Moderna soars on cancer vaccine data while Walmart slides

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Summary · why it matters

Moderna delivered one of the largest single-session moves for an S&P 500 company, closing 177% higher at $174.38 on Wednesday after reporting positive late-stage data for its personalized cancer vaccine. The stock pulled back over 23% on Thursday before adding more than 10% so far on Friday, leaving it on course for a gain of around 135% over the week. The Phase 3 trial evaluated Moderna's intismeran alongside Merck's Keytruda in advanced skin cancer, and met its primary goal of recurrence-free survival, with a key secondary endpoint on distant metastasis-free survival also met and no new safety signal reported. Crypto-exposed equities rallied hard this week after bitcoin surged on the U.S. Treasury's decision to at least double the size of its long-dated bond buyback operations, alongside supportive comments on the sector from President Donald Trump. The Treasury raised the maximum per-operation size from $2 billion to at least $4 billion for the 10-to-20-year and 20-to-30-year sectors, effective Sept. 9 through Nov. 4. Bitcoin is currently above $77,000, having hit a high of $79,461 earlier in Friday's session. As a result, Strategy has risen 25.9% over the week, with Marathon Digital up 22.5%, Coinbase 23.1% higher, Circle up 16.3%, Galaxy Digital 12.3% higher and Robinhood up 9.7%. The same Treasury announcement also lifted metals producers, with the dollar weakening and precious metal prices moving higher. Agnico Eagle leads the group so far on Friday with an 18.4% gain over the week, followed by Barrick at 15%, Freeport-McMoRan up 14% and Newmont 13.3% higher. The dollar has declined, with spot gold gaining more than 2% on Friday and over 6% in the past week. Estée Lauder jumped more than 16% on Wednesday and is set to finish the week up around 15.9% after fourth-quarter results came in ahead of expectations. Sales rose 6%, beating consensus of 4%, while adjusted earnings of $0.39 per share topped the $0.32 expected. Management pointed to share gains in mainland China and growth across all product categories except hair care, alongside continued progress on cost-cutting through its One ELC initiative and Profit Recovery and Growth Plan. Canaccord analyst Susan Anderson raised her price target for the stock to $90 from $85, maintaining a Hold rating following the release. Walmart is the week's notable loser, sinking 9.2% on Thursday and down a further 0.9% so far on Friday after second-quarter results that beat on the headline numbers but disappointed on the metric that mattered most. Comparable sales at Walmart-only U.S. stores excluding gas grew 2.6%, well short of the 3.67% consensus and the slowest U.S. sales growth in six years. Mizuho analyst David Bellinger described the outcome as a worst-case scenario, calling it a very messy print and one of the biggest misses in years from the retailer.

Impact on assets 18

Digital Finance & Tokenization▲ · 6 stocks
Coinbase Global Inc
COIN
▲ PositiveMonetaryrelevance

Bitcoin surge driven by Treasury buyback and supportive Trump comments lifts Coinbase.

MicroStrategy Incorporated
MSTR
▲ PositiveMonetaryrelevance

Treasury's bond buyback expansion weakens dollar, boosting bitcoin and crypto-exposed stocks like MicroStrategy.

Robinhood Markets Inc
HOOD
▲ PositiveMonetaryrelevance

Bitcoin surge on Treasury buyback and Trump comments lifts crypto-exposed equities.

Critical Materials & Supply Chain▲ · 5 stocks
Newmont Goldcorp Corp
NEM
▲ PositiveMonetaryrelevance

Dollar weakness from Treasury's buyback expansion lifts precious metals, benefiting Newmont.

Biotech & Genomic Medicine▲ · 2 stocks
Moderna Inc
MRNA
▲ PositiveTechnologyrelevance

Positive Phase 3 data for personalized cancer vaccine drives stock surge.

Consumer Staples▲ · 2 stocks
Financials▲ · 1 stocks
Others▲ · 2 stocks

Theme Impact 5

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