Moderna is creating a new generation of medicines based on messenger RNA to improve the lives of patients. The company uses its platform to identify and develop new mRNA medicines. When the company identifies a combination of platform technologies or programs across mRNA technologies, delivery technologies, and manufacturing processes that can enable shared product features across multiple potential mRNA medicines, it groups those programs as a modality. The company has created six modalities including prohylactic vaccines; cancer vaccines; intratumoral immuno-oncology; localized regenerative therapeuctics; systemic secreted therapeutics; and systemic intracellular therapeutics.
  • TickerMRNA
  • ISINUS60770K1079
  • ExchangeNASDAQ Stock Market
  • SectorPharmaceuticals & Biotechnology
  • CountryUnited States
Martial Descoutures ...
  • Sebastien Malafosse

Moderna : 2021: a transformative financial year for the group

>2021 guidance well ahead of expectations - Yesterday afternoon, Moderna published its 2020 results. They were well above expectations on sales but due to hefty R&D costs at the end of the year, they are below expectations at the earnings level. As previously announced, the company confirms its cash position at $ 5.25bn at the end of 2020. However, this year-end is only anecdotal, as the objective is still obviously 2021, which is a transformative year for the group....

Bruno Cavalier ...
  • Jerôme Bodin
  • Matthias Desmarais
  • Wim Gille

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/02/2021

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Martial Descoutures ...
  • Sebastien Malafosse

Moderna : Tricky comparison base for future entrants

>Room for everyone, but mRNA shows superior efficiency - Friday was full of news about the COVID-19 vaccine. We had the clinical results of two phase III trials, Novavax and JnJ, as well as the approval of the third COVID-19 vaccine in Europe from AstraZeneca.While we might have initially thought that this news could have impacted early entrants, we believe that it has reinforced our call on mRNA technology. Recap of the context: Novavax (recombinant protein...

Martial Descoutures ...
  • Sebastien Malafosse

Moderna : Une base de comparaison délicate pour les futurs entrants

>De la place pour tout le monde, mais l’ARNm montre une efficacité supérieure - Vendredi a été une journée riche dans l’actualité du vaccin contre la COVID-19. Nous avons eu les résultats cliniques de deux phases 3, Novavax et JnJ ainsi que l’approbation du 3eme vaccin contre la COVID-19 en Europe venant d’AZN.Alors que nous aurions pu initialement penser que cette actualité pouvait impacter les premiers entrants, nous croyons qu’elle a renforcé notre call sur la...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

ullish Tape Despite Inconsistencies Despite the bulls still being in control, we have several ongoing concerns and we cannot rule out the potential for a pullback. Below we highlight developments that are inconsistent with a major bottom in equities that suggests the broad equity market is not yet out of the woods. · S&P 500 Short-Term Levels. We continue to respect the bullish tape, however the S&P 500 remains in the 2855-2900 resistance zone while forming a bearish rising wedge pattern. This pattern results in a breakdown roughly 70% of the time. Still, support at 2760 would need ...

Martial Descoutures ...
  • Sebastien Malafosse

Moderna : 2021: a transformative financial year for the group

>2021 guidance well ahead of expectations - Yesterday afternoon, Moderna published its 2020 results. They were well above expectations on sales but due to hefty R&D costs at the end of the year, they are below expectations at the earnings level. As previously announced, the company confirms its cash position at $ 5.25bn at the end of 2020. However, this year-end is only anecdotal, as the objective is still obviously 2021, which is a transformative year for the group....

Martial Descoutures ...
  • Sebastien Malafosse

Moderna : Tricky comparison base for future entrants

>Room for everyone, but mRNA shows superior efficiency - Friday was full of news about the COVID-19 vaccine. We had the clinical results of two phase III trials, Novavax and JnJ, as well as the approval of the third COVID-19 vaccine in Europe from AstraZeneca.While we might have initially thought that this news could have impacted early entrants, we believe that it has reinforced our call on mRNA technology. Recap of the context: Novavax (recombinant protein...

Martial Descoutures ...
  • Sebastien Malafosse

Moderna : Une base de comparaison délicate pour les futurs entrants

>De la place pour tout le monde, mais l’ARNm montre une efficacité supérieure - Vendredi a été une journée riche dans l’actualité du vaccin contre la COVID-19. Nous avons eu les résultats cliniques de deux phases 3, Novavax et JnJ ainsi que l’approbation du 3eme vaccin contre la COVID-19 en Europe venant d’AZN.Alors que nous aurions pu initialement penser que cette actualité pouvait impacter les premiers entrants, nous croyons qu’elle a renforcé notre call sur la...

Martial Descoutures ...
  • Sebastien Malafosse

Moderna : A confident management at the start of the year

>A consensus that looks cautious in our view - Yesterday we had an interview with Stéphane Bancel, CEO of Moderna, at the ODDO BHF Forum. This intervention following the approval of his Vaccine against COVID-19 in Europe was most reassuring. As underscored by Moderna's management, we believe that the mRNA vaccine will also protect against the various current mutations. Bear in mind that Moderna's vaccine expresses the complete Spike protein of the SARS-VOC-2 ...

Martial Descoutures ...
  • Sebastien Malafosse

Moderna : Un management confiant en ce début d’année

>Un consensus qui nous semble prudent - Nous avions hier Stéphane Bancel, CEO de Moderna, en interview lors du forum ODDO BHF. Cette intervention à la suite de l’approbation de son Vaccin contre la COVID-19 en Europe a été des plus rassurantes. Comme souligné par le management de Moderna, nous croyons que le vaccin à ARNm protègera également contre les différentes mutations actuelles. Pour rappel, le vaccin de Moderna exprime la protéine Spike complète du virus ...

Bruno Cavalier ...
  • Jerôme Bodin
  • Matthias Desmarais
  • Wim Gille

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 01/02/2021

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Thanks to a better fundamental star rating, MODERNA sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to MODERNA (US), active in the Biotechnology industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 3 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date January 12, 2021, the closing price was USD 124.55 and its expected value was estimated at USD 115.61.

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