{"slug":"moderna","name":"모더나","name_en":"Moderna","ticker":"MRNA","updated_at":"2026-10-09T20:24:05.807+00:00","canonical":"https://valuechain.wiki/moderna","citable":"밸류체인 그래프 기준 모더나의 직접 연결 기업은 6곳(관계 기준 공급 2·매출 3·투자 1)이고, 사슬을 2차까지 넓히면 13곳에 닿는다. 링크의 근거 출처는 12건이며 그중 1차공시가 5건이다 (valuechain.wiki, 2026-10-09 기준).","citable_en":"Per the valuechain.wiki graph, Moderna is directly linked to 6 companies (2 supply, 3 revenue, 1 investment relationships) and reaches 13 companies within two hops; the links are backed by 12 dated sources, 5 of them primary filings (as of 2026-10-09).","kicker":"mRNA 백신·치료제","kicker_en":"mRNA vaccines and therapeutics","lead":"모더나는 코로나19·RSV 백신을 도매상, 유통사, 정부에 판매해 매출을 올리고 mRNA 기반 감염병·종양·희귀질환 치료제를 개발한다. 자체 생산시설과 함께 Lonza, Thermo Fisher, ROVI 같은 외부 제조망에 비용을 쓰며, 후기 임상은 Blackstone 같은 외부 자금도 활용한다. 2026년 상반기 매출은 5억3,400만 달러(전년 동기 2억5,000만 달러)였고, 2분기만 보면 1억4,500만 달러에 영업손실 8억1,500만 달러였다. 6월 말 현금성 자산은 연초보다 12억 달러(15%) 줄었다.","lead_en":"Moderna earns revenue by selling COVID-19 and RSV vaccines to wholesalers, distributors and governments while developing mRNA medicines for infectious diseases, cancer and rare diseases. It spends through both internal plants and external manufacturers such as Lonza, Thermo Fisher and ROVI, and also uses outside funding from investors including Blackstone for late-stage development. H1 2026 revenue was $534 million (versus $250 million a year earlier); Q2 alone brought $145 million of revenue and an $815 million operating loss. Cash, cash equivalents and investments fell $1.2 billion (15%) from the start of the year by end-June.","categories":[{"key":"pharma-biotech","ko":"제약·바이오텍","en":"Pharmaceuticals & Biotechnology","theme":"life-sciences","theme_ko":"바이오·헬스","theme_en":"Biopharma & Life Sciences","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"코로나19 백신","note":"Spikevax와 mNEXSPIKE의 FY2025 순제품매출 18억1000만달러"},{"name":"RSV 백신","note":"mRESVIA의 FY2025 순제품매출 800만달러"},{"name":"기타 매출","note":"보조금·협업·라이선스·로열티·생산준비 매출을 합친 FY2025 매출 1억2600만달러"}],"total":"FY2025 매출 19억4400만달러","track":"C"},"segments_en":{"parts":[{"name":"COVID-19 vaccines","note":"FY2025 net product sales of $1.810 billion from Spikevax and mNEXSPIKE"},{"name":"RSV vaccine","note":"FY2025 net product sales of $8 million from mRESVIA"},{"name":"Other revenue","note":"FY2025 revenue of $126 million from grants, collaborations, licensing, royalties and stand-ready manufacturing"}],"total":"FY2025 revenue: $1.944 billion"},"returns_yearly":{"2021":143.1,"2022":-29.3,"2023":-44.6,"2024":-58.2,"2025":-29.1,"2026":393.6},"return_asof":"2026-09-04","value_chain":{"leading":[{"slug":"cvs-health","name":"CVS 헬스","name_en":"CVS Health","tier":3,"returns_yearly":{"2021":54.9,"2022":-7.6,"2023":-12.5,"2024":-40.8,"2025":84.3,"2026":24.7}},{"slug":"walmart","name":"Walmart Inc","name_en":"Walmart Inc","tier":3,"returns_yearly":{"2021":2,"2022":-0.5,"2023":12.9,"2024":74,"2025":24.5,"2026":0.6}},{"slug":"mckesson","name":"맥케슨","name_en":"McKesson Corporation","tier":2,"returns_yearly":{"2021":44.2,"2022":51.8,"2023":24.1,"2024":23.7,"2025":44.5,"2026":14.8}},{"slug":"merck-co","name":"머크 (미국 MSD)","name_en":"Merck & Co.","tier":1,"returns_yearly":{"2021":1.8,"2022":49.4,"2023":1,"2024":-6.3,"2025":9.8,"2026":44.9}},{"slug":"cardinal-health","name":"카디널 헬스","name_en":"Cardinal Health, Inc.","tier":1,"returns_yearly":{"2021":-0.4,"2022":54.1,"2023":34.1,"2024":19,"2025":76.3,"2026":21.1}},{"slug":"vertex-pharmaceuticals","name":"버텍스 파마슈티컬스","name_en":"Vertex Pharmaceuticals Incorporated","tier":1,"returns_yearly":{"2021":-7.1,"2022":31.5,"2023":40.9,"2024":-1,"2025":12.6,"2026":20.5}}],"benefiting":[{"slug":"thermo-fisher-scientific","name":"써모 피셔 사이언티픽","name_en":"Thermo Fisher Scientific","tier":1,"returns_yearly":{"2021":43.5,"2022":-17.3,"2023":-3.4,"2024":-1.7,"2025":11.8,"2026":13.9}},{"slug":"danaher","name":"다나허","name_en":"Danaher Corporation","tier":1,"returns_yearly":{"2021":48.6,"2022":-19,"2023":-1.2,"2024":-0.3,"2025":0.4,"2026":-3.4}},{"slug":"blackstone","name":"Blackstone","name_en":"Blackstone","tier":1,"returns_yearly":{"2021":107.1,"2022":-40,"2023":82.7,"2024":35.1,"2025":-7.8,"2026":-23.5}},{"slug":"solventum","name":"솔벤텀","name_en":"Solventum","tier":2,"returns_yearly":{"2025":20,"2026":15.7}},{"slug":"coreweave","name":"CoreWeave","name_en":"CoreWeave","tier":2,"returns_yearly":{"2026":14.6}},{"slug":"ppl","name":"PPL 코퍼레이션","name_en":"PPL Corporation","tier":2,"returns_yearly":{"2021":12.9,"2022":0.4,"2023":-3.8,"2024":24,"2025":11.4,"2026":1.8}},{"slug":"medtronic","name":"메드트로닉","name_en":"Medtronic plc","tier":2,"returns_yearly":{"2021":-9.8,"2022":-22.6,"2023":9.6,"2024":0.3,"2025":24,"2026":-0.3}},{"slug":"eqt","name":"EQT 코퍼레이션","name_en":"EQT Corporation","tier":2,"returns_yearly":{"2021":71.6,"2022":57.6,"2023":16.2,"2024":21.4,"2025":17.6,"2026":-0.6}},{"slug":"alnylam-pharmaceuticals","name":"앨라일람","name_en":"Alnylam Pharmaceuticals","tier":2,"returns_yearly":{"2020":0,"2021":30.5,"2022":40.1,"2023":-19.5,"2024":22.9,"2025":69,"2026":-41.5}},{"slug":"vertiv","name":"Vertiv","name_en":"Vertiv","tier":3,"returns_yearly":{"2021":33.8,"2022":-45.3,"2023":251.8,"2024":136.8,"2025":42.8,"2026":73.2}},{"slug":"ge-vernova","name":"GE Vernova","name_en":"GE Vernova","tier":3,"returns_yearly":{"2025":99,"2026":54}},{"slug":"super-micro","name":"Super Micro","name_en":"Super Micro","tier":3,"returns_yearly":{"2021":38.8,"2022":86.8,"2023":246.2,"2024":7.2,"2025":-4,"2026":43}},{"slug":"williams","name":"Williams","name_en":"Williams Companies","tier":3,"returns_yearly":{"2021":38.4,"2022":32.8,"2023":11.9,"2024":62.3,"2025":14.9,"2026":25.2}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":3,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":23.2}},{"slug":"agilent-technologies","name":"애질런트 테크놀로지스","name_en":"Agilent Technologies, Inc.","tier":3,"returns_yearly":{"2021":35.5,"2022":-5.5,"2023":-6.4,"2024":-2.7,"2025":1.9,"2026":11.5}},{"slug":"core-scientific","name":"Core Scientific","name_en":"Core Scientific","tier":3,"returns_yearly":{"2025":3.6,"2026":5.8}},{"slug":"sempra","name":"셈프라","name_en":"Sempra","tier":3,"returns_yearly":{"2021":7.4,"2022":20.3,"2023":-0.1,"2024":21.1,"2025":3.9,"2026":-3.5}},{"slug":"abbott-laboratories","name":"애보트","name_en":"Abbott Laboratories","tier":3,"returns_yearly":{"2021":30.5,"2022":-20.7,"2023":2.3,"2024":4.8,"2025":12.9,"2026":-19}}],"analysis":"mRNA 백신·치료제 기업. 2025년 -29.1% 뒤 2026년 +393.6%로 반등했다. 