Moderna 泄露的三期癌症疫苗数据显示，复发/死亡风险降低42%，而预期为40%；有人曾期待超过50%，且生存数据尚未泄露。股价下跌部分源于此前大幅上涨；说话者认为泄露的结果总体偏正面，仍有待本周末公布的最终结果。
逐段跳播
好，接下来我们谈谈纳斯达克指数中的一只重要股票。不是今天，而是昨天。这家公司是Moderna。这与这里的科技股交易完全是两回事。在本周末将要发生的事情之前，市场情绪非常乐观。我们本应获得癌症疫苗试验的结果。
我们已经拿到了第一阶段和第二阶段的结果。昨天有一则消息泄露，导致股价下跌。请给我们讲讲这里正在发生的一些价格走势。
Okay, let's move on to talking about a big stock in the Nasdaq index. Not so much today, but yesterday. This is the company "Moderna". It's a completely different story from technology stock trading here.
There was a lot of optimism ahead of what would happen this weekend. We are supposed to get the results of the cancer vaccine trials. We have obtained the first stage and the second stage.
There was a leak yesterday that caused the stock to drop. Tell us about some of the price movements that are happening here.
是的，我们看到这家公司因为这份报告损失了约172亿美元的市值。这些数据此前是由一家专注肿瘤学的新闻网站发布的，发布时间早于我们本周末将看到的欧洲肿瘤内科学会（ESMO）会议。初步结果来自一项大型3期试验，该试验试图减轻甚至降低癌症及类似疾病的复发。
因此，实验结果总体上是好的。复发或死亡的风险降低了42%。华尔街的预期是40%。看起来有一些投资者抱有更高的期望，希望这个数字超过50%，而且他们还没有看到尚未泄露的生存数据。
这也可能是推动这只股票的一个因素，但结果似乎在一定程度上符合市场预期。我认为有一类投资者在寻求更多，甚至是来自Moderna的癌症疗法。遗憾的是，我们看到股价走低，但总体来看，就泄露的消息和公布的结果而言，这似乎是正面消息。
部分原因可能在于，在这次事件之前股价已经涨得太高；每个人都想要治愈癌症的办法，而我们拿到试验第一和第二阶段结果时，这是朝着正确方向迈出的一步，不是吗？所以，也许就是这则消息。等本周末我们拿到真正的最终结果时，再看吧。
Yes, we see that the company lost approximately $17.2 billion in market value because of this report. The data was previously published by a news site specializing in oncology ahead of the European Society for Medical Oncology (ESMO) meeting that we will be seeing this weekend.
The initial results were presented from a major phase 3 trial attempting to mitigate or even reduce the recurrence of cancer and similar conditions . Therefore, the results of the experiment were mostly good.
The risk of recurrence or death has been reduced by 42%. Expectations on Wall Street were at 40%. It appears that there are some investors who have higher hopes that this figure will exceed the 50% mark, and they have not yet seen the survival data that has not yet been leaked.
This may also be a driving factor for this stock , but the results seem to meet market expectations to some extent. I think there is a class of investors who are looking for more than that, even a cancer treatment from Moderna.
Unfortunately, we see the stocks heading downwards, but overall this seems to have been positive news in terms of the leaks and results that were presented. Part of that may be due to how high the stock price had risen before this event; Everyone wants a cure for cancer, and this was a step in the right direction when we got the results of the first and second phases of the trial, wasn't it?
And so, perhaps, the news. We'll see when we get the actual final results at the end of this week.
现在来谈谈石油，因为我们看到Moderna的股价在盘前交易中下跌约3.5%，进一步走低。不像昨天那么剧烈，当时波动幅度达到17%，不过收盘时仍高于当日最低水平。
Let's talk about oil now, as we see Moderna's stock down by about 3.5% in pre-market trading, pushing it down further. Not as dramatic as yesterday, when the movement was at 17%, although it ended the session above its lowest levels.
观察点
这个频道对 $MRNA 的历次判断
Schwab Network 在这只股票上共 3 条判断，这里只列相邻的几条。