MRNA

Suitable-Can7453

MRNA is the most shorted stock in the S&P. if we could squeeze the shorts, it will make us lots of money

wasabi_peanuts

MRNA

Spirited_Mouse3341

There are large caps, blue chips in here. Imho a dark horse would be relatively unknown small caps. Or run-down companies waiting to make a comeback. I do like $MRNA. As someone who bought $NBIS in the April lows (around $25) and $IREN around $7 (but couldn't hold both long enough) I am now rotating to smaller caps and more obscure names. With smaller positions, of course.

tomsonaut

I'm putting $500 on all but the 5 I don't already own (RKLB, MRNA, RDW, PYPL, RDDT) and KRKNF because my brokerage app said I have to call them to buy shares. I'll hold until Christmas 2026

Noderpsy

I have a fantastic ticker i've found going into 2026, and I couldn't be more pleased to see it not on this list. FWIW, MRNA is interesting.

Silver-Direction-938

MRNA just because I sold it at a loss. It is going to skyrocket while they are failing all the trials past covid. I just know.

Sventrend

I believe in biotech in 2026 but why MRNA?

onemanstrong

Here are my ten: APH NEM TSM GOOG/GOOGL NVDA MRNA CRMD BE VTRS ARLO Check back next year to see how I did.

rdr31

short MRNA if you want to always keep making money

rdr31

MRNA pump identical to December 2020. COVID 25 means Im buying more calls tomorrow

rdr31

MRNA is the next moonshot. Somethings brewing

softboiledjadepotato

All the times I tried to play MRNA and FLY this year... just guhhhhh

just-one-jay

I’ve been successfully doing this and have made a ton of money this year, I got stuck in a monster PFE position betting the admin would back off vaccines, that or a health crisis would occur thanks to brain worms and the money would pile in. I’m still long on PFE, and my medical vaccine investing really paid off with MRNA and GSK. At least PFE pays a sweet divvy

SustainableStocks

MRNA

LiberalAspergers

MRNA. Their target cancer vacines are in phase III trials. Thisis what the company was started to do...they have a very real shot at curing most cancers. This could be the biggest medical breakthrough since statins.

oldmanballsacks81

It's all fun n games until you get assigned on the stock and that dips 90% and stays flat for years. Looking at you PYPL and MRNA

InfamousHedgehog691

You're missing numbers from this thesis.  What's their revenue breakdown?  Where are they targeting growth and what's the range/likelihood of outcomes? Good cash on the sheet, but they look to be bleeding money.  They have been losing lots of money every of the past two years.  Why and what's the expected return?   If they are so attractive why didn't they get scooped up yet?  PFE just went on a huge shopping spree and they know MRNA well.  BMY also has been in M&A for oncology.  

metzgah

Why is no one looking into MRNA in wsb? latest developments and extreme undervaluation should be worth a look?

the_atx_nsx

Thank you to whoever was shilling for RKLB and MRNA a couple weeks ago.

jongeheer

\^\^ my MRNA position. (fuck that shid)

2QuarterDollar

Boomer stocks like WMT, KRE and even MRNA are doing pretty good. Inversing the same 10 stocks were looking at daily.

Tealeaves87

MRNA, ARBE and IBIT, although I sold of most of IBIT, before it lost value

OvenOdd1705

-8.52% mainly just some shares and an NVDA call at the top made some back on MRNA and VOO calls the day of JPows last rate cut. Owning BRK B and GOOG softened the blow somewhat as well.

