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The Moderna way to profit from CSL’s vaccine challengers – The Australian Financial Review

Why the technology behind Moderna’s vaccine stands to disrupt CSL and how the spectacular collapse of Theranos exemplifies the need for biotech investors to always…

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Ogden says that while sceptics of Moderna have targeted its lack of experience and unproven technology, the growing evidence of progress supports the view that it will be able to execute on the mammoth task of validation and distribution.
And the market agrees. The Nasdaq-listed company’s shares have surged more than sixfold over the last 12 months, closing at $US127.03 at the end of last week after telling investors it had signed a deal with the European Union to supply up to 160 million doses…

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