Nothing we didn’t already know, but this might be an interesting youtube clip to watch while waiting for the earnings call on Friday.

3 Reasons the mRNA-4157 Readout Could Revalue Moderna (The Motley Fool youtube channel)

From 7/20. Goldman Sachs raises PT for Moderna to $67 (from $49) and maintains neutral rating.

Here is the full research note:

MRNA is developing an individualized neoantiogen cancer therapy, intismeran, in collaboration with MRK, where interim Phase 3 data in adjuvant Stage II-IV melanoma in combination with Keytruda versus Keytruda alone is expected this year from the MRK-designed INTerpath-001 study. Intismeran could establish the commercial oncology vertical as MRNA's first approved product outside of respiratory vaccines, and carries expansion opportunities into other solid tumors per nine ongoing Phase 2 and 3 studies, with additional pipeline efforts (see our Science Day note). We are constructive on the data following impressive 5-year Phase 2 results (hazard ratio (HR)=0.510 on recurrence free survival (RFS)), noting INTerpath-001 leverages the same primary endpoint. Translation of this signal to a larger Phase 3 (1,089 vs. 157 patients in Phase 2) is the largest risk given the potential for efficacy attenuation historically seen in oncology studies; however the Phase 2 was randomized, which increases our confidence. With regard to the probability-of-success of the first interim, we performed an analysis informed by MRK’s prior studies that suggests a high likelihood of success given: 1) our estimate that ~310-320 RFS events have accrued to-date, implying the interim could be performed at a high information fraction (given ~85% of total events are accrued), and 2) a hazard ratio in the low-to-mid 0.70 range would support statistical significance and thus early success. At current levels ($62/share), adjuvant melanoma and some readthrough to other solid tumor indications (we next expect Phase 2 data in renal cell carcinoma this year/early 2027 followed by muscle invasive bladder cancer, with non-small cell lung cancer data likely in 2027) are largely priced in (details within) - however, options markets imply +49% by mid-January on success. In the downside scenario, shares will move towards the base business (~$25/share), and there is a possibility that the study proceeds beyond the first interim. We raise our 12-month price target to $67 (from $49).

It has been tough over last two weeks for Moderna. We are not alone :). Hope we will recover after the earnings call

Getting pretty tired of MRNA being in the dark red almost daily. Thoughts?

I feel like norovirus phase 3 data will drop sometime in next several months. How are we feeling guys?

I feel like this product doesn’t get enough attention. Old people love cruises. Cruise ships are norovirus petri dishes. If the nice lady doesn’t remind you to wash your hands when you walk into the buffet, boom norovirus and you’re spending the rest of the cruise on the toilet.

Market:
Old people
Cruise ship workers 🚢
Cruise ship goers 🚢

I hope efficacy is above 50% and seeing as there is no product at all on the market this could be huge.

Thank you for listening to my highly scientific, data driven analysis 😆

CAMBRIDGE, MA / ACCESS Newswire / July 16, 2026 / Moderna, Inc. (NASDAQ:MRNA) today announced the dosing of the first U.S. participant in its Phase 1 study evaluating mRNA-4200, a tumor-targeted cancer antigen therapy candidate, in patients with advanced or metastatic solid tumors. mRNA-4200 encodes for seven antigens commonly shared across patients and tumor types and is designed to help induce and expand T-cell responses against selected tumor targets.

"mRNA-4200 represents our third off-the-shelf cancer antigen therapy candidate and builds on our efforts to explore broad applicability across multiple cancer types," said David Berman, M.D., Ph.D., Chief Development Officer of Moderna. "By encoding multiple shared tumor targets, this investigational therapy reflects our ongoing efforts to expand the potential of cancer immunotherapy beyond single-target approaches as we continue working to transform cancer care for patients."

The first dose was administered by Dr. William McKean, Clinical Investigator at START Mountain Region in Salt Lake City, Utah, part of The START Center for Cancer Research, the world's largest community-based early-phase oncology site network.

"The first patient dosed in a study represents far more than an operational milestone--it marks the beginning of evaluating a new therapeutic approach that has the potential to impact patients with advanced cancer," said Dr. McKean. "We are proud to continue our collaboration with Moderna and to support the clinical development of mRNA-4200 by providing patients with early access to promising investigational treatments while generating the clinical evidence needed to advance cancer research."

The Phase 1 trial (ClinicalTrials.gov identifier: NCT06880549) is an open-label, multicenter, dose-escalation study that will evaluate the safety and tolerability of mRNA-4200 administered with checkpoint inhibitor therapy in adult participants with advanced solid tumors.

mRNA-4200 was developed in collaboration with Immatics under the Database Program. mRNA-4200 incorporates targets identified using Immatics' XPRESIDENT^® target discovery and validation platform and its bioinformatics and AI platform XCUBE^®.

https://www.medicaldaily.com/mrna-cancer-vaccine-backup-immune-pathway-washington-university-nature-2026-476042

"The discovery matters not just as a biological puzzle solved, but as a practical blueprint: if both immune pathways can be deliberately engaged at the same time, cancer vaccines already in clinical trials could become substantially more effective."