PandaCalves

A couple caveats: - These days I try to have conviction on a macro thesis, but remain flexible on the holding; I've lost money in the past when I was "certain" a company was undervalued (ex. I was way too early on Intel). - I'm currently in the process of rebalancing and planning for next year. My portfolio might change significantly between now and end of 1Q26 But to share a bit of what I have: - My miners are currently NEM, HL, CDE. These have been rocket ships for me this year, so I've been taking profits in my tax advantaged accounts, and will likely trim even more once I can take long-term capital gains in my brokerage - I noted below that I think pharma is oversold. I have a large position in PFE (prob holding), and have recently entered MRNA. - Google is my largest tech holding, and I think is the best positioned of the Mag7 to continue to outperform...but I have stop losses set, because I'm concerned about a larger tech pullback. - I shared my banking portfolio in another thread - I need to figure out what to do with Teledyne, TDY. I think they're a well run company, that's well positioned to capitalize on demand for drones, robotics, and industrial sensing/automation at large...but they were a drag on my portfolio in 2025.

metzgah

MRNA gonna get sqeezy the coming days

DankKnightLP

MRNA calls

lexbuck

MRNA wasn’t a penny stock five heads ago. But let’s assume it was, if that’s your play, why would you wish you could grab a stock that’s down 80% or so currently?

StockQueen1

I’d probably go with MRNA

busterdog49

MRNA is one of America’s great companies and will in my view be worth many multiples of its current value today. Not for trading. Buy a position and invest in it for several years.

All_FIREdUp

Moderna has an incredible pipeline of products coming, especially for the world of cancer care. Like, these are world changing products. That being said, the government is hostile toward MRNA technology. It is hostile toward science based healthcare and research. I would not be surprised to see this stay low for a significant bit of time. This country just isn’t ready or willing to make progress right now.

Suitable-Can7453

buying more MRNA today. short squeeze soon

Suitable-Can7453

MRNA 6/18/25 60C at 0.65. Threw 25K at it. If this thing even remembers it used to be a triple digit stock I’m retiring on a Thursday just to disrespect the market

metzgah

MRNA ready for squeeze

Ratherbeeatingpizza

A lot of small positions: PINS, TTD, a little ORCL, MP, BMNR, MRNA, KLAR, COIN, CRCL, DECK, DUOL, RGTI

royofhollywood

I have been wheeling: SOFI, ACHR, JOBY, INTC, LYFT, RIVN, IONQ, QBTS, M, DKNG, and MRNA. I sell 25 delta puts 45DTE and if the delta goes below 10 and still has more than 21 dte I roll up in the same expire, if less than 21 DTE I roll out and re-establish that 25 delta. If we get close to expire and the delta is like 40 or 45 or maybe ITM at 60 delta, I just hold it and perhaps get assigned, then sell a covered call at 30 delta, 45 days out and then sell another put at 25 delta. Has been working so far. I usually have at least on call amd one put get hit. I also only do the Monthly expires so all my contracts line up.

Thisispaartaaa

You should look at MRNA...just whiplashed

Thisispaartaaa

MRNA??? wtf just happened?

shabigdata

Nio MRNA

Seed_Is_Strong

How can he be irrelevant to this? He hates MRNA technology. https://www.npr.org/sections/shots-health-news/2025/08/06/nx-s1-5493544/rfk-defunding-mrna-vaccine-research

Seed_Is_Strong

Hello fellow MRNA bag holder. Also hoping once RFK Jr is gone it’ll finally go back up? lol

LumbyCastle41

If the remaining cash can be put into something with bigger gains between now and MRNA's Moon, then it's worth selling at a loss, taking the tax benefit, and buying something else. 

Any_Scientist_7313

Lol awesome! Shows you how much I still need to learn! Thanks again, especially for the additional insight! And glad to hear its something you view as positive for MRNA.

PandaCalves

If the clinical trial stars align - Moderna, MRNA

metzgah

!banbet MRNA 40 30d

metzgah

!banbet MRNA 40 EOY

EEOC_RULZ

For some companies, getting added to the S&P 500 is followed by a 50% drop in the next few months. Pick a few instances in the past [https://en.wikipedia.org/wiki/List\_of\_S%26P\_500\_companies](https://en.wikipedia.org/wiki/List_of_S%26P_500_companies) TSLA, MRNA ... Buy the rumor, sell the news?

Snoo-30340

why tf is MRNA up

gainsusmaximus

MRNA

Iamnotarobot82

MRNA short squeeze began !

