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$Moderna (MRNA.US)$ their financial health is really good so...
their financial health is really good so why the lost in confidence? plus constant innovation is needed for healthcare? i mean i bought the dip but just a little confused as to why we might have differing opinions
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EagleAlpha : Market expected profitability sooner, expected more expense cut, and quicker approval. Mission impossible.
Georgehx OP EagleAlpha : Damnnn I was thinking the luxury of financial health to do r&d means long term gains man means buy the dip haha I guess we’re all different but it’s fine
EagleAlpha : Yes they do have a strong balance sheet but the market might think the mgt are too audacious and a bit concerned about the speed of cash burn for R&D (interestingly some risk takers punish sp today thinking they shouldn’t slow down). I’d like
them focusing on more promising ones. I hope 1083 can be successfully launched cos many would like to have flu-COVID combo shot. COVID demand may come back in 2025 because many didn’t get boosters in 2023 and 2024. Part of reason why the current demand is weak is because ppl either got COVID or had triple vaccinated two years ago, antibody still there but may not last long, plus virus itself is mutating.