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Moderna jumped 3x on Wednesday. Here’s what to pay attention to.

Aug 21, 2026

The creator discusses the recent surge in Moderna stock following positive cancer vaccine trial results with Merck, while cautioning that the company remains unprofitable and expensive. He also highlights Tempus AI and Personalis as related plays in the oncology space.

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Personalis is being acquired by Tempus AI and recently posted its first profitable quarter.

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Tempus AI is highlighted as a relevant player in the oncology space that has recently run 65% off its lows.

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Merck saw a 9% gain following positive trial results for its cancer vaccine collaboration with Moderna.

MRNANeutralMedium ConvictionSignal-backedPrimary

Moderna is currently unprofitable and trading at a premium for future revenue, making it a risky buy despite positive trial news.

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