4-part contrarian buy series rode the cancer-vaccine catalyst from $27 to $145 — now in victory-lap phase
Part 3 finale: cashed $2.4M after Merck melanoma Phase 3 catalyst (+200% day); holds 16k shares, target $300 anchored to Keytruda revenue.
Moderna-Merck cancer vaccine shows promise in a late-stage trial; MRNA soars 50%.
Part 2: named risks resolved one by one (FDA, lawsuits); Phase 3 data expected summer, ~20% short interest; same position held.
Part 1: contrarian bottom thesis — market prices Covid-fade, ignores Phase 3 cancer immunotherapy (Merck partnership); 30k shares @ $27.5.
showing signal only: DD, news, real discussion ·