**Ban Bet Created:** **/u/metzgah** bet **MRNA** goes from **27.63** to **40.0** before **05-Jan-2026 09:42 AM EST** Their record is 1 wins and 0 losses. [**Join WSB Discord**](https://discord.gg/wsbverse)

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!banbet MRNA 40 30d

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For some companies, getting added to the S&P 500 is followed by a 50% drop in the next few months. Pick a few instances in the past [https://en.wikipedia.org/wiki/List\_of\_S%26P\_500\_companies](https://en.wikipedia.org/wiki/List_of_S%26P_500_companies) TSLA, MRNA ... Buy the rumor, sell the news?

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why tf is MRNA up

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MRNA

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MRNA will zoom to $100

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Going to caveat because I may be wrong but I've done small scale mammalian cell culture for a bit. The immunotherapies that currently exist rely on removing WBCs from the patient, transporting, modifying, culturing, and reintroducing the cells back into the body. The prospect of removing a tumor or conducting a biopsy, mailing it out, creating mrna that codes for an antibody specific to the tumor, and then churning that out seems easier, more reliable, and more cost effective than the current methods.

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Thanks for sharing yourboerspective as an industry insider. I'd love to hear more about your take on INT, especially what is driving the 2033 read out date. From the Analyst Day, it sounded lkke they will get another peek into interim data, at the 5 year point (which I believe crossed a month or so ago). What would you be looking for to confirm your thesis, or possibly revise your view? Also, regarding cash burn, they have been cutting costs drastically, and are ahead of schedule to being their cash costs down to $4.2bn in 2026, which does not include roughly $2.2bn ish in revs in 2026 (yes a big if), so cash burn is really far lower than $5bn altho still significant. They also have additional liquidity of $1.5bn via a 5 year loan agreement w Ares that was post earnings, providing a little more non dilutive cushion. As long as things dont go too sideways in the next 12 to 18 months, MRNA could have some decent breathing room to get more data on their various oncology and rare disease pipeline, before needing to really consider additional dilution financing.

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Im not in biotech, and have only been following the field as an investor (with wildly differing levels of success/failure lol), but from what I heard on the Analyst Day, Moderna is in fact developing in vivo delivery of bispecific and trispecific T-cell engagers via LNPs using mRNA encoding. I do have a sizeable investment in the upper 20s average cost so am talking my book. I am curious about the negative view of INT from the earlier commenter, especially with the 5 year follow up data supposedly coming in January. I know there is still a long way to go before commercialization, but if the data holds, it would seem to be a strong catalyst for a re-evaluation of MRNAs oncology pipeline and the platform more generally. Especially in the context of the patent cliff faced by big pharma, as you pointed out.

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One issue may be a lot of competition from BiTE drugs. I’ve been in the Regeneron linvoseltamab trial for 3.5 years now, completely cancer free for 3 years. I have multiple myeloma which is considered incurable. It’s putting about 50% of patients into long term remission, but more importantly its response rate is essentially 100%, and basically zero side effects other than immunosuppression. There are a bunch of other bite drugs coming to market for this disease and many others. It’ll be interesting to see if an mRNA drug works for my disease. There’s not really a backup plan if this drug stops working for me, so if mRNA is highly successful then patients like myself will probably end up using both types of drugs in an alternating fashion over long periods of time.

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