Moderna, Inc.

MRNAintermediary

Moderna pioneered commercial mRNA technology with its COVID-19 vaccine and is now building a multi-product mRNA platform spanning infectious disease, oncology, and rare genetic disorders. Its RSV vaccine approval and cancer-vaccine pipeline represent the next phase of mRNA's therapeutic potential.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($8.8B)

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COVID-19 Vaccines (62%)

RSV Vaccine (20%)

Grants & Collaborations (10%)

Other Pipeline Products (8%)

Segment Breakdown & Key Customers

Product Details

Spikevax (COVID-19 Vaccine)50%

mRNA-based COVID-19 vaccine and updated boosters

mRNA-1345 (RSV Vaccine)18%

mRNA respiratory syncytial virus vaccine

Flu/COVID Combo Vaccine5%

Combined influenza and COVID mRNA vaccine in late-stage trials

Oncology mRNA (INT-0167)3%

Individualized neoantigen mRNA cancer vaccines

Rare Disease Pipeline4%

mRNA therapeutics for genetic disorders (PA, MMA)

Supply Chain Relationships

Competitors

Pfizer Inc.

mRNA vaccines

Impact: Primary vaccine competitor

Regeneron Pharmaceuticals

Oncology immunotherapy

Impact: Competing in cancer vaccines

Partners

Eli Lilly and Company

Potential mRNA oncology collaboration

Impact: Exploratory

Macro & Market Context

제약 / 바이오Sector News

GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집

GLP-1 시장 규모 (2030E)

$150B

mRNA 암백신 임상 성공률

+49% 재발 위험 감소

AI 신약개발 단계

임상 2상 진입

PFE/MRNA 52주 변화

-30% ~ -45%

Upcoming Catalysts

◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)◆MRNA 암백신 FDA BLA 제출 예정◆REGN EYLEA HD 유럽 허가 결과

Supply Chain Issues

★ 기회mRNA-4157 암백신 FDA 우선심사 신청

2026-04

Merck와 공동 개발 mRNA-4157/V940 흑색종 보조요법 BLA 제출 예정. 우선심사 적용 시 2026H2 승인 가능.

⚡ 리스크RSV 백신 경쟁 심화 — 매출 전망 하향

2026-03

Pfizer·GSK RSV 백신 시장 공유로 MRNA RSV 점유율 17%에 그침. 2026 RSV 매출 가이던스 하향 조정.

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AI Analysis

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Company Info

Headquarters

Cambridge, Massachusetts, USA

Founded

2010

Employees

6,000+

Website

modernatx.com

Cascade Position

Role in Cascade

late mover

Typical Delay

2-5 trading days

Moderna benefits from broader biopharma innovation sentiment but has no direct GLP-1 program; moves are sentiment-driven.

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Sector Overview — 제약 / 바이오

Sector News