bullish
Moderna (MRNA US): To Cash in on Omicron Fear
431 Views04 Dec 2021 17:57
SUMMARY
- With multiple mutations, Omicron may require modifications in the existing vaccines. With fast mover advantage and superior efficacy, Moderna Inc (MRNA US) seems to be a clear winner of the situation.
- Moderna’s current expectation to deliver 2–3 billion doses in 2022 is likely to be revised upwards with the fast spread of Omicron vaccine and full approval of booster doses.
- Moderna shares have reasonable valuation compared to its peers. Higher visibility into 2022 and beyond will lead to re-rating opportunity.
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Tina Banerjee
Global Healthcare Analyst
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