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One company is growing a commercial drug business with limited margin for error on the path to profitability. The other has a platform that proved itself at global scale and keeps finding new diseases to target.
The S&P 500 and Nasdaq regain their 50-day lines and Treasury yields fall in a bullish day two Fed reaction. SpaceX, AMD, Moderna are buys.
Shares of biotechnology company Moderna (NASDAQ:MRNA) jumped 7.1% in the afternoon session after the company presented at the Morgan Stanley Global Healthcare Conference and generated positive sentiment around its vaccine pipeline.
Moderna President Stephen Hoge says the company remains on track for its longtime goal of reaching cash breakeven by 2028.
Moderna has nearly tripled in a single month without a single new trial result or analyst upgrade to explain Thursday's continued surge, and the one clue hiding in a quiet peer stock reveals exactly what kind of bet the market is actually making.
The rally followed a Nant Capital-led financing worth up to $22.3 million, with $11.3 million raised at the initial close.
Merck is beating the market year-to-date after a jump on positive Phase 3 data, while paying an annualized dividend of about $3.40 for a yield above 2.3%.
A number of stocks jumped in the morning session after Morningstar reported that challenging macroeconomic conditions across broader equity markets drove a rotation into healthcare, lifting the sector index by approximately 7% quarter-to-date to reach a 5% valuation premium.
Dow Jones futures: Despite Friday's bounce, the stock market had a tough week amid $100 oil prices and surging Treasury yields. Apple, Moderna are buys.
Moderna had too much volatility as a swing trade. But ARK Genomics Revolution ETF allowed us to manage risk better.
Moderna just surged 8% on a morning when its closest cancer-vaccine peer barely budged and its own pipeline partner slipped into the red, and no announcement, trial readout, or analyst call explains why.
Amgen trades at a fraction of Moderna's valuation, but one company is burning cash while the other generates billions, a critical divide for income-focused investors.
Moderna stock surges 143% in a month on positive cancer therapy results, but competition and valuation raise key questions for investors.
The vaccine maker is making an increasingly robust case that it isn't just a pandemic stock.
Both have attracted considerable attention from Wall Street recently.
None of the underlying conditions that sent Sandisk to its all-time high earlier this year have changed.
Retail traders are piling into Novavax on cancer-vaccine speculation, but the move that actually changed the company's business model happened quietly last week and has nothing to do with oncology.
Merck-Moderna's melanoma vaccine success could boost immunotherapy growth, putting healthcare ETFs in the spotlight.
Moderna Inc. (NASDAQ:MRNA) saw its share price soar by 156 percent in August—making it the highest-gaining stock for the month—driven primarily by the strong clinical trial results of its therapy candidate for melanoma, supported by a recent regulatory approval for its updated COVID-19 vaccines. It can be recalled that Moderna and Merck recently partnered for […]
Moderna could be on the verge of a breakthrough, but the biotech's MRNA cancer vaccine catalyst is overly priced in.
On August 19, 2026, Moderna, Inc. (NASDAQ:MRNA) and Merck & Co., Inc. (NYSE:MRK) said their personalized melanoma vaccine, intismeran, combined with Merck’s Keytruda, met its goals in a Phase 3 trial of 1,137 patients. It reduced the risk of cancer recurrence and spread compared with Keytruda alone, Reuters reported. It is the first positive late-stage […]
Tempus AI, Inc. (NASDAQ:TEM) rallied following a melanoma breakthrough reported by Moderna and Merck. The companies said their Phase 3 INTerpath-001 trial met its recurrence-free survival endpoint for the personalized cancer therapy intismeran autogene, also known as V940, combined with Keytruda. Detailed trial data remain pending. The read-through came from Personalis, which has supported the […]
Daraxonrasib, the pill touted by a former member of Congress and cancer patient as a ‘miracle drug,’ has been granted approval in patients with pancreatic adenocarcinoma.
MRK hits a 52-week high as positive melanoma data, pipeline progress, new launches and M&A bolster its long-term growth outlook.
The optimism around MRNA began last week after Moderna and partner Merck reported that their personalized cancer vaccine, intismeran, met key goals in a late-stage study for high-risk melanoma.
According to a filing with the SEC, Kura President and CEO Troy Edward Wilson bought 100,000 shares of common stock on August 24 for about $1.24 million in total.