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Moderna (MRNA) Research Hub

Moderna (MRNA) is navigating a period defined by significant legal resolutions and encouraging long-term clinical data in its oncology pipeline. A key financial development involves a $2.25 billion settlement with Roivant Sciences, a transaction that highlights the ongoing intellectual property and financial shifts within the biotechnology sector. On the clinical front, Moderna's individualized neoantigen therapy has demonstrated encouraging durability and efficacy trends, supported by five-year data in melanoma released ahead of the 2026 ASCO meeting. This progress in personalized medicine aligns with broader industry validation, where clinical results from competitors like BioNTech and Pfizer continue to reinforce the outlook for innovative oncology platforms. While the wider biotechnology sector shows mixed performance in new product launches, ranging from strong script growth for Alnylam’s Amvuttra to slower traction for Biogen’s Leqembi, Moderna remains focused on its maturing mRNA programs. Ultimately, the combination of substantial legal settlements and maturing clinical pipelines defines Moderna's current strategic trajectory for finance professionals monitoring the sector.

7 reports available

Moderna FDA Briefing Document Outlook thumbnail

Moderna FDA Briefing Document Outlook

Goldman Sachs·Jun 16, 2026

Goldman Sachs maintains a Neutral rating on Moderna ahead of a VRBPAC meeting on June 18, viewing the FDA's briefing documents for the mFLUSIVA vaccine as supportive of approval.

Moderna Inc. Key Takeaways 47th Annual Global Healthcare Conference thumbnail

Moderna Inc. Key Takeaways 47th Annual Global Healthcare Conference

Goldman Sachs·Jun 10, 2026

Goldman Sachs hosted Moderna at their 47th Annual Global Healthcare Conference, focusing on the company's pipeline progress in melanoma and oncology, and their financial outlook involving revenue growth and cost rationalization.

Takeaways From The ASCO Abstracts thumbnail

Takeaways From The ASCO Abstracts

Goldman Sachs·May 22, 2026

This report summarizes key data points from ASCO 2026 oncology abstracts, focusing on significant readouts for Immunome, Summit, Gilead, and Moderna. Key themes include the validation of bispecific antibodies and the emergence of next-generation ADCs in ovarian and lung cancers.

ROIV/IMVT EPS: IMVT-1402 Results in D2T RA De-risk Multi-Blockbuster thumbnail

ROIV/IMVT EPS: IMVT-1402 Results in D2T RA De-risk Multi-Blockbuster

Goldman Sachs·May 21, 2026

Goldman Sachs raised price targets for ROIV ($45, Buy) and IMVT ($42, Neutral) following positive clinical data for IMVT-1402 in rheumatoid arthritis and strong fiscal results. The report highlights a catalyst-rich calendar including upcoming registrational data and commercial launches through 2027.

Americas Healthcare Biotechnology Script Tracker thumbnail

Americas Healthcare Biotechnology Script Tracker

Goldman Sachs·Jun 12, 2026

This report tracks weekly prescription trends for key biotech products including Amvuttra, Leqembi, Yeztugo, Journavx, Spikevax, and Uplizna. Data is provided as an aid to assessing 2Q sales tracking against consensus expectations.

Healthcare Biotechnology Script Tracker thumbnail

Healthcare Biotechnology Script Tracker

Goldman Sachs·May 10, 2026

This Goldman Sachs report tracks weekly script data for key biotechnology launches including Amvuttra, Leqembi, Yeztugo, and Journavx. It provides Wo-W performance metrics and management outlooks for US commercial execution through 2026-2027.

Americas Healthcare Biotechnology Script Tracker

Goldman Sachs·Jul 6, 2026

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