Moderna's R&D Day Unveils Strategic Roadmap Beyond COVID Franchise: Goldman Sachs
Portfolio Pulse from Vandana Singh
Moderna Inc (MRNA) conducted an R&D Day event outlining its strategic initiatives across four key areas. The company's Phase 3 seasonal influenza vaccine met the non-inferiority threshold required for approval, paving the way for a combination vaccine. Moderna aims for up to 15 product launches across the four verticals over the next five years, targeting annual sales of $10 billion-$15 billion by 2028 in oncology, rare disease, and latent disease sectors. They also anticipate revenues of $8 billion-$15 billion from the respiratory franchise by 2027. Goldman Sachs sees this as a transition beyond a COVID-centric business for Moderna.
September 14, 2023 | 5:23 pm
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POSITIVE IMPACT
Moderna's strategic initiatives and successful Phase 3 seasonal influenza vaccine could potentially boost its stock in the short term. The company's ambitious goals for product launches and revenue targets indicate a positive outlook.
Moderna's successful Phase 3 seasonal influenza vaccine and its ambitious goals for product launches and revenue targets are likely to have a positive impact on its stock. The company's transition from a COVID-centric business to a more diversified portfolio could attract more investors, potentially driving up the stock price.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Moderna's Phase 3 seasonal influenza vaccine met the non-inferiority threshold required for approval, performing better than GSK Plc's Fluarix. This could potentially impact GSK's market share in the vaccine sector.
Moderna's Phase 3 seasonal influenza vaccine performed better than GSK Plc's Fluarix. This could potentially impact GSK's market share in the vaccine sector, leading to a negative impact on its stock.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Moderna's successful Phase 3 seasonal influenza vaccine could potentially impact Sanofi SA's mRNA influenza candidate, as it sets a high standard for immunogenicity.
Moderna's successful Phase 3 seasonal influenza vaccine sets a high standard for immunogenicity, which could potentially impact Sanofi SA's mRNA influenza candidate. This could lead to a negative impact on Sanofi's stock.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50