Running AI agents for equity research: a full report pegs Moderna 47-82% overvalued
builderjaydub · x · 2026-10-11
A developer shares how he spends excess AI tokens: running agents to produce full equity research reports on energy names ($BE, $GEV) and biotech ($MRNA, $ARKG). The agent-generated Moderna report rates the stock Underweight: at $224.51 ($89B market cap) against a fair value of $40-120 (central $80), the price implies $105B in annual peak sales for the intismeran cancer vaccine — vs. $31.7B for all of Keytruda in 2025 and the highest published estimate of $54B from BofA.
More from coding & agent
- Zed founder zeeg to livestream early attempts at building an ambitious AI-coded game — zeeg · 2026-10-11
- Zeeg: persistent VMs for agents are wrong, ephemeral sandboxes are the present — zeeg · 2026-10-11
- Dev rebuilds seven Adobe apps with Claude and Rust, releases them free and open source — Eric520CC · 2026-10-11
- Developer Urges Watching This Agentic Coding Video at 2x This Weekend — jarrodwatts · 2026-10-11
- Vercel CEO Builds a Working App in 20 Minutes From Idea With AI Coding — zeeg · 2026-10-11
- Codex ships real-time Steering: turn it on now in the ChatGPT desktop app — daniel_mac8 · 2026-10-11