Adam Feuerstein ✡️· @adamfeuerstein · X·· 5 天前AI 评分8
AI 导读
我真的觉得 @A_May_MD 和我在 $MRNA 估值上的共识多于分歧。我们只是在细枝末节上争论。也许我不像他那样看空基于 mRNA 的癌症疫苗。以下是 Moderna 估值的背景分析。
正文
I truly think @A_May_MD and I agree more on $MRNA valuation more than we disagree. We're quibbling over the finer points. Maybe I'm not as bearish on mRNA-based cancer vaccines as he is. Here is Moderna's valuation contextualized.
来源：Adam Feuerstein ✡️ · x.com