$MRNA Moderna Tape Reports
Per Ticker.id: $MRNA Moderna Tape Reports — 83 podcast mentions across 11 podcasts (30 days), latest 2026-08-24 14:53 UTC.
Oh my God. Did you see the cancer vaccine story? That thing where I saw one of the many anime avatar AI perverts on Twitter being like, look, generative, like AI did this. And they pointed to a single blog where Moderna had mentioned using LLMs.
Ed Zitron — Better Offline · No, AI Is Not "Autonomously Hacking" with Cal Newport · 2026-08-26And you'll see this in our Seeking Alpha where we cover about, I think, 80, 80 single stock names and ETFs now, all US companies and stocks. We've recently added two verticals. So we've always been strong in tech, defense, and space, We've added two fantastic industry experienced analysts, one in biotech, one in energy. And what we found in our business is the analysts who work at Cestrian, myself included, don't come up through a standard Wall Street background. My background was leveraged buyouts, and before that, venture capital in technology. And I had to learn public markets from scratch, but I knew the ins and outs of those markets and the companies and the technologies pretty well. And we found that bringing people in that aren't financial analysts by background, but they do know their domains has worked great for us. So we have a terrific biotech analyst, Nathan Brinkman, comes from a manufacturing engineering background in biotech. So his previous jobs were essentially, here is a molecule and your job is help to turn it into a finished drug. And obviously that's a colossal exercise, but his engineering responsibility, expand that journey within pharmaceutical companies. And it gives him wonderful insight into the companies he covers. He's learned also to become a terrific fundamental and technical analyst. And we've had some really big successes from Nathan's work, multiple very successful calls on Moderna, on BioNTech, on Incyte, and many other names. We also are really delighted to have Preston Schultz. Preston is an energy sector engineer by background, involved mostly in alternative sources, so solar and one or two other things, and brings, you know, real genuine expertise into things like, you know, data center power supplies, your Bloom Energy to the world. And coverage from Preston and from Nathan are live now in Growth Investor Pro. And I'm delighted they've chose to join us and they've done great work so far. And I'm confident they'll continue to do so.
Alex King — Investing Experts · Don't sleep on software · 2026-08-25Well, I'll tell you, tell you right now, I wrote a piece this weekend for club members that I'm in the position— I'm positioning correctly for this moment. Now, you're not supposed to say that, but I am positioning correctly because I think what's happened is— take a look, let's use the drug stocks as a good example. So yes, Merck does go up because of Moderna. And from what I can tell, that is a real serious— I mean, my daughter had melanoma. I, like everybody else who had that, just immediately calls the oncologist and calls the dermatologist. And it was encouraging from both. What can I say?
Jim Cramer — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24It's great to watch Merck stock go up and Moderna, but even more so the idea that there could at least be the beginnings of true vaccines for certain types of cancers. And obviously it's a long way to go.
David Faber — Squawk on the Street · 9AM HOUR: Big Market Week: Bessent, Warsh and Earnings from Nvidia 8/24/26 · 2026-08-24Part 3: Where It Lands. Wednesday opened on a remarkable morning for biology. Anthropic reported that Claude designed working protein binders, and Merck and Moderna's personalized cancer vaccine posted Phase 3 interim results strong enough that the market added $50 billion in a day. This one is personal for our family. My son went through cancer treatment of his own. Here's the mechanism and the math.
Nathan Labenz — "The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · AI in the AM — Weekly Highlights: Relaunch Week (Aug 17–20, 2026) · 2026-08-22in his case, it was a B-cell cancer. And the immune system then takes out all functionally all of your B cells. So, you lose not just the cancerous B cells, but you also lose the healthy B cells. So, that creates additional side effects. It creates a longer recovery time, makes him more vulnerable. He might have to get revaccinated for stuff. So, this is advantaged in two ways, one being that the targets are identified specifically for you and they should be highly selective, and there's 30 targets. So, the ability to identify 30 different targets and program that all into a single vaccine, you know, gives you a lot in terms of redundancy. The, the stock pop on this was $50 billion between Moderna and Merck, roughly. And I was just thinking, boy, that does imply an awful lot of consumer surplus. I mean, my son's treatment was roughly speaking, over the course of 6 months, estimated at— you can never get to ground truth on this stuff, but I just asked ChatGPT to estimate what it would cost to do all this treatment, and the answer came back something like between half a million and a million and a quarter. And I suspect it was probably on the high side of that because we were in the hospital a lot. So that's the cost to treat cancer, a million dollars. That's when it goes well, right? And he hasn't had a recurrence, hasn't had to go back. Basically everything went according to plan. $50 billion divided by a million is $50,000. So if you could prevent 50,000 recurrences where all of a sudden somebody goes from seeming like they were okay to, oh shit, it came back. Now they've got a whole massive journey in front of them again that's going to cost a million dollars. To the system, obviously, you know, plus all their pain and suffering. Uh, if you can do that for 50,000 people, you can save the system $50 billion. And that's the amount of value that they seem to have captured on day one. So my son's one cancer type, you know, has like a couple thousand a year.
