MRNA News & Events

Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump with this daily recap compiled by The Fly.WAR WITH IRAN:Iran's state news agency IRNA reported Sunday that the country sent its response to the latest proposed U.S. draft agreement for ending the war,The Wall Street Journal. The current phase of negotiations is focused exclusively on the cessation of hostilities in the region, said IRNA, which gave no further details of the Iranian response.Meanwhile, President Donald Trump stated in a Truth Social, "I have just read the response from Iran's so-called 'Representatives.' I don't like it - TOTALLY UNACCEPTABLE! Thank you for your attention to this matter."AI SECURITY ORDER:The White House is planning to order U.S. agencies to partner with AI firms to protect networks from AI-enabled cyber attacks, though the order would stop short of mandating government approval for cutting-edge models, Bloomberg's Maggie Eastland and Courtney Subramanian, citing people familiar with the mater. A draft directive from President Trump would overhaul existing cybersecurity information-sharing programs to include AI companies and address threats posed by the emerging tech, the authors note. Companies in AI software include Alphabet, Meta, OpenAI, and Anthropic.FDA COMMISSIONER:President Trump has signed off on a plan to fire Food and Drug Administration Commissioner Marty Makary, following a tumultuous period for the regulator that included clashes over vaping, abortion and drug policy, The Wall Street Journal's Liz Essley Whyte, citing people familiar with the matter. Makary is seen by other top administration leaders as struggling to manage his agency, sparring frequently with health department officials and at times the White House, the author notes. Biotech stocks that could be impacted by the news include Moderna, Sarepta, Xencor, PTC Therapeutics, Biohaven, Edgewise Therapeutics, Design Therapeutics, Ultragenyx, Avidity Biosciences, Dyne Therapeutics, Wave Life Sciences, MeiraGTx, uniQure, Regenxbio, Novavaxand Lexeo Therapeutics.

Notable gainers among liquid option names this morning include Lumentum (LITE) $975.80 +72.00, Qualcomm (QCOM) $235.20 +16.11, Western Digital (WDC) $507.60 +27.60, Moderna (MRNA) $57.44 +3.09, and Corning (GLW) $197.12 +10.18.

Futures are modestly lower this morning as oil pushes back above $100 following another deterioration in U.S.-Iran negotiations and continued disruption around the Strait of Hormuz. Markets are starting the week in a more cautious posture after six straight weeks of gains, with investors trying to reconcile resilient economic data, rising geopolitical risk and an AI trade that refuses to cool off. The market spent much of last week assuming de-escalation was possible; this morning's tone reflects growing concern that the conflict could become more prolonged and structurally inflationary than investors had been pricing. Higher crude is now feeding directly into the Fed outlook. Both Goldman Sachs and Bank of America pushed out their expected timing for Fed rate cuts after last week's stronger-than-expected jobs data and renewed inflation concerns tied to energy prices.Corporate results remain exceptionally strong, particularly in semiconductors, hyperscalers and AI infrastructure. Investors increasingly believe the AI buildout is creating a genuine multi-year earnings cycle rather than just a speculative thematic bubble. A small cluster of mega-cap tech and semiconductor names is doing an outsized amount of the work, while large portions of the market are lagging.In pre-market trading, S&P 500 futures fell 0.11%, Nasdaq futures fell 0.15% and Dow futures fell 0.05%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Modernaup 8% after a U.S. citizen tested positive for the Andes strain of hantavirusUP AFTER EARNINGS -Monday.comup 25%Circle Internetup 6%Kodiak Gas Servicesup 6%Townsquare Mediaup 6%Fox Corp.up 3%Seadrillup 3%Barrick Miningup 3%DOWN AFTER EARNINGS -Certaradown 7%Mosaicdown 6%Doledown 1%

Shares of Moderna are up nearly 9% in premarket trading as the company evaluates potential treatments targeting hantavirus. According to reports, a U.S. citizen has tested positive for the Andes strain of hantavirus. One passenger aboard a repatriation flight had returned a mild positive test for hantavirus, while another passenger was experiencing mild symptoms consistent with the infection, the U.S. Department of Health and Human Services said. Moderna said last week that it is evaluating potential treatments targeting hantavirus, calling the program "early-stage and ongoing" within its broader development efforts in infectious diseases. There are currently no approved vaccines or specific antiviral treatments available for hantavirus infections.