Nov 21, 2025 at 09:13 AM
Moderna just crashed today... no, -7.5% folks, who can handle this? đ” Wasn't there supposed to be some clinical data? As soon as it was released, the market flipped instantly, with funds fleeing faster than people hoarding saltâover $400 million dumped in no time... This kind of volatility is unheard of in normal times; the pharma market is truly insane.
Honestly, looking at MRNAâs drop, itâs like only two years ago it could still compete with NVDA. Now an $8B market cap? Feels like once the COVID çșąć© (dividend) ended, everyone just went, âOh well, forget it.â
Some folks in the community are digging deep into the fund flowsâsuper detailed. Longbridgeâs earlier analysis said MRNA execs havenât dared to oversell expectations for quarters, staying absurdly conservative, and growth unable to hold up... Shorts are laughing their heads off, asking, âWhatâs this worth now?â But some stubborn bagholders (respect, lol) insist itâll survive anything, like âmud can still sprout.â
Truth is, the whole pharma sectorâs lifeless now, and the US marketâs totally cold on it. Sector rotation? Business diversification? Short-term money ainât buying it. đ Ah well, grab popcorn and watch the showâwhat else can MRNA pull off post-COVID? Winterâs coming.
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