$-0.08 (-0.04%) Today
52 Week High
52 Week Low
7 Days Mentions
I regret treating Moderna (MRNA) as a quick buck in mid 2020. I had been following the mRNA platform and was shocked at how effective they were and bought in pretty early in their climb at \~$40/share. I used it as a quick buck and sold back out at around $80 despite still believing strongly in the Covid vaccine, the Moderna research and leadership teams, and the future applications of the mRNA technology. Even after falling pretty sharply over the last couple weeks with the recent developments that the Covid vaccines are likely past their most important usefulness, it's still at over $200/share. Most of my trading is long-term, I very rarely try to time the market or make any sort of short-term moves. I'm upset with myself that I took a company that I believe *so strongly* in and chose to treat them as one of my short-term play money flings. I plan on making them a bigger part of my portfolio once all the Covid volatility is over, and I'm kicking myself for not just holding onto them the whole time.
Right picks Not holding for life => Biggest mistake of my life. Bought TDOC $33, Bought NVDA(500) at $55, Bought TSLA (2800) at 41, Bought shop $50, Bought MRNA(1400) $82, Bought BNTX(1200) $80....Many right picks I sold it when I got 70% profit, but never held for long. Too bad hindsight.
Not necessarily. They have and will continue to receive orders from other countries who need vaccines. NVAX sold off this past week on the Supreme Court mandate vote but I don't see the U.S. as being one of their target markets anyhow. MRNA and PFE are already entrenched.
Sad that you call him a criminal. You want to talk criminals let’s talk suit monkeys at PFE, MRNA, JNA … Anyways, Shkreli taught me more about investing and finance than college ever did. Help him out a bit with some watch hours— Here’s the link to the lessons playlist. His DCF models are 🔥 https://youtube.com/playlist?list=PLJsVF3gZDcuTxcdH5FmQRTd6MiJ29X_OQ
They have plenty of clinical trials and able to make money with covid-vaccine. If market is wrongly pricing, it is an opportunity to buy at bought. I slowly add both MRNA and BNTX as I knew these companies ever since they started. Now is my second opportunity to get in.
The limitation of a mRNA vaccine is finding the exact transmembrane protein that is only expressed on cancer cells and not healthy ones, and—importantly—somehow preventing the development of auto-immunity. Another issue is that simply having your muscle cells (vaccine target) manufacture a protein that is already expressed throughout the body… might not generate any immune response at all (although I think there is/are/can be ingredients added to the vaccine to force your immune system to not recognize the protein as self (but again back to the above, autoimmunity is a big potential problem). Now, the beauty of RNA is that there are other kinds of RNA (such as siRNA and miRNA, both of which can do cooo things like permanent (or at least long-lasting) gene silencing, etc. RNA is less stable than DNA (see Innovio), but DNA has trouble getting in cells, apparently. So much so, in fact, that Innovio tried to get it into cells using electrical currents to create openings in cells. Anyway, I don’t know if MRNA or BNTX do any of the other RNA stuff. From a business perspective, I am a bit puzzled by several things pertaining to COVID vaccines in general.
Not sure how the short term will look but both MRNA and BNTX have super promising long-term prospects. They're flush with cash, robust pipelines, have proven tech and have been able to build out their own manufacturing infrastructure over the past year. They'll continue to collect tons of money over the next year helping expand their pipeline and maybe we'll start seeing some M&A activity. Personally like BioNTech better. They're trading at a P/E of 6. Lots of cash to continue to grow. They're going to make another $5-8 billion in profit this year. Fan of their oncology pipeline and their partnership with Pfizer on Flu and Shingles will be beneficial to bring both to market as quickly as possible.
Let's ignore fundamentals and just proceed to the assumption that most wealthy people didn't get that way by being stupid. They may be a bit lazy so they're waiting for their credit cards to renew so that their subscriptions get cancelled but they aren't going to sink any more money than they have into the clothes rack in the corner that kind of looks like a bicycle - but they're not stupid. They'll drive a LCID car that they may buy from an AN dealership. They'll place their sports bets ond DKNG. They'll exercise on a PTON bike. They'll have meetings on ZOOM. They'll sign contracts on DOCU. They'll be vaccinated with MRNA. And they'll avoid buying all of those stonks like they're the plague.
