Everything tagged "vaccines" across research, earnings, and macro.
4 articles
Moderna’s latest drop looks more like regulatory panic than a broken thesis. With an Aug. 5 FDA decision now in sight and the flu program still under active review, the selloff looks overdone.
Moderna is a transition story with real mRNA platform strength, but weak earnings and heavy COVID dependence keep it in Hold territory. The stock’s appeal hinges on late-stage pipeline catalysts and a cash runway that supports the pivot.
Sanofi is becoming a more focused biopharma compounder, led by Dupixent growth, vaccine strength, and expanding launch sales. The stock looks inexpensive versus its cash generation and earnings power.
GSK is evolving from a mature pharma cash generator into a more balanced growth story, with Specialty Medicines driving faster growth and margins improving. The stock still looks reasonably valued versus its earnings power and pipeline.
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