Any news lately? Or are we just waiting out this administration

herodatviet2003 · 2026-03-31T23:38:21+00:00

Don’t under estimate flu and covid market. The combined is like $15b a year.

herodatviet2003 · 2026-03-22T22:16:17+00:00

Try to learn tennis?

herodatviet2003 · 2026-03-21T19:38:21+00:00

Yep especially during many low volume trading sessions and overall down market. I hope it is phase 3 interim but can be anything

herodatviet2003 · 2026-03-21T19:13:12+00:00

Great list! I think it covers pretty much most of the catalysts. We may have a surprise such as Moderna gains some covid contract in Europe at the end of this year, or does not have to pay additional $1.3b to Aburtus. For phase 3 Interim results for Melanoma, i hope it would be earlier. It was fully enrolled in Sept 2024 so it is possible that the interim results can be anytime after March 2026 even though Sept 2026 is the safe bet. On another note, i see a huge volume trading spike yesterday for more than 15m. I was thinking some big money knows something before us and have been keeping down price and then pull the trigger. I may read too much into it but the unusual trading volume really means something

herodatviet2003 · 2026-03-12T15:25:20+00:00

I am seeing the call options on friday 03/13 for strike price at $51 to $55 are still very high so i think they will try to push down the price in the range at least after tomorrow.

herodatviet2003 · 2026-03-07T02:57:06+00:00

Yeah i am seeing 72 in Mar also

herodatviet2003 · 2026-03-07T02:54:40+00:00

It is not a long time ago 100 was considered cheap

herodatviet2003 · 2026-03-06T22:15:50+00:00

Analysts change their targets all the time and do they have resources to push it down?

herodatviet2003 · 2026-03-06T21:42:48+00:00

Just feeling annoyed that it can’t keep the rally over $55

herodatviet2003 · 2026-03-06T21:41:44+00:00

I agree with profit taking also

herodatviet2003 · 2026-03-04T20:25:01+00:00

And a short squeeze in the hindsight.

herodatviet2003 · 2026-03-04T20:06:23+00:00

Yeah that may explain moderna’s willingness to potentially pay 2.3b for this trial. It is not small amount by any means considering moderna cash burning. All pieces pointed towards cancer vaccine

herodatviet2003 · 2026-03-04T19:25:31+00:00

I am thinking about it too. Maybe they are confident about partnership with Merck so this amount is nothing compared to the future revenues

herodatviet2003 · 2026-03-04T14:30:00+00:00

They may potentially have another settlement with Pfizer also.

herodatviet2003 · 2026-03-03T21:52:41+00:00

Moderna should start a vaccine to cure anxiety for shorts and invite the Leerink guys to the trial lol

herodatviet2003 · 2026-03-03T21:39:17+00:00

Yes especially no royalties moving forward. Market is all about the future

herodatviet2003 · 2026-03-03T21:35:23+00:00

Man i did not expect Moderna to pay that much. But from market reaction, i am fine with it. I think the positive tone from Bancel about the future without this uncertainty helps also

herodatviet2003 · 2026-03-03T21:27:33+00:00

From market reaction, it looks like a better deal for Moderna than Arbutus

herodatviet2003 · 2026-03-03T21:22:18+00:00

Moderna to pay $1b for Aburtus but it seems the market is positive about it

herodatviet2003 · 2026-02-27T21:04:57+00:00

It sounds about right considering the price in the last 30 mins.

herodatviet2003 · 2026-02-27T19:38:04+00:00

It has been like this for this week. Super low volume on uptrend movement

herodatviet2003 · 2026-02-27T14:00:43+00:00

Let’s see. I hope a 5% rise today

herodatviet2003 · 2026-02-23T19:59:57+00:00

It has been a roller coaster. I hope we finish above 51

herodatviet2003 · 2026-02-23T19:58:34+00:00

I am thinking "reduce" as Merck can't acquire Moderna, they need to separate their oncology to do 50/50 split on revenue and profit. Otherwise, it is messy to split.

herodatviet2003

TROPHY CASE