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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.
5 reports available
Moderna Inc. Key Takeaways 47th Annual Global Healthcare Conference
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.
Americas Healthcare Biotechnology Script Tracker
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.
Takeaways From The ASCO Abstracts
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
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.
Healthcare Biotechnology Script Tracker
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.
All reports
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Moderna Inc. Key Takeaways 47th Annual Global Healthcare Conference
Goldman Sachs · Jun 10, 2026
Americas Healthcare Biotechnology Script Tracker
Goldman Sachs · Jun 12, 2026
Takeaways From The ASCO Abstracts
Goldman Sachs · May 22, 2026
ROIV/IMVT EPS: IMVT-1402 Results in D2T RA De-risk Multi-Blockbuster
Goldman Sachs · May 21, 2026
Healthcare Biotechnology Script Tracker
Goldman Sachs · May 10, 2026