撰文丨王聪 编辑丨王多鱼 排版丨水成文 在 细胞 这个精密运转的"微型城市"中，信使RNA （mRNA） 分子如同快递包裹， 承载着生命活动的核心 指令，将来自 DNA 的遗传信息通过核糖体翻译为蛋白质，以执行生命活动。 N 6 -甲基 腺 苷 （ m 6 A ） 是 mRNA 中最常见的化学修饰 ，其在特定的 mRNA 中富集，并发挥着调节 细胞生长、分化和细胞应激反应的重要作用， m 6 A 是由包含 METTL3 和 METTL14 的异二聚体甲基转 移酶在 mRNA 上合成的。 m 6 A 的主要作用是促进 mRNA 的降解，因此，携带 m 6 A 的 mRNA 通常维 持在较低水平，而这些 mRNA 中的许多编码关键细胞过程的重要调控因子，其上调对于激活各种细胞反应 是必需的。 细胞应激反应依赖于由 m 6 A-mRNA 编码的蛋白质。例如，氨基酸耗竭压力会改变基因表达，以增强资源 的保存、恢复营养水平以及提高抗压能力。这些通路通常利用富含 m 6 A 的 mRNA，这些 mRNA 编码代 谢调控因子、DNA 修复通路蛋白和自噬蛋白。尽管已发现某些 mRNA 的水平在应激期间有所上升，但尚 不清楚这 ...

Moderna (MRNA) kicked off 2025 with mixed first-quarter results. While its streamlining efforts improved bottom-line numbers, the steep decline in revenues raises concerns.While sales of its COVID-19 vaccine continue to decline as expected in a post-pandemic market, Moderna is taking proactive steps to reshape its future. The company is swiftly advancing multiple pipeline candidates across late-stage development, with the intent to diversify its existing revenue base and launch multiple new products over th ...

Shares of Vertex Pharmaceuticals (VRTX -11.91%) were sinking 11.9% as of 10:18 a.m. ET on Tuesday. The sharp decline came after the company announced its 2025 first-quarter results on Monday evening.Vertex reported Q1 revenue of $2.77 billion, up 3% year over year. It posted adjusted earnings of $1.24 billion, or $4.76 per share, up from $1.05 billion, or $4.06 per share, in the prior-year period. However, both top- and bottom-line numbers missed the consensus Wall Street estimates. In addition, Vertex reve ...

With a background as an RN and an MBA, Stephen analyzes healthcare and tech stocks by combining clinical insight with rigorous valuation methods. He specializes in scenario-based DCF modeling, sensitivity analysis, and Monte Carlo simulations to uncover asymmetric risk-reward. His focus is on translating complex science and market dynamics into actionable investment theses. His influences include Superforecasting and Fooled by Randomness.Stay up to date with Stephen's latest thoughts and investment insights ...

Company Overview - Mainz BioMed is developing a novel standard for non-invasive detection of advanced adenomas (AA)[8] - The company has a disruptive, decentralized business model[9] - Mainz BioMed launched its first-generation CRC screening test, ColoAlert®, in Europe[10] - The company possesses a strong intellectual property position[12] Market Opportunity and Product - The US annual market for colorectal cancer (CRC) screening is estimated to be > $30 billion by 2032[14] - ColoAlert® is a highly efficacious, at-home, stool-based screening test for early CRC detection, combining a FIT test with PCR results of specific tumor DNA markers[15] - ColoAlert® has high accuracy with 92% specificity and 85% sensitivity[25] - In a screening population >= 45, 21% sensitivity for adenomas would reduce mortality from CRC by 47%, and 76% sensitivity would reduce mortality from CRC by 67%[21] Partnerships and Financials - Mainz BioMed entered into a Collaboration Agreement with Thermo Fisher Scientific in November 2024, with Thermo Fisher providing resources and discounts on instrumentation[17] - Mainz BioMed also entered into Agreements with Quest Diagnostics in November 2024, with Quest becoming a lab partner for the pivotal study and having a semi-exclusive distributor option right in the U S[17] - For the year ended December 31, 2024, ColoAlert® revenue was $893,991, with a gross profit of $574,883[50]

May 5th, 2025 1st Quarter 2025 Financial Results & Corporate Update This Slide Presentation Includes Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, but not limited to, statements concerning: BioNTech's expected revenues and net profit/(loss) related to sales of BioNTech's COVID-19 vaccine, referred to as COMIRNATY where approved for use under full or conditional marketing auth ...

