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TradeTalk: 🧬 Un nou focar

Luna trecuta un focar rar de hantavirus aparut pe o nava de croaziera a dus la cresterea actiunilor Moderna cu peste...

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(US.MRNA)

TrevIQ (US.MRNA) Bearish setup

Actiunile companiei de biotehnologie, Moderna, au adus investitorilor de la inceputul acestui an un randament de 66.5%, fata de o pierdere de 5% inregistrata de indicele american S&amp P 500. Iesirea din formatiunea de triunghi simetric poate duce cotatia in jurul valorii de 41 USD.&nbsp

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TrevIQ (US.MRNA) Vanzarile Covid impulsioneaza rezultatele

Moderna a raportat venituri pentru trimestrul patru peste estimarile Wall Street, si o pierdere mai mica decat se astepta, sustinute de vanzari mai bune decat estimarile ale vaccinului COVID-19 in SUA. Conducerea Moderna a subliniat anul 2025 ca fiind un an pivot, marcat de reduceri substantiale ...

LPO (US.MRNA) Rezultate peste asteptari

Moderna a raportat venituri pentru trimestrul patru peste estimarile Wall Street, sustinute de vanzari mai bune decat se astepta ale vaccinului COVID-19 in SUA, in ciuda cererii reduse pentru vaccinuri dupa boom-ul pandemic. Moderna a reiterat asteptarea unei cresteri a veniturilor de 10% in 2026, cu aproximativ 50% din vanzari estimate in SUA si restul la nivel international. Prognoza vine in contextul refuzului FDA de a revizui dosarul vaccinului antigripal, pe motiv ca studiul a fost considerat necorespunzator de oficialul de top Vinay Prasad, desi proiectul fusese aprobat initial. Compania se bazeaza pe vaccinul antigripal si viitorul vaccin combinat COVID-gripa pentru revenirea cresterii veniturilor. Veniturile trimestriale au fost de 678 milioane USD, depasind estimarea medie a analistilor de 626.1 milioane USD. (Sursa: moderna beats fourth quarter revenue estimates 02 132026)

LPO (US.MRNA) Moderna reduce previziunile de venituri pentru 2025

Moderna a redus partea superioara a previziunilor pentru veniturile din 2025, estimand acum o valoare intre 1.5 miliarde USD si 2.2 miliarde USD, din cauza intarzierii livrarilor de vaccinuri catre Marea Britanie. Compania a raportat o pierdere neta de 825 milioane USD, sau 2.13 USD/actiune, mai mica decat estimarile analistilor, si venituri de 142 milioane USD, depasind previziunile de 113 milioane USD. Veniturile au scazut cu 41% fata de aceeasi perioada a anului trecut, iar majoritatea acestora provin din vaccinul COVID-19, care a generat 114 milioane USD. Moderna a anuntat recent ca va reduce cu 10% din forta de munca, ca parte din strategia de reducere a costurilor, in contextul vanzarilor mai mici de vaccinuri COVID-19. (Sursa: moderna mrna q2 earnings 2025)

LPO (US.MRNA) Vaccin mai eficient

Moderna a anuntat ca vaccinul antigripal experimental pe baza de ARNm (mRNA-1010) a avut rezultate mai bune decat un vaccin standard, cu o eficacitate mai mare cu 26.6% in populatia generala si 27.4% la persoanele de peste 65 de ani. Studiul de faza a treia a urmarit peste 40,000 de adulti si a aratat eficacitate ridicata pentru toate tulpinile majore de gripa. Moderna intentioneaza sa solicite aprobarea atat pentru acest vaccin, cat si pentru o versiune combinata cu Covid, retrasa anterior pentru a include date suplimentare. (Sursa: modernas flu vaccine shows positive trial results paving way for combo shot 2025)

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(DE.2B70) (US.CRSP) (US.MRNA) (US.BNTX) (US.AMGN) (US.TEM) (US.NTRA)

TrevIQ (US.MRNA) Priced in?

Moderna a raportat o scadere de 66% a veniturilor din vaccinul anti-Covid in ultimul trimestru, usor peste asteparile analistilor, in timp ce pierderea pe actiune a fost mai mare comparativ cu estimarile consensuale. Pentru anul in curs, compania isi mentine previziunile de venituri in scadere&nb...

