Core Viewpoint - Shares of Pfizer and Moderna declined following a report linking COVID-19 vaccines to the deaths of 25 children, which is set to be presented to a key vaccine advisory panel [1][2][3] Group 1: Stock Performance - Pfizer's stock fell more than 3% and Moderna's shares dropped over 7% after the report [3] - Novavax, another company involved in COVID-19 vaccine development, saw its stock slide more than 4% [3] Group 2: Regulatory Context - The report is part of a presentation to a vaccine panel that advises the Centers for Disease Control and Prevention (CDC), which plays a crucial role in vaccine access and recommendations [2] - Health and Human Services Secretary Robert F. Kennedy Jr. is moving to change U.S. vaccine policy, including dropping recommendations for healthy children and pregnant women [4] Group 3: Safety Monitoring - Moderna stated that the safety of its vaccine is rigorously monitored by the company, the FDA, and regulators in over 90 countries, with no new safety concerns identified in children or pregnant women [5] - The claim linking vaccines to deaths is based on unverified reports submitted to the federal Vaccine Adverse Event Reporting System [6] Group 4: Scientific Perspective - The CDC emphasizes that only thorough investigations by scientists and public health officials can determine if a vaccine caused or contributed to reported side effects [7] - During a recent Senate hearing, Kennedy supported claims that mRNA vaccines pose a dangerous risk [7]

We do have a news alert today on COVID vaccines and for that we'll turn back to Angelica Peebles. Hi Angelica. Hey Carl.Well the Washington Post is reporting that Trump health officials plan to link coronavirus vaccines to the deaths of 25 children and that is that comes as next week this um the CDC advisers on vaccines will weigh how those co vaccines should be used going forward. This has obviously been a very contentious issue and the Washington Post is citing people familiar with this. We of course have ...

Market Reaction - Moderna shares fell following a report [1] Potential Risks - Trump health officials reportedly plan to link Covid shots to the deaths of around two dozen children in a presentation to CDC advisers next week [1]

格隆汇9月12日｜Moderna(MRNA.US)、辉瑞(PFE.US)、BioNTech SE(BNTX.US)短线下挫，跌至盘中低 点。消息面上，华盛顿邮报称，美国总统特朗普政府官员将把25名儿童死亡事件与新冠疫苗联系起来。 ...

（文章来源：每日经济新闻） 每经AI快讯，9月12日，Moderna、辉瑞、BioNTech SE短线下挫，跌至盘中低点。 ...

As HHS Secretary Robert F. Kennedy Jr. continues to fend off criticism of his leadership and decisions at the agency, if he were to leave the post, Gilead Sciences (NASDAQ:GILD), Moderna (NASDAQ:MRNA), and Biohaven (NYSE: ...

Core Insights - Moderna's CEO Stéphane Bancel participated in a discussion hosted by Morgan Stanley's equity analyst Terence Flynn, focusing on the company's developments and future outlook [1][2]. Company Overview - The event highlighted Moderna's position in the biopharma sector, emphasizing its role in large-cap U.S. biopharmaceuticals [1]. Industry Context - The discussion is part of a broader engagement by Morgan Stanley to provide insights into key players in the biopharma industry, reflecting the importance of investor relations and market analysis [1].

Moderna (NasdaqGS:MRNA) FY Conference September 08, 2025 10:00 AM ET Company ParticipantsStéphane Bancel - CEO & DirectorConference Call ParticipantsTerence Flynn - Equity Research AnalystTerence FlynnAll right. Great. Thanks for joining us, everybody. I'm Terrence Flynn, Morgan Stanley's large-cap US biopharma analyst. I'm very pleased to be hosting Moderna. We have Stéphane Bancel, who's the company's CEO. For important disclosures, please see the Morgan Stanley Research Disclosure website at www.morganst ...

Core Points - The U.S. Department of Health and Human Services has announced the revocation of the emergency use authorization for COVID-19 vaccines, tightening restrictions on Pfizer's vaccine [1] - Moderna's vaccine remains available for children aged 6 months and older, while Pfizer's vaccine is limited to individuals aged 5 and above, and Novavax's vaccine is restricted to those aged 12 and older [1] - The FDA has approved Pfizer's supplemental biologics license application for its vaccine, Comirnaty, specifically for individuals aged 65 and older and those aged 5 to 64 with underlying health conditions [1] Market Reaction - The market response was muted, with Moderna rising by 1.5%, Pfizer increasing by 0.6%, and Novavax gaining 1.07% [2] - The healthcare sector ETF, primarily composed of Pfizer, saw a slight increase [2]

Group 1: Intuitive Surgical - Intuitive Surgical is a leader in robotic-assisted surgery (RAS) devices, primarily driven by its da Vinci system, which allows for minimally invasive surgeries across various medical fields [4] - The company has faced challenges such as a decline in bariatric surgeries and tariffs, but its long-term prospects remain strong due to a resilient business model and consistent growth in revenue [5][9] - The addressable market for Intuitive Surgical is underpenetrated, with over half of its revenue coming from instruments and accessories tied to procedure volume, benefiting from an aging global population [7][8] - Intuitive Surgical has outperformed the market for 25 years, indicating potential for significant capital growth for younger investors [9] Group 2: Moderna - Moderna is considered a riskier investment compared to Intuitive Surgical but has substantial upside potential, particularly due to its successful COVID-19 vaccine and innovative mRNA platform [10] - The company has achieved several clinical and regulatory successes, including approvals for vaccines against RSV and ongoing trials for vaccines targeting influenza and cancer [11][13] - Despite a recent lag in stock performance due to declining sales from its coronavirus vaccine franchise, Moderna's pipeline remains promising, with potential candidates for various cancers and an early-stage HIV vaccine [12][14] - If Moderna successfully mainstreams mRNA vaccines over the next five years, it could lead to significant stock upside, making it a consideration for younger investors who can tolerate volatility [14]