Moderna (MRNA) 2025 Conference June 05, 2025 10:30 AM ET Speaker0 Everyone, thank you. Good morning, and thank you for joining us on our next discussion here at the Jefferies Healthcare Conference. I have the pleasure of having the President of Moderna, Stephen Hoag, up here with us. Obviously, timely. A lot's going on in the world, both from a regulatory administrative standpoint. We had Marty Makary here yesterday. Obviously, a lot going on with your commercial business, the pipeline, all of that. So I lo ...

Key Takeaways Moderna received FDA approval for mNexspike, its next-gen COVID-19 vaccine with limited use criteria. Vaccine is cleared for older adults and high-risk individuals aged 12-64, not the broader group MRNA wanted. The vaccine offers a better shelf life and matched or outperformed Spikevax in late-stage trial data.Moderna (MRNA) announced the FDA approval for mRNA-1283, its next-generation refrigerator-stable COVID-19 vaccine, though for a label narrower than initially targeted. The vaccine will ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth?Moderna (NASDAQ: MRNA ) shares are down over 35% year-to-date, over 80% on a one-year basis, and since reaching their pandemic era high of over $450 per share, they are down 94%.The group is for both novice and expe ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Company Overview - Moderna is focused on building a diverse portfolio of products utilizing mRNA technology, targeting areas such as infectious diseases, cancer, rare diseases, and autoimmune diseases [3]. Strategic Priorities - The company has outlined three main priorities for the year: 1. To drive sales through approved products, specifically COVID-19 and RSV vaccines [3]. 2. To launch new products to diversify and grow the top line, with up to 10 launches planned over the next few years and several Biologics License Applications (BLAs) already filed [4]. 3. To resize the company from a cost perspective in response to the transition from pandemic-related sales [4].

Moderna (MRNA) recently announced that the U.S. government has terminated the previously-awarded contract for the late-stage development of an mRNA-based bird flu vaccine, as well as the right to purchase this vaccine.The Biden administration had awarded two contracts to Moderna over the past year. This includes $590 million in funding earlier this year to advance vaccine development, including the expansion of clinical studies for up to five additional pandemic influenza subtypes. Another contract worth $1 ...

Moderna (MRNA) FY 2025 Conference May 29, 2025 10:00 AM ET Speaker0 Sure. Speaker1 Fantastic. So I am thrilled to be here today with Stephane Pansell from Moderna. My name is Courtney Breen. I am The U. S. Biopharma Analyst here at Bernstein. Before we dive into the Q and A, I will give Stephane the opportunity to give us some context to where Moderna is at, and then we'll dive in. I've got a long, long list of questions, and we I'm sure we won't get through all. For as a reminder, and I think if you have a ...

Moderna (MRNA) announced that it has submitted a regulatory filing with the FDA seeking approval for an updated version of its COVID-19 vaccine Spikevax, designed to target the LP.8.1 variant of the virus.The submission is based on guidance from the FDA issued last week, which advised vaccine-makers to update their COVID-19 shots to target strains that are part of the JN.1 lineage, with a preference for the LP.8.1 variant. Per the latest CDC data, LP.8.1 currently accounts for about 70% of total cases in th ...

Core Viewpoint - Moderna's recent stock surge to approximately $27, following the FDA's recommendation for annual COVID-19 vaccinations for high-risk populations, appears to be a temporary reaction rather than a sign of a sustainable recovery, as competitors did not experience similar gains [1][2]. Financial Performance - Moderna's revenues have decreased by 38.2% year-over-year, from $6.8 billion to $3.2 billion, marking the third consecutive year of revenue decline with an average annual decrease of 45.5% over the past three years [3]. - The company reported a net loss of $3.4 billion over the last four quarters, with a net income margin of -106.9%, and operating income and cash flow margins at -118.8% and -97.2%, respectively [4]. Valuation Analysis - Moderna's price-to-sales (P/S) ratio stands at 3.2 times, appearing neutral compared to the broader market; however, this may mask deeper risks related to revenue clarity, pipeline commercialization timelines, and elevated cash burn [5]. - The stock has shown increased sensitivity during market downturns, with a 53.4% drop during the 2022 inflation surge, compared to a 25.4% decline in the S&P 500 [6]. Competitive Landscape - Compared to peers like Pfizer and Seagen, which maintain more stable revenue streams and product ranges, Moderna has faced steeper financial declines and has not adjusted guidance significantly in recent months [7]. - The absence of a similar stock rally among competitors indicates that Moderna's recent increase was not part of a broader sector trend but rather a short-term response to regulatory news [7]. Future Outlook - The recent stock surge is viewed as a temporary respite amid ongoing challenges of declining revenues and increasing losses, with the need for tangible advancements in pipeline commercialization and vaccine sales trends to ensure sustainability [8][9]. - Investors are advised to monitor revenue patterns and updates on Moderna's pipeline development closely before interpreting the recent rebound as a long-term positive trend [9].

Shares of Moderna (MRNA) declined nearly 8% yesterday after it announced that it had voluntarily withdrawn a regulatory filing seeking the FDA’s approval for mRNA-1083, its investigational mRNA-based combination vaccine against influenza and COVID. Per the company, the decision was taken in consultation with the agency.This announcement did not come as a surprise since MRNA had already announced earlier this month, alongside its Q1 results, that the FDA had requested ‘Phase 3 flu efficacy data.’ This setbac ...