1/ It is good to be Stephane Bancel, CEO of Moderna. He gets to go on @CNBC and pump interim Phase I partial data on a rona vaccine. Let's have a closer look. $MRNA https://twitter.com/CNBC/status/1262361904141475844
2/ Mr. Bancel is a prolific seller of his own company stock, with an aggressive 10b5 plan. He basically sells every week. What's that green flag you say? Let's have a look. $MRNA
3/ The top holder of $MRNA is Flagship Pioneering Inc. They've been selling as well, as you can see. But there's more.
4/ The little green flag in the second tweet of this thread shows us that Mr. Bancel is also in investor in Flagship. $MRNA
5/ Mr. Bancel also owns and sell stock from a couple of LLCs. Check out the footnotes. $MRNA
6/ It wasn't that long ago that Mr. Bancel was being compared to Elizabeth Holmes. That's nice. https://www.thrillist.com/tech/nation/what-does-moderna-therapeutics-do-why-is-it-a-silicon-valley-secret
7/ Naturally, Trump's vaccine czar owns 156,000 options in $MRNA. There are loud calls for him to divest these options because of obvious conflicts of interest. I'm sure he'll be more than happy to do so at these prices. https://www.businessinsider.com/moncef-slaoui-leading-trump-vaccine-push-10m-holding-moderna-conflict-2020-5
8/ As sure as the sun will rise tomorrow, Mr. Bancel will be selling $MRNA stock again very soon at even higher prices. I sure hope his vaccine works. Mr. Bancel will be quite rich either way.
9/ Just another day in Jay Clayton's America. Special shout out to @BeckyQuick @andrewrsorkin and @JoeSquawk for helping out Mr. Bancel and the entire stock market. Great job! $MRNA