Moderna Inc (NASDAQ:MRNA) stock is surging today, up 8.7% at $37.02 at last glance, after the vaccine maker was awarded $590 million from the U.S. Health and Human Services Department to speed up the development of its bird flu vaccine, as the virus spreads rapidly throughout the country. MRNA has had a rough go of it since its meteoric rise at the height of Covid-19, as the demand vaccines waned. Just last week, the stock plummeted to its lowest levels since 2020 after a slashed forecast. Since last Januar ...

Core Viewpoint - Moderna is transitioning from a focus on its coronavirus vaccine to a more traditional pharmaceutical business model, with expectations of launching new products and managing financial constraints in the coming years [1][3][12] Group 1: Financial Outlook - Moderna's trailing-12-month revenue is over $5 billion, with reported operating losses of $2.7 billion, indicating financial pressure to produce in-demand medicines [5] - The company plans to reduce its annual research and development investment by $1.1 billion by 2027, reflecting a shift in financial strategy [4] Group 2: Product Pipeline and Potential - Moderna aims to launch a total of 10 products over the next three years, with key candidates including a combination shot for influenza and COVID, an influenza vaccine, and a next-generation COVID vaccine, each potentially generating over $1 billion in annual sales [4][6] - The Department of Health and Human Services has committed $590 million to support Moderna's pandemic influenza vaccine program, which may enter late-stage trials soon, reducing risks associated with advancing additional pipeline programs [7] Group 3: Oncology and Future Growth - Moderna is developing seven oncology drugs in mid-to-late-stage clinical trials, particularly focusing on individualized neoantigen therapies (INTs) that leverage the genetic sequence of tumor cells to enhance immune response against cancer [9][10] - Successful commercialization of any oncology candidates could signal a positive future for the company, even if immediate revenue inflow is limited due to the niche markets targeted [10][11] Group 4: Investment Horizon - Investors should be prepared for a long-term investment, with expectations of significant growth materializing around early 2028, rather than in the immediate future [12][13] - The company must demonstrate the viability of its clinical programs within the next three years to maintain investor confidence and stock value [15]

Funding and Development - Moderna received $590 million from the U.S. government through BARDA to accelerate the development of an mRNA-based vaccine targeting the H5N1 virus (bird flu) [1] - The funding will support the late-stage development of mRNA-1018, Moderna's investigational pandemic influenza vaccine against H5 and H7 avian influenza viruses [2] - The funds will also help expand clinical studies for up to five additional pandemic influenza subtypes [2] - This is the second time in less than a year that Moderna has secured U.S. government funding for its bird flu vaccine, following a $176 million award in July [4] Clinical Progress - Moderna initiated a phase I/II study for mRNA-1018 in 2023 in healthy adults [3] - Positive preliminary data from the phase I/II study has prompted the company to advance the vaccine to late-stage development [3] - Moderna plans to share data from the phase I/II study at a future medical meeting [3] Market and Industry Context - The U.S. CDC confirmed the first human death from the H5N1 virus earlier this month, with 67 human cases reported since the beginning of last year [5] - mRNA-based vaccines offer faster development and manufacturing scalability compared to traditional vaccines, a key advantage highlighted by BARDA [7] - Moderna's stock rose nearly 5% in after-market trading following the funding announcement, despite a 66% decline over the past year [6][7] Competitive Landscape - Moderna is not the only company working with BARDA on bird flu vaccines; CSL Seqirus has a deal for 150 million doses of its protein-based H5N1 vaccine and received a $34 million award in October [9] - CureVac is developing an mRNA-based bird flu vaccine in collaboration with GSK, currently in phase I/II studies [10] - Novavax is also developing a bird flu vaccine using a new approach, currently in preclinical studies [10]

On Monday, Moderna (MRNA) provided an update on its financial outlook and pipeline progress at the J.P. Morgan Healthcare Conference. At the conference, the company lowered its previously issued sales outlook for 2024 and 2025.Moderna reported unaudited/preliminary product sales between $3 billion and $3.1 billion for 2024, toward the lower end of its previously issued guidance of $3.0-$3.5 billion. MRNA also reduced its previously announced sales guidance for 2025 by $1 billion and now expects total revenu ...

Although the stock market was having a generally strong week, that isn't the case for vaccine technology company Moderna (MRNA -2.30%). The company, which was a leader in developing one of the initial COVID-19 vaccines, has plunged by 20% for the week as of mid-day Thursday.Disappointing sales guidance is the key reason for the plungeThe main reason for this week's decline is that Moderna lowered its 2025 full-year revenue guidance, and by a wide margin. The prior forecast called for $2.5 billion to $3.5 bi ...

Moderna (MRNA 0.90%) was one of the hottest companies of early pandemic times, delivering a coronavirus vaccine to market in record time and quickly generating blockbuster revenue from it. This helped the stock to skyrocket, reaching a high of more than $480 at its peak in 2021.Since then, though, Moderna has traveled along a rough path. Demand for the coronavirus vaccine has dropped significantly, and even the company's second approved product -- respiratory syncytial virus (RSV) vaccine mRESVIA -- hasn't ...

Moderna (MRNA 0.90%) shareholders have been having a rough time lately. The biotech stock rocketed higher last spring, but the gains didn't last long.Since reaching a peak last May, Moderna stock has tumbled by about 79%, and investors are starting to wonder if it could be a bargain now.Here's a look at what's been pressuring the formerly high-flying biotech stock to see if it can bounce back from the severe beating it's received over the past several months.Why Moderna Stock is getting hammeredOn Jan. 13, ...

A bad seven-month stretch just got worse for Moderna (MRNA -1.96%). The messenger RNA (mRNA) pioneer provided a business and pipeline update at the J.P. Morgan Healthcare Conference on Monday. This update wasn't well-received by investors, and Moderna's share price sank nearly 17%.The conventional investing wisdom is that you shouldn't "try to catch a falling knife." Moderna's stock chart certainly looks like a falling knife. Even before the latest decline, the biotech stock was down roughly 73% since early ...

At the J.P. Morgan Healthcare Conference, Moderna (MRNA) announced several financial updates on its business and updates on its pipeline progress.Moderna’s Financial Updates Fail to Impress InvestorsFor 2024Moderna reported unaudited/preliminary product sales between $3 billion and $3.1 billion for 2024. This includes more than $3 billion in COVID-19 vaccine sales and minimal sales from the RSV vaccine mResvia. This figure was mainly toward the lower end of the company’s previously issued guidance of $3.0-$ ...

Key TakeawaysModerna shares will likely remain under scrutiny after plunging nearly 17% Monday as the embattled drug maker slashed its 2025 revenue forecast by $1 billion. The stock broke down from a two-month pennant pattern, setting the stage for a potential continuation move lower.Investors should watch crucial support levels on Moderna's chart around $30 and $13, while also monitoring key resistance levels near $57 and $68. Moderna (MRNA) shares will likely remain under scrutiny on Tuesday after plungin ...