Lots of speculations today about why stocks like $Moderna (MRNA.US)$ aren’t doing so well (see BK2428 below) - worth bearing in mind that drug manufacturers as a whole are down. Still long on Moderna, but they coud do with more and better clinical news - they still feel young as a company and don’t push out good news/PR. Talk about your trials, hype up the CMV vaccine coming up next and its unmet need (e.g. in transplant patients - an already large and affected group). In the medium term their in...

mRNA stocks - just found future players in $Otsuka Holdings (ADR) (OTSKY.US)$ and $Sanofi (SNY.US)$ who have a covid vaccine in phase one. Might signal a significant shift in this market - fewer billions in government spending for $Moderna (MRNA.US)$ & $Pfizer (PFE.US)$ , but a rapid rise for Otsuka & Sanofi (especially if they price below these two and power their manufacturing to cater for Asian countries). Far away but November ‘22 - buy now because this could rocket https://clinicaltrials.gov/ct2/show/results/NCT04798027

Happened to spot that $Otsuka Holdings (ADR) (OTSKY.US)$ has an mRNA trial in phase 1/2 for Covid- would ths be a ood buy?