Moderna to Enter into Long-Term Strategic Agreement with the Government of Mexico
Rhea-AI Summary
Moderna (NASDAQ:MRNA) signed a five-year Memorandum of Understanding with the Government of Mexico, BIRMEX, and Laboratorios Liomont to support Plan Mexico, enable access to Moderna's respiratory vaccine portfolio, and transfer technology to Liomont to produce mRNA-1273 domestically.
The agreement includes collaboration on local clinical R&D, pandemic preparedness, and follows COFEPRIS approval of Moderna's 2025-2026 COVID-19 vaccine for ages 6 months and older plus a government purchase adjudication for up to 10 million doses.
Positive
- Five-year strategic MoU establishes multi-year collaboration with Mexican government
- Technology transfer to Liomont to produce mRNA-1273 domestically
- COFEPRIS approval of 2025-2026 COVID-19 vaccine for ages 6 months and older
- Purchase adjudication for up to 10 million doses to Medistik
Negative
- Agreement is a Memorandum of Understanding and may be non-binding
- Disclosed supply is limited to up to 10 million doses in current adjudication
News Market Reaction
On the day this news was published, MRNA gained 0.11%, reflecting a mild positive market reaction. Argus tracked a peak move of +4.4% during that session. Our momentum scanner triggered 80 alerts that day, indicating high trading interest and price volatility. This price movement added approximately $20M to the company's valuation, bringing the market cap to $17.78B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
MRNA was up about 2.29% while peers showed mixed moves: ROIV +5.01%, MDGL +2.23%, VRNA +0.06%, BPMC +0.09%, and HALO -1.85%. With no peers in the momentum scanner and no same-day peer headlines, the Mexico partnership appears more company-specific than sector-driven.
Previous Partnership Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 29 | Strategic collaboration | Positive | -6.0% | Global commercialization deal for investigational mRNA-3927 with upfront and milestones. |
| Aug 28 | Research partnership | Positive | -0.8% | Pfizer-linked target discovery collaboration via Flagship’s Quotient somatic genomics platform. |
| Jul 02 | BARDA project award | Positive | +1.0% | $176M BARDA award to accelerate mRNA-based pandemic influenza vaccine development. |
Partnership-related headlines have historically produced modest moves, with an average change of about -1.92% and more instances of negative reactions than positive, suggesting markets have sometimes faded collaboration news.
Over recent periods, Moderna’s partnership and collaboration news has included a BARDA award of $176M to advance an mRNA H5 influenza vaccine and a strategic collaboration with Recordati around the investigational mRNA-3927 program. These announcements, along with another partnership involving Pfizer under Flagship’s umbrella, saw mixed to slightly negative average price reactions of about -1.92%, indicating that collaboration headlines have not consistently driven sustained upside.
Historical Comparison
In the past, partnership headlines for MRNA and affiliates averaged about -1.92% next-day moves, showing that collaboration news has often been met with cautious or selling pressure rather than sustained rallies.
Partnership activity has spanned BARDA-backed pandemic preparedness work, global commercialization collaborations, and now a multi-year public-sector agreement in Mexico, reflecting a shift from single-program deals toward broader geographic and health-system arrangements.
Market Pulse Summary
This announcement outlines a five-year strategic framework with the Mexican government, combining local mRNA manufacturing, access to a respiratory vaccine portfolio, and collaboration on clinical research and pandemic preparedness. In context of prior BARDA and commercial partnerships that averaged about -1.92% next-day moves, investors may focus on concrete milestones such as delivered doses, expanded indications, and additional country-level agreements to gauge long-term impact.
Key Terms
memorandum of understanding (MoU) regulatory
mRNA medical
technology transfer technical
clinical research and development medical
AI-generated analysis. Not financial advice.