Snoo-30340

MRNA will zoom to $100

SNEWRC

I also have a position in MRNA, much smaller and a slightly higher price. Agree that the reward at this point certainly overwhelms the risk factor.

Orangevol1321

Yea, sure. You're hoping it's improved. That doesn't mean it will be a success. Meanwhile, that 825K that's bleeding out in MRNA if parked in Tesla last April at $100 would be worth 3,762,000 million dollars today.

glofit_epcor

haha actually this one does consist of bispecifics! i really had no idea they had this in the pipeline, but essentially a TCE is a type of bsAb that specifically attaches to T cells. this does genuinely pique my interest, especially since they are running trials for RRMM and it's a multiplex (eg multiple targets involved). if i recall correctly NCCN in recent years has come round on TCEs for RRMM so if this pans out then i could really see something special happening here. of course we will still need to see PFS and OS data compared to current therapies (they'll need to do better than or at least equivalent to the current bsAbs and ADCs on the market to compete), and we'll also need to see if medicare picks it up (good chance they will b/c it seems like this may be first in class) but this actually makes me significantly more bullish on MRNA

Any_Scientist_7313

Thank you for your thoughtful reply, much appreciated. Do you have any thoughts on the Melanoma trial (Interpath-001) where readout is expected sometime next year? Agreed on the challenges of commercialization, which can take significant time and resources to achieve. However, this is where the Merck partnership can help, given their vast experience in navigating this process. Indeed, if they get to that "bridge" (strong Phase 3 success, moving to commercialization), that is exactly the point where big pharma would want to acquire the drug / pipeline / platform /company. Ie, for the stock to work, MRNA doesnt need INT to reach commercialization, it just needs to clear the regulatory hurdles for that possibility (for itself or a potential acquirer).

Any_Scientist_7313

Actually, I may be the one mistaken as I confused Moderna's "multiplexed" therapy that can encode multiple antigens to train TCEs to fight cancer cells, with the bi/tri specific antibodies you were referring to. Below is a recent press release detailing one of MRNAs programs (i believe mRNA-4359 may be a more advanced program). Moderna Announces First Patient Dosed in Phase 1/2 Study of Investigational T-Cell Engager for Multiple Myeloma CAMBRIDGE, MA / ACCESS Newswire / November 3, 2025 / Moderna, Inc. (NASDAQ:MRNA) today announced that the first patient has been dosed in a Phase 1/2 study of mRNA-2808, the Company's investigational mRNA-based T-cell engager (TCE) for participants with relapsed or refractory multiple myeloma (RRMM). The first dose was administered at SCRI Oncology Partners in Nashville, Tennessee, in collaboration with Sarah Cannon Research Institute (SCRI). mRNA-2808 is an investigational, multiplexed therapy that encodes three TCEs that target three validated myeloma-associated antigens. This novel strategy aims to address tumor heterogeneity and overcome known mechanisms of target-mediated resistance. "This is an important milestone as it is Moderna's first T-cell engager therapy to be dosed in a patient. Given the vast unmet needs in multiple myeloma, I believe we can help improve the lives of these patients with innovative therapies," said Dr. Kyle Holen, Head of Development, Oncology at Moderna. "Our mRNA platform uniquely allows for the multiplexing of several T-cell engager targets, designed to attack the disease from multiple angles to overcome, reduce and prevent escape mechanisms. We are proud to launch our first, of what we hope are many, T-cell engager therapies as we continue on our mission to transform cancer care for patients in need." "Multiple myeloma is a complex cancer with many patients inevitably developing a resistance to available therapies, and attaining sustained disease control remains a challenge," said Dr. Hans Lee, Director of Myeloma Research at SCRI and Hematologist and Medical Oncologist at SCRI Oncology Partners. "At SCRI, our mission is to bring tomorrow's breakthroughs to the patients who need them today. mRNA-based therapies could change the way we think about treating cancers like multiple myeloma, and we are proud to provide our patients with access to this clinical trial." This study (NCT07116616) is a dose escalation study evaluating the safety and tolerability of mRNA-2808 in RRMM patients aged 18 years and older. To learn more about eligibility, please click here. About Moderna[mRNA-2808 Announcement](https://feeds.issuerdirect.com/news-release.html?newsid=8697748208320019&symbol=MRNA)

321654987321654987

It's a misnomer, the term cancer vaccine is used but it's for people who actually have active cancer - it's a therapy that uses the same technology as a regular MRNA vaccine.

