Moderna Inc (MRNA)

[axelvento]

The Goldman-Sachs healthcare conference Q&A this afternoon with S. Bancel was excellent and reaffirms my belief in the long term success of Moderna. Three major clinical readouts are coming this year. And I still don't understand the street's tepid reaction to the flu vaccine results; the data were really good. Also good news: Moderna & Vertex are moving forward (lab --> clinic) with the inhaled mRNA therapy for Cystic Fibrosis.
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The Moderna CEO expects another round of boosters will be necessary in the fall of 2022. He said governments, including the U.K. and South Korea, are already ordering the shots in preparation.
"I still believe we're going to need boosters in the fall of '22 and forward," Bancel said, adding that people who are older or have underlying health conditions might need annual boosters for years to come.
"We have been saying that we believe first this virus is not going away," Bancel said. "We're gonna have to live with it."