7月18日，新冠疫苗巨头Moderna突然宣布，将取消在日本建设mRNA药物生产工厂的计划。Moderna称 这一决定是由于全球及日本商业环境发生变化。据第一财经记者了解，Moderna中国工厂的建设目前也 未有进展。(第一财经) ...

受近期经营环境影响 莫德纳放弃在日本建mRNA药物活性成分工厂 智通财经7月18日电，莫德纳就拟在日本湘南健康创新园建设两座研究和制造设施发布更新。声明称， 经过对近期经营环境的慎重考虑，决定不再继续发展由莫德纳日本公司主导的mRNA药物活性成分工厂 建设计划。由Moderna Enzymatics主导的mRNA药物研究和制造设施大楼则已经完工。莫德纳表示，将 继续把日本业务扩张定位为其战略的重要组成部分。若未来商业环境变得有利，该公司计划重新考虑建 设mRNA药物活性成分工厂。 ...

Company Performance - Moderna's stock closed at $33.64, down 1.87%, underperforming the S&P 500's daily loss of 0.33% [1] - Over the previous month, Moderna's shares gained 25.34%, outperforming the Medical sector's loss of 0.32% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - The upcoming earnings release is anticipated, with an expected EPS of -$2.97, reflecting a 10.81% increase from the same quarter last year [2] - Revenue is forecasted at $130.15 million, indicating a 46% decline compared to the same quarter last year [2] Full-Year Estimates - Zacks Consensus Estimates predict full-year earnings of -$9.81 per share and revenue of $2.08 billion, representing year-over-year changes of -10.6% and -35.83%, respectively [3] - Recent changes in analyst estimates are crucial for investors, as positive revisions indicate optimism regarding business and profitability [3] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has shown a strong track record, with 1 stocks delivering an average annual return of +25% since 1988 [5] - Currently, Moderna holds a Zacks Rank of 3 (Hold), with the consensus EPS estimate moving 0.26% lower over the last 30 days [5] Industry Overview - The Medical - Biomedical and Genetics industry ranks in the top 31% of all industries, with a current Zacks Industry Rank of 76 [6] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [6]

Core Insights - Moderna (MRNA) received FDA approval for its COVID-19 vaccine, Spikevax, for children aged six months to 11 years at increased risk for the disease [1][6] - The vaccine was previously available under Emergency Use Authorization [1][6] - Following the announcement, Moderna's shares increased by 4.5% [1] Group 1: FDA Approval and Vaccine Availability - Spikevax is now fully approved for adults aged 65 and above, and individuals aged six months to 64 years at increased risk for severe COVID-19 [2] - The updated Spikevax will be available for eligible patients during the 2025-2026 vaccination season in the U.S. [2][6] Group 2: Stock Performance - Year-to-date, Moderna's shares have decreased by 17.5%, while the industry has seen a growth of 0.2% [3] Group 3: Competitive Landscape - Other COVID-19 vaccines include Pfizer (PFE)/BioNTech's (BNTX) Comirnaty and Novavax's (NVAX) Nuvaxovid, with Comirnaty also using mRNA technology [4] - Novavax's Nuvaxovid is the only non-mRNA vaccine in the U.S. and has received full approval for older adults and high-risk individuals aged 12-64 [7] Group 4: Company Ranking - Moderna currently holds a Zacks Rank of 3 (Hold) [8]

Group 1 - The U.S. pharmaceutical sector experienced a decline, failing to maintain its upward momentum from earlier in the week [1] - Novo Nordisk (NVO.US) saw a drop of over 3%, while Moderna (MRNA.US) fell by more than 2.4%, Eli Lilly (LLY.US) decreased by over 1%, and Pfizer (PFE.US) declined by nearly 1% [1] - Reports indicate that the FDA may expedite drug reviews to lower drug prices in the U.S. [1]

