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Trade Ideas (74)
Date Ticker Price Dir Speaker Thesis Source
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna Loses 2 Defenses In Patent Fight
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna Jumps Above 20-Day Moving Average on ...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Why Moderna (MRNA) Stock Is Trading Up Today
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
In reversal, US FDA will review Moderna's flu...
Feb 18 $46.60
$46.60 -0.0%
AVOID Dr. Scott Gottlieb
Former FDA Commissioner; Board Member (Pfizer, Illumina, UnitedHealth); Partner at NEA (Venture Capital)
Gottlieb cites a Wall Street Journal editorial noting FDA leader Vinay Prasad rejected Moderna's (MRNA) mRNA vaccine without a cursory review. This "arbitrary" regulatory behavior increases the cost of capital and unpredictability for the entire sector. Gottlieb notes investment in vaccines and cell/gene therapies is drying up in the US and shifting to China (where half of the global mRNA pipeline now sits). The regulatory environment in the US has become hostile to innovation, making the sector uninvestable in the medium term until leadership changes. A change in FDA administration or successful appeals by pharma companies could reverse sentiment. CNBC
Squawk Pod: Baby Formula, A Tax Hike, & The L...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
FDA to review Moderna’s flu jab on agency piv...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna Stock Rises. FDA Will Review Its Seas...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna says FDA to review its flu vaccine af...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna’s investigational flu vaccine moves f...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna Loses Two Defenses in Patent Infringe...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Monkeypox Market Competitive Landscape 2026: ...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
US FDA reverses course, will review Moderna's...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna Says FDA Will Review Flu Vaccine, Rev...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
FDA Reverses Course and Will Now Review Moder...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna Jumps After FDA Reverses Decision On ...
Feb 18 $46.60
$46.60 -0.0%
AVOID Marty Makary
FDA Commissioner
Makary defends the FDA's "refusal to file" decision on Moderna's flu vaccine, stating the trial used "substandard of care" (no flu shot) for the control group of seniors, rather than the existing effective flu shot. This indicates the FDA will hold mRNA platforms to rigorous traditional standards rather than granting the emergency leeway seen during COVID. It signals delays and higher hurdles for Moderna's non-COVID pipeline. AVOID until regulatory pathway clarifies. Moderna could rapidly redesign trials or produce overwhelming data that satisfies the FDA. CNBC
FDA's Marty Makary: Everything should be over...
Feb 18 $46.60
$46.60 -0.0%
LONG @FirstSquawk Moderna's investigational seasonal influenza vaccine is entering FDA review with a PDUFA goal date of August 5, 2026, indicating pipeline progress and potential future revenue streams. @FirstSquawk
MODERNA: ANNOUNCES THE U.S. FOOD AND DRUG AD...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna Announces the U.S. Food and Drug Admi...
Feb 18 $46.60
$46.60 -0.0%
LONG CNBC The FDA has accepted Moderna's mRNA flu shot application for review, reversing a prior rejection. A decision is slated for August 5, which would allow for a launch ahead of the upcoming flu season. This news removes a major uncertainty that had "stunned Wall Street." It puts a product described as "key" to Moderna's goal of breaking even by 2028 back on a clear path to commercialization. The market's immediate positive reaction (+6%) underscores the significance of this de-risking event. The reversal is a powerful near-term catalyst. A long position is warranted based on the renewed prospect of a significant new revenue stream, which is crucial for diversifying the company away from its Covid-19 vaccine and achieving its stated financial targets. The primary risk is a final rejection by the FDA on the August 5 decision date. The political environment, characterized by a "vaccine skeptic" HHS Secretary, remains a persistent threat. The accelerated approval for the 65+ cohort is contingent on a successful post-marketing study, which introduces long-term execution risk. Finnhub - MRNA
FDA agrees to review Moderna’s mRNA flu vacci...
Feb 18 $46.60
$46.60 -0.0%
LONG Benzinga Moderna announced that the FDA will begin the review process for its seasonal influenza vaccine, causing the stock to rise 7.10% to $47.05. This is a crucial regulatory step forward in Moderna's effort to diversify its product portfolio and secure a new, significant revenue stream. The market interprets this as a de-risking event for a key pipeline asset, justifying a higher valuation. The initiation of an FDA review is a clear positive catalyst that is driving short-term momentum. A long position is justified to capitalize on the positive sentiment as the market digests this progress toward potential approval and commercialization. The initial price surge may be short-lived as traders take profits. The FDA review process is inherently uncertain and lengthy; any negative news, requests for additional data, or an ultimate rejection would severely damage the stock price. The trade is also subject to overall market risk. Finnhub - MRNA
Moderna shares are trading higher after the c...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
FDA reverses course on Moderna’s flu vaccine
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna President Hoge Says We Hope Flu Vacci...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
Moderna's mRNA-1010 Flu Vaccine Accepted for ...
