NASDAQ:MRNA

Moderna (MRNA)

203.21
+13.20 (6.95%)
as of Oct 5, 2026, 8:00:00 pm Market Open.
146 watching
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COMMENT
Among the 10 top performers on the S&P of 2021 #3, up 143%. He doubts MRNA can repeat this increase unless everybody gets a fourth dose of their vaccine or can diversify into, say, cancer vaccines. He loves management, but the stock isn't pricing in the chance the Omicron will come and go quickly (and result in a bad kind of herd immunity).
BUY
Believes Moderna is example of how pharmaceuticals changing (increased vaccine turnaround time). Good buying opportunity at current price. Strong pipeline in many different areas. Opportunity to use Covid-19 education towards other diseases/viruses.
DON'T BUY
Got hammered today, but they need to prove they can deliver vaccines to market.
BUY
It's down 5% today, but he has conviction for it. Less than 10x earnings this year and next, and boasts one of the best drug pipelines in the industry.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 07/21, Up 125%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with MNRA has triggered its stop at $300. To remain disciplined, we recommend covering the position at this time. Combined with the previous recommendation to cover half the position, this results in a net investment return of 78%.
SELL
He owned it and sold it way too early. All the good news is in this stock for the next two years. It was well ahead of the fundamentals. Watch for another opportunity with them. It's fully valued right now.
BUY

It had a huge run. When the pandemic ends, the prices on their shots will leap from $25 to $150-200 which is normal for booster shots. Think of the profitability and their pipeline of 34 drugs.

DON'T BUY
In the news for their vaccine. It's pretty much all their business right now. Total revenue was $60M, but their market cap is $170B. The question is, are their legs with the vaccine franchise. They have lots of drugs in their pipeline, but there is a lot of risk.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 08/21, Up 213.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MRNA is progressing well. We recommend trailing up the stop (from $175) to $300. Along with the previous recommendation to cover half the position, this would all but guarantee a net investment return of 78% if triggered.
BUY
Their targeted cancer vaccines will dwarf their revenues from even Covid. These are really smart guys and they're making tons of money.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 08/21, Up 76.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MRN is progressing well. We now recommend trailing up the stop (from $134) to $175. If triggered, this would all but guarantee a net investment return of 31%, when considering our previous recommendation to cover 50% of the holding.
BUY

He prefers it to Novavax, despite Novavax's good run today, because Moderna can do a lot more with its formulation.

BUY

Novavax Novavax is not worth what it's selling for, and the stock should be lower. Moderna, in contrast, has more drugs in the pipeline, and he prefers this stock.

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