MRNA处于热情消退后的回调中；企稳不确定，公司不盈利，但癌症疗法是第一阶段的机会；如果不需要前沿模型，AI催化剂可能有限。

So then uh you've got Mona coming down again a little bit here. another 8%. There is a lot of trading volume in this. So, it's not uncommon to see some of this juice come out. This is a very very normal kind of post enthusiasm bleed out. Uh, and I'm very curious to see if it stabilizes at 126 or if it keeps going down. Uh, could be some opportunities there. Obviously, the company still loses money, but massive hope and it's not really a cancer vaccine. I know people call it a cancer vaccine, but it's more of um a cancer therapy that they're working on, which which is also very important. Um in fact, um I mean, while a vaccine would be cool, I think this is more of a first stage.

I don't know if they're going to tell us AI anatomy. We developed MChat, Moj Moderna's own generative AI product after only two weeks of development. What? We launched M chat in May of 23. That's actually fast though. They launched that really fast. They probably just plugged into GPT and just wrapped it up.

But that's not the interesting part. What's with the double space right here? Oh, it looks like a double space. AI Academy for their employees. Okay, I don't really care about that. Oh, and then page not found. Are you freaking kidding me? Digital investor event presentation. Ma science day on college. Oh, they have a lot of meetings. Wow, they have a lot of meetings. Conference call transcript. Let's pull the tri conference call. Let's see what they actually say. AI. We're using artificial intelligence to try to develop the next algorithm. That's what I'm talking about. That's

I think Mona for example uses some of their own proprietary uh algorithms and weights and data with AI. Let's find out uh Moderna use. Let's just see here. So here is a page from them. Just like the introduction of the personal community, a computer, AI is on the way to transforming everyday lives. I agree it's going to be huge in healthcare. 90% of technology executives agree that AI is the center of the next. Only 10% of AI projects make it into production. At Maderna, we're committed to not only changing this narrative, but leading by example. earlier this month we handled hosted our yesterday uniquely positioned with AI library of data biggest asset as a digital first biotech company blah blah blah I don't know if they're going to tell us AI anatomy. We developed MChat, Moj Moderna's own generative AI product after only two weeks of development. What? We launched M chat in May of 23. That's actually fast though. They launched that really fast. They probably just plugged into GPT and just wrapped it up. But that's not the interesting part. What's with the double space right here? Oh, it looks like a double space. AI Academy for their employees. Okay, I don't really care about that. Oh, and then page not found. Are you freaking kidding me? Digital investor event presentation. Ma science day on college. Oh, they have a lot of meetings. Wow, they have a lot of meetings. Conference call transcript. Let's pull the tri conference call. Let's see what they actually say. AI. We're using artificial intelligence to try to develop the next algorithm. That's what I'm talking about. That's exactly what my expectation was. But it's like, what are you using? Are you using the open weights or what? Okay. So, open see the word open weight doesn't come up. What about model doesn't come up either. LLM that's just enrollment chat open AI anthropic AI. AI would be the only other thing to look at. But unfortunately, you get a lot of intraword stuff here. Yeah. waiting on the data. Ah, that's unfortunate. All right. Well, so that's the question is like if they don't need the frontier level stuff, then that slows down that catalyst thesis.