Moderna Reports First Quarter 2025 Financial Results and Provides Business Updates Reports first quarter revenues of $0.1 billion, GAAP net loss of $(1.0) billion and GAAP EPS of $(2.52) Reiterates 2025 expected revenue range of $1.5 to $2.5 billion and 2025 year-end cash balance of approximately $6 billion Announces reduction of $1.4 to $1.7 billion in estimated GAAP operating costs by 2027 Advancing up to 10 products toward approval, including multiple oncology candidates CAMBRIDGE, MA / ACCESSWIRE / May ...

Moderna (MRNA) FY 2025 Annual General Meeting April 30, 2025 08:00 AM ET Speaker0 Welcome to the Annual Meeting for Moderna, Inc. Our host for today's call is Noubar Afayan, Chairman of the Board. I would like to now turn the call over to your host, Mr. Afeyan. You may begin. Speaker1 Thank you. Good morning. I'm Noubar Afeyan, Chairman of the Board of Moderna. Thank you for joining us this morning and welcome to the Moderna twenty twenty five Annual Meeting of Shareholders. Before I call this meeting to or ...

In many ways, the pandemic is becoming a faded memory. With that, a major pandemic star -- biotech Moderna (MRNA -0.79%) -- also seems to be disappearing from the world's attention. The company's stock is down a headache-inducing 36% year to date, compared to the S&P 500 index's mere 9% slide. This doesn't mean Moderna is inactive; in fact, it's quite the opposite. Let's see if that, combined with its considerable price weakness, makes it something of a stealth buy today. The two first-mover vaccines both s ...

文章核心观点 - 股市回调时投资者可趁机买入股票，牛市终将到来且可能比当前困境持续时间长，回调时公司股价常打折，是投资好时机，推荐买入今年分别下跌17%和36%的再生元制药和莫德纳股票 [1][2] 莫德纳公司情况 - 疫情期间靠研发新冠疫苗成名，疫情消退后营收大幅下降且重回亏损，当前动荡环境也不利股价 [3] - 过去几年临床进展显著，呼吸道合胞病毒疫苗获批，新冠/流感组合疫苗3期试验成功有望今年获批，该组合疫苗具创新性 [5] - 持续瞄准未满足需求高的领域，后期管线有巨细胞病毒疫苗和个性化癌症疫苗，早期管线也有其他有潜力候选药物，mRNA疫苗领域有前景 [6] - mRNA疫苗开发比传统疫苗更快更便宜，公司在该领域具创新性且管线丰富，未来有望取得更多临床里程碑 [7] - 尽管过去三年面临困境，但未来前景光明，今年股价下跌36%值得买入 [8] 再生元制药公司情况 - 虽去年财务业绩强劲，但与拜耳联合销售的阿柏西普面临生物仿制药竞争，加上市场波动，股价今年迄今下跌17% [9][10] - 最重要药物达必妥与赛诺菲联合销售，去年获批用于治疗慢性阻塞性肺疾病，有望增加数十亿美元销售额 [11] - 新版阿柏西普给药方案更方便，能减少生物仿制药竞争损失，公司管线有亮点，在肿瘤学、减肥市场有布局，治疗听力损失的基因疗法早期研究结果出色 [12] - 除股票回购计划外还启动了股息分配，意在回报股东，是投资该股票的另一理由 [13]

In the latest trading session, Moderna (MRNA) closed at $27.19, marking a -0.75% move from the previous day. This change lagged the S&P 500's 0.74% gain on the day. On the other hand, the Dow registered a gain of 0.05%, and the technology-centric Nasdaq increased by 1.26%.The biotechnology company's stock has dropped by 14.73% in the past month, falling short of the Medical sector's loss of 7.7% and the S&P 500's loss of 4.77%.Investors will be eagerly watching for the performance of Moderna in its upcoming ...