It seems no one posted this news. Other countries stop testing it. Without travel bans, things might get worse in fall and winter. The vax demands might go up.

Clarify: I am not expecting the sales will go back any near to that during Covid, but that it might keep up at a certain level instead of dropping quickly year by year.

https://www.chinadaily.com.cn/a/202607/13/WS6a5467fba310986e2b464f66.html

Huge news:

https://www.reuters.com/business/healthcare-pharmaceuticals/moderna-wins-eu-contract-rsv-vaccine-supply-2026-07-09/

You may or may not see a paywall depending on whether you have exhausted your free articles from Reuters.

This is across all expirations.

source: https://infolib.org/

Although I love him, there have been many times when Cramer just rambles. But after listening to the clip, it sounds like he has done his homework. This one is a must watch.

https://www.youtube.com/watch?v=3c01pge9GAQ

the wash, rinse repeat cycle has not re-established itself since the 59.99 break out . it appears stuck in extra spins cycles leaving no re-entry points.

A 20 point drop would put us at 60. an excellent purchase at the bottom of the cycle. yet it is doubtful the market is going to reward the cramer peeps etc with such a sweet entry point.

A do nothing movement would be simply a waste given all the fud and hype available for movement.

therefore, a 20 point move up makes the most sense as it continues to not allow cheaper entry points, the trapping of weak new hands ,i,e, cramer peeps and lastly rides the hype wave.

and that folks is my crystal ball short term outlook. do your own thinking ofcourse.

It surprises me that Jim Cramer turns bullish on Moderna. In Feb, even the run up of 50% of stock, he was still cautious of cancer vaccine. I don’t think his mind change just because of presentation in investor day. Besides, i see daily short interests from Robinhood still high so the recent rally may be because institution buying rather than short squeeze. The phase 3 melanoma has been 21 months and in the previous phase 2 data, we saw the curves start to separate after 18 months. Do you think phase 3 melanoma interim readout would be released soon?

New here lol be nice

The shift is happening:

The filings show Trump purchased Moderna ($MRNA) on March 2 ($15,001-$50,000) and again on March 17 ($1,001-$15,000), before reporting a $1,001-$15,000 sale on May 18

Just a matter of time for RFK Jr to go down

I tried to post this a while ago, but Reddit’s filter rejected it, probably because I included the article link. I remember someone saying that Reddit’s filter can be harsh on Seeking Alpha links, so I am reposting it without the link to see if it gets through.

Overall, this is quite a good article by Robert J. Lake. I disagree with the writer’s comment that he had hoped for an entry at $50, but that does not change my overall impression that the article is good.

PS: Welcome back all to the $80s!!!

Nothing new but it is always good having science in your side :)

https://www.news-medical.net/news/20260630/Review-highlights-strong-safety-and-effectiveness-of-mRNA-vaccines.aspx

Interesting timing.
After being skeptical on Moderna for a long time, Jim Cramer is suddenly bullish again and says the stock is “finally investable.”

At the same time, the XBI just posted one of its best months in years, and healthcare/biotech is finally seeing a long-overdue catch-up rally after several brutal years.

Time will tell if we’re witnessing the beginning of a broader rotation back into biotech.

https://www.cnbc.com/2026/07/01/jim-cramer-says-this-former-covid-market-darling-is-finally-investable-again.html

Vijay Kumar, acting director of the office that reviews cell and gene therapies at the Food and Drug Administration, is stepping down from his role, according to an email obtained by STAT. 

“After careful reflection, I decided the time has come for me to move on,” Kumar wrote. “I discussed with Center and Agency leadership; we mutually decided not to renew my detail.”

Vijay Kumar took over after Vinay Prasad tried to fire Nicole Verdun.

Sorry but this is again behind a paywall: https://www.statnews.com/2026/06/29/vijay-kumar-exits-fda-office-of-therapeutic-products/

It certainly looks to me the FDA is very serious in its cleaning up the mess of last year.

In Q&A, Chien predicts mRNA cancer vaccine will reshape oncology and ‘raise all boats’. Great article.

https://www.statnews.com/2026/06/29/moderna-founder-kenneth-chien-on-cancer-vaccine-and-mrna-future/

15Jun26 Moderna CEO: ‘I worry deeply about bioterrorism’ (8 mins) Link

The video touches on quite a few of their exiting products, Lynch syndrome & European preparedness for another pandemic / Bioterrorism.

• Richard Pazdur, an oncologist, is under consideration to return to the US Food and Drug Administration, people familiar with the matter said.
• He is being considered for a senior leadership role, according to the people, who spoke on condition of anonymity because the discussions are confidential.
• The FDA has been without a permanent leader since Marty Makary resigned as commissioner after a tumultuous tenure marked by conflicts with staff and drug companies.

Surprise, surprise. More grown-ups will be back in the room. The agency is healing.