Guolian Minsheng Securities issued a note on the mRNA vaccine sector, citing three recent catalysts: Moderna's personalized melanoma vaccine Phase III data selected for ESMO presidential report, Abogen's mRNA-encoded TCE drug licensing to Novartis for $575M upfront, and Moderna's 14% stock jump on NIH cancer vaccine plan and Nasdaq-100 inclusion. The broker recommends focusing on two main lines: mRNA tumor vaccine and mRNA-encoded antibody therapy developers, and upstream supply chain companies.
Broker turns bullish on China's mRNA vaccine supply chain and developers, citing multiple near-term catalysts.
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