Potentially easier storage, effective against South African strain

Last week, there were two positive developments regarding Pfizer (NYSE: PFE) and its German partner BioNTech ‘s Covid-19 vaccine, and one potential negative improvement. First, Pfizer says based on internal tests that its vaccine can tolerate warmer temperatures than originally specified, possibly making it easier to handle and distribute. Under the standard protocol, it is stored and vaccinated at extreme cold temperatures of -80 to -60 degrees Celsius for five days before use, calling for special equipment and a longer melting time. However, the company is now asking the FDA to allow the image to be stored for up to two weeks at -25 to -15 degrees Celsius, allowing more conventional freezers to be used. This could make the picture more accessible in rural areas and emerging markets that do not have dedicated freezers. That said, Moderna’s competitive bullet is still easier to handle, as it can be stored at normal freezer temperatures for up to six months and stays in cooling for up to 30 days.

Second, according to a study of 9,000 medical workers in Israel, a single dose of the self-inflamed Pfizer was approximately 85% effective in preventing Covid-19 infection between two and four weeks after vaccination. This is not far from the approximately 95% efficacy shown under the two-dose schedule. This could effectively help to vaccinate more people quickly if the second dose of the picture could be delayed or perhaps even avoided altogether. For a look, Pfizer is looking to release as many as 2 billion doses of the picture this year.

Separately, based on a laboratory study, Pfizer claims that South African snoring of the novel coronavirus could cut the protective antibodies that made its vaccine by two-thirds. While this does not necessarily mean that the bullet will not be effective against the new snoring, it is a cause for concern. Considering this, the company is exploring developing an updated version of its design or enhanced bullet.

See our introductory topic on it Covid-19 vaccine materials for more information on the performance of major U.S.-based companies working on Covid-19 vaccines.

[Updated 12/3/2020] Emergency practice in the United Kingdom

The Pfizer (NYSE: PFE) Covid-19 vaccine has been approved for emergency use in the UK, with original photos likely to be released as soon as next week. The UK is the first western country to confirm the shot and the country is expected to deliver between four million to five million doses of the vaccine this year. For a look, Pfizer and its German partner BioNTech plan to make up to 50 million doses this year. The UK release will be a crucial test of the login and distribution of the vaccine – which must be stored at extreme cold temperatures using specially made vaccine freezer boxes – and should be noted to determine how effectively the company can spread its use across the globe. Pfizer has applied for an emergency use permit from the U.S. FDA, which is likely to be reviewed on December 10, with the vaccine likely to be available in limited quantities thereafter.

See our introductory topic on it Covid-19 vaccine materials for more information on the performance of major U.S.-based companies working on Covid-19 vaccines.

As we said before, the Covid vaccine does not appear to be moving the needle for Pfizer stock significantly (see our update below). However, Pfizer stock still looks attractive at current rates. The availability of other Pfizer & Covid vaccines could mark the beginning of the end of the Covid-19 pandemic, which reduced physician visits for other diseases and delayed patients from seeking care. As vaccines are used and the recovery accumulates at a pace, it should help Pfizer ‘s Biopharma segment, which includes oncology drugs, such as Ibrance, vaccines, such as Prevnar, and Pfizer’ s new approved biosimilars. for some inhibitory drugs, including Humira and Avastin, support. the stock. Our Dashboard ‘Buy or Sell Pfizer Stock giving the prime numbers behind our thinking. Also, see our analysis This is why Pfizer stock looks inviting at $ 39 levels

[Updated 11/10/2020] Why not Pfizer vaccine the needle for the stock

Pfizer (NYSE: PFE) and its German partner BioNTech reported that their Coronavirus vaccine, called BNT162b2, was more than 90% effective in preventing Covid-19 infections among volunteers, based on early data from phase 3 trials. The results are surprisingly strong, considering that the U.S. FDA had set a baseline efficacy of just 50% for approval for Covid-19 vaccines. While it is possible that the level of efficacy of Pfizer vaccine may change as more data comes in, there is no doubt that the numbers are encouraging. The companies are on track to file an emergency use claim with the U.S. FDA later this month if upcoming data reveals the vaccine is safe. ^[1] The companies plan to make up to 50 million doses this year, and up to 1.3 billion doses in 2021. Two pictures of the vaccine will be needed per person.

Although Pfizer stock rose nearly 8% after the news, we believe the vaccine is unlikely to move the needle for the company for a number of reasons. (Related: Are covid vaccine stocks worth investing in?) For a look, Pfizer has agreed to give the vaccine to the U.S. government at around $ 19.50 per dose, and it is possible that average prices could be significantly lower than this, considering that prices could be lower in emerging markets. Also, vaccines tend to have lower yields compared to prescription drugs. Coupled with widespread public interest in enabling vaccine access, there may be lower pressure on these margins. As the vaccine is co-developed by BioNTech, any profits are likely to be shared.

Competition is also likely to increase as there are likely to be a number of more successful vaccine candidates from other companies in the coming quarters. For example, Moderna’s clinical-grade biotech (NASDAQ: MRNA), which also uses mRNA-based technology like the Pfizer vaccine, is slated to report efficacy data in the coming weeks. (related: How does the Moderna Covid-19 EPS vaccine affect?) The Pfizer vaccine could also address supply issues, assuming that the vaccine must be stored at temperatures below 94 degrees Fahrenheit. Alternatively, vaccines can be developed with the likes of Oxford-AstraZeneca, Novavax, and others at constant cooling temperatures. This could prevent the use of Pfizer vaccine to clinics and hospitals that have the appropriate storage facilities.

See our demonstrative topic of Covid-19 vaccine materials – which includes pharma and biotech companies listed in the US. The subject is up about 630% so far compared to around 12% for the S&P 500.

[Updated 11/4/2020] Covid-19 vaccine materials

Our demonstrative topic of Covid-19 vaccine materials – which includes a diverse set of US-based pharma and biotechnology companies developing Covid vaccines – up about 560% so far, on an equally important basis, compared to the S&P 500 which has gained just about 4% over the same period. Although most vaccine stocks declined last week, amid wider sales in the markets, they are likely to return to the scene as efficacy data from end – of – life tests is expected. time from the starters of Pfizer (NYSE: PFE) and Moderna (NASDAQ: MRNA) in the coming weeks. Below are a few more of the companies in our topic of Coronavirus vaccine stock and their relative performance.

Vaccine development company Novavax began end-of-term testing of its Covid vaccine in the UK in September, and large-scale phase 3 trials are expected to begin in the US and Mexico this month. Although the company does not yet have any other product on the market, its NanoFlu flu vaccine could be ready for possible FDA approval. The company has received about $ 1.6 billion in funding from the Federal government. The stock has gone up 2,000% so far.

NVAX

Moderna, a clinical-grade biotechnology company, is conducting phase 3 trials of the Covid-19 vaccine, completing a registration of 30,000 participants. The company appears to have data on whether or not its vaccine is working before this month, and has noted that it would seek emergency FDA approval if the vaccine is at least 70% effective. . The stock is up 253% this year.

Johnson & Johnson

JILL
: Unlike most other vaccine candidates, who are likely to need two shots, J&J is aiming for a single-dose vaccine. While the company had to suspend testing in mid-October after a voluntary illness was reported, the company is now preparing for resumption of testing. The stock is down -5.1% this year.

Pfizer is working with German partner BioNTech on the Covid-19 vaccine. The company is likely to have efficiency data from end-of-period testing available soon. The company could deliver about 40 million doses in the United States by 2020 if the data is positive and if regulators approve the vaccine. The stock is down about -7.6% this year.

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