Feb 18 $46.60
$46.60 -0.0%
N/A Finnhub News Finnhub - MRNA
3 Stocks Under $50 with Warning Signs
Feb 17 $43.93
$46.60 +6.1%
N/A Finnhub News Finnhub - MRNA
The Analyst Verdict: Moderna In The Eyes Of 9...
Feb 17 $43.93
$46.60 +6.1%
N/A Finnhub News Finnhub - MRNA
Goldman Sachs Maintains Neutral on Moderna, R...
Feb 17 $43.93
$46.60 +6.1%
N/A Finnhub News Finnhub - MRNA
RBC Capital Maintains Sector Perform on Moder...
Feb 17 $43.93
$46.60 +6.1%
N/A Finnhub News Finnhub - MRNA
Moderna Receives European Commission Marketin...
Feb 17 $43.93
$46.60 +6.1%
N/A Finnhub News Finnhub - MRNA
Moderna Stock Rises After EU Marketing Author...
Feb 17 $43.93
$46.60 +6.1%
N/A Finnhub News Finnhub - MRNA
Evercore ISI Group Maintains In-Line on Moder...
Feb 17 $43.93
$46.60 +6.1%
N/A Finnhub News Finnhub - MRNA
The European Commission Approves Moderna's mN...
Feb 17 $43.93
$46.60 +6.1%
N/A Finnhub News Finnhub - MRNA
Moderna Secures Third EU-Authorized Vaccine W...
Feb 16 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Moderna's Shares Climb 5.3% as Investors Revi...
Feb 16 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
3 Cash-Burning Stocks That Fall Short
Feb 16 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
FDA Flu Setback Tests Moderna’s mRNA Pipeline...
Feb 15 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Is Moderna (MRNA) Pricing Reflecting Potentia...
Feb 13 $42.23
$46.60 +10.3%
NEUTRAL Finnhub News The headline indicates a summary of Moderna's fourth-quarter 202 Finnhub - MRNA
Moderna, Inc. Q4 2025 Earnings Call Summary
Feb 13 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Sector Update: Health Care Stocks Advance Lat...
Feb 13 $42.23
$46.60 +10.3%
AVOID Dmitry Solodin
Trader / Investor
Revenue collapsed from $18B to ~$2.2B. The company has no free cash flow and is burning cash. This is a "broken" stock. Without a new blockbuster product to replace Covid revenues, there is no fundamental floor. It is a "falling knife" with no support. AVOID. Unexpected success in their cancer vaccine pipeline could trigger a rally. Dmitry Solodin
Почему упали ИНФОТЕХИ и стоит ли их ПОКУПАТЬ?...
Feb 13 $42.23
$46.60 +10.3%
LONG Dani Burger
Anchor, Bloomberg Television
Applied Materials (AMAT) beat earnings with strong guidance due to AI demand. Rivian (RIVN) posted its first-ever annual gross profit. Moderna (MRNA) beat revenue estimates on unexpected Covid vaccine demand. In a market dominated by "AI Anxiety," investors are rewarding tangible execution. AMAT confirms the "Picks and Shovels" hardware trade is intact. RIVN proves operational efficiency is possible in a slump. MRNA shows legacy cash flows are stickier than predicted. LONG. These are idiosyncratic winners in a choppy macro environment. Broader market sell-off dragging down high-beta names; RIVN remains capital intensive. Bloomberg Markets
Inflation Data Calms Markets | Bloomberg Open...
Feb 13 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Moderna Challenges FDA After Flu Shot Review ...
Feb 13 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Moderna Inc (MRNA) Q4 2025 Earnings Call High...
Feb 13 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Health Care Roundup: Market Talk
Feb 13 $42.23
$46.60 +10.3%
SHORT @unusual_whales Moderna’s, $MRNA, CEO has said that the company will no longer invest in new Phase 3 vaccine trials for infectious diseases: ‘You cannot make a return on investment if you don’t have access to the U.S @unusual_whales
Moderna’s, $MRNA, CEO has said that the compa...
Feb 13 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Moderna shares pop on strong guidance, smalle...
Feb 13 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Moderna Q4 Earnings Call Highlights
Feb 13 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Moderna Maintains Full-Year Revenue Growth Ou...
Feb 13 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Moderna Is Losing Less Money Than Expected. T...
Feb 13 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Moderna (MRNA) Q4 2025 Earnings Call Transcri...
Feb 13 $42.23
$46.60 +10.3%
N/A Finnhub News Finnhub - MRNA
Moderna Pops On Fourth-Quarter Report, But Ca...