ARGUS
Investment research · fair value
Rules
Session
2026-07-22 · EOD
OverviewPortfolioRadTech6MedTech13Pharma3
Pharma · Channels2 names
  1. LEGN
    $23.53▼ -0.04%
  2. MRNA
    $58.07▼ -2.67%
Pharma · Channels
2 names
  1. LEGN
    $23.53▼ -0.04%
    Legend Biotech
  2. MRNA
    $58.07▼ -2.67%
    Moderna
Category overview

Pharma

Radiopharmaceuticals and targeted radiotherapeutics — from revenue to clinical-stage.

LEGNLegend Biotech

Current Price
$23.53
-0.04%
Estimated Price
n/a
—
Variance
—
vs. price
MRNAModerna

Current Price
$58.07
-2.67%
Estimated Price
$22.04
DCF
Jul 30, 2026
Variance
-62.05%
vs. price
Price 62% above estimated priceEstimate shown is the peer P/S-implied price, not the DCF: the discounted-cash-flow model is not meaningful for this name (negative enterprise value). Value it on relative multiples and Level-3 assumptions, not the raw DCF.Revenue is concentrated in COVID vaccine products (primarily mNEXSPIKE and predecessor), exceeding 40% of total revenue. Competitive threats from updated mRNA vaccines and other platforms could impact market share.