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Moderna’s upsized note offering quickly followed a big win in a crucial study. Elsewhere, a biotech’s shares tumbled after study data were “inadvertently” published ahead of a medical meeting.
Over the past 12 months, the State Street SPDR S&P Biotech ETF is up around 85% versus roughly 20% for the S&P 500. Last week added an exclamation point: Moderna more than doubled in a single session after its mRNA cancer vaccine, developed with Merck, cleared a late-stage melanoma trial. For decades, U.S. and other Western companies enjoyed something close to a monopoly on cutting-edge science.
Merck stock has delivered strong gains over the past few years, while the latest valuation checks send mixed signals as the Discounted Cash Flow (DCF) intrinsic value estimate suggests upside but traditional market multiples point the other way. The stock also carries a low broader value score, which leans more toward expensive than clear bargain territory. Over 5 years, Merck has returned 126.6%, which sets expectations high for what investors are willing to pay for the next leg of the...
Tempus AI, Inc. (NASDAQ:TEM) rallied following a melanoma breakthrough reported by Moderna and Merck. The companies said their Phase 3 INTerpath-001 trial met its recurrence-free survival endpoint for the personalized cancer therapy intismeran autogene, also known as V940, combined with Keytruda. Detailed trial data remain pending. The read-through came from Personalis, which has supported the […]
BioNTech SE (NASDAQ:BNTX) rallied following the first positive interim Phase 3 topline result for a personalized mRNA cancer therapy. Moderna and Merck said intismeran, combined with Keytruda, significantly improved recurrence-free and distant metastasis-free survival in patients with surgically removed high-risk melanoma. The result lifted other mRNA developers because it provided the strongest evidence yet that […]
The biotech firm announced plans to raise $2 billion through convertible notes, which could be increased to $2.3 billion.
The biotech company will sell notes due 2032, with an option to raise an additional $300 million, days after its stock hit a multi-year high
ARK sees a path toward custom cancer treatments for every patient, though current costs of $200,000-$300,000 remain a major hurdle.
Novavax stock is garnering attention from options traders
With the market in a holding pattern ahead of Nvidia’s earnings report, industrials, energy, and utilities were doing the heavy lifting. The Dow Jones Industrial Average dropped 156 points, or 0.3%. The S&P 500 was down 0.
Daraxonrasib, the pill touted by a former member of Congress and cancer patient as a ‘miracle drug,’ has been granted approval in patients with pancreatic adenocarcinoma.
Moderna stock shed 7% on Wednesday with no company news to blame, reopening a brutal question that its 439% year-to-date rally had been drowning out: what exactly does a $59 billion valuation buy on a revenue base this thin?
Moderna's commercial business has shrunk and is lossmaking, which puts the weight of its market value on a pipeline rather than on revenue.
MRK hits a 52-week high as positive melanoma data, pipeline progress, new launches and M&A bolster its long-term growth outlook.
Vertex's stock is up 15% in a month as strong CF sales, rising non-CF drug revenues and renal pipeline progress boost its growth story.
Scott Melker outlines how Binance is offering new perpetual futures contracts with 20x leverage. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Bloom Energy, Micron, Nvidia, UBS and Moderna have been highlighted in this Investment Ideas article.
The Morning Bull - US Market Morning Update Wednesday, Aug, 26 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.6%. The move comes even as the Chicago Fed National Activity Index slips to -0.08 in July, which signals slightly weaker overall US economic activity and hints that growth is cooling. At the same time, the US 10-year Treasury yield sits near 4.7% as investors weigh a government debt buyback...
Thanks to some major breakthroughs in healthcare, AI was in the news a lot this week for all the right reasons. Eric Bleeker and Austin Smith break down what this means for companies like Moderna and their investors.
Moderna (NasdaqGS:MRNA) CEO has raised concerns about China's state-backed push into mRNA technology and its implications for global competition. The company is expanding U.S. manufacturing capacity to help maintain American leadership in biotechnology and address national security priorities. The comments highlight increasing geopolitics in biotech, with mRNA platforms seen as a key area of focus for both economic and security planning. Consider broadening your watchlist to other companies...
Stocks ended broadly higher on Tuesday, though most of that was thanks to semiconductor stocks. The Dow Jones Industrial Average and the S&P 500 both gained 0.3% while the Nasdaq Composite rose 0.7%. The moves came a day before Nvidia’s earnings report (more on that below).
The optimism around MRNA began last week after Moderna and partner Merck reported that their personalized cancer vaccine, intismeran, met key goals in a late-stage study for high-risk melanoma.
According to a filing with the SEC, Kura President and CEO Troy Edward Wilson bought 100,000 shares of common stock on August 24 for about $1.24 million in total.
Gain insight on Moderna, Novo Nordisk and more in the latest Market Talks covering the Health Care sector.
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