본주(+393.6%)가 수요단(평균 +28.8%)과 공급단(평균 +6.1%)을 모두 앞선다. 사슬보다 먼저 달린 만큼, 수요단 숫자가 따라오지 못하면 되돌림이 먼저 오는 자리다. 연결 노드 중 가장 앞선 곳은 머크 (미국 MSD)(+44.9%), 가장 처진 곳은 써모 피셔 사이언티픽(+6.1%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Moderna operates across mRNA vaccines and therapeutics. After -29.1% in 2025, it rebounded +393.6% in 2026. The stock (+393.6%) is ahead of both its demand side (avg +28.8%) and supply side (avg +6.1%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is Merck & Co. (+44.9%) and the furthest behind is Thermo Fisher Scientific (+6.1%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It spends through both internal plants and external manufacturers such as Lonza, Thermo Fisher and ROVI, and also uses outside funding from investors including Blackstone for late-stage development.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investor","counterparty":"Blackstone","counterparty_slug":"blackstone","confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2024-03-27","basis":"Blackstone Life Sciences의 최대 약정 자금","value":750000000,"period":"influenza program development and commercialization funding arrangement","basis_en":"Maximum funding commitment from Blackstone Life Sciences","qualifier":"committed_maximum"},"note":"Blackstone Life Sciences는 모더나의 독감 백신 개발·상업화에 최대 7억5000만달러를 지원하기로 했다. 모더나는 FY2025와 FY2024에 이 약정에서 받은 자금 중 각각 3억4000만달러와 2억6700만달러를 연구개발비 차감으로 인식했다.","note_en":"Blackstone Life Sciences committed up to $750 million to fund development and commercialization of Moderna's influenza program. Moderna recognized $340 million and $267 million of expense reductions from the arrangement in FY2025 and FY2024, respectively.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1682852/000168285226000033/mrna-20251231.htm","title":"모더나 2025 회계연도 Form 10-K","title_en":"Moderna 2025 Form 10-K","excerpt":"Blackstone은 모더나 독감 백신 프로그램에 최대 7억5000만달러를 제공하기로 약정했다.","excerpt_en":"up to $750 million in funding"},{"stance":"confirms","publisher":"Blackstone","publisher_en":"Blackstone","kind":"ir","lang":"en","published_at":"2024-03-27","url":"https://www.blackstone.com/news/press/blackstone-life-sciences-announces-collaboration-to-support-modernas-influenza-program/","title":"Blackstone Life Sciences, 모더나 독감 프로그램 지원 협력 발표","title_en":"Blackstone Life Sciences Announces Collaboration to Support Moderna's Influenza Program","excerpt":"Blackstone 운용 펀드는 모더나 독감 프로그램에 최대 7억5000만달러를 제공하고 성과에 따라 마일스톤과 로열티를 받는다.","excerpt_en":"funds managed by Blackstone Life Sciences will provide up to $750 million to fund Moderna's flu program"}]},{"direction":"revenue","counterparty":"버텍스 파마슈티컬스","counterparty_slug":"vertex-pharmaceuticals","confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2026-02-13","basis":"모더나가 받을 수 있는 개발·허가 마일스톤 최대액. 