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06-09-2023, 11:36 PM
https://pubmed.ncbi.nlm.nih.gov › 37243095
IgG4 Antibodies Induced by Repeated Vaccination May Generate Immune ...
May 17, 2023However, emerging evidence suggests that the reported increase in IgG4 levels detected after repeated vaccination with the mRNA vaccines may not be a protective mechanism; rather, it constitutes an immune tolerance mechanism to the spike protein that could promote unopposed SARS-CoV2 infection and replication by suppressing natural antiviral res...
Sales collapse
On August 3rd Moderna reported Q2 results:
Second quarter 2023 revenues of $0.3 billion with a net loss of $1.4 billion and loss per share of $3.62;
Covid-19 vaccine sales are now $2.1 billion for the first half of the year;
Company expecting 2023 COVID-19 vaccine sales of $6 billion to $8 billion, dependent on U.S. vaccination rates.
seekingalpha.com/article/4626692-moderna-falling-as-vaccine-hesitancy-rises
Moderna will be totally reliant on Covid-19 vaccine sales to drive revenues for the next 12 months. I believe they have zero chance of making their $6 to $8 billion targets. If they did hit say mid-way at $7 billion it will still likely mean no profits. Their cost of sales in Q2 were $731 million and the R&D expense was over $1 billion. This will likely stay high with their pipeline of development vaccines. General Administration expense was $332 million in Q2 and this will not likely drop much. Their expense are running over $2 billion per quarter so another $4 or $5 billion in sales for the rest of the year will not generate profits.
How long can the stock stay over $100/share and a market cap around $40 billion, with mounting losses and no profits in sight? That said, what if they disappoint as I expect they will.
This year, the UK has followed other European countries and is not recommending Covid-19 shots for those under 50. I expect this trend will continue as the risk/reward does not make sense for younger people.
IgG4 Antibodies Induced by Repeated Vaccination May Generate Immune ...
May 17, 2023However, emerging evidence suggests that the reported increase in IgG4 levels detected after repeated vaccination with the mRNA vaccines may not be a protective mechanism; rather, it constitutes an immune tolerance mechanism to the spike protein that could promote unopposed SARS-CoV2 infection and replication by suppressing natural antiviral res...
Sales collapse
On August 3rd Moderna reported Q2 results:
Second quarter 2023 revenues of $0.3 billion with a net loss of $1.4 billion and loss per share of $3.62;
Covid-19 vaccine sales are now $2.1 billion for the first half of the year;
Company expecting 2023 COVID-19 vaccine sales of $6 billion to $8 billion, dependent on U.S. vaccination rates.
seekingalpha.com/article/4626692-moderna-falling-as-vaccine-hesitancy-rises
Moderna will be totally reliant on Covid-19 vaccine sales to drive revenues for the next 12 months. I believe they have zero chance of making their $6 to $8 billion targets. If they did hit say mid-way at $7 billion it will still likely mean no profits. Their cost of sales in Q2 were $731 million and the R&D expense was over $1 billion. This will likely stay high with their pipeline of development vaccines. General Administration expense was $332 million in Q2 and this will not likely drop much. Their expense are running over $2 billion per quarter so another $4 or $5 billion in sales for the rest of the year will not generate profits.
How long can the stock stay over $100/share and a market cap around $40 billion, with mounting losses and no profits in sight? That said, what if they disappoint as I expect they will.
This year, the UK has followed other European countries and is not recommending Covid-19 shots for those under 50. I expect this trend will continue as the risk/reward does not make sense for younger people.
