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Moderna: Focus On Cancer Vaccines, Not Buyout

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Update - Aug. 19, 2026

MODERNA, MERCK MRNA CANCER VACCINE SUCCEEDS IN PHASE 3, stock up nearly 150% to $153 mid-day trading. The stock is now up nearly 500% from where our research highlighted the potential benefits of a cancer vaccine. 

-MRNA and MRK say their personalized mRNA cancer vaccine, intismeran, combined with Keytruda slowed melanoma recurrence and spread in a late-stage trial.

-The study was stopped at its first interim analysis after positive results, though detailed efficacy data have not yet been released.

 


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Original article posted on Oct. 31, 2025

  • Moderna surged on reports of talks with a large biopharma for a potential partnership or buyout, despite trading at multi-year lows.
  • MRNA's promising cancer vaccine data and surprising findings on mRNA Covid vaccines boosting cancer survival rates drive renewed optimism for the drug pipeline.
  • The company maintains a strong cash position, reduced costs, and a robust drug pipeline, with cancer vaccines representing the largest market opportunity.
  • The stock is a bargain if its cancer vaccines succeed, making buyout speculation a secondary bonus.
Moderna, Inc. (MRNA) surged due to media reports of the company in talks with a large biopharma over a potential deal or partnership. The biotech stock was recently trading near multi-year lows, not ideal for a premium buyout. My investment thesis turns ultra Bullish with the stock still trading at prices below the big CEO stock purchase, much less any buyout.


Read the full article on Seeking Alpha. 

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

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