- MRNA had one of the worst year in 2024. However, cash position is underestimated and the market cap has gotten very low for a company which has proven it's excellence in manufacturing drug and research.
- MRNA is working on cancer prevention vaccines which might get approvals in 2026 which will be a huge propeller for the stock long term.
- In the short term 2025, Bird flue and HMPV in China should push the stock higher to it's fair value around $65-90 range before end of the year.
- Wall street & Media pundits are saying nothing to worry about. But it's better to front run on these type of situations if you want to score big gains.
交易結束:達到停損點
Huge damage done to this chart after that gap down of 20%+ on Jan 13, 2024 after minutes of JP morgan healthcare summit.
Seems like Moderna wants to go lower and find a bottom. Closing the trade and using it in other plays than waiting & holding as thesis is voided.