Many of us Moderna bulls are here because we believe the success of the mRNA covid vaccine in 2020 validated the platform and that this in turn will drive exponential growth in this arena. Many bears are here because they are thinking that Moderna is only all about coronavirus, and because the demand for vaccines will very likely drastically drop in 2022 as covid fades away, the bears reached the conclusion that there is no growth potential for this stock. This has been the assumption of even the institutional bears as they compiled their bearish outlook for the stock.

Unlike the bears who are obsessed with the pandemics, we longs are interested mainly in the platform. Yet at this 2021 year end, we are seeing yet again another coronavirus mutation which is causing another surge. Furthermore we are now seeing Israel initiating their FOURTH BOOSTER campaign, SOMETHING WHICH EVEN THE MOST BULLISH OF LONGS COULD NOT HAVE CONCEIVED A MONTH AGO. (I for one once believed that booster/s after the second one was only acceptable by the public if formulated as a pan respiratory vaccine. So I am wrong as well.) Clearly this unexpected turn of events is shattering the once reasonable 2022 outlook for the pandemic into pieces as the revenue from covid vaccine will now likely to continue to at least 2023. Whether or not bearish analysts who used this wrong assumption in their analysis update their outlook for the stock will come down to their credibility or lack thereof. GL all.$Moderna, Inc.(MRNA)$

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