순매출 로열티는 별도다.","value":270000000,"period":"agreement life","basis_en":"Maximum development and regulatory milestones payable to Moderna, excluding royalties on net sales","qualifier":"contingent_maximum"},"note":"모더나는 버텍스와 낭포성 섬유증용 mRNA 치료제를 개발하는 기술도입·협업 계약을 유지하며, 개발·허가 마일스톤 최대 2억7,000만달러와 향후 순매출 로열티를 받을 수 있다.","note_en":"Moderna maintains a license and collaboration agreement with Vertex to develop mRNA therapeutics for cystic fibrosis and is eligible for up to USD 270 million in development and regulatory milestones plus royalties on future net sales.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-13","url":"https://www.sec.gov/Archives/edgar/data/875320/000087532026000056/vrtx-20251231.htm","title":"VERTEX PHARMACEUTICALS INC / MA 10-K (2026-02-13)","title_en":"VERTEX PHARMACEUTICALS INC / MA 10-K (2026-02-13)","excerpt":"모더나는 개발·허가 마일스톤 최대 2억7,000만달러와 관련 순매출 로열티를 받을 수 있다.","excerpt_en":"Moderna is eligible to receive up to $270.0 million in development and regulatory milestones."}]},{"direction":"revenue","counterparty":"FFF Enterprises","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2026-02-20","basis":"FY2025 모더나 총매출에서 FFF Enterprises가 차지한 비중","value":15,"period":"FY2025","basis_en":"FFF Enterprises' share of Moderna's FY2025 total revenue","qualifier":null},"note":"미국 의약품 유통사 FFF Enterprises는 FY2025 모더나 총매출의 15%를 차지한 최대 공시 고객이다. 상대별 절대 매출액은 공개되지 않았다.","note_en":"U.S. pharmaceutical distributor FFF Enterprises was Moderna's largest disclosed customer in FY2025, accounting for 15% of total revenue. The absolute revenue amount by counterparty was not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1682852/000168285226000033/mrna-20251231.htm","title":"모더나 2025 회계연도 Form 10-K","title_en":"Moderna 2025 Form 10-K","excerpt":"중요 고객 표에서 FFF Enterprises의 2025년 매출 비중을 15%로 공시했다.","excerpt_en":"FFF Enterprises | 15 | %."}]},{"direction":"revenue","counterparty":"캐나다 공공서비스조달부","counterparty_slug":null,"confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2026-02-20","basis":"FY2025 모더나 총매출에서 캐나다 공공서비스조달부가 차지한 비중","value":13,"period":"FY2025","basis_en":"Public Works and Government Services Canada's share of Moderna's FY2025 total revenue","qualifier":null},"note":"캐나다 연방 조달기관은 FY2025 모더나 총매출의 13%를 차지한 정부 고객이다. 같은 연말 모더나 매출채권의 33%도 이 기관에 집중됐다.","note_en":"Canada's federal procurement organization accounted for 13% of Moderna's FY2025 total revenue and 33% of year-end accounts receivable.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1682852/000168285226000033/mrna-20251231.htm","title":"모더나 2025 회계연도 Form 10-K","title_en":"Moderna 2025 Form 10-K","excerpt":"중요 고객 표에서 캐나다 공공서비스조달부의 2025년 매출 비중을 13%로 공시했다.","excerpt_en":"Public Works and Government Services Canada | 13 | %."}]},{"direction":"revenue","counterparty":"카디널 헬스","counterparty_slug":"cardinal-health","confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2026-02-20","basis":"FY2025 모더나 총매출에서 Cardinal Health가 차지한 비중","value":11,"period":"FY2025","basis_en":"Cardinal Health's share of Moderna's FY2025 total revenue","qualifier":null},"note":"Cardinal Health는 FY2025 모더나 총매출의 11%를 차지한 미국 유통 고객이다. 