BioNTech (BNTX) Q1 2025 Earnings Call May 05, 2025 08:00 AM ET Company Participants Michael Horowicz - Director - IRUgur Sahin - Co-Founder, CEO & Chair of the Management BoardÖzlem Türeci - Co-Founder, Chief Medical Officer & Member of Management BoardJens Holstein - CFORyan Richardson - Chief Strategy OfficerAkash Tewari - Managing DirectorCory Kasimov - Senior Managing DirectorMohit Bansal - Managing DirectorKarina Rabayeva - VP - Biotech Equity ResearchHarry Gillis - Vice President - Pharmaceuticals Equ ...

BioNTech (BNTX) Q1 2025 Earnings Call May 05, 2025 08:00 AM ET Speaker0 Welcome to BioNTech's First Quarter twenty twenty five Earnings Call. I would like to hand the call over to Michael Horowitz, Director of Investor Relations. Please go ahead. Speaker1 Thank you. Good morning and good afternoon. Thank you for joining BioNTech's First Quarter twenty twenty five Earnings Call. As a reminder, the slides we will be using during this call and the corresponding press release we issued this morning can be found ...

Core Insights - BioNTech reported a net loss of €415.8 million for Q1 2025, compared to a net loss of €315.1 million in Q1 2024, indicating a significant increase in losses year-over-year [3][7][10] - Revenues for Q1 2025 were €182.8 million, a decrease from €187.6 million in the same period last year, primarily driven by COVID-19 vaccine collaboration [3][10] - The company maintains a strong financial position with €15.9 billion in cash, cash equivalents, and security investments as of March 31, 2025 [8][9] Financial Review - Revenues for Q1 2025: €182.8 million, down from €187.6 million in Q1 2024 [3] - Net loss for Q1 2025: €415.8 million, compared to €315.1 million in Q1 2024 [7] - Basic and diluted loss per share: €1.73 for Q1 2025, up from €1.31 in Q1 2024 [9] - Cost of sales increased to €83.8 million in Q1 2025 from €59.1 million in Q1 2024 [4] - R&D expenses rose to €525.6 million in Q1 2025 from €507.5 million in Q1 2024, driven by late-stage clinical studies [5] - SG&A expenses decreased to €120.6 million in Q1 2025 from €132.6 million in Q1 2024 [6] Corporate Strategy and Outlook - BioNTech is focusing on advancing its oncology pipeline, particularly the bispecific antibody candidate BNT327 and mRNA cancer immunotherapies [8][17] - The company confirmed its financial guidance for 2025, expecting revenues between €1,700 million and €2,200 million, with a similar revenue phasing to 2024 [10][11] - Planned R&D expenses for 2025 are estimated between €2,600 million and €2,800 million, with SG&A expenses projected at €650 million to €750 million [11] Clinical Development Updates - BioNTech presented multiple clinical updates for its oncology pipeline, including promising data for BNT327 in combination with antibody-drug conjugates [8][19] - Preliminary data from ongoing trials indicate anti-tumor activity and manageable safety profiles for BNT327 in various cancer indications [18][19] - The company is preparing for the 2025/2026 season variant-adapted COVID-19 vaccine [8][26] Management Changes - Ramón Zapata-Gomez has been appointed as the new CFO effective July 1, 2025, succeeding Jens Holstein [26]

Moderna (MRNA) incurred a loss of $2.52 per share in the first quarter of 2025, narrower than the Zacks Consensus Estimate of a loss of $2.92. In the year-ago period, the company had reported a loss of $3.07.Total revenues in the quarter were $108 million, which missed the Zacks Consensus Estimate of $127 million. Revenues declined around 35% year over year, owing to lower net product sales. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)More on MRNA’s Q1 EarningsModerna currently ...