LPO (US.MRNA) Rezultate in scadere

Moderna a raportat, pentru T4 2024, o pierdere neta de 1.12 mld. USD (2.91 USD/actiune), comparativ cu un profit net de 217 mil. USD (0.55 USD/actiune) in aceeasi perioada a anului anterior, si venituri de 966 mil. USD, sub jumatate fata de anul anterior, insa peste estimarile de 942.8 mil. USD ale analistilor. Moderna a reiterat previziunile pentru vanzarile de produse in 2025, intre 1.5 mld. USD – 2.5 mld. USD, cea mai mare parte a acestora urmand sa fie realizate in a doua jumatate a anului. (Sursa: moderna mrna q4 earnings 2024 2025)

LPO (US.MRNA) Bataie pe vaccinuri

Analistii Goldman Sachs au devenit mai precauti in privinta Moderna, pe fondul concurentei mai puternice cu care compania biotech se confrunta din partea altor producatori de vaccinuri. Astfel, pretul tinta a fost redus de la 99 USD la 51 USD/actiune pentru urmatoarele 12 luni, implicand o potentiala crestere de 13.5%. Ajustarea se bazeaza pe prognozele revizuite ale veniturilor pentru vaccinurile Moderna impotriva virusului respirator sincitial (RSV) si virusului citomegalic (CMV). (Sursa: moderna gets a downgrade from goldman sachs on vaccine revenue struggles 2025)

LPO (US.MRNA) Scaderea rezultatelor in 2025

Moderna a redus prognoza de venituri pentru 2025 la 1.5-2.5 mld. USD, fata de 2.5-3.5 mld. USD anterior, pe fondul scaderii cererii pentru vaccinuri Covid si concurentei crescute. Veniturile au scazut semnificativ, de la 18 mld. USD in 2022 la 3 mld. USD in 2024. Moderna planuieste sa diversifice portofoliul cu 10 noi produse pana in 2028. (Sursa: moderna lowers sales forecast 2025)

LPO (US.MRNA) Optimizari viitoare

Moderna intentioneaza sa reduca cheltuielile cu 1.1 mld. USD pana in 2027 si sa obtina aprobarea pentru 10 produse noi. Totodata, compania va intrerupe unele proiecte pentru a-si ajusta cheltuielile de cercetare si dezvoltare. In 2025, Moderna estimeaza venituri de 2.5-3.5 mld. USD, cu o crestere anuala de peste 25% din 2026. (Sursa: moderna rd day 1 billion in cost cuts 10 product launches planned 2024)

LPO (US.MRNA) Reduce prognoza

Moderna a raportat venituri peste asteptari pentru al doilea trimestru, dar a redus prognoza de vanzari pentru 2024 din cauza asteptarilor scazute in Europa si a unui mediu competitiv in SUA. Veniturile estimate pentru 2024 sunt acum intre 3 – 3.5 mld. USD, comparativ cu 4 mld. USD anterior. In al doilea trimestru, veniturile au fost de 241 mil. USD, iar pierderea neta a fost de 1.28 mld. USD. Actiunile companiei au scazut cu 10% dupa anunt. (Sursa: moderna mrna earnings q2 2024)

LPO (US.MRNA) Vaccin impotriva gripei aviare

Moderna a declarat, marti, ca a primit 176 mil. USD de la guvernul SUA pentru a dezvolta un vaccin impotriva gripei aviare, pe baza de ARN mesager, pentru oameni. Subventia vine in contextul unei epidemii fara precedent de gripa aviara in randul vitelor din SUA, care a afectat 137 de turme din 12 state. Pana in prezent, doar 3 persoane din SUA au fost declarate infectate cu virusul H5N1, fiind tinute sub supraveghere. (Sursa: articles)

LPO (US.MRNA) Rezultate surprizatoare

Moderna a raportat un profit trimestrial care a surprins piata, stimulat de veniturile in avans si de reducerile de costuri, in ciuda scaderii inregistrate de vanzarile de vaccinuri impotriva Covid-19, singurul produs comercializabil al companiei. Astfel, veniturile au fost de 2.81 mld. USD, peste estimarile analistilor de 2.5 mld. USD, iar profitul net ajustat pe actiune a fost de 0.55 USD, fata de o pierdere pe actiune de 0.97 USD asteptata de analisti. Rezultatele vin dupa un an dificil pentru intreg sectorul de biotehnologie, care a experimentat o scadere a veniturilor dupa incheierea pandemiei. (Sursa: moderna mrna earnings q4 2023 2024)

LPO (US.MRNA) Lupta impotriva Covid continua

Noul vaccin impotriva Covid-19 produs de Moderna a generat o puternica reactie imunitara impotriva tulpinii omicron BA.2.86, care este monitorizata cu atentie de catre oficialii din sanatate. Doza a generat o crestere de 8.7 ori a anticorpilor protectori. Agentia pentru Controlul si Prevenirea Bolilor din SUA a declarat ca noua tulpina de omicron, cunoscuta si sub numele de “Pirola”, ar putea avea o capacitate mai mare de a evita anticorpii din infectiile si vaccinarile anterioare. Moderna devine astfel prima companie care furnizeaza date despre eficacitatea noului vaccin. (Sursa: moderna says new covid vaccine effective against bapoint2point86 variant 2023)

📉 Indicele DJIA: a 2-a saptamana consecutiva pe minus

Indicele DJIA stock futures are little changed as investors await powells jackson hole speech live updates 2023 vineri cu 247 de puncte (0.7%), dar a incheiat a doua saptamana consecutiv pe minus. Indicii S&amp P 500 si Nasdaq Composite s-au apreciat vineri cu 0.7%, respectiv 0.9%.