Signed Memorandum of Understanding supports "Plan Mexico," Mexico's strategic initiative to build a local mRNA ecosystem and strengthen health security
Strategic agreement will enable access to Moderna's respiratory vaccine portfolio as well as a technology transfer to Laboratorios Liomont for domestic manufacturing of Moderna's COVID-19 vaccine
CAMBRIDGE, MA / ACCESS Newswire / February 10, 2026 / Moderna, Inc. (NASDAQ:MRNA) today announced it has signed a Memorandum of Understanding (MoU) for a long-term strategic agreement with the Mexican Government, Laboratorios de Biológicos y Reactivos de Mexico (BIRMEX), and Laboratorios Liomont (Liomont), to enhance Mexico's health sovereignty and mRNA manufacturing resilience. The five-year agreement will include the supply of Moderna's respiratory vaccine portfolio, as well as technology transfer to Liomont, a Mexican pharmaceutical company with state-of-the-art manufacturing facilities, to produce mRNA-1273, Moderna's COVID-19 vaccine, and establish a reliable in-country supply of respiratory vaccines. In alignment with "Plan Mexico," a Mexican government initiative to increase investment and build local production capacity, Moderna and the Mexican Government will also collaborate on local clinical research and development programs based on Mexico's health priorities and work to strengthen its pandemic preparedness framework.
"We are proud to support Mexico in its mission to strengthen national health security," said Stéphane Bancel, Chief Executive Officer of Moderna. "Through this agreement, we will be able to provide the Mexican people with access to our respiratory vaccines and critical pandemic response capacity. This collaboration also reflects the growing demand for these vaccines in Mexico, and we are excited about the opportunity to support public health needs while driving sales growth through geographic diversification."
This agreement follows the recent Federal Commission for the Protection against Sanitary Risk (COFEPRIS) approval of Moderna's 2025-2026 COVID-19 vaccine for individuals aged 6 months and older, as well as the purchase adjudication with the Government of Mexico for the supply of up to 10 million doses of Moderna's 2025-2026 COVID-19 vaccine to Logística y Transporte para la Industria de la Salud, S.A.P.I. de C.V. (Medistik).
About Moderna
Moderna is a pioneer and leader in the field of mRNA medicine. Through the advancement of its technology platform, Moderna is reimagining how medicines are made to transform how we treat and prevent diseases. Since its founding, Moderna's mRNA platform has enabled the development of vaccines and therapeutics across infectious diseases, cancer, rare diseases and more.
With a global team and a unique culture, driven by the company's values and mindsets, Moderna's mission is to deliver the greatest possible impact to people through mRNA medicines. For more information about Moderna, please visit modernatx.com and connect with us on X, Facebook, Instagram, YouTube and LinkedIn.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including statements regarding: Moderna's long-term strategic agreement with the Mexican government; and supply of Moderna's respiratory vaccines. The forward-looking statements in this press release are neither promises nor guarantees, and you should not place undue reliance on these forward-looking statements because they involve known and unknown risks, uncertainties, and other factors, many of which are beyond Moderna's control and which could cause actual results to differ materially from those expressed or implied by these forward-looking statements. These risks, uncertainties, and other factors include, among others, those risks and uncertainties described under the heading "Risk Factors" in Moderna's Annual Report on Form 10-K for the fiscal year ended December 31, 2024, and in subsequent filings made by Moderna with the U.S. Securities and Exchange Commission, which are available on the SEC's website at www.sec.gov. Except as required by law, Moderna disclaims any intention or responsibility for updating or revising any forward-looking statements contained in this press release in the event of new information, future developments or otherwise. These forward-looking statements are based on Moderna's current expectations and speak only as of the date of this press release.
Moderna Contacts
Media:
Chris Ridley
Head of Global Media Relations
+1 617-800-3651
Chris.Ridley@modernatx.com
Investors:
Lavina Talukdar
Senior Vice President & Head of Investor Relations
+1 617-209-5834
Lavina.Talukdar@modernatx.com
SOURCE: Moderna, Inc.
View the original press release on ACCESS Newswire
FAQ
What does Moderna's five-year MoU with Mexico (MRNA) cover?
Will Moderna manufacture COVID-19 vaccine in Mexico under the MRNA agreement?
How many doses did Mexico agree to purchase from Moderna (MRNA)?
Does the MoU include regulatory approvals for Moderna vaccines in Mexico?
What is Plan Mexico and how does MRNA's deal relate to it?
Is Moderna's agreement with Mexico a binding contract or a memorandum of understanding?
