异动解读｜默沙东盘前上涨3.65%，汇丰银行上调评级至买入叠加mRNA癌症疫苗利好延续

行情直击09-02

9月2日，默沙东盘前上涨3.65%，报149.86美元/股。消息面上，汇丰银行近日将默沙东评级从"持有"上调至"买入"，带动市场情绪进一步升温。

此前，摩根士丹利亦将默沙东评级上调至"增持"，目标价从116美元大幅上调至179美元；蒙特利尔银行将目标价从142美元上调至170美元。多家大行集中上调评级，核心逻辑源自默沙东与Moderna联合研发的个性化mRNA癌症疫苗intismeran autogene在III期INTerpath-001试验中达到无复发生存期主要终点及无远处转移生存期关键次要终点，成为全球首个III期成功的个体化mRNA肿瘤疫苗。该突破为默沙东"后K药时代"打开新增长空间，双方已计划就联合疗法申报事宜与监管机构沟通。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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