MRNA - Moderna Inc. (MRNA) Jefferies 2024 Global Healthcare Conference (Transcript)
2024-06-06 20:46:04 ET
Moderna, Inc. (MRNA)
Jefferies 2024 Global Healthcare Conference
June 6, 2024 10:00 AM ET
Company Participants
Jamey Mock - CFO
Conference Call Participants
Michael Yee - Jefferies
Presentation
Michael Yee
[Starts Abruptly] of Moderna, Jamey Mock, up here with us. Jamey, it's great to be here. Last I checked, you have a second product that is going to be generating revenue. So, that's very exciting. We'll talk about that, in RSV. You just got back from ASCO, a long week at ASCO talking about the pipeline and with a particular focus on the INT adjuvant melanoma data, three-year data. So, that's pretty exciting. And obviously, a lot going on with financial guidance and trying to get Moderna back to a profitability standpoint and setting the stage for the next few years of growth.
So, maybe I would take the opportunity to ask you first from a high-level perspective, the guidance this year, starting from a high-level 2024, you have guidance, talk about the inputs in that guidance, the confidence in hitting that guidance with a particular focus on what I think is the wildcard, which is RSV. So, financial guidance and your approval of RSV and how much is RSV going to contribute this year.
Jamey Mock
Terrific. Well, good to see you, Mike, and thanks for having us.
Michael Yee
Yes.
Jamey Mock
And thanks for your coverage and videos, including your new song.
Michael Yee
Very good. Very good. The next one, I'll get Moderna into the [indiscernible]
Jamey Mock
Appreciate that. And thanks, everybody, for joining and your interest. Yes. So, in terms of the guidance, maybe I'll just go through the categories that we've talked through in the past, which is our APAs, which we came into the year with $1 billion that we said, and we've learned our lessons on the APAs in the past in terms of not always being follow-through. So, we're hoping that perhaps there's a little upside there, but we're fairly balanced on that....
Moderna, Inc. (MRNA) Jefferies 2024 Global Healthcare Conference (Transcript)