Matt Frankel

It's a pretty indisputable fact.

Even compared to the original Trump administration, whose Operation Warp Speed is the reason that Moderna's COVID vaccine was so successful in the first place.

The landscape has shifted.

The way I interpret the FDA's ruling, which John just summarized really well,

As a worst-case scenario, Moderna would have to retool its late-stage trial of the flu vaccine to show its efficacy, which would set it back probably a year or so.

My belief, and I could be wrong, is that the FDA would look differently on treatments that are intended for rare diseases than it would on a product that

conceivably could be used by a high percentage of the population if it's successful.

General skepticism about the need and efficacy of flu vaccines is nothing new.

It's worth pointing out.

If I had to name one vaccine that people were most skeptical about in general, it would probably be the flu vaccine.

I'm monitoring the situation.

I don't really know what to make of it.

It's a setback.

It's not a death blow is kind of my big point here.

It's really tough to pick and choose, given all of the earnings and the AI-fueled price drops.

It's definitely a good time to selectively start looking for opportunities.

Some of my usual suspects are starting to look interesting, including Shopify, which I mentioned earlier, Upstart, PayPal.

Those are some that are looking interesting.

But I'm not going to stick with one of my usuals.

For my radar stock this week, I'm going to go with a company called Trex, T-R-E-X.