#TradFi交易分享挑战


What happened to Moderna, which plummeted 95% from its peak?

Revenue cliff: COVID-19 vaccine revenue plummeted from $18.4 billion in 2021 to $1.9 billion in 2025, accounting for over 80% of total revenue, with no alternative pillar after demand vanished.

Pipeline has data but no revenue: Cancer vaccine (mRNA-4157) and flu vaccine (mRNA-1010) show promising clinical data, but commercialization paths are unclear, with high costs, payment difficulties, and strong competition.

Policy-driven price cuts: The IRA Act mandates a 25–40% price reduction, squeezing profits on core pipeline products.

Market awakening: No longer paying for the “technological halo,” only recognizing “profitable business models.”

Conclusion: The stock price isn’t crashing; it’s a valuation shift from “pandemic speculation” back to the essence of “innovative biotech companies.”

Key points for 2026: Approval of the flu vaccine + launch of cancer vaccine sales. Otherwise, $40 may become the new baseline. $MRNA
MRNA-0.14%
View Original
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • 8
  • Repost
  • Share
Comment
Add a comment
Add a comment
AmeliaGlow
· 4h ago
To The Moon 🌕
Reply0
Crypto_Buzz_with_Alex
· 5h ago
Ape In 🚀
Reply0
Crypto_Buzz_with_Alex
· 5h ago
2026 GOGOGO 👊
Reply0
HighAmbition
· 6h ago
LFG 🔥
Reply0
HighAmbition
· 6h ago
Ape In 🚀
Reply0
MasterChuTheOldDemonMasterChu
· 6h ago
DYOR 🤓 🤓
View OriginalReply0
MasterChuTheOldDemonMasterChu
· 6h ago
Hop on now!🚗
View OriginalReply0
MasterChuTheOldDemonMasterChu
· 6h ago
Just charge forward 👊
View OriginalReply0
  • Pinned