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News|Podcasts|November 12, 2026

Pharmaceutical Executive Daily: Moderna Outlines Growth Plan at 2026 Analyst Day

Moderna lays out an oncology-driven growth plan at its 2026 Analyst Day, Pfizer and Blackstone sign a co-funding deal worth up to $1.5 billion for berobenatide, and Parexel’s Stacy Hurt on how patients’ use of AI is reshaping sponsor communication.

Welcome to Pharmaceutical Executive Daily, your quick briefing on the top news shaping the pharmaceutical and life sciences industry.

In today’s Pharmaceutical Executive Daily, Moderna lays out an oncology-driven growth plan at its 2026 Analyst Day anchored by intismeran autogene, Pfizer and Blackstone Life Sciences sign a co-funding deal worth up to $1.5 billion for the obesity candidate berobenatide, and Parexel chief patient officer Stacy Hurt on how patients’ growing use of AI health tools is reshaping sponsor communication.

Moderna outlined an oncology-driven growth strategy at its 2026 Analyst Day, highlighting that intismeran autogene combined with Keytruda reduced the risk of recurrence or death by 42% versus Keytruda alone in the Phase III Interpath-001 trial in resected high-risk melanoma. The company raised its 2026 revenue growth outlook to 15% to 25%, up from its original guidance of up to 10%, while projecting annual cash costs of approximately $4 billion to $4.5 billion through 2030 driven by oncology investment.

Pfizer and Blackstone Life Sciences signed a strategic co-funding agreement under which Blackstone will pay up to $1.5 billion in development costs through 2028 for berobenatide, an investigational monthly GLP-1 receptor agonist peptide for chronic weight management. In the Vesper-3 trial, berobenatide produced placebo-adjusted weight loss of up to 12.3% at 28 weeks following a switch from weekly to monthly dosing, with Blackstone holding no ownership stake in the asset itself.

Finally, Parexel chief patient officer Stacy Hurt discusses how patients’ growing use of AI tools is reshaping sponsor communication, noting that about 60% of Americans now use AI tools like ChatGPT for their own health needs. She encourages patients to bring AI-generated insights into conversations with their healthcare teams, framing the goal as empowered, collaborative dialogue rather than AI replacing clinical guidance.

Thanks for listening to Pharmaceutical Executive Daily. For more updates and in-depth analysis, visit PharmExec.com.

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