What could be Moderna's "ozempic moment"? (Why MRNA is a great bet right now)

Putting aside the Hantavirus for a moment, A few genuine candidates: 1. Personalised cancer vaccines (V940/intismeran autogene) This is the most Ozempic-like candidate. If the melanoma data holds and it gets approved, you're talking about a fundamentally new category of medicine,,where a vaccine personalised to your tumour's mutations, manufactured in weeks. There's no ceiling on that market. Every solid tumour becomes a potential indication. This is the one that could redefine Moderna into a mag-7 adjacent stock the way GLP-1 redefined Lilly. 2. CMV vaccine Cytomegalovirus is massively underappreciated publicly but enormous medically, it's the leading infectious cause of birth defects, causes serious disease in immunocompromised patients, and has no approved vaccine despite decades of attempts. Moderna's candidate is the most advanced ever. Not as flashy as cancer vaccines but potentially a $10-15B annual market with no competition. 3. Moderna's mRNA synthesis and delivery platform. If they become the infrastructure for personalised medicine broadly, cancer, rare disease, autoimmune , then the platform itself becomes the moat, not any single product. It's worth remembering, analysts were way too conservative on NVDA for years, and LLY underperformed despite the fact it had GLP-1 research 15 years before Ozempic became a thing. Thank you for reading