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BioNTech boosts cancer mRNA pipeline with CureVac acquisition
Proactiveinvestors NA· 2025-06-12 14:34
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
Is it Time to Dump Your Shares of Moderna?
The Motley Fool· 2025-06-12 08:25
After soaring to success in the early days of the COVID-19 pandemic, Moderna (MRNA 0.20%) experienced a reversal of fortune. The coronavirus vaccine maker has seen revenue plummet as demand for this flagship product -- Moderna's first to be approved -- has slipped. As a result, the stock fell out of favor with investors, leading to a decline of about 80% over the past three years.Since that time, the biotech company has delivered positive news, from the approval of a second product -- its respiratory syncyt ...
Moderna, Inc. (MRNA) Presents at Goldman Sachs 46th Annual Global Healthcare Conference Transcript
Seeking Alpha· 2025-06-12 00:38
Moderna, Inc. (NASDAQ:MRNA) Goldman Sachs 46th Annual Global Healthcare Conference June 11, 2025 8:40 AM ET Company Participants Stéphane Bancel - CEO & Director Conference Call Participants Salveen Jaswal Richter - Goldman Sachs Group, Inc., Research Division Salveen Jaswal Richter Great. Good morning, everyone. Thank you so much for joining us. Really pleased to have Stéphane Bancel, CEO of Moderna, with us. Question-and-Answer Session Salveen Jaswal Richter Maybe to start here, Stéphane, in the context o ...
Moderna (MRNA) FY Conference Transcript
2025-06-11 13:40
Moderna (MRNA) FY Conference June 11, 2025 08:40 AM ET Speaker0 So much for joining us. Really pleased to have Stephane Benzel, CEO of Moderna, with us. Maybe just start here, Stephane. You know, in the context of the current environment, both from a COVID demand and regulatory standpoint and the overall health care policy that we're seeing flow through from HHS and FDA and then there's the drug pricing dynamics. But just walk us through today where Moderna's business stands from a revenue and expenses stan ...
Will Merck's Keytruda Continue to Drive Growth Amid Looming LOE?
ZACKS· 2025-06-10 14:50
Core Insights - Merck (MRK) has over six blockbuster drugs, with Keytruda being the primary revenue driver, accounting for approximately 50% of pharmaceutical sales [1][9] - Keytruda's sales are increasing due to its rapid adoption in early-stage non-small cell lung cancer (NSCLC) and continued strong performance in metastatic indications [2] - There are concerns regarding Merck's heavy reliance on Keytruda, especially with the impending loss of exclusivity in 2028, prompting the need for diversification [3] Sales and Growth - Keytruda generated sales of $7.21 billion in Q1 2025, reflecting a 6% year-over-year growth, with an estimated compound annual growth rate (CAGR) of 5.4% over the next three years [7][9] - Merck is exploring innovative strategies to sustain Keytruda's growth, including combinations with LAG3 and CTLA-4 inhibitors, and a partnership with Moderna for a personalized mRNA therapeutic cancer vaccine [5][9] Competitive Landscape - Competitive pressure for Keytruda may increase, particularly with Summit Therapeutics' ivonescimab showing promising results in a phase III study, which could challenge Keytruda's market position [4] Future Strategies - Merck is developing a subcutaneous formulation of Keytruda to potentially extend its patent life, with an FDA decision expected in September [6] - The company is also banking on the recently launched pulmonary arterial hypertension (PAH) drug Winrevair to support revenue after Keytruda's exclusivity ends [7] Valuation and Market Performance - Merck's shares have decreased by 19.6% this year, contrasting with a 0.3% increase in the industry [8] - From a valuation perspective, Merck's price/earnings ratio stands at 8.55, which is lower than the industry average of 15.12 and its own 5-year mean of 12.89 [10]
安科生物(300009) - 300009安科生物投资者关系管理信息20250608
2025-06-08 07:32
证券代码:300009 证券简称:安科生物 安徽安科生物工程(集团)股份有限公司 投资者关系活动记录表 答:公司积极建设符合 FDA、欧盟认证的生产线,目前 正在进行相关验证和数据整理的工作,此外公司拥有一支专 业的国际贸易团队,与国外的经销商和代理商也积极沟通, 以推动产品在海外市场的商业化。由于目前在研或合作的创 新药品种仍处于临床阶段,公司会根据相关试验数据的结 果,规划对外合作。 问 4:公司布局的 mRNA 药物目前进展如何? 答:根据世界卫生组织(WHO)数据,2023 年全球 HPV 感染者总数超过 6.3 亿人,世界卫生组织(WHO)指出,80% 的宫颈癌病例与未筛查的 HPV 持续感染有关,宫颈癌在全球 女性癌症病死率中排名第二,是女性第四大常见癌症,目前 国内外尚无治疗型 HPV 疫苗上市。公司参股合肥阿法纳公司 并与其进行研发合作,布局 mRNA 药物领域。公司与阿法纳 公司共同研发的用于治疗 HPV 肿瘤和癌前病变的 AFN0328 注 射液,其适应症为治疗 HPV16/18 感染相关的子宫颈癌、肛 门癌、外阴癌、阴道癌、阴茎癌、头颈部癌以及 HPV16 和/ 或 HPV18 相关宫颈 ...
