IR Insights: Moderna’s 2026 Analyst Day

Earlier today, Moderna hosted its 2026 Analyst Day, providing updates on our business strategy, pipeline progress and future priorities.

Members of our executive team sat down to share additional insights into the key takeaways from Analyst Day and what’s ahead for Moderna. Watch our latest IR Insights video below to hear more from Stéphane Bancel, CEO; Stephen Hoge, President; Jamey Mock, CFO; and David Berman, Chief Development Officer.

Forward-Looking Statements

This video contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including statements regarding: Moderna’s ability to execute on its next phase of growth and its mid-term financial strategy; the potential of intismeran and Moderna's broader oncology portfolio; the potential regulatory approval and commercial launch of intismeran; Moderna’s commercial and manufacturing readiness for intismeran; Moderna's ability to scale manufacturing capacity efficiently; the potential of intismeran in additional tumor types and across settings, and as a monotherapy; Moderna’s ability to improve infectious disease vaccine franchise profitability; pending and anticipated regulatory filings and potential approvals; mRNA-4194’s potential in Lynch syndrome; commercial growth drivers and opportunities in 2027 and beyond; Moderna’s investment strategy, capital allocation and portfolio priorities; Moderna's 2026 financial framework, including expected revenue growth of 15% to 25%, gross margin expansion, cost reductions, and liquidity; Moderna's continued cost discipline; and anticipated progress and milestones for Moderna's pipeline programs, including potential data readouts and other catalysts. In some cases, forward-looking statements can be identified by terminology such as "will," "may," "should," "could," "expects," "intends," "plans," "aims," "anticipates," "believes," "estimates," "predicts," "potential," "continue," or the negative of these terms or other comparable terminology, although not all forward-looking statements contain these words. The forward-looking statements in this video are neither promises nor guarantees, and you should not place undue reliance on these forward-looking statements because they involve known and unknown risks, uncertainties, and other factors, many of which are beyond Moderna's control and which could cause actual results to differ materially from those expressed or implied by these forward-looking statements. These risks, uncertainties, and other factors include, among others, those risks and uncertainties described under the heading "Risk Factors" in Moderna's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the U.S. Securities and Exchange Commission (SEC), and in subsequent filings made by Moderna with the SEC, which are available on the SEC's website at www.sec.gov. Except as required by law, Moderna disclaims any intention or responsibility for updating or revising any forward-looking statements contained in this video in the event of new information, future developments or otherwise. These forward-looking statements are based on Moderna's current expectations and speak only as of the date of this video.