In the midst of a pandemic that has seen entire sectors (airlines, rental cars, hotels), and others (restaurants, physical retail) on the verge of bankruptcy, investors are hungry for one kind of data above all others: fax efficiency and security.
Moderna made his final revelation at a public meeting of the Advisory Committee on Immunization Practices (ACIP) and provided additional detail on the efficacy and safety of mRNA-1273 in vaccinating older patients relative to younger ones. (“Older”, in this context, means patients aged 56-70, as 71+ – and “younger” includes anyone aged 18 to 55).
As JPMorgan analyst Cory Kasimov said in his report on the data, “immune responses to mRNA-1273 in two older adult cohorts … were consistent with younger subjects with a safety profile that appears somewhat more tolerant than the 18-55 yr old cohort.”
Specifically, the data showed production of “Anti-S2p” antibodies against the SAR-CoV-2 coronavirus in the 200,000 to 250,000 range for the older groups of patients, among the 213,000 levels seen in the younger group. Neutralizing antibodies (nAbs) also ranged from 220 to 350 in the older groups, making the 256 level seen in the younger.
In terms of vaccine “safety,” significantly fewer patients in the older groups (40% to 60%) reported feelings of chills after their second dose of mRNA-1273, than were seen in the younger group (80%). Fat levels in the older groups (70% to 75%) were similarly lower than in the younger group (80%). And while 40% of younger patients reported experiencing a fever in response to the immunization shot, only 8% to 10% of older patients experienced such a reaction.
Moderna also determined that its mRNA-1273 vaccine can be stored safely for a maximum of six months if kept at a temperature of -20 degrees Celsius. Because it is ready for distribution, temperatures between 2 and 8 degrees Celsius can safely store the vaccine for seven days. Once opened and ready to be administered, however, Moderna recommends that the entire contents of a bottle be used within six hours.
By digesting these data, Kasimov concluded that mRNA-1273 appears to present a “promising profile” for patients, both young and old, and it certainly sounds so. That being said, Kasimov had a few reservations that are worth highlighting.
First and foremost, Phase 1 clinical trials are a very thin wheel to build an investment business. Finally, Kasimov says, he still wants “the Phase 3 results with mRNA-1273, which are expected sometime this fall, to show how the data is evolving.”
And of course – and essentially – until Moderna actually starts selling this vaccine, collecting revenue from it, and calculating profit margins on it, Kasimov maintains judgment on Moderna’s “ability to generate meaningful revenue in the long run that justifies the prevailing market values.”
click here) “data-reactid =” 26 “> As a result, Kasimov maintains a” neutral “rating on the stock, but the analyst may have said” buy “as well – because he thinks the stock is currently at $ 68 , 03, was able to zoom forward to $ 89 within a year, delivering 31% profit to new investors. (To view Kasimov’s track record, click here)
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