상대별 절대 매출액은 공개되지 않았다.","note_en":"Cardinal Health was a U.S. distribution customer representing 11% of Moderna's FY2025 total revenue. The absolute revenue amount by counterparty was not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-20","url":"https://www.sec.gov/Archives/edgar/data/1682852/000168285226000033/mrna-20251231.htm","title":"모더나 2025 회계연도 Form 10-K","title_en":"Moderna 2025 Form 10-K","excerpt":"중요 고객 표에서 Cardinal Health의 2025년 매출 비중을 11%로 공시했다.","excerpt_en":"Cardinal Health | 11 | %."}]},{"direction":"revenue","counterparty":"머크 (미국 MSD)","counterparty_slug":"merck-co","confidence":"high","metric":null,"note":"모더나는 머크와 개인맞춤 신항원 암백신 V940(intismeran autogene, mRNA-4157)을 공동개발해 키트루다와 병용하는 흑색종·비소세포폐암 보조요법의 3상을 진행하고 있으며, 머크의 옵션 행사로 개발비·손익을 분담하는 이 구조는 mRNA 플랫폼을 키트루다 프랜차이즈 방어에 붙인 파이프라인 베팅이다.","note_en":"Moderna co-develops the individualized neoantigen cancer vaccine V940 (intismeran autogene, mRNA-4157) with Merck and is advancing it through Phase 3 as an adjuvant therapy with Keytruda for melanoma and NSCLC under a structure in which Merck exercised its option and shares development costs and economics, making it a pipeline bet that attaches an mRNA platform to the defense of the Keytruda franchise.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-07-31","url":"https://www.sec.gov/Archives/edgar/data/1682852/000168285226000150/mrna-20260630.htm","title":"모더나 2026년 2분기 분기보고서(Form 10-Q)","title_en":"Moderna Q2 2026 Quarterly Report (Form 10-Q)","excerpt":"모더나와 머크는 개인맞춤 신항원 치료제 인티스메란을 공동 개발·상업화한다. 머크는 2022년 9월 옵션을 행사해 10월 2억5,000만 달러를 지급했고, 비용과 손익은 전 세계에서 대체로 절반씩 나눈다.","excerpt_en":"In September 2022, Merck exercised its option for intismeran, including mRNA-4157, pursuant to the terms of the agreement and in October 2022 paid us an option exercise fee of $250 million... with costs and any profits or losses generally shared equally on a worldwide basis"},{"stance":"confirms","publisher":"Merck & Co. (SEC EDGAR)","publisher_en":"Merck & Co. (SEC EDGAR)","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/310158/000031015826000063/mrk-20251231.htm","title":"머크(MSD) 10-K (FY2025)","title_en":"Merck & Co. Form 10-K (FY2025)","excerpt":"V940 (mRNA-4157), intismeran autogene, is being developed as part of a collaboration with Moderna, Inc., evaluated in combination with Keytruda.","excerpt_en":"V940 (mRNA-4157), intismeran autogene, is being developed as part of a collaboration with Moderna, Inc., evaluated in combination with Keytruda."}]},{"direction":"cost","counterparty":"Lonza","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2020-05-01","basis":"Lonza의 mRNA 백신 원료 위탁생산 대가","value":null,"period":"10-year strategic manufacturing agreement announced in 2020","basis_en":"Consideration for Lonza's contract manufacturing of mRNA vaccine material","qualifier":"confirmed_no_disclosed_value"},"note":"Lonza는 미국과 스위스 생산시설에서 모더나의 코로나19 백신과 후속 제품 원료를 생산하는 장기 위탁제조사다. 2020년 체결한 10년 계약의 수수료와 실제 발주액은 공개되지 않았다.","note_en":"Lonza is a long-term contract manufacturer producing Moderna's COVID-19 vaccine material and potential follow-on products at U.S. and Swiss sites. Fees and actual purchase volumes under the 10-year agreement announced in 2020 were not disclosed.","sources":[{"stance":"confirms","publisher":"유진투자증권","publisher_en":"Eugene Investment & Securities","kind":"research","lang":"ko","published_at":"2026-01-19","url":"https://www.eugenefn.com/common/files/amail/20260119_B3510_hskwon_315.pdf","title":"1월 말 실적 시즌 개막, 가이던스가 핵심 변수","title_en":"Late-January Earnings Season Begins, with Guidance as the Key Variable","excerpt":"보고서는 Lonza가 2020년 5월 모더나와 코로나19 백신 제조를 위한 10년 장기 계약을 체결해 미국과 스위스 생산능력을 확대했다고 정리했다.","excerpt_en":"The report states that Lonza signed a 10-year agreement with Moderna in May 2020 to manufacture its COVID-19 vaccine and expanded capacity in the United States and Switzerland."