simoan wrote:The only thing that would concern me is there are a number of other vaccines and over time margins will naturally reduce. A nice little earner though with an easy annual recurring revenue stream from the Covid vaccine but revenue from it will stop growing at some point, and possibly earlier than forecast. I'm not sure providing flu vaccines is a big money spinner, for instance.
As such, I'm more interested in the pipeline of future products as this will become increasingly important as the market looks towards post pandemic earnings. I've been running the rule over MRNA recently to go with my long-term Pfizer holding, but I'm just not qualified to assess the potential of the pipeline. What products are there in the pipeline with potential to be big winners?
All the best, SI
To be honest I'm not as well clued up about Moderna's products and research pipeline as I'd like to be. It's well outside my circle of competence / comfort zone, which is primarily commercial property, consumer goods, financials, media and railroads. I don't have the skillset to really understand what they are doing beyond the basics and the applications.
My main hope is that mRNA technology turns out to be transformative, opening the field of personalised medicine to a much larger customer base by combining biotechnology with information technology. From 2020:
"Moderna Therapeutics is working with Amazon’s cloud service to deliver a new class of medicines that apply messenger RNA, which is the “software of life,” CEO Stephane Bancel said Wednesday."https://www.cnbc.com/2020/01/15/how-moderna-uses-amazon-cloud-to-produce-a-new-class-of-medicines.htmlModerna is a big punt for me. Lots of my "faith" in Moderna comes from conversations with a biologist friend who understands far more about mRNA than I could ever know