In acest an, indicii DJIA, S&amp P 500 si Nasdaq Composite sunt mai sus cu circa 3%, 14%, respectiv 29%. Indicele Nasdaq 100 este mai sus cu circa 36%.

Din componenta indicelui DJIA, Boeing s-a apreciat vineri cu peste 2%. Potrivit unor surse 08 252023 de Bloomberg, producatorul american este pregatit sa livreze din nou aeronave 737 Max pe piata chineza, prima oara in ultimii patru ani. In acest an, actiunile Boeing s-au apreciat cu circa 17%.

Din componenta indicelui Nasdaq 100, Moderna 242023 in topul aprecierilor in aceasta saptamana, cu un avans de peste 8%. La inceputul acestei luni, actiunile Moderna card08.07.2023 la cele mai mici cotatii dupa noiembrie 2020. In acest an, Moderna a pierdut circa 37% pe bursa americana.

Nvidia quote circa 6% saptamana aceasta pe bursa americana, desi a pierdut vineri peste 2%. In acest an, actiunile Nvidia s-au apreciat cu circa 214%.

Intr-un discurs sustinut la seminarul anual de la Jackson Hole, Jerome Powell, presedintele Rezervei Federale, fed chair powell calls inflation too high and warns that we are prepared to raise rates further 2023 ca inflatia din SUA continua sa fie prea ridicata si ca institutia este pregatita sa livreze majorari aditionale ale dobanzii cheie, daca va fi nevoie. Powell stock futures are little changed as investors await powells jackson hole speech live updates.html#:~:text=%E2%80%9CThe%20economy%20may,picking%20back%20up 2023 ca economia SUA nu-si modereaza cresterea, asa cum anticipa banca centrala, si ca, dupa 18 luni de decelerare, sectorul imobiliar semnalizeaza ca-si revine.

Investitorii stocks vineri dupa-amiaza o probabilitate de 54% pentru o noua majorare a dobanzii cheie din SUA pana la finalul acestui an (comparativ cu 32% in urma cu o saptamana). Probabilitatea unei taieri a dobanzii cheie pana in iunie anul viitor stocks cotata vineri dupa-amiaza la 62% (comparativ cu 83% in urma cu o saptamana).

Invitata la acelasi eveniment, Christine Lagarde, presedintele Bancii Centrale Europene, 08 242023 ca institutia va mentine dobanzile din zona euro la niveluri suficient de ridicate, pentru o perioada suficient de lunga, asa incat inflatia sa coboare la targetul oficial de 2%.

(DE.SXRU) (DE.SXR8) (DE.SXRV) (US.BA) (US.MRNA) (US.NVDA)

Indicele DJIA: a 4-a zi consecutiva pe minus

In deschiderea sedintei de tranzactionare de azi, indicele DJIA stock market today live updates 2023 pentru a 4-a zi consecutiv, inregistrand o pierdere de peste 100 de puncte (-0.3%).

Ieri, indicele DJIA stock market today live updates 2023 290 de puncte (-0.84%), incheind ziua sub media mobila aferenta ultimelor 50 de zile pentru prima oara in aceasta vara. Din indicele S&amp P 500, CVS Health a suferit cea mai severa pierdere (-8.14%), in timp ce Moderna a fost #1 in topul aprecierilor (+7.4%).

(DE.SXRU) (DE.SXR8) (US.CVS) (US.MRNA)

LPO (US.MRNA) Moderna intrece asteptarile privind vanzarile

Moderna a raportat vanzari peste asteptari, de 1.9 mld. USD pentru vaccinul sau COVID19 in T1 2023, determinate de o crestere a veniturilor amanate din 2022, dar si-a pastrat neschimbate estimarile privind vanzarile din 2023. Astfel, compania a inregistrat un profit net pe actiune de 0.19 USD, sub cel din T1 2022 de 8.58 USD/actiune, dar cu mult peste prognozele de o pierdere de 1.77 USD/actiune asteptata in T1 2023, dinamica fiind semnificativ influentata de vanzarile mai mari inregistrate. Compania a precizat ca se asteapta in continuare la vanzari de vaccinuri COVID de 5 mld. USD pentru acest an, pe baza unor acorduri de achizitie in avans. (Sursa: moderna beats covid vaccine sales expectations deferred revenue rolls 05 042023)

Moderna pregateste noi vaccinuri revolutionare

Moderna moderna hopes to offer new vaccines for cancer heart disease by 2030 2023 sa lanseze pana in 2030 un nou set de vaccinuri contra afectiunilor oncologice, a bolilor de inima si a altor conditii medicale imposibil de tratat deocamdata, pe seama aceleiasi tehnologii revolutionare mRNA.

Chief Medical Officer, Dr. Paul Burton, pentru The Guardian: noile vaccinuri 072023 fi gata chiar mai repede, in urmatorii 5 ani.

Pe bursa americana, actiunile Moderna sunt mai jos cu 16% in acest an (si cu 5% in ultimele 12 luni).

