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Research Alert: CFRA Keeps Hold View On Shares Of Moderna; Shares +16% Amid Andes Outbreak

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CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:

MRNA shares rose over 16% in five days following an Andes virus (rare hantavirus strain) outbreak on cruise ship MV Hondius. The vessel, carrying ~150 passengers from 23 countries, departed Argentina on April 1 and docked in the Canary Islands on May 10 with six confirmed cases, two probable cases, and three deaths. While no hantavirus vaccine currently exists, mRNA technology offers advantages including rapid development, strain adaptability, and stronger immune response versus traditional vaccines. Moderna is developing an mRNA hantavirus vaccine with Korea University, though the program remains in early preclinical stages (animal studies only), suggesting substantial time is needed despite current market enthusiasm. Health officials assess the pandemic risk as low given the virus requires close, prolonged contact for transmission. The Andes virus is the only known hantavirus strain to spread person-to-person. We raise our target to $58 from $48 based on NPV analysis, maintain our 2026 LPS at -$7.95, and keep 2027 LPS at -$4.82.

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