Why investors should consider an investment in Moderna:

• A technology-first approach, saving time in developing vaccines.
• Tons of cash for acquisitions and legal defense.
• mRNA Proof of concept.
• Ability to speed up clinical trials to get numerous FDA approval.

The story is just beginning as Moderna enters an accelerated growth phase. Moderna is not a traditional biotech company. The best is likely yet to come. Look at Moderna today, where Taylor Swift was in her career from around 2006-2010. The peak has yet to happen.

Before 2012, Taylor Swift was a country artist. Transitioning to mainstream pop music, a significantly more popular music genre, increased her popularity, reach, and earning potential.

The secret sauce for Taylor Swift is that she writes most of her music. Other artists who rely on ghostwriters or songwriters have less control over the direction they want to take their careers. Artists who write their music have great flexibility in experimenting with different genres and connecting to their fans.

Moderna has its proprietary bioplatform. It identifies the genome of a virus or disease, plugs it into its mRNA Design Studio on the AWS cloud, and produces a new or updated mRNA vaccine, creating a system and design to use the same mRNA technology to switch and develop a vaccine for infectious diseases or cancer.

Moderna is as much of a biotech company as Taylor Swift is a country artist. Swift’s reach as an artist is much larger than other artists like Luke Combs or Ashley McBryde. Moderna could vastly grow bigger than AbbVie or Merck. Ten years from now, we may look at Moderna regarding market cap similar to Meta and Nvidia.

What is a bioplatform, and how it’s used in mRNA medicine?

Bioplatforms involve special organizational and technological structures that biotech companies build to make their resources and technology reusable — and even cross-therapeutic. Ultimately, by making minor changes to a bioplatform in the drug discovery pathway, the development of new therapies for very different diseases can be achieved in a short time.

Take COVID-19 mRNA-based vaccines as an example. These vaccines deliver mRNA encoding the viral spike protein. By 2020, when the SARS-CoV-2 genomic sequence was known, some biotech companies working on mRNA vaccines for other diseases already had a bioplatform built. They were able to efficiently switch the specific spike protein mRNA sequence to use on their formulation. The rest of the drug discovery pathway was already implemented, like the mRNA manufacturing protocol, the cargo molecules to use, the delivery method and more.

How Can BioPlatforms Support the mRNA “Revolution”

Moderna is known for its hero Covid-19 vaccine, which almost every knows about, and billions of people have taken. Covid-19 is only one type of infectious disease. Moderna has mRNA vaccines in its pipeline for flu and respiratory syncytial virus (RSV). It also has a single shot/three-in-one vaccine, mRNA–1230, a combined COVID-19, flu, and RSV vaccine. Outside of Covid-19, Moderna has 48 mRNA programs, with 38, in clinical trials for HSV (herpes), Lyme disease, HIV, skin cancer, and many more diseases.

Compared to its peers, Moderna is undervalued, with a lower p/e than Gilead Sciences, Bristol-Myers Squibb, and Biogen. I do not want to make a trade simply because the company is undervalued and is due for a bounce. That may make for a short-term gain, but is it a great investment to hold for 5-10 years or longer?

If you look at Moderna as a technology company, it is dirt cheap and massively undervalued. Moderna has poc, or shown with scientific and empirical evidence that mRNA works with the Covid-19 Vaccine—over 12.7 billion doses across 184 countries. The “experimental” vaccine works. The results have been miraculous and the most significant achievements in modern science.

Investing in Moderna before the pandemic could have been considered speculative, but now the stock is trading around where it was right before the pandemic. That is an absolute steal for a company no longer preclinical. Moderna has roughly x7 more cash than before the pandemic and still zero debt, which can be used on legal counsel to protect its long list of valuable patents and intellectual property. Currently, Moderna is escalating a campaign normalizing and educating the public about mRNA capabilities. Moderna is opening a Seattle office focused on technology and a San Francisco office dedicated to Genomics. They are currently positioning themselves for high growth and expansion.

What is the potential of Moderna? Look at mRNA shots similar to the iPhone and mRNA Design Studio to iOS. The market and demand for these vaccines is incredible.

Moderna is a digital biotech company that utilizes Artificial intelligence AI algorithms to aid drug development. All investors should remember the majority of Moderna’s trials will likely fail. The stock will be volatile. Will they develop a vaccine for every disease or cancer? Highly unlikely, but their cash on hand creates a buffer for failed trials and gives them the luxury for acquisitions like buying Japanese DNA supplier OriCiro Genomics KK for $85 million. Through their technology and process, they will produce exponential results at a higher probability quicker than their peers.

Moderna created the Covid-19 vaccine within 48 hours, whereas developing a safe vaccine takes anywhere from 10 to 15 years historically. Moderna changed the game working at lightspeed efficiency, blowing their competitors out of the water in creating the most effective Covid vaccine in the world. The approach is unique, and a winner has emerged. Johnson & Johnson developed a viral vector vaccine that was not as effective. Novavax created a subunit protein vaccine, a few percentages lower in efficacy than Moderna’s.

Moderna has one of the best risk/reward ratios on the market. If you look at mRNA as a tool to fight several incurable diseases like cancer and Cystic Fibrosis, the opportunity and reward are much more significant. The pandemic is over, but the story for Moderna is just starting.