(US.MRNA)

Indicele DJIA pierde 613 puncte

Indicele DJIA articles ieri 613 puncte (1.8%), inchizand miercuri la 33,296 de puncte. Indicele S&amp P 500 a pierdut 1.6%, cu toate cele 11 sectoare din componenta pe minus la finalul zilei. Indicele Nasdaq Composite a pierdut 1.2%.

Scaderile au venit inclusiv pe seama cifrelor economice publicate ieri, care articles ca, in decembrie, vanzarile cu amanuntul din SUA au scazut cu 1.1% fata de luna precedenta, cel mai sever declin lunar consemnat in 2022.

Moderna a fost in topul companiilor din indicele S&amp P 500 care au reusit sa se aprecieze ieri, notand o crestere a cotatiilor de peste 3% la inchiderea zilei.

La capatul unor teste clinice de amploare, Moderna articles ca unul dintre vaccinurile sale experimentale reduce semnificativ riscul de imbolnavire cu viroze respiratorii la adultii cu varste de peste 60 de ani. Compania va aplica, in urmatoarele luni, pentru un aviz favorabil din partea agentiilor americane de reglementare. Comercializarea noului vaccin ar putea demara la inceputul anului viitor.

Anuntul se alatura altor rezultate promitatoare moderna merck vaccine combo cut melanoma recurrence by 44 study 12 132022 de Moderna in testarea unui vaccin contra unei anumite forme de cancer de piele.

Prezent la summit-ul de la Davos, CEO-ul Stephane Bancel davos moderna ceo says he wants have mrna factory every continent 01 182023 ca, pentru dezvoltarea vaccinurilor proprii cu ajutorul tehnologiei mRNA, compania vrea sa aiba cate o fabrica pe fiecare continent. Pe agenda sunt deocamdata locatii situate in Canada, Australia, Regatul Unit si Kenya.

(DE.SXRU) (DE.SXR8) (DE.SXRV) (US.MRNA)

Moderna: inca un vaccin promitator

La capatul unor teste clinice de amploare, Moderna articles ca unul dintre vaccinurile sale experimentale reduce semnificativ riscul de imbolnavire cu viroze respiratorii la adultii cu varste de peste 60 de ani. Compania va aplica, in urmatoarele luni, pentru un aviz favorabil din partea agentiilor americane de reglementare. Comercializarea noului vaccin ar putea demara la inceputul anului viitor.

Anuntul se alatura altor rezultate promitatoare moderna merck vaccine combo cut melanoma recurrence by 44 study 12 132022 de Moderna in testarea unui vaccin contra unei anumite forme de cancer de piele.

Prezent la summit-ul de la Davos, CEO-ul Stephane Bancel davos moderna ceo says he wants have mrna factory every continent 01 182023 ca, pentru dezvoltarea vaccinurilor proprii cu ajutorul tehnologiei mRNA, compania vrea sa aiba cate o fabrica pe fiecare continent. Pe agenda sunt deocamdata locatii situate in Canada, Australia, Regatul Unit si Kenya.

(US.MRNA)

BioNTech: achizitie istorica in aria Inteligentei Artificiale

BioNTech biontech acquire british artificial intelligence startup instadeep 01 102023 startup-ul britanic de inteligenta artificiala InstaDeep pentru 562 mil. GBP (aproximativ 682 mil. USD). Este cea mai mare achizitie din istoria companiei germane, destinata cresterii capacitatii de cercetare si productie privind tratamente revolutionare pe baza tehnologiei mRNA.

Pentru 2022, veniturile totale ale BioNTech biontech acquire british artificial intelligence startup instadeep 01 102023 estimate la 17 mld. EUR (aproximativ 18.2 mld. USD). Compania germana are lichiditati suficiente pentru a-si continua cercetarea in aria preventiei si tratarii unor afectiuni oncologice.

Pe 6 ianuarie, guvernul britanic biontech says it will start cancer vaccine trials in the uk from september 2023 un parteneriat cu BioNTech, destinat testarii unor vaccinuri potentiale contra mai multor afectiuni, inclusiv a celor oncologice, incepand din septembrie.

Si Moderna paradigm shift in cancer treatment as moderna mrna vaccine shows promise tot mai mult catre dezvoltarea unor vaccinuri contra cancerului, pe seama tehnologiei mRNA, inclusiv printr-o 2022 cu Merck. Primele rezultate obtinute in testele clinice sunt deja promitatoare.

(US.BNTX) (US.MRNA) (US.MRK)

BioNTech: primele teste clinice ale vaccinului contra cancerului

Guvernul britanic biontech says it will start cancer vaccine trials in the uk from september 2023 vineri un parteneriat cu BioNTech, destinat testarii unor vaccinuri potentiale contra mai multor afectiuni, inclusiv a celor oncologice, incepand din septembrie.

Si Moderna paradigm shift in cancer treatment as moderna mrna vaccine shows promise&nbsp tot mai mult catre dezvoltarea unor vaccinuri contra cancerului, pe seama tehnologiei mRNA, inclusiv printr-o 2022 cu Merck. Primele rezultate obtinute in testele clinice sunt deja promitatoare.