Speaker D — "The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · AI in the AM — Weekly Highlights: Relaunch Week (Aug 17–20, 2026) · 2026-08-22And I completely agree. And actually, there's been one more rumbling, which we'll talk about in a second, and that's in the Treasury markets in the last 48 hours or so. So there'll definitely be some interesting conversations on that. And but I tend to agree with you, um, that sometimes we need to— even though we don't try to predict the future, we, uh, you know, on a personal level, you kind of take a note of some of these, um, some of these things. I, you know, regarding the Situational Awareness Fund, uh, I also thought the headline about the loss happening at Jane Street— now I don't know much about the firm other than it's highly profitable and highly successful as far as I can tell, Um, but the headline suggests that it lost $15 billion alone in the Situational Awareness Fund. And again, with very limited information about these things, um, I would just say that my first reaction was, hmm, that's kind of a concentrated bet to be losing that much money. And to put it in context, I thought the, uh, I think the article I read said, but it still made 40 billion, or it made 40 billion and then lost 15, so not a big deal. But 15 out of 40 is a big deal if it's happening on one bet. And I'm— and I wonder, and this is purely speculation on my part, I mean, I wonder if in, in fact, in some of these, uh, firms that are somewhat secretive and, uh, you know, but have certainly, uh, attracted a lot of attention, and not least from investors, You know, is there more concentration going on in, in what we see? Because we hear about it being kind of multi-strat and pot shops with hundreds of teams and pots. And but still, you could still end up with a concentrated bet, uh, even though so far they have seemed to have very good risk management. So that was just one thing I took away from that, um, situation, uh, so to speak. But then the other thing yesterday Moderna went up 177% in a day. I mean, it's not a small stock.
Niels Kaastrup-Larsen — Top Traders Unplugged · SI414: The Hidden Risks Beneath the Treasury Market ft. Mark Rzepczynski · 2026-08-22888-99-Chart, 888-992-4278, so I get through and ask your question. On today's show. Let's take a quick look at the market today, and really for the entire week. We had a little bit of a bounce back today with the S&P up 33 points, about a little less than a half a percent. But if you look at the week as a whole, it was still in negative territory, and really it was driven by the decline in a lot of the hardware names, AI-related names. NVIDIA was down 5.3%. for the week, Meta down 7.9%, Broadcom down 10.5%, Intel down about 14%, Dell down about 11%. So that was really what dragged the broader market down. Apple of the Mag 7 was really the strong performer, up 1% on the week. Google, Microsoft down as well. So overall, that was dragging down the market. Uh, you still have some strength out of healthcare. We had the big short covering rally over Moderna earlier in the week, but for the week, names like Merck were up 14%. Uh, on the retail side though, that was on the weaker side. Walmart down 10% for the week. So the retail sector certainly struggling a bit. Utilities were down as well because of higher interest rates, and those higher interest rates precipitated the Treasury buyback announcement that really catapulted Gold, GDX, up over 11% on the week. And the debasement trade is back. And this is a long-term trend. This is why I keep pounding the table that everybody— it's a new era. This isn't your '80s, this isn't your '90s. You have to look at the bigger picture, the broader cycle that we are in, which is— this is— go read The Fourth Turning. This is the time where chaos ensues. And then after, we rebuild something that's bigger and better, more sustainable, both from, I think, a financial situation as well as a political situation as well. So, uh, while seems crazy right now, there is light at the end of the tunnel. But in the meantime, you have to adjust your portfolios accordingly. That's why money keeps flowing into gold. This is for thousands of years, for millennia, going back God knows how long, gold has been the core.
Justin Klein — InvestTalk · Financial innovation is now a Fed problem · 2026-08-22