文章核心观点 - 文章作者推广其投资通讯服务“Haggerston BioHealth”该服务专注于生物技术、制药和医疗保健行业的股票动态、关键趋势和估值催化剂 [1] - 作者以Moderna Inc (MRNA)和Novavax Inc (NVAX)为例指出五年前这两家公司是市场广泛讨论的热门股票 [1] - 作者Edmund Ingham是一位拥有超过五年行业经验的生物技术顾问曾为超过1,000家公司撰写详细报告 [1] 作者及其服务介绍 - 作者Edmund Ingham领导投资团体Haggerston BioHealth该团体面向新手和经验丰富的生物技术投资者 [1] - 该服务提供的内容包括：需要关注的市场催化剂、买入和卖出评级、所有大型制药公司的产品销售与预测、预测模型、综合财务报表、贴现现金流分析以及按市场细分进行的分析 [1]

文章核心观点 - 文章作者推广其投资通讯服务Haggerston BioHealth 该服务旨在帮助投资者追踪生物技术、制药和医疗保健行业的股票动态、关键趋势和估值催化剂 [1] - 作者指出五年前Moderna Inc (MRNA)和Novavax Inc (NVAX)是市场上备受关注的股票 [1] 作者及服务介绍 - 作者Edmund Ingham是一位拥有超过5年行业报道经验的生物技术顾问 已撰写超过1,000家公司的详细报告 [1] - 作者领导投资团体Haggerston BioHealth 该团体面向新手和经验丰富的生物技术投资者 [1] - 提供的服务内容包括：关注催化剂、买卖评级、所有大型制药公司的产品销售与预测、预测、综合财务报表、贴现现金流分析和市场细分分析 [1]

Moderna's Chief Medical Officer Jacqueline Miller, who led the development of the company's mRNA-based COVID-19 vaccine Spikevax, will step down effective March 2, the vaccine maker said on Friday. ...

公司人事任命 - 公司任命David Berman博士为首席开发官 [1] - 该任命自2026年3月2日起生效 [1]

报告投资评级 - 行业评级：增持 [4] 报告核心观点 - 报告认为 Moderna 个体化 mRNA 癌症疫苗 V940 的5年随访结果支持其能诱导并维持持久免疫应答 为后续III期临床与注册推进提供了更充分的临床依据 [2] - 核心读出数据显示 V940 联合 Keytruda 降低49%高危黑色素瘤患者复发或死亡风险 且疗效从2年随访时的44%提升至3年的49%并在5年随访时仍维持在49% 同时未发现新的安全性信号 [5] - 本次数据读出为 mRNA 肿瘤疫苗从概念验证走向路径验证提供依据 五年随访中疗效未随时间明显减弱 在一定程度上区别于过往多次失败的肿瘤疫苗尝试 为 mRNA 肿瘤疫苗技术路径提供了更长期的临床数据支持 [5] 事件与数据总结 - 事件：2026年1月21日 Moderna 与默沙东联合披露个体化 mRNA 癌症疫苗 V940 联合 Keytruda 用于高危黑色素瘤辅助治疗的 IIb 期5年随访结果 [5] - 关键临床数据：KEYNOTE-942研究结果显示 V940 联合 Keytruda 降低49%高危黑色素瘤患者复发或死亡风险 疗效从2年随访时的44%提升至3年的49%并在5年随访时仍维持在49% [5] 产品研发进展总结 - V940 的整体推进节奏在同类项目中较为靠前 目前已开展8项 II/III 期临床研究 适应症覆盖黑色素瘤、非小细胞肺癌、膀胱癌及肾细胞癌等多种实体瘤 [5] - 其中黑色素瘤 III 期临床试验已完成入组 预计将于2026年迎来关键数据读出 [5] - 项目已获得 FDA 突破性疗法认定 为后续注册申报与监管沟通提供政策层面的支持 [5] 技术机制总结 - mRNA-4157 属于个体化新抗原疗法 可编码最多34种新抗原 通过激活具免疫记忆特征的 T 细胞反应并与 PD-1 抑制剂形成互补作用 [5]

mRNA-3927 is a strong strategic fit with Recordati’s rare Metabolic portfolio Collaboration combines Moderna’s expertise in mRNA technology for rare metabolic disorders with Recordati’s established global rare disease commercial infrastructure Moderna will continue to lead development for mRNA-3927, and if approved, Recordati will lead global commercialization efforts Milan, 29 January 2026 – Recordati today announced that it has entered into a collaboration and license agreement with Moderna to develop and ...

Moderna will continue to lead clinical development and manufacturing for mRNA-3927 Moderna to receive up to $160 million in upfront and near-term development and regulatory milestones, in addition to commercial and sales milestones and tiered royalties on net sales CAMBRIDGE, MA / ACCESS Newswire / January 29, 2026 / Moderna, Inc. (NASDAQ:MRNA) today announced a strategic collaboration with Recordati to advance Moderna's investigational propionic acidemia (PA) therapeutic, mRNA-3927, through the final stage ...

Moderna, Inc. (NASDAQ:MRNA) is one of the stocks Jim Cramer was recently asked about. Noting that the company is working on a cancer vaccination, a caller asked if they should invest in the stock. Cramer replied: Well, I gotta tell you, this is something that they did promise a long time ago, and I hope that it’s for real… I do say that we have to wait and see. Why? Because the stock’s up so much, 54% for the year. I just want to know how certain things really are. Photo by Ian Hutchinson on Unsplash ...

The past few years have been challenging for Moderna (NASDAQ: MRNA) as the biotech has failed to maintain strong revenue growth from its coronavirus vaccine. The company's shares have significantly lagged the market since 2022. However, the biotech is off to a strong start in 2026. Moderna stock is already trading up 58% this year. Could this finally be the start of a sustained bull run for the pharmaceutical stock? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the ...

Deep-pocketed investors have adopted a bearish approach towards Moderna (NASDAQ:MRNA), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in MRNA usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 18 extraordinary options activities for Moderna. ...