Moderna, Inc. (MRNA.US) Q4 2025 Earnings Conference Call
Live time: Feb 13, 2026 13:00 UTC
Moderna, Inc. (MRNA.US) Q4 2025 Earnings Conference Call
Live time: 02/13/2026 13:00:00 UTC
Moderna Inc (MRNA.US) 2025 年第四季度业绩电话会
Summary
00:00
Opening Remarks by Kevin
Kevin introduces the process for asking questions at the end of the presentation and reminds participants that the event is being recorded.
00:19
Opening Remarks by Investor Relations Head Ravina Talukda
Ravina Talukda opens the call discussing Moderna's Q4 2025 financial performance and business updates. The CEO, President, and CFO will provide insights into the company's results and future outlook.
01:22
CEO Stephane Bancel — 2025 Overview
CEO Stephane Bancel reviews 2025, noting revenues of $1.9 billion primarily from COVID vaccines, and the reduction of operating expenses by $2.2 billion. He voices concerns over FDA's letter and the regulation environment.
02:32
CEO Stephane Bancel — Regulatory Environment Challenges
Stephane highlights the uncertainty in FDA's regulatory environment affecting company investments and innovation, delaying breakthrough drugs.
03:08
CEO Stephane Bancel — Business Execution and Future Products
Stephane mentions the 2025 launch of three products, highlighting the success of AmexPac in the US, the partnership with Recordati, and regulatory reviews for vaccines in multiple countries.
05:00
Cancer Therapeutics Development Update by Stephane Bancel
Stephane announces promising progress in cancer trials and the introduction of their new Chief Development Officer, David Berman.
06:06
CFO Jamie Mock — Q4 and 2025 Financial Results
Jamie Mock discusses Q4 results, a significant revenue of $700 million, mainly from the US market, and an improvement against guidance in cash balance.
09:57
CFO Jamie Mock — 2026 Financial Projections
Jamie outlines expectations for a 10% revenue growth in 2026, driven by international markets, while maintaining consistent sales and administrative costs.
14:01
President Stephen Hogue — Product Line and Market Growth
Stephen Hogue projects 2026 as a growth year for Moderna, driven by strategic partnerships and new product launches in Europe and international markets.
15:25
President Stephen Hogue — Strategic Agreements Expansion
Stephen announces new strategic agreements in Latin America and Asia-Pacific, anticipating revenue from flu vaccines and combination vaccines internationally.
22:10
RCC Study Strategy by Matthew — Analyst: Matthew (Bank of America)
Matthew inquires about RCC study strategy, questioning its potential as a registrational study and discussing potential combinations with Keytruda.
Related Notices
Moderna | (8-K) Current Report
Feb 13, 2026 07:02
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