Zusammenfassung Moderna Earnings $MRNA (-3,36%)
$MRNA | Moderna Q2'24 Earnings Highlights:
๐น EPS: -$3.33 (Est. -$3.35) ๐ข
๐น Revenue: $241M (Est. $128.41M) ๐ข;ย -30% YoY
๐ธ Spikevax (COVID-19 Vaccine) Sales: $184M; DOWN -37% YoY
Cuts Guidance:
๐น FY'24 Revenue: $3-3.5B (Est. $3.83B) ๐ด
CEO Stรฉphane Bancel's Commentary:
๐ธ "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:
๐ธ EU Sales: Very low expected sales due to budget constraints and competitive pressure
๐ธ Competitive Environment: Increased competition in the COVID and RSV vaccine markets
๐ธ Revenue Deferrals: Potential deferrals for some international COVID sales into 2025
Financial Framework for FY'24:
๐ธ Net Product Sales: $3-3.5B
๐ธ Cost of Sales: 40-50% of product sales
๐ธ R&D Expenses: ~$4.5B
๐ธ SG&A Expenses: ~$1.3B
๐ธ Capital Expenditures: ~$0.9B
๐ธ Year-End Cash and Investments: ~$9B
Key Developments:
๐ธ RSV Vaccine (mRESVIA) Approval: Received FDA approval and began U.S. deliveries in July
๐ธ Next-Gen COVID-19 Vaccine: Positive Phase 3 data for mRNA-1283
๐ธ Seasonal Flu + COVID Vaccine: Positive Phase 3 data for mRNA-1083
Business Outlook:
๐ธ COVID-19 and RSV Vaccines: Targeting increased market share in the U.S. and EU, but facing significant competitive pressure
๐ธ Pipeline Progress: Continued development of next-gen vaccines and individualized therapies