Jul. 6 at 2:42 PM
$MRNA If are short, just release your position. That load must be heavy. There are 6 Moderna catalyst rolling around on deck right now.
One soon to be announced catalyst is Moderna buying BioNTech's 3 plants. Moderna will get production capacity for flu and oncology launch with qualified, high quality employees on the cheap. Would have taken Moderna years and billions to build.
Good for both companies because BNTX has nothing to launch this year or next and the BNTX plants burn through
$500 million a year. Germany has strong employee protections, making layoffs costly and politically sensitive.
$BNTX is shifting COVID manufacturing to
$PFE as part of its restructuring.
Moderna is doing a buildout for flu and V940 - revenue growth huge. Moderna hired a half dozen oncology leaders in June, senior level. No company on the planet does hiring toward end of Phase 3 without confirmation of success. Buy Moderna stock. mRNA-4157 and mRNA-1010 big.
