- Moderna’s cancer progress and Nubank’s AI push show innovation widening across the portfolio
- New buys EQT and Vistra seek to harness the AI bottleneck – power
- New private company Hadrian demonstrates the practical application of AI in the physical world
As with any investment, your capital is at risk.
It’s a process, not a molecule
Having become synonymous with its Covid vaccine, Moderna suffered a series of missteps in the aftermath of the pandemic. Five years later, Moderna has a respiratory vaccine franchise that is gaining solid momentum. The company has demonstrated disciplined cost-cutting, is much more pragmatic in its financial guidance, and has settled a long-running patent dispute.
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