happygo
2022-12-30

Those who are interested to monitor weekly vaccine uptake may refer to the CDC vaccine tracker site. The pace of uptake is slowing at this moment but still 1.4 million took the mRNA bivalent booster last week alone. By contrast, a certain competitor company who gloated that protein vaccine would take a significant market share from mRNA vaccine only administered 1623 doses last week (0.1% marketshare). The debate on how vaccine companies deal with ever uncertain vaccine demands though will surely continue to 2023. But notice how unlike its peers (1) who either are still overly reliant on the covid narrative or (2) who have other interesting stories but still slack in underlining that to their investors, Moderna have succeeded in turning the main attention of their investors to other things with the release of the PCV news earlier this month. Like it or not, narrative is a big part of investing in growth stock and it's obvious that Moderna here excels over its peers in highlighting that narrative for us entering 2023. GLTA.$Moderna, Inc.(MRNA)$

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