Moderna Stock Price, News & Analysis

Moderna (NASDAQ:MRNA) reported Q1 2025 financial results with revenues of $0.1 billion, showing a GAAP net loss of $(1.0) billion and EPS of $(2.52). The company reiterated its 2025 revenue guidance of $1.5-2.5 billion and announced cost reduction plans targeting $1.4-1.7 billion in operating cost savings by 2027. Q1 sales included $84 million from Spikevax and $2 million from mRESVIA. R&D expenses decreased 19% to $856 million, while SG&A expenses fell 23% to $212 million. Cash position stood at $8.4 billion. The company is advancing multiple late-stage pipeline candidates, including next-generation COVID-19 vaccine, RSV vaccine, and various oncology therapeutics, with up to 10 products progressing toward approval.

Flagship Pioneering and Quotient Therapeutics have appointed Rahul Kakkar, M.D. as CEO-Partner and Chief Executive Officer. Dr. Kakkar brings nearly 20 years of experience in biotech entrepreneurship and medicine, previously serving as CEO of Tome Biosciences and Pandion Therapeutics, which was acquired by Merck for $1.85 billion.

Jake Rubens, Quotient's co-founder and former CEO, will transition to a board director role after successfully establishing the company's first industrial platform for discovering drug targets through somatic genomics and securing a collaboration with Pfizer in cardiovascular and renal diseases.

Dr. Kakkar, who continues to practice at Brigham and Women's Hospital and lecture at Harvard Medical School, will lead Quotient's efforts in advancing its pipeline and platform technology. The company's focus on somatic genomics aims to discover novel drug targets and create first-in-class medicines for various diseases.

Etiome, unveiled by Flagship Pioneering with a $50 million initial commitment, introduces its Temporal Biodynamics™ AI-powered platform for preemptive healthcare. The platform represents the first end-to-end solution to detect and preempt disease progression before it becomes critical.

The technology characterizes disease progression over time by combining multimodal population-level data and single cell omics with artificial intelligence. It identifies Biostage Markers - stage-specific biomarkers indicating patient disease progression - and develops targeted Biostaged Medicines.

Initially focusing on metabolic, neurodegenerative, pre-cancerous, and autoimmune diseases, Etiome aims to reduce morbidity, lower healthcare costs, and extend healthy lifespans. The company emerges after four years of platform development under Flagship Pioneering's Preemptive Health and Medicine Initiative.

Moderna (NASDAQ:MRNA) has scheduled its first quarter 2025 financial results announcement for Thursday, May 1, 2025. The company will host a live conference call and webcast at 8:00 a.m. ET to present the results and provide a corporate update.

Investors can access the live webcast through the 'Events and Presentations' section on Moderna's investor website. The archived version will be available approximately two hours after the conference call and remain accessible for one year.

Moderna (NASDAQ:MRNA) has announced its participation in the ESCMID Global Congress in Vienna from April 11-15, 2025, where it will present extensive infectious disease research through twelve scientific presentations.

The presentations include research across multiple disease areas: COVID-19, influenza, respiratory syncytial virus (RSV), cytomegalovirus (CMV), norovirus, and mpox. The format includes three oral presentations, one e-poster presentation, and eight poster presentations.

Key highlights include presentations on: JN.1 and KP.2-encoding mRNA COVID-19 vaccines, six-month immunogenicity of mRNA-1345 RSV vaccine in adults aged ≥60 years, safety studies of mpox vaccine candidate mRNA-1769, and long-term safety data for cytomegalovirus mRNA-1647 vaccine.

Flagship Pioneering has announced a new collaboration between its drug discovery unit Pioneering Medicines and Pfizer to discover potential novel inhibitors for autoimmune disease treatment. The partnership will utilize Logica, a platform developed by Valo Health and Charles River that combines AI-powered technology with drug discovery expertise to translate biological insights into optimized small molecules.

This marks the sixth agreement under the strategic partnership between Flagship Pioneering and Pfizer, following previous collaborations with ProFound Therapeutics, Quotient Therapeutics, Montai Therapeutics, and Ampersand Biomedicines. The initiative aims to address the unmet needs in autoimmune disease management by developing more effective, safer, and personalized treatment options.

Moderna (NASDAQ:MRNA) has received approval from the Australian Therapeutic Goods Administration (TGA) for mRESVIA®, its mRNA vaccine against respiratory syncytial virus (RSV), for adults aged 60 and older. The vaccine is designed to prevent lower respiratory tract disease caused by RSV infection.

This marks a significant milestone as the first mRNA vaccine approved in Australia for use beyond COVID-19. The approval is supported by data from the Phase 3 ConquerRSV trial, which involved approximately 37,000 adults aged 60+ across 22 countries.

The approval addresses a significant health concern, as RSV laboratory-notified cases in adults aged 65+ during the 2024 Australian winter period reached nearly two-thirds of influenza cases. Notably, 90% of RSV-related deaths were reported in those aged 60 years and older. The vaccine will be supplied from Moderna's Melbourne facility.

Lila Sciences, founded by Flagship Pioneering in 2023, has emerged with a groundbreaking scientific superintelligence platform and autonomous labs for life, chemical, and materials sciences. The company has secured $200 million in seed financing from multiple investors including Flagship Pioneering, General Catalyst, and ARK Venture Fund.

The platform combines generative AI with autonomous AI science units to scale and optimize experimentation across scientific domains. Early achievements include developing advanced LLMs, generating optimal genetic medicine constructs, discovering novel antibodies, and creating cost-effective green hydrogen catalysts.

Led by CEO Geoffrey von Maltzahn and a team of experts including Chief Scientist George Church and CTO Andrew Beam, Lila's platform will be available to partners in life and material sciences industries to accelerate solutions in human health and sustainability.

Moderna (NASDAQ:MRNA) has received marketing authorization from the UK's Medicines and Healthcare products Regulatory Agency (MHRA) for mRESVIA, its RSV vaccine for adults 60 years and older. This marks Moderna's second approved product in the UK.

The vaccine, designed to prevent lower respiratory tract disease caused by respiratory syncytial virus (RSV), will be manufactured at the Moderna Innovation and Technology Centre in Oxfordshire. RSV significantly impacts UK elderly adults, causing 175,000 GP appointments, 14,000 hospitalizations, and 8,000 deaths annually in those 65 and older.

The approval is based on the Phase 3 ConquerRSV trial, which involved approximately 37,000 adults aged 60+ across 22 countries. No serious safety concerns were identified during the trial.