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Munnybunny
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Re: Moderna

Bericht door Munnybunny »

Brief van een Moderna aandeelhouder: ook gepost op ABUS topic

I'm a shareholder of both and would love to see a buyout! So I sent this to Moderna's mgmt.

Please forward to Management:

As a shareholder of Moderna, I did my extensive research on recent patent loss to Arbutus as I had no idea that there was a patent issue whatsoever when I purchased Moderna shares. As one of your shareholders, I feel that Moderna could create a much higher shareholder value based on the following research.

Arbutus “spun” out their LPN technology in 2018 and created a joint company with Roivant to form Genevant whereby Arbutus would have 40% stake but kept their Hep B research for commercialization. Genevant sublicensed this technology to BioNTech who has partnered with Pfizer for the Covid vaccine project BNT162 vaccine. In addition, Curevac who recently went public who now has a market cap of $13.6 Billion has also sublicensed the LPN technology from Acuitas who I thought Moderna had sublicensed agreement with. Acuitas in-fact has sublicense agreement with Arbutus but that sublicense is limited based on 2018 settlement with Arbutus.

I did more research on Arbutus and their Chief Scientific Officer is NONE other than Dr. Michael Sofia. That name is very familiar with me because I was a shareholder of Pharmasset back in 2010 and Gilead purchased Pharmasset for $11 Billion in 2012. Dr. Sofia was responsible for the discovery of Sofosbuvir (cure for Hep C) and when Gilead got the FDA approval, their first year of sales in 2015 soared to $10.3 Billion (world’s best-selling drug in the first year). Dr. Sofia in May of this year received the prestigious University of Edinburgh Cameron Prize for Therapeutics for finding the cure for Hep C. Arbutus has promising cure for Hep B and Dr. Sofia being the CSO, I have no doubt that they will find a cure yet again that would be another blockbuster drug to come to market. Dr. Sofia has a proven track record and speaks for itself.

While I love the fact that Moderna’s shares have gone up significantly, it could and should be worth much more based on the pipeline of promising drugs and vaccine for Covid. I’m not as smart as Moderna’s management and maybe management has already done their due diligence but why would Moderna not just buyout Arbutus? With the buyout, Moderna would not have to pay millions and possible billions in royalty payments to Genevant and would also receive royalties from BioNTech/Pfizer should their Covid vaccine come to market as 40% stakeholder of Genevant (Genevant also has promising drug discovery pipeline as well). In addition, should Curevac’s vaccine come to market for their Covid vaccine, there would be additional royalties. I have not done my DD on the licensing by Curevac but I’m sure it will be in hundreds of millions in royalties. Moderna then would also have access to a possible Hep B cure which is a multi-billion-dollar market as well. It took many tries and approx.. 5 yrs for Dr. Sofia to get FDA approval for Hep C cure and he will do it again for Hep B cure at a much faster rate with their technology.

While Moderna’s market cap has significantly increased, why not leverage that to buyout a $300 million market cap company literally cents on the dollar while you can. I strongly feel that this patent loss has put a cap on Moderna’s stock and should Moderna buyout Arbutus, that cap will be lifted which would significantly enhance shareholder value. I have no knowledge that other companies are looking at Arbutus but if an individual investor like myself can come to this conclusion, I’m sure other big pharma companies with deep pockets who can pay cash for Arbutus is now looking to do the same. Should one of these big pharma’s acquire Arbutus, that would mean even higher royalty payments for Moderna as they will want a premium for their acquisition costs of Arbutus.

In full disclosure, I am a shareholder of Moderna as well as Arbutus (just recently).
Thank you





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Munnybunny
Forum veteraan
Forum veteraan
Berichten: 1514
Lid geworden op: 17 sep 2014 14:20
waarderingen: 639
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Re: Moderna

Bericht door Munnybunny »

Brief van een Moderna aandeelhouder: ook gepost op ABUS topic

I'm a shareholder of both and would love to see a buyout! So I sent this to Moderna's mgmt.

Please forward to Management:

As a shareholder of Moderna, I did my extensive research on recent patent loss to Arbutus as I had no idea that there was a patent issue whatsoever when I purchased Moderna shares. As one of your shareholders, I feel that Moderna could create a much higher shareholder value based on the following research.

