Moderna is not expected to have major blockbuster drug approvals until 2027 at the earliest, with only a couple of minor approvals expected in 2025 and 2026.
"needs a big drug approval fast to build back that positive cash flow. And it does not look like that's going to happen soon with only a couple of drug approvals expected this year and next with no real blockbusters until 2027 at the earliest."
Moderna's stock price trend will be flatline at best, with only occasional bounces on positive drug trial news, until 2027.
"Until that time, shares of Madna may bounce occasionally on a positive drug trial. But the trend is going to be flatline at best and put your money to sleep."
In 2022, the author predicted Intel's dual strategy of manufacturing and design would be a 'lose-lose situation' due to insufficient cash flow, leading to failure in both areas.
"I pointed that out in 2022 that the company's dual strategy of manufacturing and design was just a lose-lose situation. The company barely had enough cash flow to do one strategy right and instead it split its resources to do neither well."
Humana is likely to beat its raised full-year 2025 revenue outlook of a minimum of $128 billion.
"raising its fullear outlook to a minimum of $128 billion. That's right at the analyst estimate right now. So, it's likely the company is going to beat that, too."
