Replies to post #250595 on Biotech Values

[DewDiligence]

MRNA 4Q23 results—2024 outlook:

PR:
https://s29.q4cdn.com/435878511/files/doc_earnings/2023/q4/earnings-result/Q4-23-PR_Final.pdf

CC slides:
https://s29.q4cdn.com/435878511/files/doc_earnings/2023/q4/presentation/Moderna-4Q23-Earnings-Presentation-Final.pdf

MRNA reiterated 2024 guidance for: $4B of product sales (mostly COVID Spikevax, but including some contribution from mRNA-1345 RSV vaccine, which has a 5/12/24 PDUFA date and a planned ACIP panel in late June); and $4.5B in R&D expenses.