报告导读： Moderna 个体化 mRNA 癌症疫苗 V940 在高危黑色素瘤中的 5 年随访结果 支持疫苗机制能提供持久免疫应答，为后续 III 期与注册推进提供了更充分的临床依据。 事件。 2026 年 1 月 21 日， Moderna 与默沙东联合披露个体化 mRNA 癌症疫苗 V940 （ mRNA-4157 ）联合 Keytruda 用于高危黑色素瘤辅助治疗的 IIb 期 5 年随访结果。该联合治疗方案在较长时间内维持了既往观察到的疗效水平，支持其能够诱导并维持相对持久的免疫应答。 核心读出数据支持疫苗机制能提供持久免疫应答。 KEYNOTE-942 研究结果显示 V940 联合 Keytruda 降低 49% 高危黑色素瘤患者复发或死亡风险，疗效 从 2 年随访时的 44% 提升至 3 年的 49% 并在 5 年随访时仍维持在 49% 。同时未发现新的安全性信号。 V940 的整体推进节奏在同类项目中较为靠前。 mRNA-4157 目前已开展 8 项 II/III 期临床研究，适应症覆盖黑色素瘤、非小细胞肺癌、膀胱癌及肾细胞癌 等多种实体瘤。其中黑色素瘤 III 期临床试验已完成入组，预计将于 ...

Core Insights - Moderna, Inc. (MRNA) and Novavax, Inc. (NVAX) were highly discussed stocks in the biotech, pharma, and healthcare sectors five years ago, indicating their significant market presence and investor interest [1]. Group 1 - The investing group Haggerston BioHealth, led by a biotech consultant with over five years of experience, provides detailed reports on more than 1,000 companies in the biotech, healthcare, and pharma industries [1]. - Haggerston BioHealth offers insights into catalysts for investment decisions, including buy and sell ratings, product sales forecasts, and integrated financial statements [1]. - The group also conducts discounted cash flow analysis and market-by-market analysis for major pharmaceutical companies [1].

Group 1 - Moderna, Inc. (MRNA) and Novavax, Inc. (NVAX) were highly discussed stocks in the biotech, pharma, and healthcare sectors five years ago [1] - The Haggerston BioHealth investing group provides insights for both novice and experienced biotech investors, including catalysts, buy and sell ratings, product sales forecasts, and integrated financial statements [1] Group 2 - The Haggerston BioHealth group has compiled detailed reports on over 1,000 companies in the biotech, healthcare, and pharma industries [1] - The group offers market-by-market analysis and discounted cash flow analysis for major pharmaceutical companies [1]

Moderna's Chief Medical Officer Jacqueline Miller, who led the development of the company's mRNA-based COVID-19 vaccine Spikevax, will step down effective March 2, the vaccine maker said on Friday. ...

CAMBRIDGE, MASSACHUSETTS / ACCESS Newswire / January 30, 2026 / Moderna, Inc. (NASDAQ:MRNA) today announced that David Berman, M.D., Ph.D. has been appointed as the Company's Chief Development Officer, beginning March 2, 2026. ...

Investment Rating - The report assigns an "Overweight" rating for the industry, indicating an expected performance that exceeds the Shanghai and Shenzhen 300 Index by more than 15% [4][10]. Core Insights - The report highlights the five-year follow-up results of Moderna's personalized mRNA cancer vaccine V940 in high-risk melanoma, supporting the vaccine's mechanism to provide durable immune responses, which strengthens the clinical basis for subsequent Phase III and registration advancements [2][5]. - The KEYNOTE-942 study results show that the combination of V940 and Keytruda reduces the risk of recurrence or death in high-risk melanoma patients by 49%, with efficacy maintaining from 44% at the two-year follow-up to 49% at the three-year and five-year follow-ups, without new safety signals being reported [5]. - V940 is advancing ahead of similar projects, with eight ongoing Phase II/III clinical studies covering various solid tumors, including melanoma, non-small cell lung cancer, bladder cancer, and renal cell carcinoma. The Phase III trial for melanoma has completed enrollment and is expected to yield critical data in 2026, with the project also receiving FDA breakthrough therapy designation [5]. Summary by Sections - **Investment Highlights**: The report emphasizes the sustained efficacy of V940 in inducing durable immune responses, differentiating it from previous unsuccessful cancer vaccine attempts, and providing long-term clinical data support for mRNA tumor vaccine technology [5]. - **Clinical Data**: The report details that V940 can encode up to 34 new antigens, activating T-cell responses with immune memory characteristics, complementing PD-1 inhibitors [5].

