Moderna Faces Revenue Decline Amid Vaccine Demand Drop
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy MRNA?
Source: Fool
- Vaccine Sales Decline: Moderna's revenue has significantly dropped due to the U.S. halting approximately $500 million in mRNA vaccine development funding last year, leading to a decline in investor confidence as sales fail to match pandemic peak levels.
- New Product Development: Despite challenges, Moderna received approval for its respiratory syncytial virus (RSV) vaccine in 2024 and plans to expand its seasonal vaccine portfolio, including a flu vaccine, aiming to drive future growth through product diversification.
- Regulatory Dynamics Shift: Although the FDA initially refused to review Moderna's flu vaccine application, the agency reversed its decision after the company proposed a revised regulatory approach, planning to reassess the candidate, which could provide new options for the upcoming flu season if successful.
- Long-Term Growth Outlook: Moderna expects to achieve cash breakeven by 2028 through seasonal vaccine sales and has reiterated its forecast for up to 10% revenue growth this year, indicating strong long-term potential in the biotechnology sector.
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Analyst Views on MRNA
Wall Street analysts forecast MRNA stock price to fall
20 Analyst Rating
1 Buy
16 Hold
3 Sell
Hold
Current: 53.570
Low
17.00
Averages
32.47
High
63.00
Current: 53.570
Low
17.00
Averages
32.47
High
63.00
About MRNA
Moderna, Inc. is a biotechnology company. The Company is advancing a new class of medicines made of messenger ribonucleic acid (mRNA). It is developing therapeutics and vaccines for infectious diseases, immuno-oncology, rare diseases and autoimmune diseases. mRNA medicines are designed to direct the body’s cells to produce intracellular, membrane or secreted proteins that have a therapeutic or preventive benefit with the potential to address a spectrum of diseases. The Company’s diverse development pipeline consists of 44 therapeutic and vaccine programs, 11 of which are in late-stage development. Its commercial products include Spikevax (its COVID vaccine) and mRESVIA (its respiratory syncytial virus (RSV) vaccine). Additionally, it has achieved four positive Phase III data readouts for its COVID vaccine (mRNA-1283), its RSV vaccine for high-risk adults aged 18 to 59 (mRNA-1345), its seasonal flu+COVID vaccine (mRNA-1083), and its seasonal flu vaccine (mRNA-1010).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Regulatory Dynamics: Although Moderna withdrew its application with the US FDA in May 2025, the EMA's recommendation may pave the way for future global market promotion of the vaccine.
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