Ginkgo Bioworks is identified as a potential short candidate.
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Moderna Needs More Than a $10 Billion Cancer Drug
Oct 28, 2026
Martin Shkreli analyzes the valuation and pipeline prospects of Moderna and Zura Bio. He expresses skepticism about Moderna's current valuation relative to its revenue potential, while showing interest in Zura Bio's clinical pipeline despite potential dilution risks.
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Merck is viewed as a superior long-term investment compared to Moderna due to the established dominance of Keytruda.
Zura Bio is an attractive, high-potential biotech play, though future dilution from Phase 3 trial costs is largely priced in.
Moderna is overvalued at current levels, as the market is pricing in revenue expectations that exceed the potential of its cancer vaccine pipeline.
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