam kuj tseem tsim nyog rau nws cov tshuaj rog rog tam sim no hu ua "AMG133" uas tsis ntev los no pom kom muaj kev cog lus ruaj khov. Yee ntsuas kev lag luam rau cov tshuaj rog rog ntawm $ 20 billion txog $ 50 billion.
Thaum ntxov lub hlis no, Amgen Inc qhia npaj ntawm kev yuav Horizon Therapeutics Plc rau ze li $ 28 nphom.
Tau qhov twg los: https://invezz.com/news/2022/12/28/jefferies-analyst-top-two-biotech-stocks-for-2023/