Moderna, Inc. MRNA will release earnings results for the second quarter, after the closing bell on Friday, Aug. 1. Analysts expect the Cambridge, Massachusetts-based company to report quarterly loss at $2.97 per share, versus a year-ago loss of $3.33 per share. Moderna projects to report quarterly revenue at $112.96 million, compared to $241 million a year earlier, according to data from Benzinga Pro. On July 31, Moderna announced plans to reduce its global workforce by approximately 10% by the end of the y ...

Moderna(MRNA.US)跌超3.2%，报31.1美元。消息面上，由于新冠疫苗销量持续下滑，Moderna正努力 应对疫苗市场的不确定性，计划在今年年底前裁减约10%的全球员工，受影响人数将少于5000人。根据 Moderna去年年度报告，截至去年底止，该公司在18个国家拥有约5800名全职员工。(格隆汇) ...

凤凰网财经讯 7月31日，美股三大指数集体高开，道指涨0.17%，纳指涨1.55%，标普500指数涨0.82%。 Meta涨超11%，公司二季度净利润同比增长36%；微软涨超8%，公司第四财季净利润同比增长24%。 福特在周三发布的财报中表示，其第二季度业绩因关税受到8亿美元冲击。就全年而言，福特将关税对 总收入的预期影响上限上调了5亿美元，至30亿美元。受此消息影响，周四盘前福特跌超1%。 其他市场消息 【莫德纳将全球裁员10%】 【Figma今夜登陆纽交所 每股定价33美元】 美东时间周四，美国疫苗制造商莫德纳(Moderna)宣布，将裁减约10%的员工，以应对疫苗销售下降带 来的财务压力。 美东时间周四凌晨，特斯拉CEO马斯克宣布，特斯拉已经在加州旧金山湾区推出了叫车服务——但值得 注意的是，他并未明确提及是否使用自动驾驶汽车。特斯拉内部备忘录显示，在加州的网约车服务和在 奥斯汀时一样，同样仅限受邀者使用。而不同的是，加州的网约车服务并非无人驾驶，而是将在安全驾 驶员的陪同下推出。 【福特预警：全年业绩将受30亿美元冲击】 热门科技股Figma将在今天晚间登陆纽交所。Figma周三晚间将IPO定价进一步 ...

Moderna is cutting about 10% of its workforce, part of an effort by the struggling biotech company to reduce spending as sales of its Covid vaccine decline https://t.co/Cl8KeUal81 ...

He said the "future of Moderna is bright," noting that it now has three approved products and the potential for up to eight more in the next three years. In May, the Food and Drug Administration approved Moderna's third- ever product, a next-generation Covid shot. But Bancel said "this decision was not made lightly." Also in May, Moderna said it will reduce annual operating expenses by about $1.5 billion by 2027. That target adds to cuts that the company previously announced. Moderna will provide another up ...

Core Insights - The Covid-19 pandemic significantly elevated the profiles of Moderna and BioNTech, but the two companies have since diverged in their strategic directions and stock performances [3][5]. Company Strategies - Moderna has focused on expanding its mRNA pipeline, investing in vaccines for flu, RSV, and other viruses, while BioNTech has diversified into cancer technologies and other areas [4][6][13]. - BioNTech's strategy includes acquiring promising cancer technologies, such as a bispecific antibody targeting PD-L1 and VEG-F, which could rival existing successful cancer drugs like Merck's Keytruda [14][15]. Financial Performance - Both companies generated approximately $45 billion in sales from Covid vaccines, with each earning around $20 billion since late 2020 [3]. - Moderna currently holds about $8.4 billion in cash, while BioNTech has €15.9 billion (approximately $18.2 billion) [4]. Stock Performance - Over the past year, Moderna's stock has decreased by about 72%, whereas BioNTech's shares have increased by nearly 29% [5]. Future Outlook - Moderna is seeking FDA approval for an mRNA flu shot and is focused on a Phase 3 trial for a personalized cancer treatment for melanoma, with potential data release as early as next year [17][18]. - BioNTech is awaiting results from its own studies and ongoing Phase 3 trials, which could impact its stock performance significantly [16][18].

The upcoming report from Moderna (MRNA) is expected to reveal quarterly loss of -$2.99 per share, indicating an increase of 10.2% compared to the year-ago period. Analysts forecast revenues of $127.17 million, representing a decline of 47.2% year over year. The consensus EPS estimate for the quarter has undergone a downward revision of 1.4% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timefra ...

