The AI Pharma Surge Is Genuine — Cancer Could Soon Become Chronic Instead of Fatal
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 26 2025
0mins
Should l Buy MRNA?
Source: Benzinga
Pharma Sector Growth: Pharma stocks are experiencing a significant rally, with the Tema Oncology ETF up 45% year-to-date, driven by structural changes in the sector and increasing demand for innovative treatments, particularly in oncology.
Regulatory Clarity and M&A Activity: The regulatory environment is improving, leading to a surge in mergers and acquisitions within the healthcare sector, as companies seek to adapt to rising healthcare demands and replace revenue from expiring patents.
AI's Role in Drug Discovery: Artificial intelligence is enhancing the efficiency of drug discovery processes, making them cheaper and faster, although it has not yet taken over the discovery of new molecules.
Future of Cancer Treatment: Innovations such as gene editing and potential cancer vaccines could transform cancer from a deadly disease into a manageable chronic condition, with companies like Merck and Moderna leading the charge in this area.
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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: 54.260
Low
17.00
Averages
32.47
High
63.00
Current: 54.260
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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