(US.BNTX) (US.MRNA) (US.MRK)

LPO (US.MRNA) Moderna si guvernul britanic fac din nou echipa

Moderna a anuntat finalizarea unui parteneriat strategic cu guvernul britanic in scopul cercetarii, dezvoltarii si productiei in domeniul tehnologiei ARN mesager. In iunie 2022, cele doua parti incheiau un acord de principiu in acest scop. Parteneriatul va avea o durata de 10 ani. Constructia facilitatii de cercetare-dezvoltare ar incepe anul urmator, anticipandu-se ca productia va debuta incepand cu anul 2025. (Sursa: news)

LPO (US.MRNA) Inceputul sfarsitului bolilor oncologice?

Actiunile Moderna au crescut marti cu 24% dupa ce au fost prezentate pentru prima data rezultatele unui studiu clinic privind eficacitatea unui vaccin impotriva cancerului cu ARN mesager. Vaccinul, combinat cu imunoterapia Merck a redus cu aproximativ 44% riscul de recidiva sau de deces al pacientilor, a relevat un studiu clinic facut pe 150 de voluntari. (Sursa: articles)

Moderna stock tumbles after quarterly earnings show revenue declines


Previously, the COVID-19 vaccine maker estimated end-of-year revenue would land at $21 billion. But, on Thursday, it changed those expectations to between $18 and $19 billion. The company cited supply chain issues that have delayed its vaccine distribution for the revenue decline. Overall third-quarter net income for Moderna stands at $1.043 billion, down from $3.333 billion, or $7.70 a share, from the prior year. Revenue also fell from $4.9 billion to $3.3 billion by the end of September.&nbsp

The company's share so far this year has fallen by 42% as its cash positions stand at $17 billion, a decline from $18.1 billion the previous quarter.

(US.MRNA)


healthcare

Pfizer/BioNTech seek FDA nod for new COVID boosters for children


Pfizer Inc (US.PFE) and its German partner BioNTech on Monday sought the U.S. Food and Drug Administration's authorization for an Omicron-tailored COVID-19 vaccine booster for children aged 5 through 11 years. The application comes just days after Moderna (US.MRNA) also applied for FDA authorization of its own Omicron-targeting shot in adolescents aged 12 to 17 years and children aged six to 11.


pfizerbiontech seek fda nod new covid boosters children 09 262022

Amazon, Berkshire Hathaway Could Be Among Top Payers of New Minimum Tax


A handful of large companies, such as Berkshire Hathaway Inc. (US.BRKB) and Amazon.com Inc., (US.AMZN) could bear most of the burden from a 15% corporate minimum tax President Biden signed into law last month.

The tax, which takes effect in January, is the largest revenue-raising provision in Democrats’ climate, healthcare and tax law. The provision, projected to generate $222 billion over a decade, alters tax incentives and complicates corporate tax decisions. Democrats aimed the provision at large companies that report profits to shareholders but pay relatively little tax.&nbsp

The new system, known as the book minimum tax, starts with income reported on the financial statement, not traditional taxable income. Differences between the two—the treatment of stock-based compensation, for example—could drive a company into paying the new tax. According to the UNC estimates, Berkshire Hathaway would have paid the most in 2021, at $8.3 billion—or about a quarter of the estimated total—followed by Amazon at $2.8 billion and Ford Motor Co. (US.F) at $1.9 billion. Add the next three companies and that reflects more than half the $31.8 billion total: AT&amp T Inc. at $1.5 billion, eBay (US.EBAY) Inc. at $1.3 billion, and Moderna Inc. (US.MRNA) at $1.2 billion.


articles

Moderna open to supplying COVID vaccines to China, CEO says


Moderna Inc (US.MRNA) has talked with the Chinese government about supplying COVID-19 vaccines, but no decision has been made, CEO Stephane Bancel said on Wednesday. There is about a 20% probability that a "problematic" variant of the virus could emerge this winter, Bancel said, adding it was not his base case scenario.


moderna believed pandemic beginning that biontech violated patent ceo 09 142022

Pfizer’s African Partner Produces First Doses of Covid-19 Shots


The Biovac Institute, a partly state-owned vaccine producer in South Africa, has produced its first batch of Covid-19 vaccines as part of an arrangement under which it aims to fill and package as many as 100 million doses a year of Pfizer Inc. and BioNtech SE’s inoculation. The arrangement with Pfizer is part of a response by global pharmaceutical companies including Moderna Inc. and Johnson &amp Johnson to criticism that they did little to help poor countries during the worst days of the coronavirus pandemic. Richer nations snapped up more vaccines than they could use and poor countries, many of them in Africa, had barely any to give to their citizens.

