Latest news with #Moderna
Yahoo
35 minutes ago
- Business
- Yahoo
1 Analyst Thinks This Former Pandemic Winner Could Surge 500% This Year
Moderna (MRNA), once an unknown biotech firm, quickly rose to the top of the global vaccine market during the COVID-19 pandemic. Its mRNA technology platform created one of the world's first and most widely used COVID-19 vaccines. Investors who recognized its potential early saw a dramatic increase in share price, with MRNA stock rising by 1,226.9% between 2020 and 2022. More News from Barchart Tesla Just Signed a Chip Supply Deal with Samsung. What Does That Mean for TSLA Stock? Here's What Happened the Last Time Novo Nordisk Stock Was This Oversold Dear Microsoft Stock Fans, Mark Your Calendars for Aug. 1 Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! Now, in this post-pandemic era, vaccine demand is no longer at its peak. The question is whether the company can move beyond its COVID-19 legacy and become a sustainable, diversified biotech company with long-term growth potential. Moderna will report its second-quarter earnings on Aug. 1. The stock is down 22% year-to-date, underperforming the overall market. Let us see if the stock is a buy now on the dip. A Deep and Ambitious Pipeline Valued at $13.1 billion, Moderna is a biotechnology company that develops messenger RNA (mRNA)-based medicines and vaccines. It uses synthetic mRNA to instruct human cells to produce proteins that can aid in disease prevention, treatment, and cure. Its primary areas of focus include infectious diseases, oncology, rare diseases, autoimmune diseases, and cardiovascular diseases. Moderna's revenue increased dramatically during the peak pandemic years, owing primarily to sales of its COVID-19 vaccine, Spikevax. However, as global vaccination rates stabilized, the company's revenue began to decline. Total revenue fell by 35.3% in the first quarter of 2025 to $108 million, owing to lower net product sales. Spikevax sales totaled $84 million, versus $167 million in Q1 2024. This revenue decline has been difficult for investors accustomed to massive pandemic-era revenue. The company's second commercial product is its standalone RSV vaccine, mRESVIA, which received FDA approval in mid-2024 for adults aged 60 and up. It generated $2 million in sales in the first quarter. Moderna is also testing a combined COVID-19/flu vaccine (mRNA-1083), which is currently in phase 3 trials. If approved, this combination has the potential to streamline millions of annual booster shots while also significantly reducing healthcare logistics and costs. Beyond respiratory viruses, Moderna's oncology pipeline is a daring bet on personalized cancer vaccines. Its collaboration with Merck (MRK) has received significant attention, particularly for mRNA-4157, a personalized cancer vaccine for melanoma. Phase 3 trials are currently underway, and if successful, this approach could provide a new edge in immunotherapy. Further down the pipeline are vaccines for rare metabolic diseases like propionic acidemia and methylmalonic acidemia, as well as autoimmune conditions like multiple sclerosis. While these are early stage and speculative, they show the company's desire to become a multi-franchise biotech powerhouse. Despite short-term revenue challenges, Moderna has been aggressively investing in research and development. As of 2025, the company has over 21 mRNA-based programs in development, including Zika, HIV, HSV, Influenza, and Lyme vaccines, among others. R&D spending totalled $856 million in Q1, with a target of $4.1 billion for the year, reflecting the cost of conducting numerous late-stage trials. Moderna's business model is currently losing money due to a dramatic drop in revenue following the pandemic, as well as an increase in expenses. Its net loss stood at $2.52 per share, compared to $3.07 per share in the year-ago quarter. The company expects to return to profitability by 2026, assuming regulatory approvals and successful commercial launches for its next-generation vaccines. However, this may take time. Clinical setbacks, slower-than-expected market adoption, or pricing pressures may all cause a delay in returning to profitability. Nonetheless, Moderna maintains a strong financial position. At the end of the first quarter, the company had more than $8.4 billion in cash and cash equivalents. This strong liquidity position allows for ongoing investment in clinical development, infrastructure expansion, and strategic acquisitions. Analysts expect the company to report a loss of $3 per share in the second quarter, down from $3.33 the