Moderna surpassed Wall Street estimates for first-quarter revenue on Friday, helped by better-than-expected sales of its COVID-19 vaccine in international markets.
I believe my original bull case on Roivant Sciences has largely played out, with the stock up sharply since my initial coverage. Brepocitinib is clearly now becoming a broader immunology franchise across DM, NIU, CS, and LPP. ROIV also settled with Moderna regarding LNP, which adds to its already cash-rich balance sheet and supports its ongoing buybacks and pipeline.
Moderna (MRNA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
In the most recent trading session, Moderna (MRNA) closed at $55.6, indicating a +2.53% shift from the previous trading day.
Moderna wins EU approval for its COVID-19-flu combo shot mCombriax, backed by strong phase III data showing superior immune response vs standalone vaccines.
Moderna said on Tuesday it had started a late-stage study of its experimental bird flu vaccine in the U.S. and the UK, marking the first time a pandemic bird flu vaccine made with mRNA technology has reached late-stage trials.
Moderna (MRNA) closed the most recent trading day at $54.26, moving +2.69% from the previous trading session.
In the latest trading session, Moderna (MRNA) closed at $51.3, marking a -1.54% move from the previous day.
Moderna Inc (NASDAQ:MRNA, XETRA:0QF) is expected to highlight progress in international COVID-19 vaccine markets when it reports first quarter 2026 results, according to analysts at Bank of America. They noted that the 2025-2026 vaccine season is winding down, and the company's litigation risks are largely in the past following a $950 million upfront payment in the first quarter, though analysts note the potential for up to $1.3 billion in additional payments depending on the outcome of an ongoing legal appeal.
My previous recommendation of Moderna didn't work out so well, because COVID sales have declined over the last several years. Spikevax 2024 sales reached only $3.1B, and RSV sales were a major disappointment at $25M, failing to offset COVID-19 declines. Despite a 40% YoY revenue drop to $1.9B in 2025, MRNA maintains robust liquidity with $8.1B in cash/investments and a conservative 0.151 debt-to-equity ratio.
In the closing of the recent trading day, Moderna (MRNA) stood at $49.2, denoting a -1.66% move from the preceding trading day.
SPDR S&P Biotech ETF (NYSEARCA:XBI) is built around a deceptively simple idea: give every biotech company roughly equal footing, regardless of size.