Moderna : Une transition postpandémique qui se fait ressentir
>Les mesures de resizing pèsent sur le P&L - Moderna a publié hier ses résultats du T3 2023. Les ventes ressortent 1.8 Md$ (vs 1.3 Md$e). Comme attendu, les ventes de Spikevax ont fortement diminué (-44%) malgré des gains de part de marché aux USA depuis le début de l’année (45% ytd vs 36% en 2022). Sur le plan opérationnel, notons que les COGS doublent à 2.2 Md$ sous l’effet de la comptabilisation de charges de resizing (1.4 Md$) pour adapter l’outil industriel du g...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.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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