Moderna
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Munnybunny
- Forum veteraan
- Berichten: 1968
- Lid geworden op: 17 sep 2014 14:20
- waarderingen: 533
Re: Moderna
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
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
- Berichten: 1968
- Lid geworden op: 17 sep 2014 14:20
- waarderingen: 533
Re: Moderna
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
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
Re: Moderna
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
- Forum verkenner
- Berichten: 73
- Lid geworden op: 01 jul 2020 15:31
- waarderingen: 11
Re: Moderna
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
Re: Moderna
Using conservative assumptions for unit sales and price, Richter estimates that Moderna could sell 20 million doses of the vaccine in the December quarter for about $300 million in revenues, and then 750 million doses for $13.3 billion in all of 2021. The sales wave would lift Moderna from an expected loss of $1.20 a share for 2020 to earnings per share near $8.70 for 2021.
A full course of vaccination will take two doses per person. Slaoui has said that the 95% efficacy shown by each of the Moderna and Pfizer/BioNTech vaccines would allow the U.S. population to achieve adequate immunity by vaccinating some 70% of its populace. Until the shots are tested in children, they’ll be given to adults. Richter figures that about 80% of adults will need to get them.
Assuming that AstraZeneca (AZN) also gets its vaccine approved, Richter believes there will be enough doses for America to reach “herd immunity” by May 2021.
Even after the pandemic is tamed, she writes, preventing a recurrence will bring revenue of at least $10 billion a year to Moderna. And the impressive performance of its messenger-RNA technology against Covid convinces Richter that Moderna is likely to achieve strong sales of the other vaccines in its pipeline.
A full course of vaccination will take two doses per person. Slaoui has said that the 95% efficacy shown by each of the Moderna and Pfizer/BioNTech vaccines would allow the U.S. population to achieve adequate immunity by vaccinating some 70% of its populace. Until the shots are tested in children, they’ll be given to adults. Richter figures that about 80% of adults will need to get them.
Assuming that AstraZeneca (AZN) also gets its vaccine approved, Richter believes there will be enough doses for America to reach “herd immunity” by May 2021.
Even after the pandemic is tamed, she writes, preventing a recurrence will bring revenue of at least $10 billion a year to Moderna. And the impressive performance of its messenger-RNA technology against Covid convinces Richter that Moderna is likely to achieve strong sales of the other vaccines in its pipeline.
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maartenverhoeve
- Forum veteraan
- Berichten: 1952
- Lid geworden op: 02 jan 2012 21:42
- waarderingen: 491
Re: Moderna
In port; Enwave, Ageas, Western Cop, Retail est. sorrento, vgp, wdp, kbca, roularta, Tess, prosus, agfa, vale, veel arrowhead pharma....
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Bieraait
- Premiummember
- Berichten: 892
- Lid geworden op: 24 dec 2014 02:28
- Locatie: 9000
- waarderingen: 438
Re: Moderna
Quote van 28 februari. Helaas in tussen tijd al winst genomen. Nog altijd zeer mooie trade geweest, maar blijkbaar zat er nog meer in.
"Las Vegas is busy every day, so we know that not everyone is rational." - Charles Ellis
www.ygrids.com
www.ygrids.com
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djeeten007
- Forum actieveling
- Berichten: 349
- Lid geworden op: 03 jan 2017 10:31
- waarderingen: 42
Re: Moderna
Acacia, Acadia Pharming, Biocartis, Galapagos, Inovio, Mithra, Novavax, Oxurion, Pharming
Re: Moderna
Moderna zakt op positief gestemd Wall Street
Bron: ANP Economisch Nieuws ANP Economisch Nieuws9 februari 2024, 22:34
NEW YORK - De beurzen in New York zijn vrijdag overwegend met winsten gesloten. Daarbij waren vooral techbedrijven gewild, nu de hoop op een snelle renteverlaging opleeft op de handelsvloeren. Daarbij speelt ook de hoop dat nieuwe toepassingen met kunstmatige intelligentie de Amerikaanse techsector extra groei opleveren. Farmaceut Moderna leed een verlies na een tegenvaller met een nieuw vaccin.
De door techbedrijven gedomineerde Nasdaq won 1,3 procent tot 15.990,66 punten. Ook de breed samengestelde S&P 500 ging omhoog en eindigde 0,6 procent hoger op 5026,61 punten. Het is de eerste keer dat deze graadmeter boven de 5000 punten eindigt. Alleen de Dow-Jonesindex verloor wat terrein en zakte 0,1 procent tot 38.671,69 punten.
