The CEO of Modena exploded astonishing remarks. Is the hype or true?

Recently, the outbreak of the Omi Keron mutant strain has affected the nerves of the market, and a little bit of trouble will cause drastic fluctuations in the market.

Modena CEO claims that vaccines are not effective against Omi Keron

According to foreign media reports on Tuesday, Stéphane Bancel, CEO of vaccine giant Modena Moderna (NASDAQ:MRNA), said that the current new crown vaccine is unlikely to be as effective against the Omi Keron strain as it is against the Delta strain, but declines. How much remains to be verified by data.

He also claimed: "All the scientists I have talked to think that the situation is not so good. Vaccine resistance may cause more people to be infected with the virus and be hospitalized, and prolong the duration of the epidemic. The spike protein of Omi Keron virus There are a large number of mutations, which means that existing vaccines may need to be modified."

He said earlier that it may take several months to start delivering vaccines that are effective for Omicron.

The remarks of the CEO of Modena once again stirred the sensitive nerves of the market, and quickly triggered the financial market to sell off oil, stocks and the Australian dollar and other growth-related assets. As of press time, WTI crude oil futures and London Brent crude oil futures both fell by more than 3% at one time, and major European and American stock index futures fell across the board, generally falling by more than 1%.

Hype or true?

First of all, as one of the world's largest vaccine manufacturers, and one of the biggest beneficiaries of the new crown global crisis-Modena may be one of the companies "most willing" to see the emergence of new mutant viruses like Omi Keron .

Because with the increase in the vaccination rate, the epidemic dividend of vaccine manufacturers is waning, and the future growth potential has almost been released. Modena's latest third-quarter financial report showed that the third-quarter revenue was 5 billion U.S. dollars (expected to be 6.21 billion U.S. dollars), and the diluted earnings per share was 7.7 U.S. dollars (expected to be 9.05 U.S. dollars), which were seriously lower than analysts' expectations. After the release of the financial report, Modena's stock price plummeted for two consecutive days, with a plunge of nearly 40% at one time. Although there has been a slight rebound since then, the overall trend is weak.

However, it has to be said that Modena is really the darling of heaven. As an entrepreneurial biomedical company, it started with only technology and R&D platforms. No product came out. Prior to this, there was no performance at all. The outbreak of the new crown epidemic made it a step up to the sky. Seeing that the worst of the day has passed, it is impossible for Modena to expect the Omi Keron mutant strain to strike again. The stronger Omi Keron is, the more the market needs Modena's vaccine, and even everyone needs to re-inject the "enhanced" vaccine against Omi Keron.

At present, experts and scholars have different opinions on Omi Keron. Some experts believe that it is more infectious than Delta, but the pathogenicity rate, especially the severe disease rate, is not high, and some experts believe that it is not contagious or vaccine-related. Both drug resistance and "toxicity" are more serious.

Summarize

Scientists may still need a few weeks to study the Ome Keron virus, during this period, any disturbance may support Modena's stock price. If the results of the study are indeed as serious as the CEO of Modena expected, then Modena’s bull market will continue; on the contrary, if Omi Keron proves not to be as “horrible” as the rumors, Modena’s stock price is likely to fall Where to go back and forth.

Judging from Modena’s daily chart, the current stock price has risen sharply after continuous gapping and opening up. It has broken through the previous resistance and is moving towards the highs of September and August. It will maintain its upward momentum in the short term. The probability is high, but you also need to pay attention to profit-taking situations when you challenge the previous highs.