Moderna (NASDAQ: MRNA) soared into the spotlight during the pandemic thanks to its mRNA technology and its rapid development of a coronavirus vaccine. But it's those two elements that have weighed on the stock in more recent times: The U.S. last year ended about $500 million in funding for mRNA vaccine development. And the coronavirus vaccine, facing lower demand, is no longer delivering the same levels of revenue that it did at its peak. The company has had its ups -- the approval of its respiratory sync ...

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Group 1: Laffont's Investment Strategy - Billionaire Philippe Laffont, founder of Coatue Management, oversees $39 billion in 13F securities, primarily investing in technology stocks, with Taiwan Semiconductor Manufacturing as his largest holding at over 6.5% of his portfolio [1] - In the fourth quarter of the previous year, Laffont sold his entire position in CoreWeave, which had been a significant AI stock with triple-digit revenue growth [2][9] - Laffont's recent investment in Moderna, a biotech stock that has struggled but saw a nearly 50% increase in January, indicates a shift towards potential growth opportunities [3][12] Group 2: CoreWeave and Moderna - CoreWeave, which Laffont sold, had made up more than 2.2% of his portfolio and had seen an 80% increase since its IPO [8][9] - Moderna, which Laffont purchased 200,000 shares of, represents a very small position at 0.01% of his portfolio, but the company is focusing on long-term success through cost-cutting and expanding its vaccine offerings [10][11] - Moderna's stock has lost over 70% in the past three years, but its pipeline includes candidates in late-stage development, suggesting potential for recovery and growth in the future [10][14]

U.S. Food and Drug Administration (FDA) Commissioner Marty Makary holds up a study from The Lancet during an announcement of the FDA’s intent to phase out the use of petroleum-based synthetic dyes in the nation’s food supply during a press conference at the Department of Health and Human Services in Washington, D.C., U.S., April 22, 2025. REUTERS/Elizabeth FrantzElizabeth Frantz | ReutersA version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news s ...

Core Viewpoint - Moderna's shares increased by 6% following the FDA's decision to review its regulatory filing for the seasonal influenza vaccine, mRNA-1010, with a final decision expected by August 5, 2026 [1][8]. Group 1: Regulatory Developments - The FDA had previously refused to review the mRNA-1010 filing, citing inadequacies in the late-stage study that compared it to a standard-dose influenza vaccine [2]. - Moderna has modified its regulatory filing to seek full approval for adults aged 50-64 and accelerated approval for those aged 65 and above [2][4]. - The filing is supported by data from multiple late-stage studies demonstrating that mRNA-1010 generates immune responses comparable to existing flu vaccines from GSK and Sanofi [4]. Group 2: Market Implications - If approved, Moderna plans to commercially launch mRNA-1010 for the 2026/2027 vaccination season and will conduct additional studies for older adults as part of post-marketing requirements [3]. - The FDA's reversal is seen as a significant step in expanding Moderna's product portfolio beyond its COVID-19 vaccine and RSV vaccine [5]. Group 3: Future Prospects - The recent developments have also raised optimism for mRNA-1083, a combination vaccine for COVID-19 and influenza, which is awaiting further guidance from the FDA [6]. - Year-to-date, Moderna's stock has increased by 58%, significantly outperforming the industry growth of 9% [7].

Moderna announced the change Wednesday, about a week after revealing that the FDA's vaccine chief was refusing to review the new vaccine, made with Nobel Prize-winning mRNA technology. The dispute centred over a 40,000-person clinical trial that concluded Moderna's new vaccine was more effective in adults age 50 and older than one of the standard flu shots used today. In the FDA's rare "refusal to file" letter, vaccine director Dr. Vinay Prasad faulted the trial for not including another brand specifically ...

A researcher works in the lab at the Moderna Inc. headquarters in Cambridge, Massachusetts, US, on Tuesday, March 26, 2024.Moderna said on Wednesday the Food and Drug Administration has agreed to review its experimental mRNA flu shot, reversing the agency's earlier decision to refuse to accept the application in a move that stunned Wall Street and the medical community. The announcement clears a path forward for the vaccine, which is key to Moderna's experimental combination Covid-flu jab and the company's ...

Company Overview - Moderna, Inc. is a leading player in the biotech industry, recognized for its innovative mRNA technology and focus on developing vaccines and therapeutics, positioning it as a leader in the biomedical and genetics sector [1] Stock Performance - On February 16, 2026, UBS maintained a Neutral rating for Moderna, advising investors to hold the stock, with the stock priced at $42.23 and a revised price target adjusted from $34 to $36, indicating a cautious yet optimistic outlook [2] - Moderna's shares experienced a 5.3% increase on February 13, driven by investor interest in large-cap biotech companies, highlighting the positive sentiment surrounding the stock [3][6] - The stock has fluctuated between $41.23 and $44.80 on the day, with a 52-week high of $55.20 and a low of $22.28, reflecting its volatility in the market [5] Market Capitalization and Trading Volume - Moderna's market capitalization is approximately $16.5 billion, with a trading volume of 16,336,584 shares, indicating significant investor activity [4][6] Industry Sentiment - The biotech sector's improved outlook and institutional buying have contributed to positive sentiment surrounding Moderna, as investors are attracted to the company's blend of innovation and stability, recognizing its potential for sustained momentum beyond the pandemic-driven surge [4]

It's estimated that the COVID-19 vaccine saved up to 15 million lives worldwide during the pandemic. One of the main reasons the COVID vaccine was so successful is is because some of it used mRNA technology. And let's not forget, in 2020, Donald Trump was touting the COVID vaccines and mRNA and Operation Warp Speed as among one of the greatest accomplishments of his first term.But this time around, Trump's Health and Human Services, led by anti-vaccine Secretary Robert F. Kennedy Jr. ., is walking its suppo ...

Core Insights - Moderna reported a fourth-quarter loss of $2.11, which was better than the expected loss of $2.59 and an improvement from a loss of $2.91 a year ago [1] - Quarterly sales reached $678 million, exceeding the expected $626.097 million, primarily driven by COVID vaccine sales [1] - Total revenue decreased by 30% year over year, mainly due to lower COVID vaccine sales volume compared to the previous year [2] Financial Performance - Product sales in the U.S. were $264 million, while international markets contributed $381 million [2] - Moderna's total revenue for 2025 is targeted at $1.94 billion, with expectations of up to 10% revenue growth [5] - Projected costs for 2026 include approximately $0.9 billion for cost of sales, $3.0 billion for R&D expenses, and $1.0 billion for SG&A expenses [5] Strategic Developments - CEO Stéphane Bancel highlighted the launch of a third product and the establishment of three international manufacturing sites, alongside a significant reduction in annual operating expenses by approximately $2.2 billion [3] - The company aims for revenue growth through mNEXSPIKE expansion and international strategic partnerships [4] Regulatory Challenges - Moderna received a refusal-to-file letter from the FDA regarding its investigational influenza vaccine, mRNA-1010, which could impact its vaccine franchise and breakeven guidance for 2028 [6][7] - Analysts noted that the refusal significantly lowers the probability of success for mRNA-1010 and affects the potential U.S. sales of related products [8] Market Reaction - Following the news, Moderna shares increased by 7.58% to $43.15 [10]