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May 13, 2026
The FDA reversed its refusal to review Moderna’s mRNA flu vaccine application and accepted a revised filing with split age cohorts and a post-market study for adults over 65. The reversal came amid broader vaccine regulatory uncertainty and industry concern about unpredictable review timelines.
May 11, 2026
The S&P 500 has swung to a loss for the year as volatility, geopolitical strains and profit-taking weigh on large-cap stocks. SanDisk, Venture Global and Moderna were among the top gainers.
May 02, 2026
Vanguard increased its Moderna stake by 1.0% in the fourth quarter to 41.6 million shares worth $1.23 billion. Other institutional investors also adjusted positions, while 75.33% of the stock is held by institutions and hedge funds.
Apr 29, 2026
A phase 3 trial of an mRNA H5N1 bird flu vaccine is recruiting 4,000 volunteers in the UK and US. The Moderna-sponsored study aims to assess immune responses against emerging strains as the virus continues to evolve in mammals.
Apr 25, 2026
Moderna shares rose after the company reported quarterly results that beat earnings and revenue estimates. The stock move came as investors also weighed an FDA refusal-to-file for its mRNA flu vaccine and ongoing funding concerns.
Apr 24, 2026
Moderna reported Q4 2025 revenue of $678 million, down 30%, and a net loss of $826 million, improved from a $1.1 billion loss a year earlier. The company also issued 2026 revenue and expense targets.
Apr 22, 2026
mRNA cancer vaccines showed promising pancreatic cancer trial results and boosted tumor-fighting drugs in other research. U.S. officials canceled $500 million in vaccine funding, while the NCI is backing a $200 million cancer vaccine partnership.
Apr 22, 2026
The UK has begun a 4,000-volunteer H5N1 bird flu vaccine trial using mRNA technology. The study will assess safety and immune response, with CEPI providing £40m in funding.
Apr 18, 2026
The FDA plans to make one study the default for some new drug approvals instead of two robust clinical trials. The shift could have its biggest effect on drugs for common ailments.
Apr 13, 2026
NVIDIA and Eli Lilly announced a $1 billion AI co-innovation lab as AI drug discovery expands across research, trials and manufacturing. Companies including Recursion and Tempus are using large biological and clinical datasets to speed development and support precision medicine.
Apr 06, 2026
Blackstone closed its sixth dedicated life sciences fund at a $6.3 billion hard cap, the largest private fund raised for the sector. The vehicle is nearly 40% larger than its 2020 predecessor and targets late-stage drug assets.
Apr 02, 2026
Moderna and Merck advance a Phase 2 trial of mRNA cancer vaccine V940 with pembrolizumab and chemotherapy for metastatic squamous NSCLC. In biliary tract cancer, first-line treatment combines chemotherapy with immunotherapy, while targeted therapy resistance prompts liquid biopsy. ImmunityBio tests a chemotherapy-free NK-cell regimen in non-Hodgkin lymphoma.
Apr 02, 2026
The FDA will drop its longtime requirement for two rigorous studies to approve new drugs, moving to a default position of requiring only one study. Commissioner Marty Makary says the change reflects modern scientific advances and aims to accelerate drug availability without compromising safety. The shift follows decades of increasing flexibility for rare and fatal diseases, with about 60% of first-of-a-kind drugs already approved based on single studies in recent years.
Mar 28, 2026
Moderna shares declined nearly 6% amid extreme options market volatility and a new patent infringement lawsuit from BioNTech. The company faces significant financial challenges with negative earnings and declining revenue growth, while valuation metrics suggest potential overvaluation. Technical indicators point to bearish short-term momentum as the stock approaches key support levels.
Mar 28, 2026
Moderna will pay $2.25 billion to settle patent disputes with Arbutus Biopharma and Genevant Sciences over lipid nanoparticle technology used in its COVID-19 vaccine. The settlement removes uncertainty for Moderna's vaccine pipeline and sent the stock surging over 11%. The company expects to end 2026 with $4.5-$5 billion in cash and return to revenue growth by year-end.
Mar 21, 2026
Moderna reported Q4 revenues of $678 million, down 29.8% year-over-year but beating analyst expectations. The FDA reversed course and will review the company's mRNA flu vaccine application.
Mar 20, 2026
DelveInsight pipeline reports reveal robust clinical development across three cancer indications, with 45+ companies advancing cutaneous squamous cell carcinoma therapies, 70+ companies developing liver cancer treatments, and multiple hepatocellular carcinoma candidates receiving FDA designations in 2025-2026.
Mar 14, 2026
GSK's RSV vaccine Arexvy received expanded FDA approval to cover all high-risk adults, adding approximately 21 million Americans under 50 to the eligible population and matching competitor approvals from Pfizer and Moderna.
Mar 13, 2026
Moderna's stock shows mixed signals with recent gains offset by multi-year declines. Valuation models suggest shares may be overvalued on some metrics while analysts maintain Hold ratings with downside price targets.
Mar 12, 2026
Multiple institutional investors modified their Moderna Inc positions during recent quarters, with some funds increasing stakes while others reduced or exited positions, according to 13F filings.
