Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

A highly collaborative investment professional and research analyst with 10+ years of international experience in equity research, treasury operations, and trading positions across multiple asset classes at leading multinational banks Citibank and Morgan Stanley, UHNWI-backed family office and European independent equity research firm. A respectable background in equity capital markets, corporate treasury, investment banking operations, equity research analysis and portfolio management.

Moderna (MRNA US): Blowout Q1 Results; Maintained Guidance; Visibility Beyond COVID

Data Mining Technical Publications to Rank the Innovators in RNA Therapeutics

Moderna (MRNA US): Better-Than-Expected Q2 Result; Guidance Reiterated; $3B Share Buyback Announced

Is It Time For Moderna To Boost Share Buyback And Start Paying Dividends?

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Algosun Global

Equity Bottom-Up

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<a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna Inc (MRNA US)</a> , the leading biotechnology company and producer of mRNA-based COVID-19 vaccine Spikevax, reported total revenue of ~$18.5B and net income of $12.2B in CY’21.</li>
<li>Management announced a new $3B share repurchase plan and fully utilized the previous $1B buyback program as valuations looked attractive. </li>
<li>We expect the company will generate ~$22.1B of free cash flows from CY’22 through CY’24, and we would be buyers on any weakness in Moderna. </li>
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Moderna Inc (MRNA US) , the leading biotechnology company and producer of mRNA-based COVID-19 vaccine Spikevax, reported total revenue of ~$18.5B and net income of $12.2B in CY’21.
Management announced a new $3B share repurchase plan and fully utilized the previous $1B buyback program as valuations looked attractive. 
We expect the company will generate ~$22.1B of free cash flows from CY’22 through CY’24, and we would be buyers on any weakness in Moderna. 


Strong Quarterly Results And New $3B Share Repurchase Plan