Key Research Insights on Broadcom, Oracle, and Cisco Systems
Zacks Research Daily Highlights: The article features research reports on 16 major stocks, including Broadcom, Oracle, and Cisco, along with a unique focus on micro-cap stock United-Guardian. The reports are selected from around 70 published by the Zacks analyst team.
Broadcom's Performance: Broadcom has shown strong growth, particularly in AI semiconductors, but faces challenges with contracting gross margins and high debt levels.
Oracle's Growth: Oracle reported a 12% year-over-year revenue increase, driven by cloud services, and expects significant capital expenditures for infrastructure expansion.
Cisco's Business Model Shift: Cisco has transitioned to a subscription-based revenue model, enhancing its portfolio through acquisitions, but is experiencing sluggish sales in its networking segment due to competition and demand issues.
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Moderna's Chief Medical Officer Resigns, New R&D Direction Announced
- Executive Change: Moderna announced that Chief Medical Officer Jacqueline Miller will resign effective March 2, just over a year into her role, indicating significant shifts in the company's leadership that may impact its strategic direction.
- New Appointment: David Berman will take over as Chief Development Officer on the same date, previously serving as R&D head at Immunocore, and is expected to drive Moderna's pivot towards new mRNA-based medications like personalized cancer therapies in response to declining demand for COVID-19 vaccines.
- Transition Support: Although Miller is stepping down from her role, she will continue to support the company as a consultant, reflecting the company's desire to maintain continuity and stability during this leadership transition.
- R&D Background: Berman brings over two decades of experience in immunotherapy, having worked on multiple clinical-stage oncology biologics, suggesting that his extensive background could positively influence Moderna's new drug development efforts.

Moderna Partners with Recordati to Advance mRNA-3927 Development
- Strategic Collaboration: Moderna has entered into a strategic partnership with Italy's Recordati to advance the clinical development of its propionic acidemia treatment, mRNA-3927, which is expected to accelerate the global commercialization of the drug.
- Financial Support: Under the agreement, Moderna will receive an upfront payment of $50 million and up to $110 million in development and regulatory milestone payments, significantly enhancing its liquidity and supporting further R&D efforts.
- Clinical Trial Progress: mRNA-3927 is currently undergoing a registrational study that has reached its target enrollment, with pivotal data expected in 2026, laying the groundwork for potential market approval and addressing unmet medical needs.
- Market Potential: Propionic acidemia is a rare and serious inherited metabolic disorder affecting approximately 1 in 100,000 to 150,000 individuals globally, and Moderna's innovative therapeutic approach could fill a significant treatment gap, enhancing the company's competitiveness in the rare disease market.