My choice is limited to **PYPL**, ZM, SQ, additionally DOCU, **MRNA**, **BNTX** as my picks for long term holding. Bold highlighted, I hold them, keep adding when they dip like today. I see we are going to Nasdaq correction (10%) territory soon. Having said that, these stock may go down further, but who knows the future, just keep adding them.
Take a look at MRNA -- two year low trend line and Fib retrace from high all line up with this current area that is holding for buyers between $200 and $210. If you got burned buying MRNA higher, we are getting to the area that it needed to fall to -- where the upside of future growth of the business outweighs any short-term concerns like the vaccine mandate.
$NVAX price is artificial and none of the institutions are selling. Only panic retailer investors and short sellers are the main reason of this price. NVAX has 2 Billion cash + Selling 2 Billion doses in 2022 Market cap: 8 Billion MRNA 2022 sale numbers are "SAME" with Novavax. Market cap: 85 Billion CVAC has 0 vaccine. 0 sales. They have nothing. Market cap: 5 Billion
>IN PREMARKET, NOVAVAX SHARES DOWN 10.1%, MODERNA SHARES DOWN 4.1%, PFIZER SHARES DOWN 1.2%, U.S.-LISTED SHARES OF BIONTECH DOWN 3.8% $MRNA $PFE $BNTX \>(yesterday - U.S. SUPREME COURT BLOCKS BIDEN WORKPLACE VACCINE-OR-TEST MANDATE FOR LARGER EMPLOYERS) ^\*Walter ^Bloomberg ^[@DeItaone](http://twitter.com/DeItaone) ^at ^2022-01-14 ^07:35:34 ^EST-0500
Whoa. Thank you so much for this post man. This makes a lot of sense. I have already invested in AAPL MSFT NVDA COST QCOM and MRNA through my real life findings. They are all huge companies already though of course. I’ll have to keep an eye out of some smaller companies though! I’ll have to go check out Peter Lynch. I am a bit concerned with having too much tech but tbh in the very long term I don’t think I can really go that wrong. Seriously though thank you for the insights, and thanks for sharing your story about BROS. Funnily enough i’ve been considering DPZ like you mentioned, me and my friends eat there constantly and it’s my family’s default pizza delivery place. Thx again and I hope you have a nice evening!
Yes. Ask me about MRNA (Moderna) and NVDA (Nvidia). And I don't own it yet but I'm dangerously close to owning some RBLX (Roblox). Sold CSPs on all three as they started to tumble. Made great premium then... Still learning.
Once again, MRNA bounced off $210 ... which is at the lower range of the two-year (pre-COVID vaccine) trend line. Sellers of this stock aren't thinking about how the experience of rapidly creating, testing, and then rolling out the COVID vaccines will fundamentally change the ability of this company to rapidly create new solutions to new medical needs. More than cut in half and less than a 13 P/E. MRNA has become a growth at value trade.
So, I'm new to trading. And although I am braving myself to see my equity dip during volatile periods, I can't help but wonder what if I exit my trades whenever I hit 1% profit? 1. Would that be a sound strategy? 2. Would fall into scalping rather than day/swing trading? My current strategy is to exit a trade in a month regardless of profit OR exit a trade when it reaches 10%. Is this an advisable target? For example, my current position with $MRNA had already reached 9%, but today it has gone down to 0.5% at market open. I was monitoring the news but there seems to be no indicator for $MRNA to fall. Tips? Advice? Roasts?
