Moderna: V940/Keytruda Data And Vaccine Revenues Drive A High-Risk Recovery Story (MRNA)
Moderna is undergoing a strategic shift, prioritizing infectious disease, oncology, and rare diseases with the goal of achieving cash break-even by 2028. The year 2026 is critical, with upcoming oncology catalysts like Intismeran/Keytruda Phase II and III readouts potentially influencing future revenue and valuation. Despite near-term revenue declines, Moderna maintains a speculative 'Buy' rating for long-term investors due to cost reductions and a maturing pipeline, supporting its 10% revenue growth guidance for 2026.
https://seekingalpha.com/article/4859100-moderna-v940-keytruda-data-vaccine-revenues-drive-high-risk-recovery-story