<- Go home

Added to YB: 2026-08-25

Pitch date: 2026-08-20

MRNA [neutral]

Moderna, Inc.

+4.34%

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

$57.9B

Pitch Price

$133.11

Price Target

N/A

Dividend

N/A

EV/EBITDA

-24.82

P/E

-18.12

EV/Sales

23.48

Sector

Biotechnology

Category

growth

Show full summary:
Moderna's Cancer Vaccine Just Read Out. You Only Get Half of It.

MRNA (overview): mRNA-4157 individualized cancer vaccine (w/ Merck) posted late-stage data, stock soared. But Moderna owns only half—costs/profits split 50/50 w/Merck. Bull: manufacturing moat, validated method. Bear: eroding base biz, likely equity raise into strength, unmapped reimbursement, needs 2nd tumor type (lung) to work. Hold small.

Read full article (5 min)