MRNA · News · 20260731N

Market Demand Trends

Moderna, Inc. · 2026-07-31 · Importance 20 · Surprise 24

Moderna continues to face weak demand for its COVID-19 vaccines as pandemic-era sales decline. COVID vaccine sales remain a significant influence on the company’s top line, creating pressure as Moderna transitions toward a broader vaccine and therapeutics portfolio. The company is seeking to offset the decline with its seasonal flu vaccine and a future COVID-flu combination product.

Key facts

• Reuter's coverage stated Moderna aims to offset declining pandemic-era vaccine sales with its flu shot and a future COVID-flu combination and reaffirmed its revenue growth forecast of up to 10% for the year. source
• MarketBeat reported Bank of Nova Scotia sold over 56,000 shares of Moderna, reducing its stake by 87.9% in the first quarter. source
• MarketBeat reported the South Dakota Investment Council sold 69,478 shares of Moderna in the first quarter, reducing its stake by 41.1% but retaining 99,552 shares valued at approximately $5.1 million. source
• Baillie Gifford sold 1,779,098 shares of Moderna Inc at $70.03 each, decreasing its holdings by 8.90%. source