Any_Scientist_7313

Thanks for sharing yourboerspective as an industry insider. I'd love to hear more about your take on INT, especially what is driving the 2033 read out date. From the Analyst Day, it sounded lkke they will get another peek into interim data, at the 5 year point (which I believe crossed a month or so ago). What would you be looking for to confirm your thesis, or possibly revise your view? Also, regarding cash burn, they have been cutting costs drastically, and are ahead of schedule to being their cash costs down to $4.2bn in 2026, which does not include roughly $2.2bn ish in revs in 2026 (yes a big if), so cash burn is really far lower than $5bn altho still significant. They also have additional liquidity of $1.5bn via a 5 year loan agreement w Ares that was post earnings, providing a little more non dilutive cushion. As long as things dont go too sideways in the next 12 to 18 months, MRNA could have some decent breathing room to get more data on their various oncology and rare disease pipeline, before needing to really consider additional dilution financing.

barfplanet

You can do synthetic long LEAPS expiring in 2028 for like $300 rn. I don't know anything about MRNA besides taking their vaccine a bunch of times but I think I'm gonna do that tomorrow.

chuck_portis

Give me Pfizer over this shit. At least Pfizer isn't gonna go bankrupt. I guess if your goal is to 5-10X then MRNA is better. If your goal is to buy a solid company trading like it's on a COVID hangover, then give me $PFE.

bytheshadow

Very bullish on MRNA. The tech is an insane unlock, the ceo owns a good % of the company and isn't a bean counter and the covid shot for them was just a sidequest yet they stilk were able to deliver. I think one of the key things is that they are well placed to benefit from the advances in biotech right now. We got protein folding unlocked and with mrna tech, we can actually use the body to print arbitrary proteins. Finance wise, they have 6B in cash, 1.5B extra as a fallback loan + ~12B in assets, yet they trade at like 10B. And they are the most shorted stock in the sp500 (cuz vaccines bad for the current admin???) So I see this partly also as a good arbitrage of what you could say is subpar understanding of the tech by some in the current US admin. Once they get the cancer meds working, the tune will quickly change. Position wise, this is my top one.

fenton7

And if the GOP morons win again in 2028 kiss another 80% of your MRNA investment goodbye.

So_is_mine

I remember trading MRNA back in like 2020/2019 before covid. The stock momentarily pumped to an ATH on some news, a shit load of executives sold their stock on the exact peak of the pump and then the next day something came out that resulted in a massive drawback. Blatant insider trading from execs - have stayed clear of them since and do not trust the company. I know they all do it, but it was shady af and then suddenly seeing them everywhere with their covid vaccine after previously being nobody's was just strange.

Easy_Ad_9449

Also watching MRNA, no position yet. The last push below 23$ felt too weak. My personal target are the equal lows at 17,7 and 17,9$ sitting just before covid.

glofit_epcor

former biotech consultant and current clinical trial coordinator and have to agree with you on all of this. it also seems to me that these nucleic acid antitumor therapies work best as a combo regimen and not a standalone. currently bsAbs/tsAbs seem to be getting the most love in terms of actual usage, with CAR-Ts being a "nice to have" for the toolkit but investors are wary of those now haha. i don't see any world where MRNA's therapies achieve 1L or even 2L access, and only as part of a combo regimen with something like keytruda. with the patent cliff approaching, though, i could see bigger biopharma looking to snatch up anything "new" and may enter licensing agreements with MRNA especially if combo regimens are approved. in that case, though, i'd rather just invest in pfizer, merck, and the like. as a side note, also have heard awful things about MRNA work culture; though of course layoffs are crazy high across all biopharma these days. let me know if i'm off anywhere- you seem like you probably know more than me since i haven't kept up with business trends as tightly as when i was really in the game

realityvsterps

naw they’re trash as they shifted for the MRNA vax. my boys that worked there left years ago.