Core Viewpoint - Moderna (MRNA) is expected to exceed earnings expectations for Q2 2025, with a prior earnings surprise of 13.70% in the last quarter. The consensus estimates for sales and earnings are $127 million and a loss of $2.99 per share, respectively [1][9]. Factors Shaping MRNA's Upcoming Results - A significant portion of Moderna's revenue is anticipated to come from the COVID-19 vaccine, Spikevax, with estimated sales of $59 million, reflecting a notable decline from the previous year due to reduced demand [2]. - Minimal sales are expected from the RSV vaccine, mResvia, with projections of only $2 million, which is considerably lower than competing products from GSK and Pfizer. This is attributed to the later approval and recommendation of the vaccine [3]. Regulatory Developments - The FDA has expanded the label for mResvia to include high-risk adults aged 18-59, and the CDC has updated its recommendations for RSV vaccines to include high-risk adults aged 50-59. Investors are looking for updates on marketing strategies for both vaccines [4]. - A regulatory filing is under FDA review to update Spikevax for the LP.8.1 variant for the 2025-26 vaccination season, with a similar filing also under review by the EMA. Investors are keen on updates regarding these regulatory processes [5]. Pipeline Candidates - Moderna is advancing several late-stage pipeline candidates, including the influenza vaccine candidate mRNA-1010, which has shown superior efficacy compared to an approved flu shot. This supports potential approval for a standalone flu shot and strengthens the case for the combination vaccine mRNA-1083 [6]. - An important candidate is intismeran autogene, a personalized cancer therapy developed in collaboration with Merck, currently evaluated in pivotal phase III studies for various cancer indications. Investors are interested in updates on this therapy's progress [7]. Earnings Surprise History - Moderna has consistently beaten earnings estimates over the past four quarters, achieving an average surprise of 31.60% [8]. Market Performance - Year to date, Moderna's shares have declined by 18%, contrasting with a 2% growth in the industry [10].

Industry Overview - The second-quarter 2025 reporting cycle for the Medical sector is commencing, with most firms expected to release earnings results in the next two weeks, primarily consisting of pharma/biotech and medical device companies [1] - The earnings season for the drug and biotech sector began in mid-July, highlighted by Johnson & Johnson's strong performance, which exceeded earnings and sales estimates, leading to raised revenue and earnings expectations for the year [1] Company Performance - Novartis surpassed second-quarter earnings and revenue estimates, driven by a year-over-year increase in sales of key drugs, prompting an upward revision of its annual guidance for core operating income [2] - Roche experienced solid growth in the first half of 2025, with high demand for key drugs offsetting declines in legacy drug sales [2] - As of July 23, 15% of companies in the Medical sector, representing 27.2% of the sector's market capitalization, reported quarterly earnings, with 88.9% outperforming earnings estimates and 100% beating revenue estimates [3] - Overall, second-quarter earnings for the Medical sector are projected to increase by 0.9%, while sales are expected to rise by 7.9% compared to the previous year [3] Upcoming Earnings Reports - Merck, AstraZeneca, Bristol Myers, AbbVie, and Moderna are scheduled to release their quarterly results this week [4] - Merck has a strong earnings track record, beating estimates in the last four quarters with an average surprise of 3.82% [5] - AstraZeneca has a mixed earnings history, beating estimates in three of the last four quarters, with an average surprise of 4.24% [8] - Bristol Myers has consistently beaten earnings estimates, with an average surprise of 20.16% over the last four quarters [11] - AbbVie has also maintained a strong track record, beating estimates in the last four quarters with an average surprise of 2.55% [13] - Moderna has an excellent earnings history, with an average surprise of 31.60% in the last four quarters [15] Sales Drivers - Merck's growth in the second quarter is likely attributed to increased sales of its cancer drug Keytruda, driven by additional indications and patient demand [7] - AstraZeneca's sales are expected to be bolstered by strong demand for its cancer and diabetes medications [10] - Bristol Myers' revenue may be impacted by declines in legacy drug sales, but growth products are expected to partially offset this decline [12] - AbbVie's revenue is anticipated to be driven by strong sales of key drugs and contributions from newer products [14] - Moderna's revenues are expected to be influenced by sales of its COVID-19 vaccine, Spikevax, while the focus is shifting to updates on its broader pipeline [16]

Core Viewpoint - Moderna is currently facing challenges with declining revenue and stock performance, but has potential for long-term growth if its oncology pipeline proves successful [1][2][9]. Revenue Performance - In 2022, Moderna generated over $19 billion in revenue, which fell to $3.24 billion in 2024, raising questions about its future revenue potential [2]. - The recent approval of a COVID-19 vaccine for at-risk children aged 6 months and older may open new market opportunities, but it is uncertain if this will restore revenue to previous levels [2]. Pipeline Developments - Moderna is focusing on applying its mRNA technology to oncology, with the intismeran autogene vaccine currently in phase 3 trials for melanoma and non-small cell lung cancer [4][5]. - Other potential oncology applications include treatments for bladder cancer and renal cell carcinoma [4]. Valuation Insights - Valuation is challenging due to recent losses; analysts do not expect earnings per share until at least 2027, with a potential EPS of $3.52, leading to a forward price-to-earnings ratio of 9 times [8]. - The current price-to-sales ratio stands at 3.6 times fiscal 2024 sales, with projected revenue for 2025 expected to decline further to between $1.5 billion and $2.5 billion [10]. Market Potential - The oncology market is projected to reach $900 billion by 2034, representing a significant growth opportunity for Moderna if it successfully navigates clinical trials and regulatory approvals [9]. Investment Considerations - Investors need to be patient as Moderna works through its clinical trials and seeks approval for its oncology drugs, which are seen as key to regaining momentum [9][10]. - There is a risk of further stock decline if 2025 performance is weaker than expected, potentially creating better buying opportunities [11].