Moderna sloot 6,7 procent lager. Een vaccin dat het bedrijf ontwikkelt tegen het RS-virus bleek in een studie sneller te zijn uitgewerkt dan vergelijkbare middelen van concurrenten Pfizer en GSK.
Kwartaalcijfers
Beleggers kregen ook veel kwartaalcijfers van grote bedrijven te verwerken. Snack- en frisdrankenfabrikant PepsiCo verloor 3,6 procent. Het bedrijf boekte weliswaar meer winst dan verwacht, maar de omzetontwikkeling viel tegen. Ook de verwachtingen van het bedrijf achter Pepsi, Lay's en Quaker voor dit boekjaar verslechterden.
Fotodeelsite Pinterest joeg beleggers ook schrik aan met de recentste kwartaalcijfers. Dat kwam vooral door tegenvallende vooruitzichten. Het aandeel verloor 9,5 procent aan waarde.
Cloudflare werd bijna een vijfde meer waard. De aanbieder van clouddiensten presteerde afgelopen kwartaal beter dan voorzien en gaf ook positieve verwachtingen af voor het huidige kwartaal.
Cisco
Cisco stond om een andere reden in de belangstelling. Persbureau Reuters meldde op basis van ingewijden dat de fabrikant van netwerkapparatuur voor computers duizenden banen wil schrappen. Na die ingrepen wil het bedrijf zich meer richten op snel groeiende bedrijfsonderdelen. Het aandeel won 0,3 procent.
De euro was 1,0786 dollar waard, tegen 1,0768 dollar een dag eerder. Een vat Amerikaanse olie werd 0,4 duurder op 76,52dollar. Brentolie kostte 0,3 procent meer op 81,90 dollar per vat.
Bron: ANP Economisch Nieuws ANP Economisch Nieuws9 februari 2024, 22:34
NEW YORK - De beurzen in New York zijn vrijdag overwegend met winsten gesloten. Daarbij waren vooral techbedrijven gewild, nu de hoop op een snelle renteverlaging opleeft op de handelsvloeren. Daarbij speelt ook de hoop dat nieuwe toepassingen met kunstmatige intelligentie de Amerikaanse techsector extra groei opleveren. Farmaceut Moderna leed een verlies na een tegenvaller met een nieuw vaccin.
De door techbedrijven gedomineerde Nasdaq won 1,3 procent tot 15.990,66 punten. Ook de breed samengestelde S&P 500 ging omhoog en eindigde 0,6 procent hoger op 5026,61 punten. Het is de eerste keer dat deze graadmeter boven de 5000 punten eindigt. Alleen de Dow-Jonesindex verloor wat terrein en zakte 0,1 procent tot 38.671,69 punten.
Moderna sloot 6,7 procent lager. Een vaccin dat het bedrijf ontwikkelt tegen het RS-virus bleek in een studie sneller te zijn uitgewerkt dan vergelijkbare middelen van concurrenten Pfizer en GSK.
Kwartaalcijfers
Beleggers kregen ook veel kwartaalcijfers van grote bedrijven te verwerken. Snack- en frisdrankenfabrikant PepsiCo verloor 3,6 procent. Het bedrijf boekte weliswaar meer winst dan verwacht, maar de omzetontwikkeling viel tegen. Ook de verwachtingen van het bedrijf achter Pepsi, Lay's en Quaker voor dit boekjaar verslechterden.
Fotodeelsite Pinterest joeg beleggers ook schrik aan met de recentste kwartaalcijfers. Dat kwam vooral door tegenvallende vooruitzichten. Het aandeel verloor 9,5 procent aan waarde.
Cloudflare werd bijna een vijfde meer waard. De aanbieder van clouddiensten presteerde afgelopen kwartaal beter dan voorzien en gaf ook positieve verwachtingen af voor het huidige kwartaal.
Cisco
Cisco stond om een andere reden in de belangstelling. Persbureau Reuters meldde op basis van ingewijden dat de fabrikant van netwerkapparatuur voor computers duizenden banen wil schrappen. Na die ingrepen wil het bedrijf zich meer richten op snel groeiende bedrijfsonderdelen. Het aandeel won 0,3 procent.
De euro was 1,0786 dollar waard, tegen 1,0768 dollar een dag eerder. Een vat Amerikaanse olie werd 0,4 duurder op 76,52dollar. Brentolie kostte 0,3 procent meer op 81,90 dollar per vat.