(US.PFE) (US.MRNA)


09 142022

Moderna solicita aprobarea FDA pentru o injectie de rapel care vizeaza Omicron BA.4, BA.5


Anuntul Moderna vine la o zi dupa ce rivalul Pfizer Inc (US.PFE) si partenerul german BioNTech au solicitat autorizarea SUA pentru reelaborarea vaccinului lor pentru a viza subvariantele BA.4/BA.5 ale Omicron. Compania (US.MRNA) a transmis ca daca va fi autorizata, va fi gata sa livreze dozele in septembrie.


moderna completes fda submission booster dose targeting omicron ba4 ba5 08 232022

LPO (US.MRNA) Moderna raporteaza rezultate mixte la T2 2022

Moderna a raportat la T2 2022 venituri in valoare de 4.75 mld. USD (+9.2% vs. T2 2022) si cu 800 mil. USD peste asteptarile pietei. Profitul net pe actiune Non-GAAP a fost de 5.24 USD, cu 18% mai putin fat ade T2 2021, dar cu 0.75 USD peste estimari. Chiar daca majoritatea veniturilor au fost generatee de segmentul de vaccinuri, compania a suferit o pierdere de cca. 500 mil. USD din cauza dozelor de vaccin care au expirat sau care se estimeaza ca vor expira inainte de a putea fi folosite. (Sursa: SeekingAlpha.com, CNBC.com)

Acțiunile Moderna cresc, se pregătește o răscumpărare a acțiunilor de 3 mld. de dolari

Producătorul de vaccinuri Covid-19 Moderna (US.MRNA) a raportat miercuri câștiguri care au depășit așteptările Wall Street.

În consecință, valoarea acțiunilor a crescut cu 3.2% în predeschiderea pieței.

Rezultatul raportat a fost de 5,24$/acțiune, față de cei 4,58$ estimați inițial.

articles

SUA comanda 3.2 milioane de doze de vaccin Novavax COVID


Guvernul SUA va primi 3.2 milioane de doze de vaccin COVID-19 dezvoltat de Novavax (US.NVAX) dupa ce vaccinul a fost aprobat de autoritatile de reglementare, Departamentul de sanatate si servicii umane (HHS).&nbsp

Injectia va fi pusa la dispozitie gratuit in tara dupa ce va primi autorizatia din partea administratiei pentru alimente si Medicamente din SUA (FDA) pentru utilizarea de urgenta si recomandarea Centrului pentru controlul si prevenirea bolilor (CDC). Este de asteptat ca Novavax sa finalizeze toate testele necesare de calitate in saptamanile urmatoare.

Novavax spera sa obtina un punct de sprijin in aproximativ 27 milioane de adulti din SUA care urmeaza sa fie vaccinati, in special cei care nu doresc sa primeasca un vaccin precum Pfizer / BioNTech (US.PFE) (US.BNTX) sau Moderna&nbsp (US.MRNA).


us secures 32 mln doses novavax covid vaccine 07 112022

Moderna calls for approval of two-strain Covid vaccine booster (US.MRNA)


“We’ve been producing millions of doses over the last couple of months,” he added. “And we would hope to have tens of millions to hundreds of millions of doses available in August, September and October to support boosting prior to the fall respiratory virus season.”

However, the vaccine did not elicit as many antibodies to the new subvariants as it did to the original Omicron, suggesting its efficacy may already be declining. The new data backs up studies that have shown that previous infections from the original Omicron strain, known as BA.1, do not provide a strong antibody response against newer versions.


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Pro Kevin O’Leary names 3 companies to invest in: These are ‘not going to zero’


Venture capitalist Kevin O’Leary believes trying to give the market time is futile. “I can’t do it at market time. I can’t. I’ve tried many times, but you can’t,” O’Leary, chairman of O’Leary Ventures, told CNBC’s Squawk Box Asia on Thursday. I like owning companies that I think are sustainable. “The companies I want to own are not going to be empty. Modern (US.MRNA) is not going to be zero, Pfizer (US.PFE) is not going to be zero and Nestle is not going to be zero. They have businesses that are very sustainable, “said O’Leary. Moderna and Pfizer are both pharmaceutical firms – a sector that often has significant cash flows and fixed dividends and, as such, is seen as more resilient during recessions.&nbsp

On Friday, the US Food and Drug Administration approved Pfizer’s three-dose vaccine for children aged 6 months to 4 years and the modern two-dose vaccine for children aged 6 months to 5 years. When the healthcare sector is around 20%, investors like consumer products like Nestle because they are less affected by the economic cycle and enjoy relatively stable earnings growth and dividend payments. “I own companies with strong balance sheets that make money. Now their stock prices are rising based on human perception and what should be the ratio of earnings to price.&nbsp

Even healthcare has not survived the recession But the companies are strong, “he said. In addition to their strong balance sheets, O’Leary also favors these companies for their good cash flow – a portion of which is distributed to investors as dividends. Three stocks are in the red this year, but Nestl. And Pfizer continues to pay dividends. Nestle’s dividend is 2.6%, while Pfizer’s 3.4% ৷ Moderna does not currently pay a dividend. ‘No more than 20% in any one sector.’ But O’Leary is not bothered by short-term price reductions. In fact, he is doubling down on the names he believes in. What I do is I try and find re-entry points because I always try to raise capital. If I believe in the company’s story, I’ll put more money into the correction, “he said. O’Leary said he recently bought undisclosed shares in Walt Disney (US.DIS), Adobe (US.ADBE) and DocuSign (US.DOCU). Unsurprisingly, they will return at some point. He is also wary of how he manages risk in his portfolio. “You need to diversify,” he said. His golden rule? ” No, “he said, describing it as a strategy that has worked for him for decades.”


