4 ms·

I don't think CureVac's technology is the right choice, though we should fund everyone at the same time to scale-up at risk IMHO. Moderna and BioNTech could sc

I don't think CureVac's technology is the right choice, though we should fund everyone at the same time to scale-up at risk IMHO. Moderna and BioNTech could scale-up to hundreds of millions of doses by EOY without expanding capacity. If the US and German governmetns really hit the gas, we could expand both companies manufacturing at risk and get to hundreds of millions doses in 6 months. Then, if the clinical trials look good, we already have the material ready to go.

Slartie 7y ago
That is probably the best approach: start manufacturing at scale as soon as the risk profile of a vaccine candidate offers a minimum of confidence for it to be working. And doing that with as many companies in the field as possible in parallel to increase probabilities of success. As a retail investor living in Germany, this confirms my decision to put a little bit of money into Moderna stock. I would have done the same with CureVac, but they aren't listed at any stock exchange unfortunately.
- DrAwdeOccarim 7y ago
  BioNTech is also public (BNTX), so you should add some there too. But maybe wait for them to come back to Earth (up ~50% premarket from announcements!)
  - Slartie 7y ago
    Thanks for the tip, will keep an eye on them. Though I wonder why they shot up 50-60% while Moderna keeps trading normally. It does appear from the outside as if both of them were comparable from a liquidity standpoint and also with regard to their progress towards a working vaccine.
    - DrAwdeOccarim 7y ago
      They announced a collaboration with a Chinese company to start trials in April. So that news is the catalyst for the move. I am surprised Moderna isn't moving higher on news that they actually dosed, you know, a real live person. shrug the market seems to enjoy hating on Moderna. Oh well, they raised $500mil in January and are sitting on $1.9b so it doesnt' really matter what the stock does in the near/mid term.

Slartie 7y ago

That is probably the best approach: start manufacturing at scale as soon as the risk profile of a vaccine candidate offers a minimum of confidence for it to be working. And doing that with as many companies in the field as possible in parallel to increase probabilities of success. As a retail investor living in Germany, this confirms my decision to put a little bit of money into Moderna stock. I would have done the same with CureVac, but they aren't listed at any stock exchange unfortunately.

DrAwdeOccarim 7y ago
BioNTech is also public (BNTX), so you should add some there too. But maybe wait for them to come back to Earth (up ~50% premarket from announcements!)
- Slartie 7y ago
  Thanks for the tip, will keep an eye on them. Though I wonder why they shot up 50-60% while Moderna keeps trading normally. It does appear from the outside as if both of them were comparable from a liquidity standpoint and also with regard to their progress towards a working vaccine.
  - DrAwdeOccarim 7y ago
    They announced a collaboration with a Chinese company to start trials in April. So that news is the catalyst for the move. I am surprised Moderna isn't moving higher on news that they actually dosed, you know, a real live person. shrug the market seems to enjoy hating on Moderna. Oh well, they raised $500mil in January and are sitting on $1.9b so it doesnt' really matter what the stock does in the near/mid term.