},{"stance":"confirms","publisher":"Lonza","publisher_en":"Lonza","kind":"ir","lang":"en","published_at":"2020-05-01","url":"https://www.lonza.com/news/2020-05-01-04-50","title":"모더나와 Lonza, 코로나19 백신 생산을 위한 세계적 전략 협력 발표","title_en":"Moderna and Lonza Announce Worldwide Strategic Collaboration to Manufacture Moderna's Vaccine","excerpt":"양사는 모더나 백신과 후속 제품의 대규모 생산을 위한 10년 전략 협력계약을 발표했다.","excerpt_en":"a 10-year strategic collaboration agreement to enable larger scale manufacture of Moderna's mRNA vaccine"}]},{"direction":"cost","counterparty":"써모 피셔 사이언티픽","counterparty_slug":"thermo-fisher-scientific","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2021-06-01","basis":"Thermo Fisher의 원재료·무균충전·라벨링·포장 서비스 대가","value":null,"period":"COVID-19 vaccine manufacturing agreement announced in 2021","basis_en":"Consideration for Thermo Fisher's raw materials, aseptic fill-finish, labeling and packaging services","qualifier":"confirmed_no_disclosed_value"},"note":"Thermo Fisher Scientific은 모더나 코로나19 백신에 원재료를 공급하고 미국 노스캐롤라이나 공장에서 무균 충전, 라벨링, 포장을 맡은 제조 파트너다. 계약 금액은 공개되지 않았다.","note_en":"Thermo Fisher Scientific supplied raw materials and served as a manufacturing partner for aseptic fill-finish, labeling and packaging of Moderna's COVID-19 vaccine in North Carolina. The contract value was not disclosed.","sources":[{"stance":"confirms","publisher":"모더나","publisher_en":"Moderna","kind":"ir","lang":"en","published_at":"2021-06-01","url":"https://s29.q4cdn.com/435878511/files/doc_news/2021/06/01/moderna-announces-agreement-thermo-fisher-scientific-fillfinish.pdf","title":"모더나, Thermo Fisher Scientific과 코로나19 백신 완제 제조 계약 발표","title_en":"Moderna Announces Agreement with Thermo Fisher Scientific for Fill/Finish Manufacturing of Moderna's COVID-19 Vaccine","excerpt":"Thermo Fisher는 모더나 백신의 무균 충전과 라벨링·포장 서비스를 제공하기로 했다.","excerpt_en":"Thermo Fisher Scientific will provide fill/finish sterile manufacturing services, as well as labeling and packaging"}]},{"direction":"cost","counterparty":"Laboratorios Farmacéuticos ROVI","counterparty_slug":null,"confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2024-11-07","basis":"ROVI의 원료의약품·완제 위탁생산 대가","value":null,"period":"10-year mRNA manufacturing agreement","basis_en":"Consideration for ROVI's active-substance and fill-finish manufacturing services","qualifier":"confirmed_no_disclosed_value"},"note":"ROVI는 스페인 Granada에서 원료의약품을, Madrid에서 완제 충전을 맡아 모더나의 생산망에 참여한다. 2024년 ROVI 자료는 코로나19·RSV·독감 mRNA 백신을 포괄하는 10년 계약이 이어지고 있다고 확인했지만 계약 금액은 공개하지 않았다.","note_en":"ROVI participates in Moderna's supply chain by producing active substance in Granada and performing fill-finish work in Madrid. ROVI's 2024 materials confirmed