previous year. Revenue could fall by 53%, to $112.56 million. Analysts predict $2.07 billion in revenue for the year, which is consistent with management's forecast of $1.5 to $2.5 billion. However, revenue is expected to climb by 16.3% to $2.41 billion in 2026. Moderna has surpassed the earnings consensus four times in the last two years, with six revenue beats. Is Moderna a Buy, Hold, or Sell on Wall Street? The consensus on Moderna stock is an overall 'Hold.' Of the 26 analysts covering the stock, three rate it a 'Strong Buy,' 19 rate it a 'Hold,' one says it is a 'Moderate Sell,' and three rate it a 'Strong Sell.' The average target price of $42.95 implies the stock can rally 30% from current levels. Additionally, its high price estimate of $198 from Brookline Capital Markets suggests upside potential of more than 500% over the next 12 months. While the upside appears unattainable in light of declining vaccine sales, Moderna stock has a track record of delivering outsized gains. A successful clinical trial result or an FDA approval can send a biotech stock skyrocketing. Rebuilding After the Peak Moderna faces the demanding task of reinventing itself for the post-COVID-19 era. This means transitioning from a single-product blockbuster to a diversified innovator with recurring revenues and pipeline-driven growth. Whether the stock has 'legs' in the long run will depend on its ability to introduce new products to the market and expand its reach. It will also have to convince investors that its post-pandemic story is just as interesting as the one that brought it to global prominence in the first place. This risky biotech is a good buy now if you still believe in the company's potential to turn its story around. On the date of publication, Sushree Mohanty did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. 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Yahoo
2 hours ago
- Business
- Yahoo
Moderna Earnings: What To Look For From MRNA
Biotechnology company Moderna (NASDAQ:MRNA) will be reporting results this Friday before the bell. Here's what to expect. Moderna missed analysts' revenue expectations by 8.4% last quarter, reporting revenues of $108 million, down 35.3% year on year. It was a softer quarter for the company, with full-year revenue guidance missing analysts' expectations significantly. Is Moderna a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Moderna's revenue to decline 46.8% year on year to $128.3 million, a further deceleration from the 29.9% decrease it recorded in the same quarter last year. Adjusted loss is expected to come in at -$3.00 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Moderna has missed Wall Street's revenue estimates twice over the last two years. Looking at Moderna's peers in the biotechnology segment, some have already reported their Q2 results, giving us a hint as to what we can expect. United Therapeutics delivered year-on-year revenue growth of 11.7%, missing analysts' expectations by 0.5%, and Incyte reported revenues up 16.5%, topping estimates by 5.5%. Incyte traded up 10.5% following the results. Read our full analysis of United Therapeutics's results here and Incyte's results here. The euphoria surrounding Trump's November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the biotechnology stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.9% on average over the last month. Moderna is up 12.2% during the same time and is heading into earnings with an average analyst price target of $47.68 (compared to the current share price of $32.20). Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
CBC
17 hours ago
- Health
- CBC
Kids under 12 in Alberta face months-long gap in COVID vaccine availability
Shuhiba Mohammad recently took her daughter for her routine childhood immunizations at age 1, and was frustrated when she was told she'd have to book a separate appointment to get a COVID vaccine. Then, when she called Alberta Health Service's 811 phone number to book an appointment, she learned her child couldn't get a COVID shot, at all. "I was on the phone for about 45 minutes and somebody got back to me that the Moderna vaccine — that was the COVID vaccine given to children under the age of 12 — was expired as of June 17 ... and so there is no opportunity to vaccinate a child under 12 for COVID until the fall," she said. "So we're kind of in a little bit of a limbo, where she's going to have no immunity to COVID and we've just started daycare." Mohammad says she would have appreciated some kind of heads up or communication about this from public health officials, but