Roivant Indicates Significant Progress in Pipeline with Faster Timelines
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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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.

Moderna Stock Rises 58% in 2026, Signaling New Opportunities
- Stock Rebound: Moderna's stock has surged 58% in 2026, indicating a potential start of a sustained bull run after several years of stagnant revenue growth.
- Clinical Trial Progress: The intismeran autogene, in combination with Merck's Keytruda, demonstrated a 49% reduction in disease recurrence or death in advanced melanoma patients, highlighting its potential in cancer treatment.
- Product Portfolio Expansion: In addition to intismeran autogene, Moderna is conducting up to eight phase 2 or phase 3 clinical trials, and meaningful progress could significantly enhance the company's market competitiveness and product diversity.
- Long-Term Investment Value: Despite a substantial decline in stock price over the past three years, Moderna's strong performance in 2026 and future clinical and regulatory advancements make it a compelling consideration for long-term investors.