Glad-Veterinarian365

I’m down like 20% on my MRNA position from earlier this year

Good_Ride_2508

My another friend bought MRNA and daily lamenting with 50% down price now. Good Luck with your acumen! Time will tell who is right and who is wrong !!

Good_Ride_2508

I have been watch MRNA since pre-covid price $16. They have 30 products in research, but workable or executable ones are less and the revenue generation stream is missing. That is the key issue with MRNA, not great progress on research products. For investors, whatever price they buy, expecting future cash flow/income which is missing. Fundamentals are key for MRNA to grow.

moss-nogg

$MRNA has just under 43% less revenue than $PLTR, and would have to grow their share price by 4,326%. So I *could* get in now and ride the obvious upsides of a functioning cancer vaccine, OR, yeat this bread on AI and pretend like I’m a fucking genius

just-one-jay

I’m not throwing shade, I’m just saying my investing theory. Morally/academically I think the guy is a grade a loser; that’s however not part of my prospectus here. I see great value in PFE, GSK, MRNA and CRSP. And I don’t mean anything below to be political beyond its functional importance to my investing strategy. Who were the loudest people against the COVID vax? Republicans Who were the first people to get concierge COVID vaxs rushed out to them under Donald? Republicans Don’t watch what they say to rile up the base, watch what they do with their money when push comes to shove. When the chips are down and RFK causes a treatable disease to rip through the population people will be lined up for treatment.. That or in 3 years (or possibly next year) the Dems will neuter him and we’ll be back to letting big pharma run things

NOT_MartinShkreli

No MRNA based vaccine has ever made it through a true (not rushed) phase 3 trial due to side effect issues. Now could that change? Yes, am I going to just watch and open to position, also yes lol Not a bad play but as a pharmacist I’m weary. Lots of these drugs go to die in phase 3

yellowLantern

So I work in the oncology biotech industry. I have written clinical trial protocols and support access of oncology products from both a USA and international perspective. While your thesis is flawed in many numerous ways, I will say the easiest one to call out is that you are way too early. These adjuvant trials take a very long time to finish. My competitive intelligence department clocks INTERpath-009 reading out in mid 2033, which honestly with DFS as an endpoint, will probably take longer. Also note this is in partnership with Merck (who my company has partnered with multiple times), and there is probably some form of revenue split for the product. Merck is probably only supplying free pembro for the trials, which has been their modus operandi in the space with smaller partners. MRNA currently has a cash burn of around $5B a year on a revenue of about $2B. They have about $7B cash on hand. They will need to do multiple capital raises (e.g. probably dilute stock) in order to just stay afloat. As an aside, I have multiple colleagues that work at MRNA and they all say it's one of the most awful places they've ever worked at. Turnover is high and idiocy at the upper management levels is rampant. Honestly, they are all surprised that the company has survived this long given the mishandling of the COVID bag.

c0wboyroy30

Saying this as a massive MRNA bagholder, good luck bröther

----0___0----

Republicans think MRNA is the devil so idk good luck man

bytheshadow

MRNA. The pitch is essentially about using the human body to manufacture medicine for it in vivo. Write arbitrary bio code and have it interpreted by a living organism, the potential is insane. There are a few other players also working on this, but Moderna is a pure play on the tech imo. It's also sort of founder led in a way with the ceo having about 8% ownership and he's an engineer by profession.

