Group 1: Moderna Overview - Moderna's shares increased by 10.9% to close at $35.66, with trading volume significantly higher than usual, contributing to a total gain of 15% over the past four weeks [1] - BofA Securities raised its target price for Moderna from $21 to $24 while maintaining an Underperform rating, citing ongoing pressures from COVID-19 vaccine uptake [2] - The company is expected to report a quarterly loss of $2.79 per share, reflecting an 11.6% year-over-year decline, with revenues projected at $683.27 million, down 29.3% from the previous year [3] Group 2: Earnings Estimates and Trends - The consensus EPS estimate for Moderna has been revised 5.8% higher in the last 30 days, indicating a positive trend that may lead to price appreciation [4] - Moderna holds a Zacks Rank of 3 (Hold), suggesting a neutral outlook in the current market [4] - The stock belongs to the Zacks Medical - Biomedical and Genetics industry, which includes NovoCure, another company that saw a 3.8% increase in its stock price [4] Group 3: NovoCure Overview - NovoCure's consensus EPS estimate remains unchanged at -$0.39, representing a 36.1% improvement from the previous year [5] - NovoCure also holds a Zacks Rank of 3 (Hold), indicating a similar neutral market position as Moderna [5]

Group 1 - UBS initiates coverage of Moderna (MRNA.US) with a neutral rating and sets a target price of $34 [1]

Core Viewpoint - The article highlights five top stocks to consider for investment in early 2026, emphasizing their strong earnings potential and growth opportunities in various sectors. Group 1: Amazon - Amazon is positioned as a strong investment due to its leadership in e-commerce and cloud computing, with a market cap of $2.6 trillion and a gross margin of 50.05% [5][3] - The company is leveraging artificial intelligence to enhance its e-commerce efficiency and AWS has an annual revenue run rate exceeding $132 billion [5][3] - The stock is considered a safe bet with a current price of $240.95, reflecting a 3.38% increase [4][3] Group 2: Eli Lilly - Eli Lilly is a leader in the weight loss drug market, particularly with its products tirzepatide (Zepbound and Mounjaro), contributing to significant sales growth [6][8] - The company has a market cap of $1 trillion and a gross margin of 83.03%, with a current stock price of $1,064.04, up 2.16% [7][6] - The weight loss drug market is projected to reach nearly $100 billion by the end of the decade, indicating substantial growth potential for Lilly [9] Group 3: Chewy - Chewy operates in the pet e-commerce space, expanding into veterinary services, which broadens its revenue opportunities [10][12] - The company has achieved profitability and 84% of its sales come from its Autoship service, providing predictable revenue [12][11] - Chewy's current market cap is $13 billion, with a gross margin of 28.58% and a stock price of $32.16, reflecting a slight increase of 0.05% [11][10] Group 4: Apple - Apple has underperformed compared to the S&P 500 but is now focusing on AI features, which may attract investors looking for growth [14][15] - The company has a market cap of $3.9 trillion and a gross margin of 46.91%, with a current stock price of $262.36, down 1.83% [15][14] - Apple's services segment is a significant growth area, consistently reporting record revenues [16] Group 5: Moderna - Moderna is identified as a recovery story, facing challenges due to declining vaccine sales but has a promising pipeline of late-stage candidates [18][19] - The company aims to expand its seasonal vaccine offerings from three to six products by 2028 and is working towards cash breakeven [19][20] - Moderna has a market cap of $14 billion, a gross margin of 38.93%, and a current stock price of $35.66, reflecting a 10.85% increase [19][18]

Group 1: Market Performance - The U.S. stock market saw all three major indices rise, with the Dow Jones Industrial Average reaching a new historical high, approaching the 50,000 mark, closing at 49,462.08 points, up 0.99% [3] - The Philadelphia Semiconductor Index increased by 2.75%, setting a new historical high, with notable gains in chip stocks such as Microchip Technology up over 11%, Micron Technology up over 10%, and NXP Semiconductors up over 9% [5][6] Group 2: Federal Reserve Insights - Federal Reserve Governor Milan stated that the Fed should lower interest rates by more than 100 basis points this year, as economic data trends may support further rate cuts [5] - Milan noted that core inflation has returned to around the Fed's 2% target, and he expects strong economic growth in the U.S. this year [5] Group 3: Commodity Prices - Silver prices surged again, with COMEX silver futures breaking the $80 per ounce mark, reflecting a rise of approximately 6% [8] - Gold prices also saw a slight increase, with COMEX gold futures surpassing $4,500 per ounce, up over 1% [8]

Core Viewpoint - Bayer's Monsanto has initiated a lawsuit against COVID-19 vaccine manufacturers Pfizer, BioNTech, and Moderna, claiming they have improperly utilized its messenger RNA technology in the production of their vaccines [1] Group 1: Legal Action - The lawsuit was filed in Delaware federal court, indicating a formal legal challenge to the vaccine makers [1] - The core allegation revolves around the alleged misuse of messenger RNA technology, which is critical in the development of mRNA vaccines [1] Group 2: Implications for the Industry - This legal action could have significant implications for the biotechnology and pharmaceutical sectors, particularly regarding intellectual property rights and technology usage in vaccine development [1] - The outcome of this lawsuit may influence future collaborations and innovations within the mRNA technology space [1]

Core Insights - Moderna has submitted regulatory filings for its seasonal influenza vaccine mRNA-1010 in the US, EU, Canada, and Australia, targeting adults aged 50 and above, with plans to commercialize by next year [1][7] - The submissions are supported by late-stage study data indicating that mRNA-1010 generates immune responses comparable to existing flu vaccines from GSK and Sanofi [2][7] - Following the announcement, Moderna's stock rose over 4%, reflecting investor optimism regarding the potential product launch [3] Regulatory and Development Updates - The recent filings may also facilitate a future resubmission of Moderna's investigational COVID-19 and influenza combination vaccine, mRNA-1083, which had previously been withdrawn due to requests for additional efficacy data [4][7] - Moderna has faced challenges, including a 32% decline in stock over the past year, contrasting with a 15% growth in the industry [5][9] - The company has experienced setbacks, including the termination of a $766 million contract for a bird flu vaccine and the failure of its CMV vaccine in a late-stage study [9][10] Market Sentiment - The latest developments are seen as part of Moderna's strategy to improve negative market sentiment surrounding its stock [8]

Core Viewpoint - The U.S. has experienced a significant shift from a minor adjustment in vaccine recommendations to a comprehensive retreat from the foundational structure of childhood immunization [1] Group 1 - The recent changes in vaccine policy indicate a broader trend affecting childhood immunization practices [1] - This shift may have implications for public health and the overall vaccination rates among children [1] - The transition reflects a growing concern and debate surrounding vaccine recommendations and their enforcement [1]

（文章来源：每日经济新闻） 每经AI快讯，1月6日，MODERNA股价创下两周新高，现上涨8%。 ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Moderna has filed for marketing authorization in the U.S., EU, Canada and Australia for mRNA-1010 CAMBRIDGE, MA / ACCESS Newswire / January 5, 2026 / Moderna, Inc. (NASDAQ:MRNA) today provided an update on regulatory submissions for its investigational seasonal influenza vaccine, mRNA-1010, for adults aged 50 years and older. The Company has filed for marketing authorization with the U.S. Food and Drug Administration (FDA), the European Medicines Agency (EMA), Health Canada, and the Therapeutic Goods Admini ...