Arbutus “spun” out their LPN technology in 2018 and created a joint company with Roivant to form Genevant whereby Arbutus would have 40% stake but kept their Hep B research for commercialization. Genevant sublicensed this technology to BioNTech who has partnered with Pfizer for the Covid vaccine project BNT162 vaccine. In addition, Curevac who recently went public who now has a market cap of $13.6 Billion has also sublicensed the LPN technology from Acuitas who I thought Moderna had sublicensed agreement with. Acuitas in-fact has sublicense agreement with Arbutus but that sublicense is limited based on 2018 settlement with Arbutus.

I did more research on Arbutus and their Chief Scientific Officer is NONE other than Dr. Michael Sofia. That name is very familiar with me because I was a shareholder of Pharmasset back in 2010 and Gilead purchased Pharmasset for $11 Billion in 2012. Dr. Sofia was responsible for the discovery of Sofosbuvir (cure for Hep C) and when Gilead got the FDA approval, their first year of sales in 2015 soared to $10.3 Billion (world’s best-selling drug in the first year). Dr. Sofia in May of this year received the prestigious University of Edinburgh Cameron Prize for Therapeutics for finding the cure for Hep C. Arbutus has promising cure for Hep B and Dr. Sofia being the CSO, I have no doubt that they will find a cure yet again that would be another blockbuster drug to come to market. Dr. Sofia has a proven track record and speaks for itself.

While I love the fact that Moderna’s shares have gone up significantly, it could and should be worth much more based on the pipeline of promising drugs and vaccine for Covid. I’m not as smart as Moderna’s management and maybe management has already done their due diligence but why would Moderna not just buyout Arbutus? With the buyout, Moderna would not have to pay millions and possible billions in royalty payments to Genevant and would also receive royalties from BioNTech/Pfizer should their Covid vaccine come to market as 40% stakeholder of Genevant (Genevant also has promising drug discovery pipeline as well). In addition, should Curevac’s vaccine come to market for their Covid vaccine, there would be additional royalties. I have not done my DD on the licensing by Curevac but I’m sure it will be in hundreds of millions in royalties. Moderna then would also have access to a possible Hep B cure which is a multi-billion-dollar market as well. It took many tries and approx.. 5 yrs for Dr. Sofia to get FDA approval for Hep C cure and he will do it again for Hep B cure at a much faster rate with their technology.

While Moderna’s market cap has significantly increased, why not leverage that to buyout a $300 million market cap company literally cents on the dollar while you can. I strongly feel that this patent loss has put a cap on Moderna’s stock and should Moderna buyout Arbutus, that cap will be lifted which would significantly enhance shareholder value. I have no knowledge that other companies are looking at Arbutus but if an individual investor like myself can come to this conclusion, I’m sure other big pharma companies with deep pockets who can pay cash for Arbutus is now looking to do the same. Should one of these big pharma’s acquire Arbutus, that would mean even higher royalty payments for Moderna as they will want a premium for their acquisition costs of Arbutus.

In full disclosure, I am a shareholder of Moderna as well as Arbutus (just recently).
Thank you

joe 123
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Re: Moderna

Bericht door joe 123 »

Hou u vast aan de takken van de bomen. Het wordt vandaag een hoogdag voor Moderna na de mooie afgesloten deals.

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BioCocktail
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Berichten: 72
Lid geworden op: 01 jul 2020 15:31
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Re: Moderna

Bericht door BioCocktail »

Mooie vgl die ik ergens vond, zie ook Pfizer board.
Quick comparison of PFE/BNTX, MRNA protocols:

• PFE/BNTX has four interim looks (at 32, 62, 92, and 120 events); MRNA has two interim looks (at 53 and 106 events).

• PFE/BNTX has the final analysis at 164 events; MRNA has the final analysis at 151 events.

• PFE/BNTX has futility tests at the first three interim looks; MRNA does not have any futility tests.

• The definition of an “event” is slightly different in the two protocols (but probably not different enough to matter from a practical standpoint).

PFE/BNTX protocol (see p.103):
https://t.co/w0TU1yVe7T?amp=1

MRNA protocol (see p.98):
(https://t.co/The04HDHmE?amp=1

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