Moderna raised its full-year revenue guidance to growth of 15–25% (up from prior
10%) and reported its first quarterly profit since 2024, driven by a sharp
year‑on‑year rebound in COVID‑19 vaccine sales; third‑quarter results beat a
Street consensus that had forecast a loss. The company is shifting toward
oncology; its Merck‑partnered mRNA skin‑cancer vaccine intismeran posted
positive late‑stage trial results, and Moderna said the drug could win US
approval next year — an outcome it called an important breakthrough for its mRNA
platform. Moderna shares have rallied more than 700% YTD through Thursday.
