Moderna Inc at Jefferies London Healthcare Conference Transcript

Nov 16, 2023 / 08:30AM GMT
Michael Jonathan Yee - Jefferies LLC, Research Division - Equity Analyst

Good morning, everyone. Thank you for joining us here on our opening morning session for Moderna. Up here with me on the stage, I have the Senior Vice President of Investor Relations, Lavina Talukdar.

Questions and Answers:

Michael Jonathan Yee - Jefferies LLC, Research Division - Equity Analyst

Lavina, I would love to just maybe start coming away from third quarter earnings, the company provided some new guidance. And what I thought was most intriguing about it was short-term guidance for 2023 as well as, for the first time, some forward-looking guidance for '24 and '25. That was quite helpful.

And the Street has had some reactions to some of that. But also, I think, taking a step back, and I know you have some slides you can maybe talk to, is perhaps a confusion and uncertainty about where Moderna is going. On one side, we have the COVID vaccine revenue stream and then this whole pipeline of like 43 things that people just maybe are not paying attention to.

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