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Added to YB: 2025-08-12

Pitch date: 2025-08-08

MRNA [neutral]

Moderna, Inc.

+12.66%

current return

Author Info

No bio for this author

Company Info

Moderna, Inc., a biotechnology company, provides messenger RNA medicines in the United States, Europe, and internationally.

Market Cap

$10.2B

Pitch Price

$26.15

Price Target

N/A

Dividend

N/A

EV/EBITDA

-1.16

P/E

-3.47

EV/Sales

1.10

Sector

Biotechnology

Category

turnaround

Show full summary:
Natan's Notes #9: Q2 Updates on $MRNA

MRNA (earnings update - hold): Moderna cutting $400M costs in 2025 with 800+ layoffs; 2025 sales guidance trimmed to $2.2B on UK shipment delay to Q1 2026. Pipeline progress: positive Phase 3 flu results support 2026 approval, CMV data coming fall, norovirus pending. Still compelling risk/reward despite poor stock performance.

Read full article (2 min)