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Moderna, Inc. (MRNA) Analyst/Investor Day Transcript

EditorialBy EditorialNovember 25, 2025No Comments2 Mins Read

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Moderna, Inc. (MRNA) Analyst/Investor Day November 20, 2025 9:00 AM EST

Firm Contributors

Stéphane Bancel – CEO & Director
Stephen Hoge – President
Jerh Collins – Chief Technical Operations & High quality Officer
James Mock – Chief Monetary Officer
Jacqueline Miller – Chief Medical Officer
Darin Edwards
Raffael Nachbagauer
Christine Shaw
Kyle Holen
Michelle Brown
Rose Loughlin – Govt Vice President of Analysis
Lavina Talukdar – Senior VP & Head of Investor Relations
Rituparna Das
Jeff Savard
Craig Kennedy
Jamie Collins
Suzanne Tracy
Wenhao Liu
Andrew Semmes
Amanda Sorrento
Nathan Sauveur
John Ward
Daniel Kulp
Kristine McKinney

Convention Name Contributors

Tyler Van Buren – TD Cowen, Analysis Division
Huidong Wang – Barclays Financial institution PLC, Analysis Division
Myles Minter – William Blair & Firm L.L.C., Analysis Division
Elizabeth Webster – Goldman Sachs Group, Inc., Analysis Division
Lili Nsongo – Leerink Companions LLC, Analysis Division
Alexandria Hammond – Wolfe Analysis, LLC

Dialog

Stéphane Bancel
CEO & Director

Good morning, good afternoon. Welcome to Moderna’s headquarter. Thanks a lot for taking the time as we speak to be with us in individual or to be with us on-line. So welcome to Moderna 2025 Analyst Day. As you recognize, our mission is admittedly the North Star of this firm. We need to work along with all our stakeholders to ship the best attainable affect to folks by way of mRNA drugs. If you concentrate on the close to time period, our technique is admittedly arrange on two axes. One is to construct a big seasonal vaccine franchise for high-risk inhabitants, and two, is the money generated by that franchise to put money into oncology and in uncommon illness therapeutic.

In the event you look in regards to the seasonal vaccine franchise, we’re already fairly underway. We now have three accepted merchandise. We now have constructive Section III in flu, constructive Section III in flu plus COVID, and Norovirus is presently enrolling in Section III. And in case you have a look at oncology, 2026 goes to be fairly an thrilling yr with lots of knowledge in oncology and a

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