Out Fox The $treet

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.   Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios.  Learn More » 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 surv...

Update - Nov. 22, 2024 Moderna has been hit hard following the last couple of years on waning demand for Covid vaccines while the biotech over spent on new drug development. Now, the stock appears to have been hit too hard. RFK is unlikely to alter vaccine sales by a dramatic amount.  -Moderna (NASDAQ:MRNA) is up ~8% in Friday trading after company management said that Robert F. Kennedy Jr. potentially heading up HHS under the next Trump administration is not likely to lead to vaccines being pulled from the market. -In a note, Jefferies analyst Michael Yee noted that while Kennedy Jr.'s nomination may have caused some investors anxiety, it is highly unlikely he would do "anything draconian." Moderna's management made the comments Nov. 21 at the Jefferies London Healthcare Conference. -Jefferies has a hold rating on the stock with a $50 price target (~31% upside based on Nov. 21 close). Original article posted on Sept. 13 Moderna, Inc. slashed its R&D budget by $1....

  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.