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Moderna should be a $500 stock on the strength of its personalized mRNA cancer therapy, now in a Phase 3 trial for the first time. As described in a post shared on the news, the therapy gives the immune system the tumor's genetic fingerprint so T-cells can be trained to find the cancer, while Keytruda removes the brakes cancer places on those T-cells. x.comÂ
Moderna could re-rate toward $210 by the end of 2027 because the market should move ahead of its free cash flow inflection. That assumes free cash flow reaches breakeven by mid-2028, driven by successful commercialization of its personalized mRNA cancer therapy. x.comÂ
Moderna's cancer-cure mystery and optimism are the conditions that drive big stock moves. Its theme is now hot to trade, alongside related stocks. CoreWeave's 2025 AI data-center IPO rode similar uncertainty about AI revenue while AI was hot; it now faces AI-spending worries. x.comÂ
Moderna generates one-tenth of Bristol Myers Squibb's revenue, making their nearly equal valuations hard to justify. x.comÂ
Moderna's oncology franchise has been repriced by the Merck-partnered INTerpath-001 melanoma vaccine trial, a watershed moment. Argus upgraded the stock to Buy with a $180 target, noting shares remain more than 70% below their old highs, and Moderna closed an upsized $2.6 billion convertible note to fund oncology growth. The stock is consolidating in a tight pennant after its biggest gap up in years; a move above $156.13 targets $161.37, then $176.66. x.comÂ
Moderna's positive Phase 3 trials for a cancer vaccine give huge validation that it may actually work and go on to FDA approval. The result was a total surprise to markets, making it an episodic pivot. x.comÂ
Moderna's vaccine looks weak even in melanoma, the easiest indication for cancer vaccines, casting doubt on harder indications. The reportedly leaked data showed only a 12% difference. Even if approved, it will never get used or sold. x.com x.com x.comÂ
Moderna's next push is cancer vaccines after its COVID-19 run. The stock is about to enter a re-accumulation stage, a chance to buy heavily before another huge move, and a single article could send it higher. x.comÂ
Moderna looks like a logical play on plague-outbreak concerns, though this is outside areas of expertise. A Russian lab worker's sudden death has raised fears of a plague crisis, per Zero Hedge, with the Trump team monitoring the outbreak, and the stock is acting well. x.comÂ
Moderna looks overvalued at about $80B after its melanoma success sparked a retail frenzy. Its upcoming Phase 2 lung cancer and Phase 3 kidney cancer readouts target cold tumors, with much lower odds than melanoma, though success in either would fuel the rally further. January calls cost about 67% of the share price annualized, the most expensive option seen on an already overvalued stock. The retail-driven trend could continue in the short term. x.comÂ
Personalis could be a swing trade on breakthrough cancer vaccine news, a holy grail whose importance is hard to overstate. Downstream players in mRNA cancer vaccines may have some juice. x.com x.comÂ
