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past water no longer grinds!
2021 October "is old news"
40% of its market cap in cash!
$MRNA
Moderna’s coronavirus vaccine is safe and effective at preventing Covid-19 in children aged six to 11, according to a peer reviewed study published in the New England Journal of Medicine on Wednesday, as the Food and Drug Administration considers expanding access to the shots for younger children.
https://www.nejm.org/doi/full/10.1056/NEJMoa2203315
Moderna Inc has made all necessary submissions required by the U.S. Food & Drug Administration for emergency use authorization of its COVID-19 vaccine in adolescents and children, it said on Wednesday.
https://news.alertsandnews.com/moderna-completes-fda-submission-for-use-of-covid-shot-in-adolescents-kids/
These shares trade like the company makes no money. LOL
relax
mRNA technology may have potential to repair, regenerate cardiac tissue
https://www.healio.com/news/cardiology/20220505/mrna-technology-may-have-potential-to-repair-regenerate-cardiac-tissue
$MRNA
At nearly $20 billion in cash, the company is sitting on a pile of money right now. That's great for the business because it means there are plenty of options for determining how it should grow its operations. Whether that's investing in its current pipeline or taking on a big acquisition, the company could even do both!
$MRNA
However, data suggest that the humoral antibody response to the vaccines differs, with two doses of the mRNA-1273 vaccine providing significantly higher humoral antibody response compared with two doses of the BNT162b2 vaccine in both uninfected and previously infected individuals across all age categories1. This is clinically relevant as several studies have demonstrated that higher humoral antibody responses correlate with enhanced protection against Covid-19
$MRNA
Robert S. Langer owns a total of 11.5 million Moderna shares!!!!!!
"I have never sold a Moderna share"
the chemical engineer Robert Langer co-founded Covid-19 vaccine maker Moderna : Last year you debuted on Forbes magazine’s billionaires list. Being a co-founder of Moderna has been profitable! How did it feel?
It’s embarrassing. Everybody sees it. I have never sold a Moderna share, so it’s not like I’m spending the money. But I never did any of this to get rich. I’ve never sought high paying jobs. All my life I’ve looked for things that I felt would make a difference.
https://www.theguardian.com/society/2022/mar/12/moderna-co-founder-robert-langer-covid-19-coronavirus-interview
Hi man!
By the end of June, Moderna will have four vaccine candidates in phase 3 trials: candidates for flu, coronavirus, respiratory syncytial virus (RSV), and cytomegalovirus (CMV).
4 Bold Words From Moderna's CEO That Could Be Worth Billions
https://www.fool.com/investing/2022/05/08/4-words-from-moderna-that-could-be-worth-billions/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article
The Biden administration is issuing a new warning that the US could potentially see 100 million Covid-19 infections this fall and winter, as officials publicly stress the need for more funding from Congress to prepare the nation.
https://edition.cnn.com/2022/05/06/politics/white-house-covid-fall-wave/index.html
TMAGA you got the wrong job!
Moderna Chief Technical Operations and Quality Officer Juan Andres Elected to National Academy of Engineering
Juan has led our manufacturing from an early-stage clinical development company to a commercial company. In our first year of commercial operations, he led manufacturing, quality control and distribution of more than 800 million doses of our COVID-19 vaccine globally, all in the midst of a pandemic!!!!!! Juan was cited by the NAE for his "technical leadership in the scale-up and manufacturing of important pharmaceutical products, including the COVID mRNA-1273 vaccine.
In his role at Moderna, Juan is leading the rapid manufacturing scale up for Spikevax.
Juan was previously the Global Head of Technical Operations (Manufacturing and Supply Chain) for more than 25,000 Novartis employees across all of its divisions
Juan's previous roles at Novartis included Group Novartis Quality Head, Global Head of Technical Research and Development, and Global Pharmaceutical Operations Head. Prior to Novartis, he worked at Eli Lilly & Co. for 18 years in a variety of manufacturing, production and quality roles in the United States, Puerto Rico, UK and Spain, most recently serving as Vice President, Pharmaceutical Manufacturing.
https://finance.yahoo.com/news/moderna-chief-technical-operations-quality-200500826.html
$MRNA
you die, more from envy than from a heart attack!
they can, you can't.....
