$Moderna, Inc.(MRNA)$ To reach 500 (without hype) next catalysts need to happen:
- new booster shots orders for 2023
- cmv phase 3 successful results
- flu phase 2 successful results
- 2022 estimated income 20bil
All this can happen in q1-q2 next year. Probability quite big 70-30 so I am staying long here.
To go to 600, additionally:
- estimated income 24bil for 2022
- purchase of Crisp (for example or similar)
- consistent good results from other products tests
- strong orders for 2023 booster shots - estimate of 2bil doses
This can probably happen q3-q4 next year. I would estimate 50-50.