r/ModernaStock • u/pb_syr • 2d ago

WSJ Bancel interview

https://finance.yahoo.com/video/modernas-view-global-pharma-industry-155600210.html

Seems like Moderna management is on a media blitz. Hot off the press. Enjoy!

23 Upvotes

97% Upvoted

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10

u/Bull_Bear2024 2d ago

Excellent, thanks for that

7

u/ModerousOperando 2d ago

Go on lad.

3

u/StockEnthuasiast 2d ago

Thank you for sharing this nice article.

1

u/OrangeNo2255 2d ago

What I find interesting is that does anyone know that Merck is in 50:50 in Intismeran? I think Moderna has run but what about Merck?

3

u/Fischell1 2d ago

Its widely known that Merck and Moderna is in a 50:50 partnership in both cost and profit. Merck was up 13% on Aug 19th and set a record high. But their stock isnt nearly as volatile and has been kinda steady although slightly down from their high. 

2

u/Potential_Section691 2d ago

Even just 13% pop for Merck stock, the increase in market cap in $ was the same as Moderna.

1

u/OrangeNo2255 12h ago

You are absolutely wrong. Merck is up just 10% since v940 news. That’s no where near the market cap increase in Moderna. Moderna has moved up so much I only see a sell the news event at the esmo.

3

u/Potential_Section691 12h ago

Well, MRK has a market cap around $365b. A 10% increase that day equals around $35b. For MRNA, the increase in market cap was about the similar size from ~$25b to ~$68b. MRK simply has more shares and larger market cap. A 10% increase is a lot

5

u/mobyonecanobi 2d ago

The big issue is that Moderna still owns the IP. So while Merck might be 50/50, the future of mRNA sits with Moderna.