Morning Overview

FDA declines to review Moderna’s mRNA flu shot application

The Food and Drug Administration’s refusal to even file Moderna’s application for its first mRNA-based flu shot is more than a bureaucratic hiccup. It is a rare public rebuke of a company that helped define the Covid vaccine era and a signal that the regulatory climate for mRNA is shifting from emergency acceleration to painstaking scrutiny. The decision turns what Moderna had cast as a straightforward next chapter after its Covid success into a high-stakes test of how far, and how fast, the technology can move into routine seasonal vaccines.

At the heart of the dispute is not a safety scare or a failed efficacy signal, but the FDA’s judgment that Moderna’s pivotal study was not “adequate and well controlled,” the basic standard for any approval. That distinction matters for patients and investors alike, because it suggests the agency is tightening the screws on trial design rather than slamming the brakes on mRNA itself. It also lands just months after federal health officials moved to wind down major mRNA investments, raising questions about whether the United States is quietly redefining what counts as acceptable evidence for this class of products.

What the FDA actually rejected

According to Moderna, the agency issued a classic “refuse to file” letter, telling the company that the main study backing its mRNA-1010 flu vaccine did not meet the legal bar for an “adequate and well-controlled” trial. In practical terms, that means the FDA would not even start the formal review clock, a step regulators reserve for applications they see as structurally flawed rather than merely incomplete. A study in JAMA Internal Medicine found that only 4% of nearly 2,500 applications received such letters, underscoring how unusual it is for a high profile product to be turned away at the door instead of debated on the merits.

Moderna has said the agency’s letter did not flag any specific safety or efficacy problems with the shot, which was aimed initially at adults ages 50 and older, but instead focused on the way the trial was set up and analyzed. The company has requested a meeting with the FDA to “understand the path forward,” arguing that the refusal is inconsistent with feedback it received from regulators in 2024 and 2025 about the same program. That clash over process rather than outcomes is why the decision is reverberating across the industry: if a company with Moderna’s Covid track record can misjudge what counts as “adequate and well controlled,” everyone else has to wonder whether the goalposts have moved.

A rare procedural rebuke, not a safety verdict

Refuse-to-file letters are the regulatory equivalent of a manuscript being bounced by a journal editor before peer review, and they are used sparingly. Over a decade, the JAMA Internal Medicine analysis found that only 4% of nearly 2,500 applications triggered such letters, a rate that highlights how far out of the ordinary this episode is for a mainstream seasonal vaccine. In this case, The US Food and Drug Administration told Moderna that its comparative testing did not adequately measure the new shot against what it considered the best available vaccine on the market, a standard that goes beyond simply showing non-inferiority to an older product.

Moderna has emphasized that the FDA “did not identify any safety or efficacy concerns with our product” in the letter, a point echoed in a separate description of the agency’s communication from Prasad, who noted that the correspondence did not detail worries about how well the vaccine worked or how safe it was. That nuance matters for public confidence, because it separates this setback from the kind of safety-driven withdrawals that can spook patients for years. Instead, the message from regulators is that if mRNA is going to become a routine platform for flu, the supporting trials must be designed to a higher comparative standard than companies may have assumed coming out of the Covid emergency.

Inside Moderna’s case: strong data, shifting expectations

From Moderna’s perspective, the refusal is especially jarring because the company had already touted data suggesting its mRNA-1010 shot outperformed a leading comparator. The company said last year that the vaccine was 26.6% more effective than an approved annual flu shot from GSK, a figure it also described as 26.6 per cent more effective in separate communications, and it reported that the program met all of its trial goals in adults. Those numbers helped fuel expectations that the first mRNA-based flu vaccine would quickly follow the path of the company’s Covid product into widespread use.

Instead, the FDA told Moderna that the key study was not “adequate and well controlled,” a phrase the company itself highlighted in a statement to investors and which was echoed in coverage of how the Center for Biologics Evaluation and Research, or CBER, framed the deficiency. The Food and Drug Administration had already pressed Moderna for more data on a separate combination flu and Covid mRNA shot, prompting the company to withdraw that application after regulators asked for additional evidence. Taken together, the pattern suggests that what counted as sufficient comparative data in the rush of the pandemic is no longer enough in a world where mRNA is being judged alongside long established seasonal vaccines.

Policy headwinds: BARDA cuts and Kennedy’s mRNA skepticism

The regulatory chill around mRNA flu vaccines is unfolding against a broader policy reset in Washington. The Department of Health and Human Services announced in Aug that BARDA is terminating 22 mRNA vaccine development investments because the data show these vaccines fail to protect effectively against infections like COVID and flu, a sweeping judgment that goes well beyond any single product. In the same statement, BARDA officials said they had “reviewed the science” and listened to outside experts before deciding that the government’s money would be better spent on other approaches.

Kennedy, who oversees HHS, had already signaled a tougher line when he said his department would cancel more than $500 m in contracts and funding for mRNA development, specifying that more than $500 million in support would be wound down as part of that shift. Those moves do not directly dictate what the FDA does with individual applications, but they do shape the political and scientific context in which regulators operate. When the nation’s top health department is publicly questioning whether mRNA vaccines “protect effectively” against infections like Covid and flu, it becomes harder for the agency to lean on pandemic-era flexibility in evaluating new seasonal products built on the same platform.

Global divergence: Europe, Canada and Australia move ahead

While the United States is tightening its stance, other regulators are still moving ahead with formal reviews of Moderna’s flu shot. The company has said the vaccine is currently under review in the EU, Canada and Australia, and it expects potential approvals to come in late 2026 if those processes stay on track. In a separate update, Moderna’s leadership pointed to ongoing work with regulators in Europe and suggested that decisions there could arrive this year, underscoring how different agencies can look at the same data and reach different procedural judgments.

For Moderna, that divergence creates both risk and opportunity. If European, Canadian or Australian authorities approve mRNA-1010 based on the existing trial package, the company will gain real world data and revenue abroad even as it negotiates with the FDA over how to redesign or supplement its U.S. program. At the same time, a scenario in which patients in Paris or Toronto can get an mRNA flu shot that remains unavailable in Boston would sharpen questions about whether American regulators are being appropriately cautious or unnecessarily conservative. The company’s own materials already frame its global pipeline as a hedge against U.S. policy shifts, and its corporate site highlights a broad portfolio of mRNA vaccines and therapeutics that it can prioritize in more receptive markets.

More from Morning Overview

*This article was researched with the help of AI, with human editors creating the final content.