We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Moderna, Inc.
Health Care · Biotechnology
Pure-play mRNA platform in post-COVID rebase. Spikevax revenue stepped down from ~$18B (2022) to mid-single-digit billions and trending lower; mRESVIA launch is early and competes with $PFE Abrysvo + $GSK Arexvy. Cash runway and pipeline conversion (flu, combo, CMV, INT) drive the structural read, not next quarter.
- Only listed pure-play mRNA platform; reusable LNP + manufacturing across infectious disease + oncology
- INT/mRNA-4157 melanoma adjuvant readouts with $MRK Keytruda = first non-infectious mRNA shot on goal
- Flu (mRNA-1010) + flu/COVID combo (mRNA-1083) target a multi-billion seasonal market
- ~$9B cash + investments cushions multi-year burn while pipeline matures
- Cost program targeting opex reduction into 2027 extends runway
- COVID demand structurally lower; ex-COVID revenue still de minimis
- mRESVIA enters a 3-player RSV market already taken by $PFE + $GSK
- Operating losses widening as R&D stays high vs declining top line
- Pipeline binary; INT readouts + flu efficacy gates are pass/fail
- No second commercial franchise yet contributing meaningful revenue
Each weekday: the scan's ENTER setups with entry, stop and target, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
No spam. One email per day max. Pro adds Telegram trade alerts and higher AI-assistant limits.