Pfizer and Moderna Crash In Friday Bloodbath As Government Prepares to Link mRNA to Deaths…

"I'm in danger." - Moderna's entire business model.

In case you missed it, Pfizer (-4%) and Moderna (-7%) just got smoked Friday after word leaked that Trump’s health crew is ready to go scorched earth on mRNA. The Washington Post says HHS looks to walk into next week’s CDC vaccine panel and link Covid shots to the deaths of 25 kids.

Live look at Moderna’s board right now…

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And the guy carrying the scalpel is none other than Robert F. Kennedy Jr… the anti-vax crusader who’s now running the Department of Health and Human Services. His plan is to make the case that mRNA tech isn’t just risky… It's fatal.  Even if the science bros scream “VAERS is just self-reports,” it won’t matter. The headlines alone will vaporize billions in market cap. Moderna just lost 7% in a day because of whispers. Imagine what happens when a government official reads that line into the record. 

(Source: CNBC) 

As for the receipts of the claim, they are as follows: For starters the claim comes from VAERS (the Vaccine Adverse Event Reporting System)... a database where anyone can file side effect reports. Even the CDC says they’re unverified. But still, 25 child deaths is 25 child deaths… and naturally RFK isn’t exactly losing sleep over whether they’re unverified or not. It’s worth looking into regardless. 

This had FDA Commissioner Marty Makary fanning the flames as he told CNN the agency is “intensely investigating” whether shots caused child deaths, admitting they’ve seen reports in the safety system. Now unfortunately, he didn’t show data… but the headline was enough to cut billions in market cap.

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As for Pfizer they didn’t even bother to comment, presumably because they have a diversified drug pipeline to fall back on. Moderna, on the other hand, doesn’t… mRNA is the business. Which is why they didn’t quite take it lying down. They stepped forward to remind everyone that 90+ countries still trust them, as if regulators in Canada are going to stop Trump and RFK from carpet-bombing their stock.

But alas, this is policy as price action. RFK has already ripped Covid shot recommendations for healthy kids and pregnant women. Now the CDC panel is the stage for the next act. If “25 dead kids” makes it into the deck, Moderna becomes uninvestable overnight. Pfizer has a pipeline. Moderna is the pipeline. Meaning, if this is true… and the facts and science backs up this horrific situation as true… then mRNA isn’t a “miracle” story anymore. It’s about to be tobacco with a better multiple. Investors are going to demand premium risk discounts, which means volatility spikes and chart breakdowns.

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Additionally, Novavax (-3.62%) also got kneecapped, because why not. Every vaccine ticker is guilty by association now… with next week’s CDC meeting being the ultimate catalyst. Because if the phrase “Covid vaccines killed kids” gets an official stamp, this isn’t just a sell-off. It’s the start of Moderna becoming the most shortable large-cap biotech on the planet. Until next time, friends…

At the time of publishing, Stocks.News holds positions in Moderna as mentioned in the article.