- The short-term thesis for investing in Moderna is the belief that the company will continue to profit from its COVID-19 vaccine because of booster shots.
- The long-term thesis for investing in Moderna is the belief that the company has more success to come from a promising vaccine pipeline.
- Moderna has transformed over the past year from a money losing R&D-focused biotech to a profitable commercial company.
- With a PS of 60.65 and a PE of nearly 331, there is little doubt that Moderna sells at an extremely high valuation for a stock that is still somewhat speculative.
- Only the most aggressive investors willing to hold the stock for +5 years should consider buying the stock at the current price.
For further details see:
Moderna: Only For Aggressive Investors