Moderna is the example of a small company that has its entire wealth built around one thing: mRNA COVID vaccines. Before COVID, this company was moribund. As COVID vaccines reveal themselves to be much less efficacious that initially marketed and as Moderna vaccines are said to induce pretty severe side effects notably (see recommendations against it for young males in Europe), I see a potential aggressive short in this stock for 2022. They have a great ally though, and it's one of their patent holder: Anthony Fauci. But Fauci might become a handicap in the future for his potential role into gain of function research in China, his lies to Congress and his conflict of interests that absolutely no one can ignore. His fall into total disgrace might just be a matter of time (hopefully) and might drag Moderna with it. I could see the CEO progressively trying to exit. The dominoes might fall very quickly if it happens.
On the other side, the risk to the upside still exist. Moderna might manage to push other types of vaccines (cancer? other illnesses?) after its success in the COVID vaccines industry. Fauci might also manage to drag his possible prosecutions and remember, he has powerful allies himself.
Pfizer is another element to take into account. Moderna's main rival has a potential safe exit: their treatment named Paxlovid. Once Paxlovid is confirmed to be able to flood the world with a high price tag, Pfizer might not see the current vaccine propaganda to be as useful.
In any way, be careful out there! 2022 might shake things out!
On the other side, the risk to the upside still exist. Moderna might manage to push other types of vaccines (cancer? other illnesses?) after its success in the COVID vaccines industry. Fauci might also manage to drag his possible prosecutions and remember, he has powerful allies himself.
Pfizer is another element to take into account. Moderna's main rival has a potential safe exit: their treatment named Paxlovid. Once Paxlovid is confirmed to be able to flood the world with a high price tag, Pfizer might not see the current vaccine propaganda to be as useful.
In any way, be careful out there! 2022 might shake things out!
Comment:
This trade has been an amazing success so far, even though I might have gotten lucky as this stock has tumbled down also because of the war in Ukraine.
www.defenseone.com/t...ars-variants/360089/