MRNA Tshuag Tshaj Tawm Ntawm Kev Txhim Kho Raws Li Kev Lag Luam Covid Kev Lag Luam qhib

Niaj hnub (mRNA) snagged kev hloov kho rau hnub Friday ntawm qhov zoo li nws yuav ua raws Pfizer's (PFE) footsteps nyob rau hauv hiking tus nqi ntawm nws cov tshuaj tiv thaiv Covid nyob rau hauv 2023. MRNA Tshuag dhia ntawm xov xwm.

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Pfizer npaj yuav kwv yees li plaub npaug ntawm tus nqi ntawm nws cov tshuaj tiv thaiv Covid rau $ 110- $ 130 ib koob tshuaj rau cov neeg tau txais hnub nyoog 12 xyoos thiab laus dua. Kev hloov pauv mus rau kev lag luam kev lag luam yuav tshwm sim ntxov li thawj peb lub hlis twg ntawm 2023, Pfizer tau hais hauv email rau Investor's Business Daily. Niaj hnub no, tsoomfwv Meskas them txog $ 30 rau ib koob tshuaj BioNTech (BNTX)-kev sib tw tua.

SVB Securities kws tshuaj ntsuam Mani Foroohar cia siab tias Moderna ua raws li Pfizer tus qauv.

Foroohar tau hais hauv tsab ntawv tshaj tawm tias "Tsuas xav tias Moderna tus nqi raws li tus neeg saib xyuas kev sib raug zoo, qhov no ua rau lub tuam txhab muaj peev xwm ua tau raws li 2023 cov lus qhia txog nyiaj tau los," Foroohar tau hais hauv tsab ntawv tshaj tawm.

Nyob rau Tshuag lag luam hnub no, MRNA khoom dhia 8.4% rau 128.32. Pfizer khoom kuj nce 4.8% rau 44.95. BioNTech Tshuag rocketed 11.2% rau 131.64. Novavax (NVAX), uas tsis ntev los no tau txais kev tso cai Asmeskas rau nws cov Covid txhaj tshuaj thiab thawj lub zog, pom kev sib koom nce siab 12.6% rau 19.34.

MRNA Tshuag: Covid txhaj tshuaj thov poob

Tus nqi txhawb nqa yuav pab txuas ntxiv qhov kev thov qeeb rau Covid cov tshuaj tiv thaiv thiab kev cia siab rau 2023. Cov kws tshuaj ntsuam xyuas los ntawm FactSet cia siab tias yuav tau txais $ 16.4 nphom hauv cov nyiaj tau los ntawm Pfizer txhaj tshuaj thiab $ 8.4 billion los ntawm Moderna's. Cov kev kwv yees no hu rau kev poob qis ntawm 49% thiab 60%, feem, thaum piv nrog 2022 views.

SVB Securities 'Foroohar tau tsa nws lub hom phiaj tus nqi ntawm MRNA Tshuag rau 101 los ntawm 74. Nws kuj tau hloov kho cov khoom lag luam mus rau kev lag luam ua tau zoo los ntawm kev ua tsis tau zoo. Txawm li cas los xij, nws tsis tau muag tag nrho ntawm Moderna kev siv zog nrog kev kho mob khaub thuas tshiab thiab Merck kev koom tes rau cov tshuaj tiv thaiv kab mob qog noj ntshav.

Nws tau hais tias "Peb nqis mus rau sab nraud thiab tos rau qhov chaw nkag tau zoo dua ntawm sab ntev lossis luv," nws hais.

Moderna cov neeg sawv cev tsis tuaj yeem tawm tswv yim tam sim ntawm lub tuam txhab cov phiaj xwm nqi.

Kev Sib Tw Tshiab Hauv Kev Lag Luam Kev Lag Luam

Pfizer tus nqi hloov tshiab tuaj raws li kev noj qab haus huv thaum muaj xwm txheej ceev hauv Teb Chaws Asmeskas Lub tuam txhab cia siab tias feem ntau cov neeg mob kev tuav pov hwm yuav txuas ntxiv them tsis muaj dab tsi tawm hauv hnab tshos rau Covid kev txhaj tshuaj. Pfizer tseem hais tias nws npaj yuav muab tshuaj tiv thaiv dawb rau cov neeg mob tsis muaj kev pov hwm los ntawm kev pab cuam.

Pfizer sau tseg txog kev hloov pauv mus rau kev lag luam kev lag luam suav nrog cov teeb meem ntawm kev faib cov tshuaj tiv thaiv los ntawm ntau txoj hauv kev thiab cov neeg them nyiaj, tsis yog nruj me ntsis los ntawm tsoomfwv. Nws tau xav tias tseem yuav ua rau muaj kev sib tw rau MRNA Tshuag.

Lub tuam txhab tseem cia siab tias nws cov neeg siv khoom thov ntau dua ib zaug vials. Qhov no yuav txwv tus nqi ntawm cov tshuaj tiv thaiv tsis tau siv uas tas sijhawm. Tab sis ib koob tshuaj vials yog peb zaug kim dua los ua thiab kim dua rau kev thauj ntau dua li cov koob tshuaj ntau.

Txawm li cas los xij, txawm tias qhov dhia rau Moderna thiab Pfizer shares, ob qho tib si cov khoom lag luam tseem nyob hauv siab. MRNA Tshuag tau nce siab tsis ntev los no thaum Lub Yim Hli, tab sis txij li ntawd tau poob qis. Pfizer Tshuag tau poob qis txij li Lub Xya Hli.

Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.

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