Moderna, Inc.
MRNAintermediaryModerna 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.
Produits et revenus
Part de revenus par produit
Répartition du chiffre d'affaires ($8.8B)
Données statiques (chargement des finances en temps réel…)
Composition des segments et principaux clients
Détails du produit
mRNA-based COVID-19 vaccine and updated boosters
mRNA respiratory syncytial virus vaccine
Combined influenza and COVID mRNA vaccine in late-stage trials
Individualized neoantigen mRNA cancer vaccines
mRNA therapeutics for genetic disorders (PA, MMA)
Relations dans la chaîne d'approvisionnement
Concurrents
Contexte macro et de marché
GLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
Prochains catalyseurs
Problèmes de chaîne d'approvisionnement
Merck와 공동 개발 mRNA-4157/V940 흑색종 보조요법 BLA 제출 예정. 우선심사 적용 시 2026H2 승인 가능.
Pfizer·GSK RSV 백신 시장 공유로 MRNA RSV 점유율 17%에 그침. 2026 RSV 매출 가이던스 하향 조정.
Signaux institutionnels
| Institution | Action | Valeur | Trimestre | Date de dépôt |
|---|---|---|---|---|
| BlackRock | accumulating | $83M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $28M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $42M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $59M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $69M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $1.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $832M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $47M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $70M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $40M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $81M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $69K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $335M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $9M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $14M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $60M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $65K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $46M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $57M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $9M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $3K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $21M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $2M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $1.1B | 2025.12 | 2026-01-29↑ |
| State Street | reducing | $483M | 2025.12 | 2026-02-13↓ |
| Wellington Management | reducing | $2M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $641M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $147M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $737K | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $39M | 2025.12 | 2026-02-17↑ |
Actionnariat institutionnel
Base 13F · Q4 2025| Institution | Variation | % de détention | Trim. préc. | Actions | Valeur | SEC |
|---|---|---|---|---|---|---|
| Baillie Gifford | Augmentée | 8.20% | — | 31.1M actions | $1,400M | 13F |
| Fidelity | Augmentée | 5.30% | — | 20.0M actions | $900M | 13F |
| Wellington | Nouveau | 4.60% | — | 17.3M actions | $780M | 13F |
| ARK Invest | Maintenue | 2.50% | — | 9.3M actions | $420M | 13F |
Actualités récentes
Analyse IA
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Informations sur l'entreprise
Score d'écart médiatique
Activité institutionnelle
80
Score médiatique
30
Position dans la cascade
Rôle dans la cascade
late mover
Délai typique
2-5 trading days
Moderna benefits from broader biopharma innovation sentiment but has no direct GLP-1 program; moves are sentiment-driven.
Voir la cascade complèteAperçu du secteur — 제약 / 바이오
Actualités du secteurGLP-1 메가트렌드 + AI 신약개발 + 저평가 바이오 기관 매집
GLP-1 시장 규모 (2030E)
mRNA 암백신 임상 성공률
AI 신약개발 단계
PFE/MRNA 52주 변화
Thèmes clés
- •Mounjaro/Wegovy — 비만·당뇨 넘어 심혈관·신장·NASH 적응증 확대
- •Moderna mRNA-4157 암백신 — 흑색종 49% 재발 감소 (NEJM)
- •REGN dupilumab 다적응증 확대 → 10조+ 매출 가시성
Prochains catalyseurs
- ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
- ◆MRNA 암백신 FDA BLA 제출 예정