Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Moderna Inc (MRNA)
Moderna is a commercial-stage biotech that was founded in 2010 and had its initial public offering in December 2018. The firm’s mRNA technology was rapidly validated with its COVID-19 vaccine, which was authorized in the United States in December 2020. Moderna had 44 mRNA development programs as of early 2022, with 25 of these in clinical trials. Programs span a wide range of therapeutic areas, including infectious disease, oncology, cardiovascular disease, and rare genetic diseases.
A quick look at the price chart below shows us that the stock is down 15% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 5.20 which means that it remains undervalued.
Superinvestors who currently hold positions in the company include:
(Shares)
Steve Mandel – 1,352,518
Cliff Asness – 309,205
Catherine Wood – 150,944
Israel Englander – 142,189
Ken Griffin – 100,638
Joel Greenblatt – 80,542
Jim Simons – 51,964
Stanley Druckenmiller – 22,154
Ray Dalio – 7,677
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