Lots of speculations today about why stocks like$Moderna(MRNA.US)$aren’t doing so well (see BK2428 below) - worth bearing in mind that drug manufacturers as a whole are down. Still long on Moderna, but they coud do with more and better clinical news - they still feel young as a company and don’t push out good news/PR. Talk about your trials, hype up the CMV vaccine coming up next and its unmet need (e.g. in transplant patients - an already large and affected group). In the medium term their in...
mRNA stocks - just found future players in$大冢控股(ADR)(OTSKY.US)$and$賽諾菲安萬特(SNY.US)$who have a covid vaccine in phase one. Might signal a significant shift in this market - fewer billions in government spending for$Moderna(MRNA.US)$&$輝瑞(PFE.US)$, but a rapid rise for Otsuka & Sanofi (especially if they price below these two and power their manufacturing to cater for Asian countries). Far away but November ‘22 - buy now because this could rockethttps://clinicaltrials.gov/ct2/show/results/NCT04798027
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