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u/VoidAndOcean
Reddit r/wallstreetbets
Винрейт
0.0%
доходность
-1.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
21 авг
$154.72
-1.9%
Author argues MRNA’s market cap is still low relative to existing cancer-therapy revenue benchmarks and future cancer-market opportunity; short interest remains high. High short interest + valuation repricing potential creates a squeeze-friendly setup that could push MRNA toward the author’s $250–$300 target. Long MRNA as a momentum/valuation squeeze play, but the higher-conviction part of the thesis depends on speculative long-term drug revenue. Short squeezes can reverse sharply; clinical/regulatory setbacks; Merck profit-sharing limits per-drug economics; “intersimeran” revenue is speculative; author already banked $2.4M in profits.
Author argues MRNA’s market cap is still low relative to existing cancer-therapy revenue benchmarks and future cancer-market opportunity; short interest remains high. High short interest + valuation repricing potential creates a squeeze-friendly setup that could push MRNA toward the author’s $250–$300 target. Long MRNA as a momentum/valuation squeeze play, but the higher-conviction part of the thesis depends on speculative long-term drug revenue. Short squeezes can reverse sharply; clinical/regulatory setbacks; Merck profit-sharing limits per-drug economics; “intersimeran” revenue is speculative; author already banked $2.4M in profits.
Фарма и биотех
Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/VoidAndOcean на Buzzberg отслеживается 1 торговых идей по 1 тикерам с августа 2026. Чаще всего покрывает: MRNA.
