Zusammenfassung Moderna Earnings $MRNA (-2.46%)
$MRNA | Moderna Q2'24 Earnings Highlights:
🔹 EPS: -$3.33 (Est. -$3.35) 🟢
🔹 Revenue: $241M (Est. $128.41M) 🟢; -30% YoY
🔸 Spikevax (COVID-19 Vaccine) Sales: $184M; DOWN -37% YoY
Cuts Guidance:
🔹 FY'24 Revenue: $3-3.5B (Est. $3.83B) 🔴
CEO Stéphane Bancel's Commentary:
🔸 "During the second quarter, we marked the approval of our second mRNA product and significantly lowered our operating costs. We remain focused on execution for the 2024-25 COVID season and the launch of our RSV vaccine in the U.S."
Challenges:
🔸 EU Sales: Very low expected sales due to budget constraints and competitive pressure
🔸 Competitive Environment: Increased competition in the COVID and RSV vaccine markets
🔸 Revenue Deferrals: Potential deferrals for some international COVID sales into 2025
Financial Framework for FY'24:
🔸 Net Product Sales: $3-3.5B
🔸 Cost of Sales: 40-50% of product sales
🔸 R&D Expenses: ~$4.5B
🔸 SG&A Expenses: ~$1.3B
🔸 Capital Expenditures: ~$0.9B
🔸 Year-End Cash and Investments: ~$9B
Key Developments:
🔸 RSV Vaccine (mRESVIA) Approval: Received FDA approval and began U.S. deliveries in July
🔸 Next-Gen COVID-19 Vaccine: Positive Phase 3 data for mRNA-1283
🔸 Seasonal Flu + COVID Vaccine: Positive Phase 3 data for mRNA-1083
Business Outlook:
🔸 COVID-19 and RSV Vaccines: Targeting increased market share in the U.S. and EU, but facing significant competitive pressure
🔸 Pipeline Progress: Continued development of next-gen vaccines and individualized therapies