社区

Accordingly, the recent release underscored a lower-than-expected efficacy, indicating Moderna's "RSV vaccine might be less effective than initially thought." As a result, I believe the market is likely pricing in execution risks in its pipeline, affecting the competitiveness of its RSV vaccine. Moderna investors should be keenly aware of the criticality of its RSV vaccine as a crucial growth vector as the company looks forward following the success of its COVID franchise. Notwithstanding the caution, Moderna is still expected to receive FDA approval for its RSV vaccine, helping to alleviate some concerns. At a recent January conference, Moderna management highlighted that it "anticipates regulatory approvals for its RSV vaccine beginning in the first half of 2024." Therefore, investors must carefully assess management's commentary about the data release at its upcoming earnings conference. Given the recent updates, a

Finance reports profit margins at around 11%. Moderna also bought back $600 million worth of MRNA stock during Q2 2023. Companies routinely perform stock buybacks when management believes shares are undervalued. The company held $14 billion in cash on its balance sheet at the end of Q2 2023 with $1.7 billion in long term debt. I expect net profit margins to improve drastically heading into the end of Q3 2023 once the fall COVID-19 wave arrives. Have Moderna Shares Bottomed Due to a Projected COVID-19 Fall Wave?Health experts are predicting a massive spike in COVID-19 cases starting around September 1st as the weather changes and everyone heads back to school and the workplace. The newest COVID-19 variant, Eris, has caused a spike in COVID-19 cases worldwide with countries such as the United States, Canada, United Kingdom, and many others reporting spikes in cases and hospitalizations. Moderna made a swift move by working on its most recent vaccine to fight Eris and early

Moderna MRNA is focused on expanding its portfolio of marketed products, including its COVID-19 vaccine, whose sales have declined in recent quarters.Being one of the first-ever COVID-19 vaccine developers, Moderna generated robust product sales that helped the company transform from a clinical-stage pharmaceutical company to a commercial one, with solid sales.The higher-than-expected product sales helped the company boost its cash resources. MRNAis developing more than 30 mRNA-based investigational candidates in multiple stages of clinical studies.Last month, Moderna initiated regulatory submissions for its mRNA-based RSV vaccine mRNA-1345 for use in older adults in several markets, including the United States, Europe and Australia. A potential launch is expected next year. If approved, mRNA-1345 could be Moderna’s second product launch.Despite new product launch expectations and pipeline progress, Moderna continues to develop its COVID-19 vaccine to target new and evolving virus var