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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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产品与营收

产品营收占比

营收构成 ($8.8B)

静态数据（加载实时财务…）

COVID-19 Vaccines (62%)
RSV Vaccine (20%)
Grants & Collaborations (10%)
Other Pipeline Products (8%)

业务板块构成与主要客户

产品详情

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)

供应链关系

竞争对手

Pfizer Inc.

mRNA vaccines

影响: Primary vaccine competitor

Regeneron Pharmaceuticals

Oncology immunotherapy

影响: Competing in cancer vaccines

合作伙伴

Eli Lilly and Company

Potential mRNA oncology collaboration

影响: Exploratory

宏观与市场背景

제약 / 바이오行业新闻

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%

近期催化剂

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

供应链问题

★ 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.

机构信号

机构操作价值季度申报日期
BlackRockaccumulating$83M2024.062024-08-13↑
BlackRockreducing$28M2024.062024-08-13↓
BlackRockaccumulating$42M2024.062024-08-13↑
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$6M2024.062024-08-13↓
BlackRockaccumulating$59M2024.062024-08-13↑
BlackRockaccumulating$69M2024.062024-08-13↑
BlackRockaccumulating$1.2B2024.062024-08-13↑
BlackRockaccumulating$832M2024.062024-08-13↑
BlackRockaccumulating$47M2024.062024-08-13↑
BlackRockaccumulating$70M2024.062024-08-13↑
BlackRockaccumulating$40M2024.062024-08-13↑
BlackRockaccumulating$81M2024.062024-08-13↑
BlackRockreducing$69K2024.062024-08-13↓
BlackRockaccumulating$335M2024.062024-08-13↑
BlackRockreducing$9M2024.062024-08-13↓
BlackRockreducing$14M2024.062024-08-13↓
BlackRockaccumulating$60M2024.062024-08-13↑
BlackRockreducing$8M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$65K2024.062024-08-13↓
BlackRockaccumulating$46M2024.062024-08-13↑
Vanguard Groupaccumulating$57M2025.122026-01-29↑
Vanguard Groupaccumulating$9M2025.122026-01-29↑
Vanguard Groupaccumulating$3K2025.122026-01-29↑
Vanguard Groupaccumulating$21M2025.122026-01-29↑
Vanguard Groupaccumulating$2M2025.122026-01-29↑
Vanguard Groupaccumulating$1.1B2025.122026-01-29↑
State Streetreducing$483M2025.122026-02-13↓
Wellington Managementreducing$2M2025.122026-02-17↓
FMR (Fidelity)accumulating$641M2025.122026-02-17↑
FMR (Fidelity)accumulating$147M2025.122026-02-17↑
FMR (Fidelity)accumulating$737K2025.122026-02-17↑
FMR (Fidelity)accumulating$39M2025.122026-02-17↑

机构持股情况

13F基准 · Q4 2025
机构变动持股比例上季度持股数市值SEC
Baillie Gifford增持8.20%—31.1M股$1,400M13F
Fidelity增持5.30%—20.0M股$900M13F
Wellington新建仓4.60%—17.3M股$780M13F
ARK Invest维持2.50%—9.3M股$420M13F
跟踪机构合计持股比例: 20.60%合计市值: $3,500MSEC EDGAR 13F-HR基准 · 45天延迟披露

最新新闻

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AI 分析

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企业信息

总部

Cambridge, Massachusetts, USA

成立时间

2010

员工人数

6,000+

新闻盲区评分

盲区评分72
低盲区高盲区

机构活动

80

媒体评分

30

连锁位置

连锁中的角色

late mover

典型延迟

2-5 trading days

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

查看完整连锁分析

行业概况 — 제약 / 바이오

行业新闻

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%

核心主题

  • •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

近期催化剂

  • ◆LLY Orforglipron(경구용 GLP-1) 3상 결과 (2026.Q2)
  • ◆MRNA 암백신 FDA BLA 제출 예정