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    Mike Yee

    Managing Director in Healthcare Equity Research at Jefferies

    Michael Yee is a Managing Director in Healthcare Equity Research at Jefferies, with over 25 years of experience on Wall Street. He specializes in covering major biotechnology and pharmaceutical companies including Gilead Sciences, Biogen, and Olema Pharmaceuticals, having issued over 2,000 stock ratings. Yee’s performance metrics include a 41% success rate and an average return of -2.1% per rating, with standout calls such as a +425.9% profitable buy recommendation on Olema Pharmaceuticals. He began his tenure at Jefferies in 2017 after holding senior equity research roles at prior firms, and maintains FINRA registration with appropriate securities licenses.

    Mike Yee's questions to Moderna (MRNA) leadership

    Mike Yee's questions to Moderna (MRNA) leadership • Q2 2025

    Question

    Mike Yee questioned what would constitute a positive readout for the CMV trial, for both vaccine efficacy and secondary endpoints, and asked about the company's dialogue with regulatory bodies like the FDA and ACIP.

    Answer

    President Stephen Hoge defined a positive CMV result as vaccine efficacy exceeding 49.1% and noted strong secondary endpoints would demonstrate control over viral persistence, supporting its value. He affirmed that dialogues with the FDA, CBER, and ACIP remain productive and transparent, highlighting the three recent on-time product approvals as evidence of a strong working relationship.

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