I believe the expectation after mRNA technology solving COV-19 is a rapid expansion of the pipelines and the regulators to approve several other cancer vaccines. But that didn't happen and no other vaccines in these companies'pipelines made it to commercial up to now. So the sentiment has turned and looks like it will take more years to come before we see the mRNA technology fully commercialized. In the last period, although $MRNA beat the expectations, the COVID-19 vaccine related revenue expectation is revised downward. Looks like we need to wait a little longer before we see fast track mRNA vaccine approvals from FDA.
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Hi - you can check https://www.google.com/finance/quote/CLW00:NYMEX to see the data's impact on the market. If you have a paid subscription at BBG or Refinitiv, there are much better options
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