Iamnotarobot82

MRNA is currently the most shorted stocks (about 18%-20% of outstanding shares). What do people think?

gainsusmaximus

MRNA leaps

ddrsdght

MRNA is the most shorted stock in the S&P with a short interest of 18%

shicken684

Yes it did. MRNA vaccines were already in trials for other viruses. Notably Ebola which was funded by the Obama administration during the Ebola crisis in Africa during his term.

Free_Excitement4265

Wow. Are they discussing the possibility of market pump in the stock market. I hope they gonna pump MRNA, SBET, UPXI, OPAD, NA, and the ones you guys have. Yeah plan for market pump billionaires!

Snoo-30340

MRNA going to have a crazy run up to $60

wasabi_peanuts

Let's gamma squeeze MRNA this week

Seed_Is_Strong

Years ago I had a shit ton of MRNA stock, had a limit order to sell at $450, it came within less than a dollar and didn’t trigger. Well, guess what absolute idiot bag holder who can’t take a loss is still holding the stock and is down 90% I can’t even recall why I didn’t sell at some point, what is wrong with me!?!

Outrageous_Tip_2133

Because people buy shitty speculative stocks at all-time highs that never recover. stocks like Zoom, MRNA, ROKU, Square, Paypal, Upstart, Nio, XPeng, etc never recovered from the 2022 bear market. The same may happen to a lot of small cap AI, quantum, and nuclear stocks that retail piled into over the last few months.

wasabi_peanuts

I am all in MRNA and let me seeeeeee 6% down. Nice.

E39_CBX

Can’t wait to get my 6th covid booster tomorrow morning, idk if these even do anything anymore. Short MRNA

Moist_Ganachee

Not buying NVAX & MRNA at the start of 2020. Also bitcoin.. I remember googling it when it was about 200 usd per coin. Didnt think much of it... Take risks.

Aggravating-Sign5972

Growing earnings or the perceived potential for growing earnings makes stocks go up, it’s not a conspiracy. Nike thought trying on shoes was a thing of the past, MRNA saved the world and still loses money, KHC sells ketchup. I use Adobe everyday and I despise it Some in OP’s list could do a carvana level turnaround! I could see Nike and Chipotle stabilizing, beat down household names do interest me sometimes but good luck timing it

greysnowcone

You could literally go down the list of cherry picked stocks and give very strong reasons why they are underperforming. Birkenstocks? Seriously? You missed the boat on that one. MRNA went from no revenue to tens of billions a year during the pandemic. Do you seriously think it has upside from there? It’s a shit company with terrible management. Target? You mean Walmart in a slightly better wrapper with essentially zero e-commerce presence? NVO? Again, you missed the boat on this stock and they’ve lost the war to Lilly already. Stick to ETFs.

Ok_Reaction_1549

So the men’s bathroom flush sensores are actually Sam Altman ballsack scanners , sent to Peter Theil for MRNA replication

1see2eat

ABCL, IOVA, MRNA. AI is imploding; get into BIO y’all. 

Me-Regarded

MRNA nearly 20% short and great earnings/outlook

MitchCurry

Mixed bag on earnings for me this morning. WRBY with a FY revenue cut and down 6%, CELH disappointing and down 13%, MRNA up 4% on some optimism, AAON up 4% on better-than-expected results and FY revenue increase, DDOG up 8% on accelerating large customer growth and FY revenue increase

pickledough

MRNA better announce an AI partnership because beating earnings obviously wasn't enough.

cheezzinabox

MRNA $18 tomorrow would be nice

wasabi_peanuts

Any opinions on MRNA tomorrow?

EpHo_Blitz

Buy Moderna before earnings on Thursday. It went up and they’re selling it back down trying to get it cheaper right before earnings. Trying to push people out in fear. +20% Thursday morning pre market #MRNA

jigglyjohnson13

That $MRNA buyout rumor was definitely big money's doing to unload some bags. Still believe in the oncology pipeline but it's going to be a patient hold.

MrMcjibblets1990

Been looking at stocks in this realm lately... MRNA, NVO, and BNTX

WingWorried6176

MRNA 15% spike… Covid 2.0 pending… Xi got something up his sleeve…