How Moderna could rise to $60 billion — or come crashing to the ground
Every incremental headline on Moderna’s Covid-19 vaccine, now in Phase 3, has shifted billions of dollars of the company’s market value, which now sits at more than $30 billion. What’s going to happen when we have actual definitive data?
With an eye on that question, we mapped out four potential scenarios for mRNA-1273, the company’s investigational vaccine.
There’s the best case, in which Moderna’s vaccine is demonstrably better than its rivals, guaranteeing billions in global revenues and making its current lofty valuation look tame. Then there’s the worst case, in which a clinical catastrophe not only damns mRNA-1273 but imperils the rest of the potential drugs and vaccines in Moderna’s pipeline. In between, however, is a lot of nuance that depends on immunology, epidemiology, and the fate of countless other vaccines.
Read more.
With an eye on that question, we mapped out four potential scenarios for mRNA-1273, the company’s investigational vaccine.
There’s the best case, in which Moderna’s vaccine is demonstrably better than its rivals, guaranteeing billions in global revenues and making its current lofty valuation look tame. Then there’s the worst case, in which a clinical catastrophe not only damns mRNA-1273 but imperils the rest of the potential drugs and vaccines in Moderna’s pipeline. In between, however, is a lot of nuance that depends on immunology, epidemiology, and the fate of countless other vaccines.
Read more.
.png)
No hay comentarios:
Publicar un comentario