Moderna Posts Quarterly Profit Despite Lower Sales From COVID-19 Vaccine
Portfolio Pulse from Vandana Singh
Moderna Inc (NASDAQ:MRNA) reported Q4 2023 revenues of $2.81 billion from its COVID-19 vaccine, Spikevax, surpassing the $2.49 billion consensus. Despite a 43% Y/Y decline in net product sales to $2.8 billion due to lower sales volume, the company achieved a quarterly profit with an EPS of $0.55, beating the $(0.97) consensus. Moderna's market share in the U.S. retail segment for the COVID vaccine increased to 48% in fall 2023. The company also anticipates initial regulatory approvals for its RSV vaccine in the first half of 2024 and expects $4 billion in revenue from its respiratory franchise in 2024.

February 22, 2024 | 4:11 pm
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Moderna Inc reported higher than expected Q4 2023 revenues and a positive EPS, indicating strong performance despite a sales volume decline. The company's market share increase and optimistic outlook for its RSV vaccine and respiratory franchise revenue for 2024 suggest potential growth.
Moderna's Q4 earnings beat, coupled with an increase in market share and positive outlook for its RSV vaccine, indicate a strong financial health and potential for future growth. This is likely to positively impact investor sentiment and the stock price in the short term.
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