Moderna (MRNA) News Today

Moderna, Inc. (MRNA) — Shares moved lower today after the company announced a late‑stage failure of its cytomegalovirus (CMV) vaccine program and several analysts trimmed targets/ratings. The CMV setback raises near‑term pipeline and revenue concerns despite Moderna saying 2025 guidance is unchanged and it still expects to reach breakeven in 2028. Below are the key items investors should care about.

• Positive Sentiment: Moderna was ranked a top employer in Science's 2025 Top Employers Survey for the 11th consecutive year — a reputational positive that can help talent retention for long‑term R&D execution. Moderna Named a Top Employer by Science
• Positive Sentiment: Safety update: an updated Moderna mRNA COVID vaccine showed no signal for myocarditis in recent analyses — a regulatory/safety positive for its core product suite. No Signal for Myocarditis in Updated Moderna mRNA COVID Vaccine
• Positive Sentiment: Data from IDWeek/other sources reported that Moderna’s RSV candidate showed safety and efficacy signals in transplant recipients — encouraging for diversified vaccine prospects beyond COVID. IDWeek 2025: mRNA-1345 RSV vaccine
• Neutral Sentiment: Moderna announced an Investor Event / Analyst Day for Nov. 20 — a scheduled forum where management can attempt to reassure investors on pipeline, finances and strategy. Moderna to Host Investor Event - Analyst Day
• Neutral Sentiment: Citigroup trimmed its price target to $28 and kept a "neutral" rating — a mild analyst recalibration rather than an outright sell call. Price Target Lowered to $28 at Citigroup
• Negative Sentiment: Moderna said the Phase 3 trial of mRNA‑1647 (CMV vaccine) failed to meet its primary efficacy endpoint and the company will discontinue development in congenital CMV — removing what had been viewed as a potential blockbuster program. Moderna ends development of CMV vaccine after trial failure
• Negative Sentiment: JPMorgan cut its price target to $25 and moved to an "underweight" rating, and headlines show the stock slid and breached technical support — analyst downgrades and concern about incremental cash burn amplified the sell‑off. JPMorgan price target lowered to $25