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FDA authorizes Pfizer (US.PFE) and Moderna’s (US.MRNA) Covid vaccines for children as young as 6 months


The Food and Drug Administration on Friday authorized Moderna and Pfizer’s Covid-19 shots for children as young as 6 months old, which makes nearly every person in the U.S. now eligible for vaccination. The federal government has made 10 million Pfizer and Moderna doses available to state and local authorities.&nbsp

Pfizer’s vaccine is administered in three doses for children 6 months to 4 years old. The shots are dosed at 3 micrograms, one-tenth the level of what adults receive. Three shots were about 75% effective at preventing infection from omicron in 6-month- to 2-year-olds and 82% effective in 2- to 4-year-olds. However, it is crucial that parents who opt for Pfizer make sure their kids get the third shot to have protection against the virus. Two doses were only about 14% effective at preventing infection for kids under age 2, and 33% effective for those ages 2 to 4.


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FDA committee recommends Moderna (US.MRNA) two-dose Covid vaccine for kids ages 6 to 17


Advisers to the U.S. Food and Drug Administration on Tuesday unanimously recommended that the agency authorize Moderna Inc's COVID-19 vaccine for children and teens aged 6 to 17 years of age.&nbsp

Children ages 5 and up are already eligible for vaccination with Pfizer (US.PFE) and BioNTech’s (US.BNTX) vaccine, though many parents have not gotten their kids immunized. About 30% of kids ages 5 to 11 and 60% of teens 12 to 17 are fully vaccinated as of early June.


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LPO (US.MRNA) Moderna va investi 500 mil. EUR in Spania intr-un nou laborator pentru vaccinuri

Moderna urmareste sa realizeze o investie de 500 mil. EUR intr-un nou laborator pentru dezvoltarea si productia de vaccinuri, potrivit unei declaratii a prim-ministrului spaniol, Pedro Sanchez. Intr-o declaratie separata, Moderna planifica sa construiasca un laborator de testare a calitatii vaccinurilor pe baza de ARN mesager, in Madrid, care va deveni operational in 2023. Mai devreme in acest an, Moderna a extins parteneriatul cu grupul farmaceutic spaniol Rovi, in scopul productiei de medicamente pe baza de tehnologie ARN mesager. (Sursa: Reuters.com)

Moderna (US.MRNA) Ousts Finance Chief Jorge Gomez in First Week on the Job


Moderna said Mr. Gomez departed following Dentsply’s public disclosure of the investigation. The abrupt personnel move is the latest in a series of executive changes at Moderna since 2020, as it has undergone a transformation from small biotech startup to a Covid-19 vaccine leader with aspirations to be a global player in vaccines and drugs. Since the pandemic started, several top executives have left Moderna, including a previous CFO, a chief medical officer and a general counsel. Late last year, Moderna ousted its chief commercial officer who had been on the job for less than a year.&nbsp

The company has cited various reasons for the departures, including a need to find people with more global experience to manage the company’s rapid growth. Moderna now employs 3,200 people, nearly quadrupling the workforce it had at the start of the pandemic.


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Novavax (US.NVAXC) Crashes As Alternative To Pfizer (US.PFE), Moderna (US.MRNA) Covid Shots Lags Estimates


For the first time ever, Novavax reported a profit. The company earned $2.66 per share, minus some items. That turned around from a $3.05 per-share loss in the year-earlier period. But profit missed forecasts for $2.69. Still, it's important to note the Novavax shot isn't as broadly available as Pfizer's and Moderna's. It's allowed for emergency use in a handful of countries, but not the U.S. A committee of Food and Drug Administration experts plans to meet June 7 to discuss Novavax's shot.

The company reiterated its expectation for $4 billion to $5 billion in full-year revenue. The midpoint of the outlook is in line with NVAX stock analyst estimates for $4.49 billion. Analysts also call for the company to earn $22.88 per share, minus some items.


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Moderna prepares to sell COVID-19 vaccine privately as US delays booster call (US.MRNA)


Moderna is adjusting to the new pace of demand for COVID-19 vaccines in 2022, with a strong outlook on sales globally, though it still faces some hurdles in the U.S. market. That's according to CEO Stéphane Bancel, who said the company has already deals for $21 billion worth of doses for the year — mostly from global buyers.

"This might actually provide some upside not only on sales, because there's zero sales assumed in the $21 billion, but (also) on pricing. CMS [Centers for Medicare &amp Medicaid Services] has basically come up saying for fiscal year 2023, which starts in October, the price for COVID-19 vaccines should be around $60," Bancel said. By comparison, the U.S. government previously purchased the doses for $16.50 in the past two years, he added.