Moderna (MRNA) is expected to report first-quarter 2025 earnings on May 1, before the opening bell. The company’s earnings beat estimates by 7.06% in the last reported quarter. The Zacks Consensus Estimate for sales and earnings is pegged at $127 million and a loss of $2.91 per share, respectively. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)Factors Shaping MRNA’s Upcoming ResultsThe company is likely to have generated a major portion of its revenues from selling its COVID-19 va ...

Wall Street expects a year-over-year increase in earnings on lower revenues when Moderna (MRNA) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 1, 2025, might help the stock move higher if these key numbers are better than expectations. ...

In the early days of the COVID-19 pandemic, Moderna (MRNA -1.89%) was a top performer, from both a share-price and an earnings perspective. As one of the leading coronavirus vaccine companies, the biotech brought in billions of dollars in annual earnings and saw its stock price jump more than 2,300% from January 2020 through early August of 2021. But in recent years, its stock performance and earnings have disappointed investors.With demand for COVID vaccination on the decline, Moderna hasn't been able to c ...

文章核心观点 2025年第一季度市场表现不佳，Moderna股价下滑，公司销售持续低迷，营收大幅下降且指引目标降低，同时FDA关键官员辞职带来行业不确定性，建议避开该公司直至其改善状况 [1][2][3][6] 市场表现 - 2025年第一季度S&P 500下跌4.6%，纳斯达克综合指数下跌10.4%，Moderna股价在该季度下滑31.8% [1] 公司业绩 - 新冠疫情后公司销售持续艰难，2024年营收仅32亿美元，较2022年的193亿美元大幅下降，全年及第四季度收益同比下降超50%，业绩未达预期 [2] - 公司将2025年目标销售额下调至10亿美元，原预期为25 - 35亿美元，现预计为15 - 25亿美元，新冠和RSV疫苗需求显著减弱 [3] 应对措施 - 为应对预计营收下降，公司加速此前宣布的成本削减计划，目标今年削减10亿美元开支，可能影响公司有效运营能力 [4] 行业事件 - FDA生物制品评估和研究中心负责人Peter Marks辞职，其在疫情期间新冠疫苗快速审批及前沿细胞和基因疗法监管方面发挥关键作用 [5] - 辞职是在疫苗怀疑论者Robert F. Kennedy Jr.施压下发生，Marks称其追求真相和透明与上级意愿相悖 [6] - BMO Capital Markets分析师称该辞职对生物科技和制药公司尤其是Moderna等疫苗制造商是“重大负面”，FDA政治化违背其使命，给药企带来重大不确定性，Moderna疫苗开发项目可能延迟 [6]

文章核心观点 - 公司近年经历起伏，虽有产品管线但股价下跌，近期FDA人事变动带来不确定性，不同投资者应采取不同投资策略 [1][2][11] 公司发展历程与现状 - 公司曾因新冠疫苗盈利达数十亿美元，股价在2020年初至2021年8月上旬涨超2200% [3] - 疫情后期产品需求下降，公司转亏，去年营收32亿美元，2022年峰值超190亿美元，GAAP基础上亏损36亿美元 [4] - 公司有第二款产品呼吸道合胞病毒（RSV）疫苗上市，但销售低于预期，预计到2027年推出多达10种产品 [5] FDA人事变动影响 - FDA关键疫苗官员Peter Marks辞职，原因是与新上任的卫生与公众服务部（HHS）部长Robert F. Kennedy Jr.意见不合，公司股价一日内跌超8% [6][7] - Kennedy对疫苗持怀疑态度，引发科学界对疫苗研究资金和监管环境的担忧，且他开始对部门进行重大改革，每年裁员节省18亿美元 [8] - Marks 4月5日正式离职，接替人选不明，疫苗资金和开发环境不确定，不利于公司开展疫苗研究和审批申请 [9] 投资建议 - 鉴于不确定性，公司股价近期难大幅上涨，投资者有时间观望并以合理价格买入 [11] - 看好公司候选产品未来带来显著收入增长，已持股者可继续持有，激进投资者可现在买入，长期持有或能获利 [12] - 谨慎投资者应等待，待监管环境明朗后再考虑是否投资 [13]