Roivant Indicates Significant Progress in Pipeline with Faster Timelines
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 11 2025
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Should l Buy MRNA?
Source: Benzinga
Long-term Vision: Roivant Sciences outlined its long-term vision during Investor Day, emphasizing accelerated timelines and expanded commercial ambitions for several late-stage programs, with a focus on three major clinical assets.
Brepocitinib Development: The company highlighted strong momentum for brepocitinib, particularly in dermatomyositis, with plans to file a new drug application in early 2026 and a potential commercial launch in early 2027.
Progress on IMVT-1402: Roivant reported advancements in its pipeline, including IMVT-1402, with a recent financing round extending Immunovant's cash runway and updated guidance for topline data in rheumatoid arthritis expected in 2026.
Ongoing Programs and Litigation: Other development programs remain on track, and Roivant is involved in ongoing intellectual property litigation with Moderna, with a U.S. jury trial scheduled for March 2026.
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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: 50.290
Low
17.00
Averages
32.47
High
63.00
Current: 50.290
Low
17.00
Averages
32.47
High
63.00
About MRNA
Moderna, Inc. is a biotechnology company. The Company is advancing a new class of medicines made of messenger ribonucleic acid (mRNA). It is developing therapeutics and vaccines for infectious diseases, immuno-oncology, rare diseases and autoimmune diseases. mRNA medicines are designed to direct the body’s cells to produce intracellular, membrane or secreted proteins that have a therapeutic or preventive benefit with the potential to address a spectrum of diseases. The Company’s diverse development pipeline consists of 44 therapeutic and vaccine programs, 11 of which are in late-stage development. Its commercial products include Spikevax (its COVID vaccine) and mRESVIA (its respiratory syncytial virus (RSV) vaccine). Additionally, it has achieved four positive Phase III data readouts for its COVID vaccine (mRNA-1283), its RSV vaccine for high-risk adults aged 18 to 59 (mRNA-1345), its seasonal flu+COVID vaccine (mRNA-1083), and its seasonal flu vaccine (mRNA-1010).
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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- Decreasing Cash Reserves: While Moderna's cash reserves surged from $1.1 billion to over $10 billion, they have now dwindled to roughly $5.8 billion due to declining COVID-related revenues, indicating increased pressure on the company’s spending for new product development.
- New Product Development Challenges: Moderna is seeking FDA approval for its influenza vaccine, which was initially rejected but is now under reconsideration; if approved before the next flu season, it could provide a new revenue stream for the company.
- Personalized Cancer Treatment Opportunity: The collaboration with Merck on a melanoma therapy shows promising trial results, and while market introduction may take time, the potential for personalized cancer care presents a strategic growth opportunity for the company.
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- Strong Sales Forecast: Moderna is expected to generate $2.07 billion in product sales by 2026, largely driven by the launch of its next-generation COVID vaccine, mNEXSPIKE, which will significantly boost revenue.
- Multiple Catalysts: The FDA is set to review Moderna's biologics license application for its seasonal flu vaccine, mRNA-1010, with a PDUFA date of August 5, which will support the company's future market performance.
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- Declining COVID Revenue: Despite past successes yielding substantial profits, COVID-related revenue has now dropped to $1.9 billion, with management's cash reserves dwindling to about $5.8 billion, highlighting the urgency for new product launches.
- Vaccine Development Progress: Moderna is currently developing an influenza vaccine that the FDA is reviewing, and if approved, it could be launched before the next flu season, potentially providing a new revenue stream for the company.
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- Intensified Market Competition: This lawsuit signifies an escalation in competition between the two companies in the COVID-19 vaccine sector, potentially leading to a reallocation of resources in R&D and marketing.
- Legal Risks: The lawsuit may trigger prolonged legal battles, affecting Moderna's financial performance and future product development plans.
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