Dave's questions to Moderna Inc (MRNA) leadership • Q1 2025
Question
Dave, on for Jeff Meacham, asked for commentary on the recent ACIP meeting regarding CMV and COVID, and inquired about the potential to partner the new Checkpoint program given the company's cost-cutting focus.
Answer
President Stephen Hoge expressed optimism about meeting CMV durability goals and noted a risk-based COVID recommendation makes sense. CEO Stéphane Bancel added that the company is strategically reprioritizing investment from younger adult combo vaccines into its oncology pipeline, including Checkpoint, which it intends to advance itself using cash flow from the respiratory franchise.