Investors who avoided the post-pandemic stocks should continue to do so.
Teladoc Health (TDOC) gave up its post-earnings rally last week. Although TDOC stock has good valuations, the online healthcare provider has no growth potential. In Q4, it lost $0.28 a share. Revenue dropped by 3% Y/Y to $640.49 million. For fiscal year 2025, Teladoc will lose $1.03 a share.
This firm destroyed more than 95% of the invested capital. Its acquisition of Livongo for $18.5 billion in 2020 started the firm’s downturn.
Vaccine developer Moderna (MRNA) risks falling to the $25 level next. Short-sellers hold a 10.96% short interest on MRNA stock.
In the U.K., Moderna received approval for its RSV vaccine. However, the vaccine is most suitable for adults 60 years of age and older. The market size is too small to add enough revenue for the firm.
In the U.S., the government may spend up to $1 billion to prevent the bird flu spread. The agriculture market lost at least 166 million chickens since 2023. The virus led to one death in Louisiana and 70 infections last year. Moderna risks losing the government’s funding for bird flu vaccine development. The government might choose GSK (GSK), Sanofi (SNY), CureVac (CVAC), or Pfizer (PFE) instead.
