After picking $MRNA Moderna at $21-25, the stock is up again. ...People in Moderna don't want out. They left if they want a quick trade or value play. Moderna is about the drug and platform of mRNA. I think the ability to train drugs through the platform will make this a long term hold. $MRNA, Moderna, Inc. / H1 Moderna did their homework. They really worked on their science before their IPO (and after). And they have kept with their platform and modality strategy even without earnings. Many late comers will call them an overnight success benefiting from the Covid-19 crisis. Moderna is far more accurate telling their own story. I believe much of that early science is going to be reflected in upcoming mRNA-1273 results. $VIR, Vir Biotechnology, Inc. / H1 So many of the doubts in articles over the last three months are critiques of RNA as it was 5 years ago. The slide above showing the emphasis on RNA delivery, technology and manufacturing have already accelerated mRNA-1273. The RNA synthesis, the LNP development, the neutralizing and disolvability of the PEG delivery system have all had major impacts in trials of Moderna's other vaccines with clinical results so far. Now their work of antigen selection, antigen and LNP compatibility, and their experience with MERS should also be reflected in the mRNA-1273 immunogicity numbers when we get them. (58:00) $NVAX, Novavax, Inc. / H1 The numbers will need to be good to support the current price. But if the numbers are good enough to surpass other RNA trials or viral vector-based vaccines than Moderna has much more room to run. Their ability to create new and improved drugs quickly into clinical trials will not change going forward. And the extreme similarity of drugs within each modality will be a massive and very reliable part of Moderna's long term story once they receive a BLA. I'm not sure the market can appreciate this fact this early. But if Moderna results establish this approach it won't be long before Moderna's pipeline and earnings start to compare with big pharma companies. That type of growth story is very rare in the current market.notes from a reader.Other notes: $NVAX is up 75% in AH trade after posting results.