CureVac Sues Moderna Over Patent Infringement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Should l Buy MRNA?
Source: Newsfilter
Moderna's stock fell as it hit a 20-day low amid broader market declines.
CureVac has filed a lawsuit against Moderna, alleging that its COVID-19 vaccine Spikevax infringes on CureVac's patents related to mRNA technology. This lawsuit could significantly impact Moderna's sales and market position if the claims are proven true, highlighting the intensifying patent disputes in the COVID-19 vaccine market. Additionally, BioNTech has also filed a separate patent lawsuit against Moderna, indicating escalating competition in the sector.
The ongoing legal battles and competition from other biotech firms may create uncertainty for Moderna, potentially affecting investor confidence and future sales.
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Analyst Views on MRNA
Wall Street analysts forecast MRNA stock price to fall
20 Analyst Rating
1 Buy
16 Hold
3 Sell
Hold
Current: 45.940
Low
17.00
Averages
32.47
High
63.00
Current: 45.940
Low
17.00
Averages
32.47
High
63.00
About MRNA
Moderna, Inc. is a biotechnology company advancing a new class of medicines made of messenger ribonucleic acid (mRNA). It is engaged in developing medicines across infectious disease vaccines, oncology therapeutics and rare disease therapeutics. Its platform incorporates advances across three components, mRNA, delivery, and the manufacturing process, to advance its medicines. Its products are Spikevax and mNEXSPIKE (its COVID vaccines), and mRESVIA (its vaccine against respiratory syncytial virus (RSV)). It also has a diverse development pipeline that consists of 35 therapeutic and vaccine programs, six of which are in late-stage development. It has regulatory filings under review for its seasonal flu+COVID vaccine (mRNA-1083) in Europe and Canada and for its seasonal flu vaccine (mRNA-1010) in the United States, Europe, Canada and Australia. Its rare disease programs are Propionic acidemia (mRNA-3927); Methylmalonic acidemia (mRNA-3705), and Cystic Fibrosis (mRNA-3692/VX-522).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Moderna's Q1 Revenue: Moderna reported a revenue of USD 400 million for the first quarter.
Comparison with Estimates: This revenue figure significantly exceeds analysts' estimates, which were around USD 228 million.
See More
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Comparison with Estimates: This EPS figure was higher than the estimated EPS of $3.96 by analysts.
See More
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- Earnings Report Outlook: Moderna is set to report its Q1 earnings on May 1 before market open, with investors looking for signs of revenue stabilization after a prolonged post-COVID downturn.
- Revenue and Loss Status: The company has faced a 90% revenue decline since 2022, with persistent cash burn exceeding $2 billion annually and no near-term path to profitability, indicating a fragile financial situation.
- Analyst Expectation Volatility: The consensus estimate calls for an EPS loss of -$3.96 on revenue of $236.36 million, with 4 upward revisions in revenue estimates but limited analyst confidence reflecting caution regarding the company's transition.
- Future Prospects and Challenges: While the company shows long-term potential in developing next-generation mRNA vaccines and therapeutics, short-term revenue remains heavily reliant on declining COVID sales, with significant clinical milestones not expected until late 2026.
See More
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Focus on Combination Vaccine: The company is particularly focused on advancing its flu-COVID combination vaccine, which aims to address both illnesses in a single shot.
See More
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- Q1 Performance Exceeds Expectations: In Q1 of FY 2026, Moderna reported net product sales of $389 million, significantly surpassing the Street's estimate of $235.5 million, indicating a strong rebound in COVID vaccine demand.
- Vaccine Review Progress: The U.S. FDA reversed its initial rejection and agreed to review Moderna's mRNA flu vaccine in February, a shift that may reflect changes in regulatory policies and impact the company's future market strategies.
- Market Reaction: Despite retail investor sentiment shifting from 'extremely bearish' to 'bearish', Moderna's shares rose nearly 6% in pre-market trading on Friday, reflecting a positive market response to its Q1 earnings report.
See More
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- Cloud Transition: CFO James Chuong cautioned that the shift of customers to cloud services would result in a more muted level of data center expansion, with expectations for moderated revenue growth in Q4, which could impact future market performance.
- Product Advantage: Analyst Meilin Quinn noted that while workflows may be taken over by agents, there remains a need for trusted company knowledge and systems, providing Atlassian with a stronger foothold in engineering processes and enhancing its competitive edge.
- Market Reaction: Major stock indexes hit new highs amid continued growth in AI spending, with the S&P 500 closing above 7,200 points for the first time, reflecting strong market confidence in tech stocks and further boosting Atlassian's stock performance.
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