Took the opportunity of the dive to collect another AirPods Max. Frankly, right thing to do is to buy shares, betting it to go up above $180 (not sure what will happen after $180). Just don’t feel like owning MRNA. I have a habit of forgetting to sell when I own shares, short put expire without any actions from me - nice 
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You should do it for both BNTX and MRNA.
Had I been old trader, I should have sold MRNA with it was $170 and BNTX at $127 range, but these two stock I decided to buy & hold.
Now, every day or after market, I buy them at dip with limit order accumulated 1450 shares of MRNA and 1350 shares of BNTX. I still keep on buying when these are going low.
The only reason is that these two are brought down when companies are making a turning point.
Co-relating TSLA, market brought down from $325/$275 (pre-split) to $180 (by down grade) and then suddenly jumped with momentum. This is exactly will happen to these two stocks. This is not done by RHers, but by big banks/funds.
I have been doing Fundamental Analysis and these two companies fly high in year 2021.
Simply said, they have moved from 30000 people testing phase to live people saving phase when other 99 companies are trailing behind (the best among them is oxford univ with 70% success and stopped the phase temporarily).
Both BNTX and MRNA will learn lot of knowledge, experience supporting dying patients on emergency use and come up with more reliable medicines within an year.
They have clear moat, opportunity, paid well (by governments) and leaders in that field.
The growth for these two companies are too good consider future years.
This is a medical innovation and miracle to save life!
Huge difference between MRNA and TSLA. TSLA is THE EV manufacturer (until Apple comes up with one) but going to be tons of successful vaccines. Talking about TSLA, @manch listen too, guess where is the team developing the heart of a TSLA car located in?
Again, like Jim Cramer, connecting hypothetical (Apple comes up with one) with realistic leader in technology (TSLA).
Now, TSLA has more than 25 competitors globally. Still, TSLA is the winner - the moat, power of innovation - gets rewarded.
Same way, more than 100 companies are in competition for vaccines, but these two are leaders and innovators and they will get rewarded.
You should not my repeated reminders about Innovation, new technology only handful of few (5-7 companies) trying it, all others are struggling to complete 2nd stage (max 3 stages).
These two crossed the 3rd stage, worldwide approvals and orders, and went live this week. They are leaders and no other competitors are going to cross the 3rd stage by end of 2021, by that time these two will eradicate half of the covid-19.
You will witness and see and understand the magic at Dec 2021 !
Fundamentals are the key now.
We shall see At most own you a treat. Don’t think you are right. TSLA competitors are 
Vaccine guys are 
There are two guys who know the drug industry (@britt522) and auto industry (@marcus335). Let see whether they care to illuminate the industry competitive landscape.
TSLA competitors lost => You are talking after the fact !
Vaccine guys are => You are talking before the fact !
For buy and hold, important fact is identify the early winner, invest in bulk. Perhaps, after dec 2021, you will start reading Accounting for Value
Huh? TSLA started 2nd rocket only this year! while it has selling for a long time. Six years of going sideways (2014-2020).
Take note of TSLA price behavior since IPO. Where is MRNA now?
You need to understand the difference. TSLA is huge capital intensive project, Elon had a vision 15 years before.
But, BNTX and MRNA are different, high risk research - either they win (Billions) or lose (Bankrupt) - binary extreme ends.
If you expect some other companies find an alternate drug and governments cancelling these two companies contract, this is scary dreamers method. This is not all going to happen with Emergency use of Covid Shots.
With two attempts made to hack their technology, the secret will be buried by now !
At the green Arrow place. MRNA is at present equal to $180 of TSLA (pre-split) level when WQJ added additional 1000 shares (after he bought 1000 at $275).
The leaders (with clear innovation - moat) are always winners ! Let us sync in Dec 2021.
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There’s zero car based explanation for Tesla’s valuation. Cars are still a relatively low margin and capital intensive business even for Tesla. Best case they pass Toyota as the world’s biggest car maker. They’ll have the same profit profile, and their valuation is already higher than Toyota.
People point to the solar panels and battery storage products. It’s a tiny business with a negative gross margin. I’m not sure how that business becomes profitable when gross margin is negative.
Elon has a hand in a ton of different things. Part of me wonders if investors are just dumb and don’t realize they are separate businesses, and they only get shares of Tesla. It wouldn’t surprise me if people think they’re basically buying shares of Elon and all his projects. That’d be far more appealing than just Tesla.
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Main issue facing the country right now continues to be the coronavirus, which posted a new one-day high in both cases — 241,620 — and fatalities — 3,438 — on Thursday.
Since the start of December, the U.S. has lost basically the equivalent of the attacks on 9-11 each day.
Because Moderna is turning positive (huge gain from loss) next quarter. They have been confirmed 470 Million orders so far (with double the price of BNTX) with their capacity is 500 Millions. Their confirmed order book is $17.39 Billion (order received with deposits).
One year profit likely 7.4 Billions (very optimistic) while currently market is expecting only 1.44 Billion (Minimum for 2021 with current valuation).
MRNA has 20 different projects, but this project itself gives the company lot of stability and future cash flow abundance in 2021. MRNA has wilder than BNTX with higher growth.
Both BNTX and MRNA will become cash surplus (like AAPL, GOOGL…etc) company by next year.
If BNTX has 20% profit level (and balance 20% goes to Pfizer), MRNA profit will be way high (like TSLA turning huge upside).
Moderna has confirmed the following supply agreements of committed orders totalling more than 470 million doses:
- United States: 200 million doses with option for an additional 300 million doses
- European Union: 160 million doses
- Japan: 50 million doses
- Canada: 40 million doses with option for an additional 16 million doses
- Switzerland: 7.5 million doses
- United Kingdom: 7 million doses
- Israel: 6 million doses
- Qatar (work in progress)
- Singapore (work in progress)
- Other countries, which have placed orders and have not been disclosed.
investors treat it a tech company more than car company.
@hanera, if you like negative vote to MRNA, it is right here (scary the way you think).
Finally author says
- So, Is Moderna Stock A Buy Right Now?
- Moderna stock is not a buy right now.
Yes, but the capital required and low margins say it’s a car company.
Above is what I said 17 days ago.
@Jil said above.
Today price is ~$130. After reading up on some EWT, guess you know why I said is $130 By now you should understand why I am reluctant to short put with too high a strike price? F… FA. Today market is momentum market… nobody care much about fundamentals. Long term ofc is fundamentals 
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I even bought for $127, no questions on EWT…! same way bought more on BNTX at $101.
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Time for accumulation of MRNA and BNTX starting tomorrow.
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I see BNTX bottomed ($95 around), but not MRNA yet.