Moderna's Promise of mRNA Undercut by New RSV Vaccine

Of course we know Moderna, because of COVID. They’re pivoting hard, putting a lot of eggs behind, of course RSV, but they face some stiff competition. Yeah, that’s right. I mean their next product that’s not covic is their RSV Vaccine and it’s expected to get FDA approval this month and it’s going to be challenging for them. You know, analysts are expecting that they’ll you know be in 3rd place behind GSK and and Pfizer who already have RSV vaccines on the market and have a year head start and also have a lot of experience with you know, selling vaccines to big pharmacy change, which is where a lot of the RSV market is and that’s something Moderna hasn’t really had much experience doing. During the pandemic, the US government bought their backs, their COVID vaccine in bulk and now they have to learn how to actually go out and sell their shot. Yeah, some some boots on the ground there to sell that shot. So of course they have covic sales obviously going down. They have RSV, maybe they’re going to be in 3rd place there. What else do they have in the pipeline? They have a very big pipeline. I mean they’re working on more than 40 drugs and they’re all, you know, relying on this mRNA technology that they they really believe in. You know, one of their most ambitious parts of their pipeline is cancer treatments. And so they’ve had promising data on a Melanoma vaccine. That’s their most advanced cancer treatment. But they’re looking at other tumors. And analysts say that that could be, you know, a lucrative opportunity for them. If if it works out. If it works out, that feels like a big if. And in terms of, OK, we have promising data. But in terms of actually getting a product to the market, I mean, how far away would something like that be? Yeah, I mean, moderna that, you know, there’s some steps they have to take. With their Melanoma vaccine, they say they want to apply for accelerated approval, but there’s some steps they have to do, like completing a new manufacturing facility. In the suburbs of Boston. So you know, it’s not imminent, but it it’s something that you know, their investors are certainly very watching very closely the progress with their cancer programs and just in about 30 seconds, I mean I feel like Maderna reading through your story comes under some fire for spending a lot of money. But I feel like a drug company has to spend a lot of money on development. Yeah, I mean they are spending you know over $4 billion on research and development And you know from modernist perspective, they believe in mRNA technology, they use their CEO calls it a platform and they feel like. Hey, it worked in COVID with, you know, it should work in all these other diseases. And so they are spending heavily on R&D and you know, now the question is can the revenue, you know, help support that?