an ongoing 10-year agreement covering COVID-19, RSV and influenza mRNA vaccines, but did not disclose its value.","sources":[{"stance":"confirms","publisher":"ROVI","publisher_en":"ROVI","kind":"ir","lang":"en","published_at":"2024-11-07","url":"https://www.rovi.es/sites/default/files/rovi_presentation_vf_0.pdf","title":"ROVI 2024년 1~9월 재무실적","title_en":"ROVI First Nine Months 2024 Financial Results","excerpt":"ROVI는 Granada 원료의약품과 Madrid 완제 공정으로 모더나의 전 과정 공급망에 참여한다고 밝혔다.","excerpt_en":"ROVI collaborates with Moderna in the end-to-end supply chain"}]},{"direction":"cost","counterparty":"다나허 (알데브론 플라스미드 DNA)","counterparty_slug":"danaher","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2021-05-24","basis":"알데브론의 모더나 mRNA 백신·파이프라인용 플라스미드 DNA 공급 대가","value":null,"period":"2021년 확대 공급계약 이후","basis_en":"Consideration for Aldevron's plasmid DNA supply for Moderna's mRNA vaccine and pipeline","qualifier":"confirmed_no_disclosed_value"},"note":"모더나는 mRNA 백신 생산의 출발 원료인 플라스미드 DNA를 다나허 자회사 알데브론에서 조달한다. 코로나19 백신과 파이프라인 후보물질을 포괄하도록 2021년 5월 공급계약을 확대했다. 지급액은 공개되지 않았다.","note_en":"Moderna sources plasmid DNA, the starting material for mRNA vaccine production, from Danaher's Aldevron. The supply agreement was expanded in May 2021 to cover the COVID-19 vaccine and pipeline candidates. Payments are undisclosed.","sources":[{"stance":"mentions","publisher":"미국 증권거래위원회(SEC)","publisher_en":"U.S. SEC","kind":"filing","lang":"en","published_at":"2022-02-23","url":"https://www.sec.gov/Archives/edgar/data/313616/000031361622000061/dhr-20211231.htm","title":"다나허 2021 연차보고서(Form 10-K)","title_en":"Danaher 2021 Annual Report (Form 10-K)","excerpt":"다나허는 2021년 알데브론을 인수해 생명과학 부문 바이오프로세스 사업에 더했다(공급 상대는 10-K에 명시되지 않음).","excerpt_en":"The Company... has expanded the business through numerous subsequent acquisitions, including... Cytiva in 2020 and Aldevron in 2021."},{"stance":"confirms","publisher":"바이오스펙테이터","publisher_en":"BioSpectator","kind":"news","lang":"ko","published_at":"2021-06-18","url":"https://m.biospectator.com/view/news_view.php?varAtcId=13444","title":"다나허, 'pDNA∙mRNA 생산' 알데브론 96억弗 인수","title_en":"Danaher to acquire pDNA and mRNA maker Aldevron for $9.6B","excerpt":"또 지난 5월에는 모더나(Moderna)와 코로나19 백신 생산 및 추가 파이프라인의 개발을 위해 플라스미드DNA를 공급하는 계약을 확장체결했다.","excerpt_en":"In May it also expanded its agreement to supply plasmid DNA to Moderna for COVID-19 vaccine production and further pipeline development. (Korean original, translated)"},{"stance":"confirms","publisher":"Business Wire","publisher_en":"Business Wire","kind":"ir","lang":"en","published_at":"2021-05-24","url":"https://www.businesswire.com/news/home/20210524005254/en/Moderna-and-Aldevron-Announce-Expanded-Partnership-for-mRNA-Vaccine-and-Therapeutic-Pipeline","title":"모더나·알데브론, mRNA 백신·치료제 파이프라인 협력 확대","title_en":"Moderna and Aldevron Announce Expanded Partnership for mRNA Vaccine and Therapeutic Pipeline","excerpt":"알데브론은 모더나 코로나19 mRNA 백신과 파이프라인 후보물질 생산의 유전 주형인 플라스미드 DNA를 공급한다.","excerpt_en":"Aldevron will provide plasmid DNA to serve as the genetic template for generating the COVID-19 mRNA vaccine and other investigational programs in Moderna's pipeline."}]}]}