Apr. 16 at 4:45 PM
$MRNA Moderna is an absolute work horse. V940 clinical results for Melanoma and NSCLC (Non-Small Cell Lung Cancer). V940 platform expansion includes renal cell carcinoma and bladder cancer. CEO committed to 10%+ revenue growth 2026.
TELLS:
October 2025: "Deal of significant scope" in discussion, buyout or massive partnership.
December 2025: Stéphane Bancel, Moderna CEO, sold his six-level home in Boston where he had lived for +12 years.
January 2026: Moderna and Merck announced V940 results showed a 49% reduction in the risk of recurrence or death. Keytruda goes off patent soon, Merck can use Moderna's mRNA-4157 (also known as intismeran autogene) a first-of-its-kind, personalized mRNA cancer vaccine to extend Keytruda protection.
February 2026: Patent litigation resolved. NO ROYALTIES! HUGE WIN. Moderna wanted the decks clear, they could have fought this longer like Pfizer & BioNtech.
Partnership or buyout coming from
$MRK $PFE
$RHHBY or
$GSK .