actually received the opposite when she brought her daughter to her six-month routine immunization appointment. "They had said that we will deal with the COVID vaccines at a year of age," Mohammed said. "But now that I went and I looked it up and I dug into it a little bit deeper, I could have gotten her a vaccine at six months, but public health had told me a year." The AHS vaccine-booking website now informs visitors: "COVID-19 vaccine for individuals 6 months up to and including 11 years of age expired June 17, 2025. After this date, COVID-19 vaccine will only be available for eligible individuals 12 years of age and older." But that warning did not appear in an earlier version of the website, captured on June 14 by the Wayback Machine. Adult vaccines about to be pulled, too An AHS spokesperson declined to answer questions about the vaccine availability, referring them instead to the province's newly created Ministry of Primary and Preventative Health Services, headed up by former health minister Adriana LaGrange. An official with the ministry told CBC News in an email the Moderna COVID-19 vaccine "is currently unavailable across Canada, as all remaining doses have expired" and new doses for children aged six months and older are expected "in the fall." Adults, too, will also soon be ineligible to receive the current batch of COVID shots. "The KP.2 COVID-19 vaccine will no longer be administered in Alberta after July 31, as the province prepares to introduce a new formulation this fall," the official said. "Most remaining KP.2 doses are nearing expiry, and removing them now helps ensure a smooth transition to the new prefilled syringe formulation, which also requires different storage and planning." Craig Jenne, a professor in the department of microbiology, immunology and infectious diseases at the University of Calgary, said it's "frustrating" that children, in particular, will have a months-long gap in vaccine availability. "We have to appreciate that maybe, at a population level, the kids are less at risk of severe COVID, but we do know that the youngest ones are at risk of intensive care unit admission," he said. "So, the fact that this is a Health Canada-approved vaccine, we know it works, we know it's safe, but it's simply not available is really frustrating from the public health level." 'We've got to jump through multiple hoops' Jenne said from a public health perspective, the goal is generally to make vaccines as easily available as possible. "What we've seen with COVID is the exact opposite," he said. He worries about the provincial government's plan to starting charging Albertans a fee for COVID vaccines, once new doses arrive in the fall, and to require people to pre-register to receive them at specialized immunization clinics, because the province will no longer make them available at pharmacies. "So this is now a vaccine that we've got to jump through multiple hoops for — including a significant cost barrier to some Albertans — and there's no doubt that this will drive down uptake and leave a percentage of Albertans who may otherwise want to be protected unable to access the vaccine," Jenne said. In announcing the plans to reduce availability and start charging for the vaccine, the government of Alberta cited COVID immunization advice from the United States. "Recently, the Federal Drug Administration in the United States stopped recommending routine COVID-19 vaccines for pregnant women and healthy children," the province said in a June 13 press release. That change had been announced in May by U.S. Health and Human Services Secretary Robert F. Kennedy Jr. and runs contrary to the latest vaccine guidance in Canada. Starting Aug. 11, the province plans to launch a new "pre-order tool" through its vaccine-booking system where Albertans can "express interest" in receiving both the COVID and influenza vaccines. "Those who pre-order will receive a reminder by text or email prompting them to book their appointment in early October. Pre-ordering is being used to help plan for vaccine needs and reduce potential waste," the ministry official said. "Due to recent changes to the federal COVID-19 vaccine procurement process, provinces and territories are now responsible for purchasing COVID-19 vaccines for residents. Alberta's government remains committed to ensuring Albertans at highest risk of severe outcomes from COVID-19 have access to immunizations." Most Albertans will have to pay for the COVID shot in the fall but the price has not yet been announced. Flu vaccines will remain free, the ministry official said.
