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MRNA Q1 2026 Call: EU Combo Approval & Oncology Expansion Offset Litigation Settlement

Moderna's Q1 2026 earnings call centered on a major regulatory milestone with the EU approval of mCoflex, the world’s first flu+COVID combination vaccine, and the strategic expansion of the Individualized Neoantigen Therapy (INT) program into early-stage lung cancer. While the quarter was impacted by a $950 million litigation settlement with Arbutus and Genevant, management emphasized that this resolves global disputes and provides balance sheet clarity. Investors are now focused on the August 5th PDUFA date for...

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