Billionaire Laffont Sells CoreWeave Stake, Invests in Moderna
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 21 2026
0mins
Should l Buy MRNA?
Source: Fool
- Portfolio Adjustment: Billionaire Philippe Laffont sold his entire position in CoreWeave during Q4, which represented 2.2% of his portfolio, indicating a significant shift in his investment strategy within the AI sector.
- CoreWeave Performance: Laffont's investment in CoreWeave saw an approximately 80% increase since its IPO, allowing him to lock in substantial gains through this sale, demonstrating his keen market timing.
- New Investment Direction: He also acquired 200,000 shares of Moderna, a position that constitutes only 0.01% of his portfolio, reflecting his ongoing interest in the biotech sector, especially given Moderna's nearly 50% stock price surge recently.
- Long-Term Growth Potential: Moderna is pivoting to introduce a flu vaccine and develop treatments for oncology and rare diseases, which could yield long-term returns for investors if its clinical programs succeed, showcasing Laffont's confidence in future growth opportunities.
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Analyst Views on MRNA
Wall Street analysts forecast MRNA stock price to fall
20 Analyst Rating
1 Buy
16 Hold
3 Sell
Hold
Current: 50.030
Low
17.00
Averages
32.47
High
63.00
Current: 50.030
Low
17.00
Averages
32.47
High
63.00
About MRNA
Moderna, Inc. is a biotechnology company advancing a new class of medicines made of messenger ribonucleic acid (mRNA). It is engaged in developing medicines across infectious disease vaccines, oncology therapeutics and rare disease therapeutics. Its platform incorporates advances across three components, mRNA, delivery, and the manufacturing process, to advance its medicines. Its products are Spikevax and mNEXSPIKE (its COVID vaccines), and mRESVIA (its vaccine against respiratory syncytial virus (RSV)). It also has a diverse development pipeline that consists of 35 therapeutic and vaccine programs, six of which are in late-stage development. It has regulatory filings under review for its seasonal flu+COVID vaccine (mRNA-1083) in Europe and Canada and for its seasonal flu vaccine (mRNA-1010) in the United States, Europe, Canada and Australia. Its rare disease programs are Propionic acidemia (mRNA-3927); Methylmalonic acidemia (mRNA-3705), and Cystic Fibrosis (mRNA-3692/VX-522).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Personalized Cancer Vaccine Progress: The mRNA-4157, developed in partnership with Merck, shows promising results in significantly reducing recurrence or death risk in advanced melanoma patients, with five-year follow-up data indicating optimistic clinical prospects that could sustain stock price growth over the next five years.
- Abivax's Innovative Drug: Abivax's obefazimod demonstrates excellent efficacy in treating ulcerative colitis, with clinical trials showing that 47.3% of patients previously unresponsive to traditional treatments could benefit, positioning the company to challenge market giants and achieve sales growth if approved.
- Market Competition and Risks: While Abivax faces fierce competition from large pharmaceutical companies, the unique advantages of obefazimod may allow it to capture market share over the next five years; however, the risks associated with clinical trials require cautious consideration from investors.
See More
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- Personalized Cancer Vaccine: The mRNA-4157 candidate, when combined with Keytruda, significantly reduced recurrence or death risk in advanced melanoma patients, showcasing its potential across various cancer types and likely enhancing future market performance for Moderna.
- Abivax's Innovative Drug: Abivax's obefazimod achieved its primary endpoint of clinical remission in a phase 3 trial, with 47.3% of patients previously treated unsuccessfully, positioning it as a strong competitor in the ulcerative colitis market, challenging established players if approved.
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