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.
製品と売上
製品別売上シェア
売上内訳 ($8.8B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
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)
サプライチェーン関係
競合他社
マクロ・市場概況
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
次の主要イベント
サプライチェーン問題
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.
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| 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↑ |
機関保有状況
13F基準 · Q4 2025| 機関 | 変化 | 保有比率 | 前四半期 | 保有株数 | 評価額 | SEC |
|---|---|---|---|---|---|---|
| Baillie Gifford | 増加 | 8.20% | — | 31.1M株 | $1,400M | 13F |
| Fidelity | 増加 | 5.30% | — | 20.0M株 | $900M | 13F |
| Wellington | 新規取得 | 4.60% | — | 17.3M株 | $780M | 13F |
| ARK Invest | 維持 | 2.50% | — | 9.3M株 | $420M | 13F |
最新ニュース
AI分析
Moderna, Inc.のAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。
企業情報
ニュースギャップスコア
機関活動
80
メディアスコア
30
カスケードポジション
カスケード内の役割
late mover
典型的な遅延
2-5 trading days
Moderna benefits from broader biopharma innovation sentiment but has no direct GLP-1 program; moves are sentiment-driven.
完全なカスケードを見るセクター概況 — 제약 / 바이오
セクターニュース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
主要テーマ
- •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
次の主要イベント
- ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
- ◆MRNA 암백신 FDA BLA 제출 예정