Group 1: Moderna's Vaccine Approval - The U.S. FDA has approved Moderna's supplemental Biologics License Application for Spikevax, allowing its COVID-19 vaccine for children aged six months to 11 years at increased risk for COVID-19 disease [1] - Moderna's CEO emphasized the importance of vaccination for protecting children against severe disease and hospitalization, expressing appreciation for the FDA's review and approval [2] - The updated Spikevax vaccine is expected to be available for eligible populations in the U.S. for the 2025-2026 respiratory virus season [2] Group 2: Legal Challenges and Patent Issues - Pfizer and BioNTech have requested a reversal of a court ruling that found their COVID-19 vaccine infringed on a Moderna patent, while a previous ruling declared one of Moderna's patents invalid [3] - The companies argue that Moderna's mRNA technology is a continuation of earlier research, questioning the validity of the patent [4] - Moderna maintains that the court's decision to uphold the patent is correct and should remain [4] Group 3: FDA's Vaccine Approval Decisions - The FDA's top vaccine official overruled agency scientists to limit the approval of two COVID-19 vaccines, despite recommendations for broader use [6] - The official restricted the vaccines to higher-risk individuals, citing declining hospitalization and death rates from COVID-19 as a factor in the decision [7] - Following the news, Moderna's stock price increased by 3.60% to $33.97 [7]

Group 1 - The U.S. regulatory agency has approved Moderna's COVID-19 vaccine for children under 12 at high risk, but the scope of eligibility has been narrowed compared to previous guidelines [1] - Under Robert F. Kennedy Jr.'s leadership, the U.S. health department has implemented measures to limit the use of COVID-19 vaccines for children, contrasting with the previous recommendation for vaccination for all individuals aged 6 months and older [1] - Public health experts express concerns that limiting vaccine access may pose risks to children under 2 years old, who are more susceptible to COVID-19 infection [1] Group 2 - Only 13% of children received the COVID-19 vaccine in the last quarter, which is half the vaccination rate of adults [2] - Over 150 children under 18 have died from COVID-19 in the year leading up to August 2024, indicating a serious risk for children [2] - Approximately 6 million American children may experience long-term effects from COVID-19, including an increased risk of developing type 2 diabetes [2] Group 3 - Moderna's stock price increased by over 3% in early trading [3]

US regulators approved Moderna’s Covid vaccine for children, a positive sign for the company amid Robert F. Kennedy Jr.’s policy positions that have led to restricted access to the shots for kids https://t.co/nIBtdAkS25 ...

Core Viewpoint - Moderna has experienced a significant decline in stock performance and sales due to waning demand for its coronavirus vaccine, losing over 90% of its value since its peak in 2021 [1][2][7] Company Background - Moderna initially gained prominence during the pandemic, generating up to $18.4 billion in annual revenue from its coronavirus vaccine, leading to substantial profits [4] - The company has since faced challenges as vaccine demand decreased, and its RSV vaccine sales have also underperformed [5] Cost Management and R&D Focus - In response to declining sales, Moderna has initiated a cost realignment plan aiming to reduce GAAP operating costs by up to $1.7 billion by 2027 [6] - The company is prioritizing research and development, with plans to launch as many as 10 new products in the next three years, although these launches are not guaranteed [6] Future Product Pipeline - Moderna anticipates having around 10 products on the market in 10 years, including several cancer vaccines and a cytomegalovirus vaccine, along with potential respiratory virus vaccines [11] - The company has a strong success rate in late-stage trials, with an 83% probability of success in phase 3 trials compared to the industry average of 69% [12] Revenue Projections - By 2028, Moderna expects to break even on an operating cash cost basis and generate $6 billion in revenue, with new product launches from 2026 to 2028 projected to yield a compounded annual growth rate of 25% or more [12] - Even with partial success in product launches, Moderna could achieve significant revenue growth over the next decade [13]

Core Viewpoint - Moderna has experienced a significant increase in stock value, gaining over 12% recently, driven by positive developments in its vaccine research [1]. Group 1: Vaccine Development - Moderna published results from a late-stage study of its seasonal flu vaccine, mRNA-1010, which demonstrated a stronger immune response compared to standard flu vaccines [2]. - The company plans to resubmit its application for a combination COVID-19/flu vaccine, following the withdrawal of its previous application in May [4]. - CEO Stéphane Bancel highlighted the trial results as a significant milestone in reducing influenza burden in older adults [5]. Group 2: Market Sentiment - Despite the positive news regarding the flu vaccine, there is skepticism about whether this development alone will make Moderna's stock a compelling buy [5]. - The company has a robust pipeline of development programs, which could enhance the attractiveness of its shares if any show promise [6].