IB Net Payout Yields Model

Moderna: Covid Curse


  • Moderna, Inc. revenues have now slumped due to lower Covid vaccine demand, but the company ramped up aggressive spending on R&D.
  • The company faces up to $8 per share of losses in 2024 to 2025 due to the Covid curse.
  • The stock isn't appealing due to the squeeze of lower revenues and higher expenses.
The curse of the Covid demand surge is that a vaccine company like Moderna, Inc. (NASDAQ:MRNA) is now reporting far higher revenues, but the company isn't profitable anymore. Despite a promising vaccine pipeline, sales are only expected to dip in the years ahead. My investment thesis is Bearish on the stock due to the speculative nature of the business going forward and the curse of the biotech trying to recapture the glory from the 2021 to 2022 period.

Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 


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