Should I Buy Merna (MRNA)? Finance YouTuber Analysis

The YouTuber advises avoiding Moderna despite its significant price drop, arguing it's a 'value trap'. He highlights the company's high R&D costs, negative free cash flow, and limited near-term blockbuster drug approvals, suggesting the stock will flatline at best.

“Calling Mera a cheap now is like saying that expired lottery ticket is a bargain at 50. Folks, biotech is an extremely expensive industry with Madna chewing through more than $3.6 billion a year in research alone.”

The analyst suggests Moderna could get a boost from increased vaccine demand. He argues that the severe flu season might incentivize people to get both flu and COVID vaccines, leading to potentially high Q4 sales for the company, especially since COVID infections have recently risen.

“so that's why I'm thinking the uh you know the sales fourth quarter sales for bioin Tech as well as moderna could be especially High hair bio intake is down 28 percent this uh so far this year moderna is down 25 percent so both of these stocks you know could get that boost from the covid vaccine.”

Dr. Langer, a co-founder of Moderna, highlights the immense potential of mRNA technology beyond COVID-19, citing its speed in development and ability to treat a wide range of diseases, including personalized cancer vaccines and rare diseases. He emphasizes that the body does the work of protein production, making it a highly efficient and versatile therapeutic approach with a broad pipeline.

“I don't see much limit in terms of what messenger RNA can be used to treat if you look at what modernist pipeline is there's probably now over 30 different diseases or vaccines being studied in human clinical trials not just covet.”