$Moderna, Inc.(MRNA)$ he news on the very short delay for Moderna's administration as a booster is not good optics but it will not have significant negative impact on Moderna's future. (see list below)
1. The setting for boosting schedule after 8 months limit the Pfizer booster to those vaccinated earlier than February (less than 3% US population).
2. Based on CDC guidance, you should get a COVID-19 booster from the same brand you received your initial vaccine. Those vaccinated with Moderna will have to wait but they will not be forced to take the Pfizer vaccine.
3. Moderna's own approval will come out very soon.
This delay news is fair, but the media likes to highlight potentially market moving non-issues that do not matter much. I'd rather focus on Moderna's R&D day and see how Moderna is sticking to its plan to make mRNA as a platform technology. GL all.$Pfizer(PFE)$
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