$MRNA
Shorts will be crushed!
will be burned!
time will tell $MRNA winner
We learned this week Moderna now expects 12 month r&d cycles from concept to phase 3 clinical trials. That is less then 10% the cost and time it takes vs. compound based traditional pharma. That and $30 billion guaranteed cash on the balance sheet is all any smart investor needs to know to go “all in”, especially at this valuation.
2 Reasons Moderna Could Dominate the Long-Term Vaccine Market,
It also means the return on Moderna's investments will happen sooner rather than later!
https://www.fool.com/investing/2022/05/06/moderna-could-dominate-long-term-vaccine-market/
FDA Limits Use of Janssen COVID-19 Vaccine to Certain Individuals:
https://www.fda.gov/news-events/press-announcements/coronavirus-covid-19-update-fda-limits-use-janssen-covid-19-vaccine-certain-individuals
$MRNA
solid fundamentals, no worries even in recession,Tomorrow is another day.
I see huge upside from here which could be tied to using some of that cash pile for a strategic acquisition, Covid impact including new variants, successes from their large pipeline, and investors waking up to the fact that the company is ridiculously undervalued at these levels which has been a function of tough market conditions!
A must watch:
But before chalking up Moderna to a one-hit wonder in the world of biotech, consider Moderna's pipeline. The company has 46 programs in development, and 29 of those are in clinical trials. Still, some might argue that it takes years to bring programs through development. So, many programs doesn't necessarily mean revenue right away.
Now let's get to the comment that caught my attention. Moderna's CEO, Stéphane Bancel, spoke about the company's late-stage programs in a company statement.
"Our robust phase 3 pipeline could lead to three respiratory commercial launches over the next two to three years," Bancel said.
BIG COMPANY$$$$$$$$$$
https://www.fool.com/investing/2022/05/05/moderna-ceo-prediction-should-eliminate-worry/
Why Moderna Stock Jumped - delivered an impressive first-quarter report!
Moderna's revenue soared 213% to $6.1 billion. The company's net income, in turn, tripled to $3.7 billion, or $8.58 per share. Those figures were significantly above Wall Street's estimates. Analysts had forecast revenue and earnings per share of $4.6 billion and $5.21, respectively.
Additionally, vaccine sales have allowed Moderna to build a fortresslike balance sheet. Its cash and investments grew to more than $19.3 billion as of March 31. The company intends to use some of this capital to fund its extensive research and development program, while also rewarding shareholders with stock buybacks.
Vaccines for children are expected to be another source of growth. Moderna has requested Emergency Use Authorization for its COVID vaccine in kids as young as 6 months old and hopes to receive the authorization from the Food and Drug Administration by June.
"The virus is mutating to become more and more infectious, and there's waning immunity,"
Moderna is one of the few companies isolated by this interest rate hike as it hardly has any debt and is flushed with cash. Additionally it offers a product that is not a nice to have but a need. People should use it as a hedge for deteriorating market conditions.
has basically come up saying for fiscal year 2023, which starts in October, the price for COVID-19 vaccines should be around $60," Bancel said.
