Moderna Stock Price, News & Analysis

Moderna (NASDAQ:MRNA) reported Q2 2025 financial results with revenues of $142 million, down 41% year-over-year, and a GAAP net loss of $(0.8) billion or $(2.13) per share. The company reduced its 2025 revenue guidance to $1.5-$2.2 billion, a $300 million reduction at the high end due to delivery timing shifts. Cost optimization efforts led to improved operating expense outlook, reduced by $400 million.

Key developments include three recent FDA approvals for COVID-19 vaccines and positive Phase 3 efficacy results for seasonal influenza vaccine. The company maintains a strong cash position of $7.5 billion and projects year-end cash balance of approximately $6 billion. Moderna also announced a workforce reduction of approximately 10%, targeting under 5,000 employees by year-end.

Moderna (NASDAQ:MRNA) has secured a significant legal victory as the UK Court of Appeal upheld the validity of its EP'949 patent and confirmed that it is infringed by Pfizer/BioNTech's COVID-19 vaccine Comirnaty®. This marks the first global second-instance decision validating one of Moderna's core mRNA patents.

The ruling reinforces the initial High Court decision from July 2024, which Pfizer/BioNTech had appealed. Additionally, Moderna has achieved favorable legal outcomes in other European jurisdictions: Germany's Regional Court found patent infringement by Pfizer/BioNTech, and the European Patent Office (EPO) upheld EP'949's validity in opposition proceedings, though appeals are pending in both cases.

Moderna (NASDAQ:MRNA) has received European Commission (EC) approval for its updated COVID-19 vaccine Spikevax® targeting the SARS-CoV-2 variant LP.8.1. The authorization covers individuals six months of age and older across all 27 EU member states, Iceland, Liechtenstein, and Norway.

The approval follows a Positive Opinion from the EMA's Committee for Medicinal Products for Human Use (CHMP) and aligns with global health authorities' recommendations for the 2025-2026 vaccination season. The vaccine has shown a favorable safety profile, with injection site pain being the most common local adverse event.

Moderna (NASDAQ:MRNA) announced the acceptance of three abstracts for presentation at the 2025 European Society for Medical Oncology (ESMO) Congress in Berlin from October 17-21, 2025. The presentations include a mini oral presentation on mRNA-4359 focusing on clinical outcomes in melanoma treatment, and two poster presentations on intismeran autogene (V940/mRNA-4157), which is being jointly developed with Merck.

The presentations will cover studies involving checkpoint inhibitor-resistant melanoma treatment, non-muscle-invasive bladder cancer therapy, and first-line therapy for advanced melanoma. Moderna will also host an analyst event during the congress, with details to be announced later.

Moderna (NASDAQ:MRNA) has received a positive opinion from the European Medicines Agency's CHMP recommending marketing authorization for its updated COVID-19 vaccine Spikevax®. The new formulation targets the SARS-CoV-2 variant LP.8.1 and is intended for the 2025-2026 vaccination season.

The vaccine is designed for individuals six months of age and older. The CHMP's decision is based on manufacturing and preclinical data, along with previous clinical, non-clinical, and real-world evidence. The updated vaccine composition aligns with global health authorities' guidance, which identified LP.8.1 as an appropriate strain for the upcoming vaccination season.

Flagship Pioneering has unveiled Terrana Biosciences, a new agricultural technology company developing RNA-based solutions for crop enhancement and protection. The company emerges with an initial $50 million commitment from Flagship Pioneering after four years of platform development.

Terrana's proprietary RNA technology platform enables the development of targeted products that can work throughout a plant's lifecycle, creating solutions that adapt to variable climate conditions. The company has already demonstrated proof of concept in tomatoes, corn, and soy, and generated a pipeline of over 15 potential products in specialty and row crops.

The company's platform leverages AI and computational models to assemble a vast RNA library and design system for creating novel functional crop traits. Their solutions aim to help farmers combat diseases and pests, adapt to climate conditions, and maintain soil health, while offering advantages over conventional approaches in terms of timing flexibility and environmental impact.

Moderna (NASDAQ:MRNA) has announced positive Phase 3 results for its seasonal influenza vaccine candidate mRNA-1010. The vaccine demonstrated 26.6% superior relative vaccine efficacy (95% CI; 16.7%, 35.4%) compared to a licensed standard-dose seasonal influenza vaccine in adults aged 50 years and older.

The study showed strong relative vaccine efficacy across all influenza strains: 29.6% for A/H1N1, 22.2% for A/H3N2, and 29.1% for B/Victoria lineages. In participants aged 65 and older, mRNA-1010 achieved a 27.4% relative vaccine efficacy. The Phase 3 trial (P304) enrolled 40,805 adults across 11 countries, with a median follow-up of six months.

Safety and tolerability profiles were consistent with previous studies, with most solicited adverse reactions being mild. The most common local reaction was injection site pain, while fatigue, headache, and myalgia were the most common systemic reactions. Moderna plans to present the data at an upcoming medical conference and engage with regulators for submissions.

Moderna (NASDAQ:MRNA) has received FDA approval for mRESVIA (mRNA-1345), its RSV vaccine, for adults aged 18-59 who are at increased risk for RSV disease. This expands the previous approval from May 2024 for adults 60 and older. The approval is based on Phase 3 study results showing comparable immune responses to those in older adults. Over one-third of adults aged 18-59 have underlying conditions putting them at increased risk of severe RSV disease. The vaccine demonstrated consistent immunogenicity across age subgroups and was generally well-tolerated, with common side effects including injection site pain, fatigue, headache, myalgia, and arthralgia. Moderna plans to make mRESVIA available for both age groups during the 2025-2026 respiratory virus season.

Moderna (NASDAQ: MRNA) has announced its upcoming participation in the Barclays Speaking the Science Call Series, scheduled for Monday, June 16th, 2025, at 10:00 AM ET. Investors and interested parties can access the live webcast of the presentation through the 'Events and Presentations' section on Moderna's investor relations website at investors.modernatx.com. The presentation recording will remain available on the company's website for a minimum of 30 days after the event.