Yahoo
5 days ago
- Business
- Yahoo
Biotech Is Booming, and This Undervalued REIT Stands to Gain
While most commercial office landlords are still hunting for post‑pandemic tenants, there's a sector of the real estate industry that's breeding breakout growth: life sciences. Global biotech spending is projected to triple from roughly $1.7 trillion in 2025 to more than $5 trillion by 2034. All that R&D cash needs purpose‑built laboratory space. That's what makes Alexandria Real Estate Equities (NYSE: ARE) such a standout real estate investment trust (REIT). It owns the largest portfolio of labs and life-science properties in the United States and has a client base of approximately 750 high-quality tenants, including Eli Lilly, Moderna, and Bristol-Myers Squibb. With this strong tenant base, Alexandria is poised to generate returns that could replicate like stem cells. Tenants engineered for long-term occupancy With occupancy rates of 92% and the majority of their space leased to biotech, pharmaceutical, and agricultural technology (AgTech), Alexandria is in a league of its own in comparison to other REITs. Given the highly specialized nature of their business, laboratory tenants require customized spaces, so they sign longer leases and rarely move. Thanks to this, last quarter, ARE locked in rent increases of 18.5% on average when tenants renewed and 7.5% when new ones signed, a strong sign of pricing power even during a period of lower leasing demand. The company also has a weighted-average remaining lease term of 7.6 years, indicating strong tenant commitment and predictable long-term cash flow, boosting the company's overall income stability. With a lease portfolio this stable, you could call it genetically engineered for sizable returns. Rebuilding the balance sheet with surgical precision Instead of chasing growth for growth's sake, management has been smartly recycling capital. During 2024, it focused on selling noncore assets to free up cash, reduce debt exposure, and reinvest funds into higher-yielding developments, an approach that improves returns while lowering long-term risk. For 2025, it plans another $2 billion of dispositions and minority‑interest sales, roughly one third of which is already closed or under contract. Proceeds are being funneled into its high‑margin mega‑campus developments that have consistently proven profitable for ARE, further strengthening the company's financial position. Only 13 % of outstanding debt matures before 2028, and the average term is now over 12 years, which is longer than any other REIT in the S&P 500 (SNPINDEX: ^GSPC). Incubating tomorrow's rent roll Even with occupancy not at full capacity, Alexandria has roughly 4 million square feet of Class A lab projects under construction in Boston, San Diego, and the Bay Area. Much of that space is pre‑leased, and the rest should command premium rents once biotech funding rebounds. Combined with contractually built-in rent escalators that will boost revenue annually even without new leases, that pipeline points to rising cash flow in the near future. After paying dividends, the company still expects to retain roughly $475 million of operating cash this year, enough to self‑fund a good chunk of its expansion. Potential side effects to monitor Investors should keep in mind that, while the long-term outlook for the life sciences industry is favorable, demand can be cyclical. If the biotech funding window slams shut due to larger macroeconomic trends, leasing of ARE's new projects could slow. Rising interest rates are another wild card. Alexandria's current interest‑rate swaps shield it for now, but costs will climb when that protection rolls off. Additionally, biotech companies operate on long R&D cycles. If a wave of Alexandria's tenants hit clinical trial setbacks or fail to bring products to market, they may downsize or go out of business, reducing demand for space. Management already trimmed its 2025 adjusted funds from operations (AFFO) guidance after a small dip in occupancy and higher interest expense. As AFFO is a key metric used to assess a REIT's true operating performance and its ability to support dividends, any downward revision can signal slower growth or pressure on dividend safety if trends persist. The company also missed its Q1 2025 earnings per share (EPS) forecast, reporting a $0.07 loss per share versus the $0.76 expected. While EPS isn't as relevant as FFO for REITs, the miss still raised questions about timing of asset sales, operating expenses, and lease activity. Investors should watch closely to make sure management follows through on its efficiency and disposition goals in upcoming quarters. A prescription for income and upside Alexandria currently trades around $71 a share and yields a 7.27% dividend, far above the 4% average REIT payout. More importantly, last quarter's dividend used just 57% of FFO. That's considered a