Core Viewpoint - Recordati has entered into a collaboration and license agreement with Moderna to develop and commercialize mRNA-3927, an investigational product for treating propionic acidemia, leveraging Moderna's mRNA technology and Recordati's commercial infrastructure [1][6]. Group 1: Collaboration Details - The agreement stipulates that Recordati will pay Moderna an upfront payment of USD 50 million, with potential additional payments of up to USD 110 million based on development and regulatory milestones [4]. - Recordati will lead global commercialization efforts if mRNA-3927 is approved, while Moderna will continue to lead its development [1][4]. Group 2: Product Overview - mRNA-3927 is designed to restore propionyl-CoA carboxylase (PCC) enzyme activity in patients with propionic acidemia, a rare inherited metabolic disorder characterized by toxic metabolite buildup [2][9]. - Interim clinical data published in Nature indicates early signs of clinical improvement, with a potential data readout expected by the end of 2026 [3][10]. Group 3: Market Context - Propionic acidemia affects approximately 1 in 100,000-150,000 individuals globally and currently lacks effective therapies targeting the underlying cause [7]. - If approved, mRNA-3927 could be the first disease-modifying treatment option available for this severe condition [2][6]. Group 4: Company Background - Recordati is an international pharmaceutical group with a focus on specialty and primary care, operating in around 150 countries and employing over 4,500 people [11]. - The company aims to address both common health challenges and rare diseases, emphasizing the belief that health is a fundamental right [11].

Core Viewpoint - Moderna has entered a strategic collaboration with Recordati to advance its investigational therapeutic mRNA-3927 for propionic acidemia through clinical development and global commercialization [1] Group 1: Collaboration Details - Moderna will lead the clinical development and manufacturing of mRNA-3927 [1] - The collaboration will provide Moderna with up to $160 million in upfront and near-term development and regulatory milestones [1] - Additional financial incentives include commercial and sales milestones, as well as tiered royalties on net sales [1] Group 2: Partner Information - Recordati is an international pharmaceutical group based in Milan, Italy [1] - The company specializes in treatments for specialty and primary care, as well as rare diseases, including propionic acidemia [1]

Moderna, Inc. (NASDAQ:MRNA) is one of the stocks Jim Cramer was recently asked about. Noting that the company is working on a cancer vaccination, a caller asked if they should invest in the stock. Cramer replied: Well, I gotta tell you, this is something that they did promise a long time ago, and I hope that it’s for real… I do say that we have to wait and see. Why? Because the stock’s up so much, 54% for the year. I just want to know how certain things really are. Photo by Ian Hutchinson on Unsplash ...

Core Viewpoint - Moderna has faced challenges in maintaining revenue growth from its coronavirus vaccine but has shown a strong start in 2026 with a 58% increase in stock price, raising questions about a potential sustained bull run for the company [1]. Group 1: Recent Developments - Moderna's recent data from a five-year follow-up study on intismeran autogene, in combination with Merck's Keytruda, demonstrated a 49% reduction in disease recurrence or death for advanced melanoma patients compared to Keytruda alone [3]. - Intismeran autogene is currently in a phase 3 study and is being investigated across multiple cancer types, with a total of eight phase 2 or phase 3 studies ongoing [4]. Group 2: Market Position and Opportunities - Moderna has established itself as a leader in mRNA-based therapies and the coronavirus vaccine market, with recent clinical progress and the launch of mRESVIA, a vaccine for respiratory syncytial virus [5]. - The partnership with Merck for intismeran autogene presents a significant commercial opportunity, potentially leading to blockbuster status, despite profit-sharing with Merck [6]. Group 3: Future Prospects - Moderna is expected to make sustained clinical and regulatory progress with several candidates in mid or late-stage clinical trials, which could diversify its lineup of approved products in the next three years [7].