- A vaccine is the key to end the COVID-19 pandemic
- Morgan Stanley the names of the six candidates that are currently in development to watch
- The analysts said that millions of doses could be available in the fall
- The market will be worth $10 to $ 30 billion over the course of the pandemic, $2 to $ 25 billion per year after
Experts, including the UNITED states Federal Reserve Chairman Jerome Powell to believe that an economic recovery is only possible once a vaccine against the mysterious and deadly new coronavirus is discovered. Shares in Moderna (MRNA) are over 20% higher today after the biotech company announced positive data from a Phase 1 study of its COVID-19 vaccine. Two weeks after receiving two doses of 25 micrograms or 100 micrograms each, all participants had levels of binding of the antibodies to or greater than that of sera of convalescence blood samples from people who have recovered from the disease).
Moderna’s mrna-1273 is one of the six vaccine candidates that have both a reasonable probability of clinical success and can be manufactured at relevant scale, according to a new report from Morgan Stanley. The analysts looked closely at the 110 candidates that currently exist, and decided that the six organizations/people have the highest chance of winning the vaccine of the race :
- CanSino Organic Products
- Oxford university/AstraZeneca (AZN)
- BioNTech (BNTX) and Pfizer (PFE)
- Johnson & Johnson (JNJ)
- Sanofi (SNY)/GlaxoSmithKline (GSK)
Morgan Stanley has also predicted timelines and production capacities for each candidate. Novavax (NVAX) is not on the broker of the list, but the company’s shares have been surging since he announced last week that Bill Gates, of the Coalition for epidemic Preparedness Innovations (CEPI) is to invest a total of $ 388 million to advance the clinical development of its vaccine candidate.
Source: Morgan Stanley.
There are 7.7 billion people in the world and experts hope that only effective vaccine emerges, so that the demand can be satisfied. “Based on the current business comment, we believe that millions of doses of vaccine may be available in the fall, 10-30M/month by YE20 and 100s of million per month by mid-2021,” said the note. However, the bottlenecks, such as shortages of medicine glass, could slow down the delivery. AstraZeneca yesterday called for the manufacture of 100 million doses of coronavirus vaccine, developed by Oxford Uni. for the uk this year and 30 million people in September.
Analysts believe that the market of the COVID-19 vaccine is expected to be between $10 to $ 30 billion over the course of the pandemic, and $2 to $ 25 billion per year during the phase endemic when mutations, unvaccinated populations or the new birth of the child will be in car demand. For this calculation, they have assumed that 1.8 billion people would be served by the enterprises of the West, with India, China and Russia are developing their own, and the UNITED states price $ 10 – 20/processing, Western Europe at $5 to 15 and the other countries at $5-10.
Source: Morgan Stanley.