By comparison, the U.S. government previously purchased the doses for $16.50 in the past two years
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money machine $MRNA
"The Moderna team delivered a strong Q1 performance and I am thankful for the progress our team continues to make as we advance our pipeline of mRNA medicines. Today, we are reiterating our signed advanced purchase agreements for 2022 of $21 billion. In the second quarter, we expect to have four programs in late-stage Phase 3 studies including our Omicron-containing bivalent COVID booster, seasonal flu, RSV and CMV vaccine candidates.Beginning in the fall of 2022, our robust Phase 3 pipeline could lead to three respiratory commercial launches over the next two to three years. We also look forward to advancing our therapeutic programs and sharing proof-of-concept readouts on our rare genetic disease programs for propionic acidemia and methylmalonic acidemia, and on our personalized cancer vaccine program this year," said Stéphane Bancel, Chief Executive Officer of Moderna. "I would like to thank the global Moderna team for their commitment to our mission. mRNA has changed the future of medicine and I look forward to continuing our impact on human health. This is just the beginning."
Moderna now has 46 programs in development across 43 development candidates1, of which 29 are currently in active clinical trials.
Share Repurchase Program: As announced last quarter, the Board of Directors authorized a share repurchase program for $3 billion in February 2022 to return excess capital to shareholders. The previous program of $1 billion announced in August 2021 has been fully utilized as of the end of January 2022.
Cash Used for Repurchase of Common Stock: Cash used for repurchases of common stock was $623 million for the three months ended March 31, 2022. Moderna did not conduct share repurchases prior to the fourth quarter of 2021. From the end of the third quarter of 2021 to the end of the first quarter of 2022, the Company repurchased 7 million shares, reducing the number of common shares outstanding from 405 million to 400 million, more than offsetting 2 million shares of common stock issued in connection with equity compensation over this period.
Key 2022 Investor and Analyst Event Dates
Science Day: May 17
R&D Day: September 8
ESG Day: November 10
Cancer Vaccines: These programs focus on stimulating a patient's immune system with antigens derived from tumor-specific mutations to enable the immune system to elicit a more effective anti-tumor response.
Personalized cancer vaccine (PCV) (mRNA-4157): The randomized, placebo-controlled Phase 2 study investigating a 1 mg dose of mRNA-4157 in combination with Merck's pembrolizumab (KEYTRUDA®), compared to pembrolizumab alone, for the adjuvant treatment of high-risk resected melanoma is fully enrolled (n=150). The Company expects the Phase 2 data readout to occur in the fourth quarter of 2022. The primary endpoint of the Phase 2 study is 12 month-recurrence-free survival. The Phase 1 study is ongoing. Moderna shares worldwide commercial rights to mRNA-4157 with Merck.
Mutant KRAS vaccine (mRNA-5671 or V941): Moderna has regained all rights to mutant KRAS vaccine (mRNA-5671) from Merck and Moderna is evaluating next steps for the program.The Phase 1 open-label, multi-center study to evaluate the safety and tolerability of mRNA-5671 both as a monotherapy and in combination with pembrolizumab, led by Merck, is ongoing.
Checkpoint cancer vaccine (mRNA-4359) : Moderna recently announced a new checkpoint cancer vaccine (mRNA-4359) that expresses Indoleamine 2,3 -dioxygenase (IDO) and programmed death-ligand 1 (PD-L1) antigens. Moderna designed mRNA-4359 with the goal of stimulating effector T-cells that target and kill suppressive immune and tumor cells that express these checkpoints. Moderna is planning to explore initial indications for advanced or metastatic cutaneous melanoma and non-small cell lung carcinoma (NSCLC).
HUGE NEWS $$$$$$$$$$$$$$
Moderna stock was jumping after the maker of a Covid-19 vaccine’s earnings crushed analyst estimates. Moderna reported a profit of $8.58 a share, easily topping analyst estimates for a profit of $5.37, on revenue of $6 billion, trouncing forecasts for $4.204 billion.
https://investors.modernatx.com/news/news-details/2022/Moderna-Reports-First-Quarter-2022-Financial-Results-and-Provides-Business-Updates/default.aspx
Bill Gates on Covid: ‘I don’t want to be a voice of doom and gloom,’ but ‘the worst’ could still be ahead
https://www.cnbc.com/2022/05/02/why-bill-gates-says-the-worst-of-covid-could-still-be-ahead.html