Moderna soars overnight by 12%; mRNA upgrades from vaccines to a “universal key”
On June 26, Moderna’s stock rose 12.59% to $67.27. It is up 128% year-to-date.
Why? Two things.
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First, science drew a big promise. The CEO presented three major blueprints for the mRNA platform: infectious disease vaccines, cancer vaccines, and treatments for rare diseases. The core highlight is the in-body CAR-T therapy—directly reprogramming immune cells inside the body. The cost is an order of magnitude lower than traditional therapies, and the market space is at least $15 billion.
Second, the flu vaccine is moving fast. The FDA advisory committee voted 9–0 in full support, with the final approval deadline on August 5. Once approved, it will be the United States’ first mRNA seasonal influenza vaccine.
Interestingly, chip stocks are crashing while Moderna is surging. Funds are pulling out of AI chips and rushing into biotech—investors are betting on the next “decade-long track.”
But whether the market is trading chips today or vaccines tomorrow, the demand for computing power to train global large models and to run Agents won’t stop. That’s exactly why I keep looking at apiarys. With real physical GPU deployments of large models, the compute-revenue stream is shared with you; you can also train and rent out AI Agents. Project teams then use profits to buy back and destroy tokens—keeping the total supply locked at 210 million chips.
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Moderna jumped 12% overnight—did you get in? Let’s chat in the comments below👇
#莫德纳股价涨超12%