BDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
NASDAQ
Moderna, Inc.
MRNA
7 articles
$70B Market cap · 2026-08-21
TEM 2026-08-20 Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance
Robert J. Lake BDC on X
@DueDoctor All goes well this could add $800mn in annual revenue to $mrna. Added $44B in market cap. Market said that theoretical 2-3 year out revenue is worth 50x + yesterdays' market cap
BDC on X
Moderna faces a predicted large secondary offering and insider sales as its mRNA cancer therapy’s commercialization and clinical benefit are challenged.
BDC on X
Moderna’s Phase 3 cancer-vaccine announcement reports endpoint success without disclosing recurrence-free, distant-metastasis-free or overall-survival data, leaving the clinical bar unknown.
BDC on X
@BillAckman @MikeBenzCyber Maybe it’s time for $mrna to you know reflect its fair value of $0.
BDC on X
$mRna shots don't work either but it has a $25B market cap. https://t.co/vvreFW1UpQ
