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Stocks / Biotech

MRNABiotech

Moderna, Inc.
$220.181d -0.6%5d +12.3%settled close · 2026-11-02

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1 new call on MRNA this week is not on this page yet. Follow MRNA free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.

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Mkt cap $87B (11/2)β 2.2052w $22–246Shares 394.9MInd. Biological Products, (No Diagnostic Substances)Nasdaq since 2018Emp. 4,700HQ Cambridge, MAmodernatx.com
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Who said what, and what MRNA did next

Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.

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Who’s talkingIdea Scout · free

Who’s talking about MRNA

2 long1 neutral2 shortlatest 2026-10-26
DateVoiceStanceVenueThesis
2026-10-26Barbara DoranCEO & CIO, BD8 Capital PartnersBullishFox Business (uncut)Personalized mRNA cancer immunotherapy in conjunction with Keytruda trains the immune system to attack cancer…
2026-10-23Miles MentorBearishCNBC (uncut)Despite genuinely positive melanoma vaccine data (42% risk reduction), MRNA shares are up ~700% YTD so the…
2026-10-22Jared HolzManaging Director and Healthcare Equity Strategist, MizuhoNeutralCNBC (uncut)Moderna's cancer-vaccine data were not bad, but expectations were too high and efficacy in other tumor types…
2026-10-21UnknownBullishCNBC Fast Money Final TradeModerna's strong weekly and daily uptrend could eventually retest 497.49, roughly 50% higher, despite weak…
2026-08-29David FriedbergCEO, Ohalo; co-host, All-InBearishAll-In PodcastModerna's mRNA cancer vaccine moat is weaker than the tripling market cap implies — the neo-antigen…
1 new mention of MRNA this week is not on this page yet. Follow it free and new calls come to you in The Brief, the free morning email. Free pages update a week later. Follow MRNA free ↑
Earnings

Next report: 6 Nov 2026 before the open

Confirmed date · consensus EPS -1.28. Reactions below are the next settled session over the prior close.
The options tape

Notable options days

Sessions in the last 120 where MRNA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 10 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-10-22
2026-09-22
2026-08-25
2026-08-21
2026-08-20
2026-08-19
2026-08-06
2026-06-17
2026-06-16
2026-06-04
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
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The Wheel · put-selling

MRNA on the Wheel

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