conservative payout ratio for a REIT, suggesting that the company isn't stretching itself to pay investors. ARE also appears to be extremely undervalued right now. It trades approximately 7x forward FFO, lower than many other high-quality REITs, especially those with stable tenants and strong growth prospects. Shares still trade more than 65% below their 2021 peak, meaning ARE offers both attractive yield today and potential upside tomorrow. For income seekers willing to stomach a bit of volatility, Alexandria Real Estate Equities looks like a REIT worth implanting into a diversified portfolio. Should you buy stock in Alexandria Real Estate Equities right now? Before you buy stock in Alexandria Real Estate Equities, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Alexandria Real Estate Equities wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,774!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,064,942!* Now, it's worth noting Stock Advisor's total average return is 1,040% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 The Motley Fool has positions in and recommends Alexandria Real Estate Equities and Bristol Myers Squibb. The Motley Fool recommends Moderna. The Motley Fool has a disclosure policy. Biotech Is Booming, and This Undervalued REIT Stands to Gain was originally published by The Motley Fool
Yahoo
6 days ago
- Business
- Yahoo
EMA Committee for Medicinal Products for Human Use Adopts Positive Opinion Recommending Authorization of Moderna's COVID-19 mRNA Vaccine Targeting the SARS-CoV-2 Variant LP.8.1
Moderna's updated COVID-19 mRNA vaccine will be available for the 2025-2026 vaccination season, pending a European Commission authorization decision CAMBRIDGE, MA / / July 25, 2025 / Moderna, Inc. (NASDAQ:MRNA) today announced that the European Medicines Agency's (EMA) Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion recommending marketing authorization for an updated formulation of the COVID-19 vaccine Spikevax®, targeting the SARS-CoV-2 variant LP.8.1, for active immunization to prevent COVID-19 caused by SARS-CoV-2 in individuals six months of age and older. Following the CHMP's positive opinion, the European Commission will make a marketing authorization decision on Moderna's updated COVID-19 vaccine for the 2025-2026 season. "The CHMP's positive opinion on our updated COVID-19 vaccine targeting the SARS-CoV-2 variant LP.8.1 is an important milestone in our ongoing effort to protect people across the European Union," said Stéphane Bancel, Chief Executive Officer of Moderna. "COVID-19 continues to place a significant burden on vulnerable populations and healthcare systems. Updated vaccines can be an important tool for protecting individuals and societies." The CHMP decision is based on a combination of manufacturing and preclinical data, as well as previous clinical, non-clinical and real-world evidence supporting the efficacy and safety of Moderna's COVID-19 vaccines. The updated vaccine composition aligns with guidance from various global health authorities, which have identified the LP.8.1 strain as an appropriate update to the COVID-19 vaccine composition for the 2025-2026 vaccination season. Additional regulatory applications for Moderna's updated COVID-19 vaccines targeting LP.8.1 are under review around the world. About Moderna Moderna is a leader in the creation of the field of mRNA medicine. Through the advancement of mRNA technology, Moderna is reimagining how medicines are made and transforming how we treat and prevent disease for everyone. By working at the intersection of science, technology and health for more than a decade, the company has developed medicines at unprecedented speed and efficiency, including one of the earliest and most effective COVID-19 vaccines. Moderna's mRNA platform has enabled the development of therapeutics and vaccines for infectious diseases, immuno-oncology, rare diseases and autoimmune diseases. With a unique culture and a global team driven by the Moderna values and mindsets to responsibly change the future of human health, Moderna strives to deliver the greatest possible impact to people through mRNA medicines. For more information about Moderna, please visit and connect with us on X (formerly Twitter), 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: the potential authorization by the European Commission of Moderna's COVID-19 vaccine targeting the SARS-CoV-2 variant LP.8.1; and the opportunity for Moderna to sell COVID-19 vaccines to up to 17 participating European Union countries over a four-year period. 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 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:Clothilde CailletDirector, Country and Europe Communications Investors:Lavina TalukdarSenior Vice President & Head of Investor Relations+1 SOURCE: Moderna, Inc. View the original press release on ACCESS Newswire Sign in to access your portfolio
