Rothschild & Co Downgrades Moderna to Sell, Raises Price Target to $81

BioNTech vs. Moderna: Which Is the Better Cancer Vaccine Stock to Buy Now?

BioNTech and Moderna, both mRNA vaccine pioneers during the pandemic, are now pivoting to cancer vaccines as COVID revenue declines. Moderna is favored due to stronger recent clinical progress, including positive phase 3 results for its personalized cancer vaccine intismeran autogene and FDA approval for mFLUSIVA flu vaccine. While BioNTech has a deep pipeline including pumitamig, it has yet to deliver comparable phase 3 wins. Moderna's $61.2 billion market cap reflects investor confidence in its near-term commercialization prospects versus BioNTech's $26 billion valuation.

Does Moderna's mRNA Flu Shot Face a New Challenge From GSK?

Moderna secured FDA approval for mFlusiva, the first mRNA-based seasonal flu vaccine, establishing a foothold in the multibillion-dollar flu vaccine market. However, GSK announced plans to advance its own mRNA flu vaccine into phase III trials, which targets two viral proteins (HA and NA) and showed superior immune responses in phase II studies. While GSK's vaccine is still years away from market approval, it could pose a competitive challenge to Moderna's mFlusiva, which currently targets only HA like traditional flu vaccines.

Moderna shares are trading lower after Rothschild & Co downgraded the stock from Neutral to Sell.

This Sonoco Analyst Is No Longer Bullish; Here Are Top 4 Downgrades For Thursday

Analysts downgraded Ultragenyx, Moderna and Sonoco; targets fell for RARE and SON but rose for MRNA.