Moderna, Inc. (MRNA)

We can count on a beautiful market pump all the way to NOVEMBER

ENJOY THE RIDE AND KEEP LOADING SHARES & CALLS

HEAVY IN SOFI $TLRY $FUBO $COIN $MRNA

Buy and hold for next few years
Next $mrna or $bntx

$siga will cross $300 soon

Best in class

Safety? Post market surveillance will over time will the incidence of side effects compared to mRNA vaccines. The pre approval debate is over. So far however the numbers and reports are coming in favorable. Much less common vaccine side effects like fever, headache, myalgia, injection site soreness and swelling. More severe side effects will be determined in time. So far we are coming in at half the incidence for anaphylactic shock and myocarditis.
SAFETY? Check

Efficacy? As per all available data, our prototype vaccine offers higher efficacy vs the variants past , present and most likely future. Most virologists are convinced of that when all available data is reviewed. GMT titers comparable, other broad indicators hACe superior. Clinical data superior. Efficacy far superior in children, where the same adult dosage is used vs a watered down version of Pfizer. Bi valent vaccines by all companies are upcoming.
Efficacy? Check

Durability? Most comparisons end at a month. mRNA typically has a intense immune response and dramatically drops off . At 3 months any vaccine protection is gone. Forcing continuous reboosting over and over. Each time you risk side effects such as anaphylactic shock and myocarditis. In addition the fever and pain. The constant boosting leads to T cell exhaustion, original antigenic sin where the vaccine induced a immune response to its previous original virus, autoimmune reactions, unknown long term side effects, studies showing the vaccine increases clearance of the virus vs those who were never vaccinated. That’s part is devastating news.
When going out beyond the 30 days clinical studies showing longer durability for Novavax .
Durability? Check

Boosters? I listened to the entire FDA and CDC committee meetings . CDC so positive on our vaccine and the benefits . Half the conference was discussing the deployment of the vaccine including boosters . It’s a process, IMO they want the available supply to go to the unvaccinated hold outs so the percentage of vaccinated is higher. It’s not if at all, it’s just when. Probably couple of weeks.

Investment thesis is intact. Same as it’s always been.
Will dominant the Covid market in time. It will completely replace the pediatric market. Dosage independent pediatric vaccine that actually works with low side effects vs a watered down vaccine without any clinical data that it does actually work.

mRNA as a infectious disease platform has not met expectations. Dosage dependent and toxic. Flu mRNA will never reach the market and if it does will be a complete commercial failure. Dose had to be increased to 50 mcg to reach a comparable efficacy with the present Flu vaccine. This vaccine has low side effects, 1/10 the risk of anaphylactic shock, lowers the risk of myocardial events vs a toxic mRNA ? Crazy!
Pushing that people will want for convenience as a combo. No sorry not that stupid.
Novavax flu? Yea 40% higher efficacy with less side effects.

Future? Future is a pan -corona virus universal vaccine that is AI enhanced. Once a year in a voluntary basis effective against all variants. Novavax only company that can do that.

Future pipeline? Looking good we Matrix -M an adjuvant that is patented and in high demand . Rsv, malaria, EBV on and on .
$mrna. $ bntx
Nvax

Let's assume, you are a fund manager... And don't have any NVAX, you wanted to play it safe and wait for FDA

1/ It just got approved by FDA for covid shots (and already approved worldwide)

2/Market expects 26$ EPS for 2022

3/Covid is not gone after 3 years... we are getting new variants worldwide daily

4/NVAX data is strong vs variants...

5/ The company has a lot of cash on its balance sheet (1.8 bn end of September)

6/ $MRNA $BNTX $PFE $JNJ all sold for more than $50bn of covid products in 2021? (it's a guess, could anyone confirm) I found this on CNBC: "Pfizer expects $32 billion in Covid vaccine sales for 2022, while Moderna is forecasting at least $19 billion in sales."

7/ Market cap of $NVAX is 5 bn

SURE you tell your manager, I don't feel like buying

If you don't buy this? Change job, don't you agree?

I've very rarely seen such a cheap stock pharma/biotech on all metrics, with real products, producing cash and huge potential (of course to be confirmed)

What is the risk that any big pharma like $PFE $JNJ buys $NVAX $BNTX $MRNA outright?

Now they all have covid shots approved $NVAX since yesterday
They all have a lot of cash on their balance sheet
And are trading at 2022 PE of about 2 (ex-cash) for $NVAX and in any case much lower than 5 for all the 3 names...

Anyone?