| MRNA |
Report |
Q2 2026 Total Revenue |
BEAT |
pred ~$120M vs. cons $105.5M |
MEDIUM |
| MRNA |
Report |
Q2 2026 Operating EPS (Diluted) |
BEAT |
pred ~-$1.70 vs. cons -$1.89 |
MEDIUM |
| MRNA |
Report |
Q2 2026 Adj. Cash Cost (run-rate) |
BEAT |
pred on-track / slight beat vs. $4.2B FY target |
MEDIUM |
| MRNA |
Guide |
FY 2026 Revenue (FY2026) |
UNCHANGED |
guide 'up to 10% growth' reiterated vs. cons $2,088M — implicit H2 cut embedded |
HIGH |
| MRNA |
Guide |
FY 2026 Adj. Cash Cost (FY2026) |
UNCHANGED |
guide ~$4.2B reiterated vs. cons ~$4.2B |
HIGH |
| MRNA |
Guide |
mRNA-1010 Flu Tone (qualitative) |
BETTER |
confident language post-9-0 VRBPAC vs. prior 'encouraged' |
HIGH |
| MRNA |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
MEDIUM |
| MRNA |
Return |
5-day cumulative residual |
+9.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — flu PDUFA (Aug 5) within the 5-day window drives recovery; base case is approval given 9-0 VRBPAC vote |
MEDIUM |