Moderna, Inc. (MRNA) Bernstein 41st Annual Strategic Decisions Conference Call Transcript
Seeking Alpha· 2025-05-29 19:15
Company Overview - Moderna is focused on building a diverse portfolio of products utilizing mRNA technology, targeting areas such as infectious diseases, cancer, rare diseases, and autoimmune diseases [3]. Strategic Priorities - The company has outlined three main priorities for the year: 1. To drive sales through approved products, specifically COVID-19 and RSV vaccines [3]. 2. To launch new products to diversify and grow the top line, with up to 10 launches planned over the next few years and several Biologics License Applications (BLAs) already filed [4]. 3. To resize the company from a cost perspective in response to the transition from pandemic-related sales [4].
Moderna(MRNA) - 2025 FY - Earnings Call Transcript
2025-05-29 15:00
Moderna (MRNA) FY 2025 Conference May 29, 2025 10:00 AM ET Speaker0 Sure. Speaker1 Fantastic. So I am thrilled to be here today with Stephane Pansell from Moderna. My name is Courtney Breen. I am The U. S. Biopharma Analyst here at Bernstein. Before we dive into the Q and A, I will give Stephane the opportunity to give us some context to where Moderna is at, and then we'll dive in. I've got a long, long list of questions, and we I'm sure we won't get through all. For as a reminder, and I think if you have a ...
安科生物(300009) - 300009安科生物投资者关系管理信息20250529
2025-05-29 08:56
编号:2025-003 | 投资者关系活动 | √特定对象调研 □分析师会议 | | --- | --- | | 类别 | □媒体采访 □业绩说明会 | | | □新闻发布会 □路演活动 | | | □现场参观 | | | √其他 (电话会议) | | 参与单位名称及 | 西部证券、摩根基金、人保养老、华泰柏瑞、万家基金、华 | | 人员姓名 | 泰资管、长盛基金、城旸投资、工银瑞信、宏利基金、招商 | | | 基金、西南证券 | | 时间 | 年 月 日-5 月 日 2025 5 22 29 | | 地点 | 电话会议 | | 上市公司接待人 | 公司高级副总裁盛海先生、董事会秘书李坤先生、副总裁窦 | | 员姓名 | 颖辉先生、学术总监程联胜先生 | | | 公司与投资者就相关问题进行了沟通,整理如下: | | | 问 年度的经营目标? 1:公司 2025 | | | 答:2025 年公司的整体经营目标是实现恢复性增长,继 | | 投资者关系活动 | 续保持公司稳定健康发展的态势。公司将积极加强学术推 | | 主要内容介绍 | 广,提升水针的销售占比,推动生长激素的恢复性增长;中 | | | 药板块自去年 ...
BioNTech to Present Progress Across Diversified Oncology Pipeline at the 2025 ASCO Annual Meeting
Globenewswire· 2025-05-27 12:15
MAINZ, Germany, May 27, 2025 -- BioNTech SE (Nasdaq: BNTX, “BioNTech” or “the Company”) will present clinical trial data from select pipeline candidates across the Company’s diversified oncology portfolio at the American Society of Clinical Oncology (“ASCO”) Annual Meeting, to be held in Chicago, IL, from May 30 to June 3, 2025. The data highlight continued progress of the Company’s clinical programs consisting of complementary therapeutic modalities, including mRNA cancer immunotherapies, next-generation i ...