Moderna, Inc is an American pharmaceutical and biotechnology company based in Cambridge, Massachusetts. It focuses on drug discovery, drug development, and vaccine technologies based on messenger RNA.
Yes, but it's complicated. mRNA vaccines would add much needed production capacity.
[https://www.theguardian.com/world/article/2024/may/11/bird-flu-human-transmission-prepared-pandemic](https://www.theguardian.com/world/article/2024/may/11/bird-flu-human-transmission-prepared-pandemic)
What makes you think the vaccine was Half baked? mRNA vaccines have been in the works for 20 years. Covid is not the only mRNA vaccine out there. The technology was approved for human use a full year before anyone heard of Covid. Maybe tune into some other news
[https://www.theguardian.com/world/article/2024/may/11/bird-flu-human-transmission-prepared-pandemic](https://www.theguardian.com/world/article/2024/may/11/bird-flu-human-transmission-prepared-pandemic)
It's a complex issue with mRNA patent litigation, government contracts, production capacities and so on. I have written a lot more about that on Reddit and elsewhere.
Take a look at Moderna, they would be the first to develop an mRNA vaccine and got government funding for phase 3 trials:
[https://investors.modernatx.com/news/news-details/2024/Moderna-Receives-Project-Award-through-BARDAs-Rapid-Response-Partnership-Vehicle-Consortium-to-Accelerate-Development-of-mRNA-based-Pandemic-Influenza-Vaccine/default.aspx](https://investors.modernatx.com/news/news-details/2024/Moderna-Receives-Project-Award-through-BARDAs-Rapid-Response-Partnership-Vehicle-Consortium-to-Accelerate-Development-of-mRNA-based-Pandemic-Influenza-Vaccine/default.aspx)
CureVac and GSK are also developing an mRNA vaccine, but with the licensing agreements and patent litigation it's more complicated:
[https://www.curevac.com/en/curevac-announces-start-of-combined-phase-1-2-study-in-avian-influenza-h5n1-development-in-collaboration-with-gsk/](https://www.curevac.com/en/curevac-announces-start-of-combined-phase-1-2-study-in-avian-influenza-h5n1-development-in-collaboration-with-gsk/)
[https://www.curevac.com/en/gsk-and-curevac-to-restructure-collaboration-into-new-licensing-agreement/](https://www.curevac.com/en/gsk-and-curevac-to-restructure-collaboration-into-new-licensing-agreement/)
[https://www.curevac.com/en/curevac-provides-update-on-trial-dates-for-patent-litigation-across-multiple-geographies-against-pfizer-biontech/](https://www.curevac.com/en/curevac-provides-update-on-trial-dates-for-patent-litigation-across-multiple-geographies-against-pfizer-biontech/)
Cidara is very promising, with a much lower market cap. Phase 2b trials for CD388 are starting this year.
"The private placement provides $240 million in gross proceeds that will be used by Cidara to develop CD388 as a universal preventative against seasonal and pandemic influenza A and B, beginning with a Phase 2b clinical trial in the upcoming Northern Hemisphere influenza season. The proceeds from the private placement fund the upfront payment under the agreement with Johnson & Johnson and are expected to provide runway beyond topline data from CD388’s Phase 2b trial."
[https://www.cidara.com/news/cidara-therapeutics-reacquires-global-development-and-commercial-rights-to-cd388-and-announces-private-placement-financing-of-240-million/](https://www.cidara.com/news/cidara-therapeutics-reacquires-global-development-and-commercial-rights-to-cd388-and-announces-private-placement-financing-of-240-million/)
They actually have a company presentation on Monday:
[https://www.cidara.com/news/cidara-to-present-at-the-h-c-wainwright-26th-annual-global-investment-conference/](https://www.cidara.com/news/cidara-to-present-at-the-h-c-wainwright-26th-annual-global-investment-conference/)
Check out their website, they even made a video for Youtube:
[https://www.cidara.com/cloudbreak/influenza/](https://www.cidara.com/cloudbreak/influenza/)
[https://youtu.be/RimtrUVxgCU](https://youtu.be/RimtrUVxgCU)
You can see typical press coverage below, but be careful about Novavax, they somehow always get mentioned, but never answered my requests for clarification:
[https://finance.yahoo.com/news/vaccine-stocks-rise-growing-threat-150800194.html](https://finance.yahoo.com/news/vaccine-stocks-rise-growing-threat-150800194.html)
I invested in a few working on DNA-based vaccinations instead of mRNA ones. Problem is most everything was so inflated during the pandemic that even if I'm still a bagholder and think it could be a good long-term play, it's stagnant and I'm down like 80-90% on some. Same happened looking at a few companies that seemed pretty promising based on their multitude of patents.
Picked it up from the amazing book which talks about how Govts will use the mRNA gene to send "updates" to their citizens when the next virus outbreak happens.
[https://www.amazon.com/2054-Novel-Elliot-Ackerman/dp/0593489861](https://www.amazon.com/2054-Novel-Elliot-Ackerman/dp/0593489861)