CAMBRIDGE, MA / ACCESS Newswire / January 26, 2026 / Moderna, Inc. (NASDAQ:MRNA), today announced that it will host a live conference call and webcast at 8:00 a.m. ET on Friday, February 13, 2026 to report its fourth quarter 2025 financial results, and provide a corporate update. ...

Investment Rating - The report does not explicitly state an investment rating for the industry [2]. Core Insights - The pharmaceutical and biotechnology sector experienced a decline of 0.39% from January 19 to January 23, underperforming compared to the Wind All A index, which rose by 1.81% [3][8]. - Key segments such as offline pharmacies (up 9.66%), raw materials (up 2.41%), and pharmaceutical distribution (up 2.28%) showed positive performance, while medical R&D outsourcing (down 3.96%), chemical preparations (down 1.74%), and medical devices (down 0.7%) lagged behind [3][9]. - The personalized tumor vaccine is expected to trigger a significant shift in whole exome sequencing (WES) technology, with Moderna's mRNA personalized tumor vaccine showing a nearly 50% reduction in recurrence or death risk compared to Keytruda alone, based on five-year follow-up data [3][12]. - The report emphasizes the importance of high-quality WES data for the efficacy of mRNA personalized tumor vaccines, suggesting that once validated, WES will transition from an optional to a mandatory diagnostic tool, leading to a value reconstruction in the upstream sequencing industry [3][12]. Market Weekly Review - The pharmaceutical and biotechnology sector's performance from January 19 to January 23 showed a decline of 0.39%, underperforming the Wind All A index, which increased by 1.81% [8]. - Notable gainers included *ST Changyao (up 70.4%), Hualan Biological Engineering (up 32.2%), and Tianzhihang-U (up 27.7%), while major losers were Sunflower (down 37.5%), *ST Changyao (down 33.3%), and Luyuan Pharmaceutical (down 26.6%) [11][12]. Industry News and Key Company Announcements - On January 20, the National Healthcare Security Administration released guidelines for pricing medical services related to surgical and treatment auxiliary operations, which has garnered significant attention in the medical industry [11]. - Moderna and Merck announced that their personalized mRNA vaccine mRNA-4157, in combination with Keytruda, significantly improved recurrence-free survival in high-risk melanoma patients, reducing the risk of recurrence or death by 49% [12][13]. - GSK announced a $2.2 billion acquisition of RAPT Therapeutics, which includes a monoclonal antibody currently in clinical development for food allergies [15]. - The report highlights various companies' performance forecasts, including a projected net profit of -900 million to -995 million for Maiwei Bio, and a significant increase in revenue for JianKai Technology, with expected net profit growth of 101.09% to 121.20% [15][16].

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格隆汇1月23日｜Moderna跌超3%，该公司不打算投资新的后期疫苗试验。 ...

Group 1 - The core viewpoint of the article is that Moderna's CEO announced the company will not invest in new late-stage vaccine trials due to increasing opposition from U.S. officials regarding vaccine uptake, which significantly reduces the potential market size [1] - The CEO, Stéphane Bancel, stated that without access to the U.S. market, the company cannot achieve a return on investment [1] - Regulatory delays and lack of support from U.S. health officials have been highlighted as key factors contributing to the shrinking market opportunity for Moderna [1] Group 2 - As of January 22, Moderna's stock closed at $51.870, with a pre-market drop of 3.9% to $49.840 on January 23 [2] - The stock's highest price in the last 52 weeks was $55.200, while the lowest was $22.280 [2] - The company's total market capitalization is approximately $20.265 billion, with a trading volume of 34.2435 million shares [2]

Core Insights - The article discusses the author's background as a former investment advisor and business owner, emphasizing a shift to personal investing while continuing to write on financial topics [1]. Group 1 - The author has transitioned from advising clients to investing solely for personal interests [1]. - The author maintains a focus on writing about various financial and economic topics, indicating a commitment to sharing insights and knowledge [1].

Core Viewpoint - The company is experiencing a significant rebound in stock price driven by optimism surrounding upcoming cancer vaccine trial data, despite a history of underperformance and declining vaccine revenue [2][4]. Company Performance - The stock has been a "serial underperformer" with declining top-line revenue from vaccines, but recent optimism is linked to critical data expected from pivotal trials for a cancer vaccine [2]. - The company has made a strategic decision to reduce investment in late-stage vaccine trials in the U.S. due to changing government recommendations, which may impact long-term growth prospects [6][8]. Clinical Data and Trials - Positive data from previous studies has been noted, but concerns exist regarding the baseline characteristics of the current study, which may skew results [3]. - The upcoming pivotal data for melanoma is anticipated to be highly volatile, with management suggesting potential delays into 2027 [5]. Market Sentiment and Stock Valuation - The stock has seen a sharp move upward, influenced by crowded short positions, but the valuation may reflect excessive optimism [4][12]. - The company faces existential risks related to intellectual property disputes, which could impact future margins and balance sheet stability [11]. Future Outlook - The company is navigating a transition from pandemic-driven growth to a focus on its pipeline, with key events expected to influence long-term cash flow generation [10][13]. - The stock is expected to remain extremely volatile as it approaches key cancer conferences later in the year [13].

Moderna is on a roll, with investors hopeful that positive results from a cancer vaccine trial can revive the pharma stock after a stagnant run. ...

Core Insights - Moderna's shares increased by 15.8% following the announcement of positive five-year follow-up data from a phase IIb study on its personalized cancer therapy for high-risk melanoma patients [1][6] Group 1: Study Overview - The KEYNOTE-942/mRNA-4157-P201 study assessed Moderna's mRNA-based individualized neoantigen therapy (intismeran autogene) in combination with Merck's PD-L1 inhibitor, Keytruda, for treating high-risk melanoma patients post-surgery [2][7] - The study showed that the combination therapy significantly improved recurrence-free survival, reducing the risk of recurrence or death by 49% compared to Keytruda alone [3][4] Group 2: Long-term Efficacy and Safety - The follow-up analysis indicated sustained and clinically meaningful improvements in recurrence-free survival, marking a significant milestone for the therapy [3][4] - The safety profile of intismeran autogene combined with Keytruda remained consistent with previous studies [5] Group 3: Future Developments - Moderna and Merck plan to present additional follow-up data at upcoming medical meetings [4][7] - Beyond melanoma, the therapy is being evaluated in pivotal phase III studies for non-small cell lung cancer and other cancer types, with a commercial launch targeted for next year [9] Group 4: Pipeline Expansion - Moderna is focusing on expanding its oncology pipeline, including the development of mRNA-4359, an investigational therapy for melanoma and metastatic non-small cell lung cancer, with data expected in 2026 [10]

Core Viewpoint - Moderna will not invest in new late-stage vaccine trials due to increasing opposition to immunizations from U.S. officials, as stated by CEO Stephane Bancel in an interview with Bloomberg TV [1] Company Summary - Moderna's decision reflects a strategic shift in response to the current political and public sentiment regarding vaccinations in the U.S. [1]