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Moderna blows out first-quarter earnings expectations, triples Covid vaccine sales (US.MRNA)


Moderna’s first-quarter vaccine sales more than tripled over the same period last year, when it reported $1.7 billion in sales. The biotech company reported $3.66 billion in net income for the quarter, a threefold increase over the $1.2 billion it reported in the same period last year.&nbsp

Moderna maintained its full-year guidance of $21 billion in Covid vaccine sales. The Covid vaccine for adults ages 18 and over, Spikevax, is the company’s only commercially available product.&nbsp

Moderna stock has gained 5.3% in premarket trading Wednesday morning. Its shares have fallen 42% in 2022, more than three times the S&amp P 500’s 12% decline.


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Pfizer (US.PFE), Moderna (US.MRNA), J&J (US.JNJ) See Respiratory Virus RSV as Next Vaccine Target


After Covid-19, vaccine makers’ next big target is a respiratory virus that kills up to 500 children a year nationwide and has been among the leading causes of U.S. hospitalizations for decades. RSV vaccines could be a significant new source of revenue for drugmakers. SVB Leerink analysts have estimated that the RSV vaccine market could reach at least $10 billion in global revenue. Pfizer this month agreed to acquire ReViral Ltd., which is developing treatments for RSV.


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Vaccine inequity will cost the world trillions of dollars, WHO Foundation warns (US.MRNA) (US.PFE)


The CEO of the WHO Foundation has told CNBC that the global economy will lose “trillions of dollars” if more Covid-19 vaccines aren’t delivered worldwide. Anil Soni, who became the Foundation’s first CEO in January 2021, said “the governments of Europe and the West have a clear obligation to donate excess doses and to put money on the table to buy the vaccines, the volumes necessary to deliver to 70% of the world’s population this year.”


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Vaccine maker stocks rise as China battles worst Covid outbreak since 2020


Shares of Moderna (US.MRNA), BioNTech (US.BNTX), Pfizer (US.PFE) and Johnson &amp Johnson (US.JNJ) rose on Monday as China battles its worst Covid outbreak in two years. Jefferies’ analysts, in a note on Monday, said the outbreak and lockdowns in China have fueled fear among investors that the pandemic will take longer to resolve than expected.

“Vaccine makers will continue to trade on global fear of more waves,” Michael Yee, an equity analyst, wrote in the Monday note.


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Moderna (US.MRNA ) Signals It May Enforce Covid-19 Vaccine Patents in Wealthy Nations


Moderna Inc. said it will never use its Covid-19 vaccine-related patents to stop others from manufacturing its vaccine in more than 90 low- and middle-income countries, but signaled it was prepared to begin enforcing patents in wealthier countries. The drugmaker said Monday it now expects anyone in higher-income countries that want to use its patented technologies to respect the company’s intellectual property. It also said it is willing to license its patents to others in those countries on “commercially reasonable terms.”


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HEALTH AND SCIENCE Moderna (US.MRNA) says Covid is entering an endemic phase, but annual vaccines will be needed


Senior executives at Moderna on Thursday said Covid-19 is shifting from a pandemic to an endemic phase in some parts of the world, with regions in the Northern Hemisphere hopefully entering a period of relative stability.


moderna says covid is entering an endemic phase but annual vaccines will be needed 2022

Acțiunile biotehnologice sunt pe sfârșite? Moderna (US.MRNA), BioNTech (US.BNTX), Regeneron Pharmaceuticals (US.REGN)

Companiile de biotehnologie au un rol major în dezvoltarea medicinei și chiar a economiei într-un moment în care societatea încearcă să se redreseze după pandemia de coronavirus. În 2020 puteai avea până la un randament de 600% al acțiunilor, dar sectorul biotehnologiei intră acum în al doilea an de performanță foarte scăzută. După ce s-au prăbușit cu 25% în 2021, stocurile biotehnologice au scăzut cu aproape 20% după prima lună a anului 2022.


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CEO-ul Moderna (US.MRNA) afirmă că este „rezonabil” să credem că pandemia ar putea fi în faza finală

Compania farmaceutică și de biotehnologie americană Moderna (US.MRNA) a anunțat dorința de a se exinde în Asia. Stephane Bancel crede că există o șansă de 80% ca, pe măsură ce evoluează omicron sau virusul SarsCov-2, să fie din ce în ce mai puțin virulenți. Totodată, a susținut că există un alt scenariu de 20%, ca virusul să prezinte mutații.&nbsp &nbsp


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Novavax (DE.NVV1) (US.NVAXC), eficienta 80% a propriului vaccin anti-Covid la segmentul de varsta 12 - 17 ani

Vaccinul dezvoltat de Novavax este o alternativa la variantele mRNA produse de Pfizer (US.PFE) (DE.PFE) si Moderna (US.MRNA) (DE.0QF) si a fost autorizat deja in Regatul Unit, Germania, Noua Zeelanda, Filipine, India, Australia si Coreea de Sud.

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