If you got burned buying MRNA up in the $400s, you need to look at it now -- cut in half, bottomed at $210 and now making the head of a inverse head and shoulders bottom. The drop took it all the way back to the pre-COVID trend line. Looks like the MRNA downdraft is running out of sellers and becoming a good solid buy somewhere around here at $220
Solid product, good pipeline and soon to be flush with cash. Loaded up on a couple hundred shares earlier today. Might buy more when the next paycheck comes in. Very interested to see how some of their clinical trial data for their HBV and HIV drugs turn out and they could be a catalyst for a higher valuation otherwise I feel like this will settle trading at a ~10 PE ratio like MRNA and BNTX. But with all the money they're going to make this year there's a ton of upside here.
Here's a fun list of options I've purchased in the past, that I wish I bought later exp dates: * **AMD $56 4/24/20** * **MRNA $74 6/19/20** * **GME $70 2/12/21** yeahhh would've been nice if these were 2021/22 exp... or here's a crazy idea, if I had bought shares at these prices instead. TIL: I suck at options.
anytime I've tried to play w SPY options I seem to pick the wrong side. One thing I've learned is to buy my options with much later exp dates. Here's a fun list of options I've purchased that I wish I bought later exp dates: **AMD $56 4/24/20** **MRNA $74 6/19/20** **GME $70 2/12/21** yeahhh would've been nice if these were 2021/22 exp... or here's a crazy idea, if I had bought shares at these prices instead. TIL: I suck at options.
You, like many others, obviously don’t get it. Because of the politics and media surrounding the issues at hand, MRNA has been up and down more than the rollercoasters at six flags. People buying calls and puts and exercising those at the right times even if they didn’t get involved until after it was at $150 could have made as much money as Pelosi did when she bought MRNA at $30 and sold at $450 (or whenever she bailed on it)…. Even today there are still millions to be made on options of MRNA. Watch that rollercoaster!
Dang, MRNA keeps climbing as market flounders. Don't let the fact that MRNA was going down for the past 4 months stop you from seeing that MRNA bottomed at $210 last week, touched it's two-year pre-COVID trend line, and is now starting to stabilize and climbing.
Before you go, look at how much MRNA has been going up and down from where it was in March 2020 when it was under thirty bucks and now has a 52 week high over 497, currently 221.39…. Options is the way to go, look at the patterns….
Sure thing. I'll keep buying long but I can post a screenshot when I believe we've hit the absolute low. What's $25k-ish between friends. Due GME's volatility, even if it craters, it won't be for long. Just like TSLA, MRNA and every other stock that has exponentially grown my account over the years.
Why do European Americans allow midget Italian meatball frauds dictate health recommendations. Go check out this meatball's track record with the AIDs epidemic that he blundered. https://twitter.com/i/status/1458072974968463360 Make the medical profession Asian/German/South Asian. (High IQ, minimal emotion people) Don't let genetic criminals into high levels if medicine. Forgettabbouttit. Go make a gravy for mah, forgettabbouttit If I want a good lasagna I'll call Fauci. If I want medical advise Ill call Berlin or Tokyo. PFE and MRNA is about to collapse when the covid meme ends in the near future. Get out before it's popular opinion.
Even if you compare by market cap, at $MRNA’s peak it had a market cap almost the same as Pfizer’s… a far more established company with vastly more products both currently marketed and in their pipeline. The major advantage Moderna had is using RNA, showing it is viable. They however do not have a patent to this tech and now more established competitors will copy this success… like Pfizer. Not saying Moderna cannot succeed, but a market cap equal to a much more established and successful company that has almost zero competitive advantage in the long-term was putting the cart before the horse. They are currently a one-trick pony, the next pipeline drug is years from approval, omnicron is making it appear COVID may become the level of the seasonal flu, and they are now losing market share to Pfizer. They have some serious headwinds to maintain their previous or even current market cap.
"Never regret money made. It's money you didn't have before." Is a mantra I always lived by. However, with all the volatility its been having on a quarterly basis, how did you not make more? Also, my biggest gains which came from MRNA and TSLA were all waaay more than a year hold. Except GE. My longest hold and biggest loser. Fuck them. Never bet on a company with bad management.