
## Major Catalysts Mentioned
**FDA Chief Marty Makary's Statement**
- Date: TBD
- Why it matters: The FDA chief's assertion that "everything should be over-the-counter" unless a drug is unsafe or addictive could lead to significant regulatory changes. This may impact pharmaceutical companies and their product offerings.
- Stocks affected: **$PFE**, **$JNJ**, **$MRK**
**Oil Price Volatility Following U.S.-Iran Tensions**
- Date: TBD
- Why it matters: Oil prices surged over 2% after reports indicated that Iran ignored key U.S. demands, raising the stakes for potential military action. This could have lasting effects on oil supply and pricing.
- Stocks affected: **$XOM**, **$CVX**, **$OXY**
**Moderna's Seasonal Flu Vaccine Review**
- Date: TBD
- Why it matters: The FDA's agreement to review Moderna's seasonal flu vaccine could lead to new product approvals, impacting the company's future revenue streams and competitive position in the vaccine market.
- Stocks affected: **$MRNA**
**Tesla's Trading Momentum Concerns**
- Date: TBD
- Why it matters: Reports suggest that Tesla's trading momentum has been declining since December, raising concerns about the company's stock performance and potential future sales.
- Stocks affected: **$TSLA**
## Earnings on Deck
- **$MEIYF** - Reports: Q4 2025 Earnings Call - Key watch: Earnings performance relative to expectations.
## Highest Conviction Catalyst
- What: FDA's review of Moderna's seasonal flu vaccine.
- When: TBD
- Why it matters: A successful review and subsequent approval could position Moderna as a leader in the seasonal flu vaccine market, potentially increasing revenue and market share significantly.
- Trade idea: Consider buying into **$MRNA** as a speculative play on the stock ahead of potential positive news from the FDA.
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