These stocks will benefit from Pfizer's vaccine sales

barrons2020-12-15

Pfizerhas begun shipping Covid-19 vaccines in the U.S., amonumental effortthat touches nearly every part of the logistics industry and will affect billions of lives.The drug company (ticker: PFE) is ...

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美股鲜人Qian
2020-12-15
美股鲜人Qian
题目里的stock是股票的意思，不是哪些库存受益，是哪些股票会因此（辉瑞疫苗发放）受益。

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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese stocks will benefit from Pfizer's vaccine sales\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-15 13:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/this-is-how-vaccines-are-distributed-and-which-stocks-benefit-51607977389?mod=hp_LEAD_1><strong>barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pfizerhas begun shipping Covid-19 vaccines in the U.S., amonumental effortthat touches nearly every part of the logistics industry and will affect billions of lives.The drug company (ticker: PFE) is ...</p>\n\n<a href=\"https://www.barrons.com/articles/this-is-how-vaccines-are-distributed-and-which-stocks-benefit-51607977389?mod=hp_LEAD_1\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"PFE","symbol_name":"辉瑞","start_time":0,"source_url":"https://www.barrons.com/articles/this-is-how-vaccines-are-distributed-and-which-stocks-benefit-51607977389?mod=hp_LEAD_1","article_id":"1125458803","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/6e474d690ea02c536f0fd4c03fc3ddef"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1125458803","pubTimestamp":1608009028,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Pfizerhas begun shipping Covid-19 vaccines in the U.S., amonumental effortthat touches nearly every ","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"PFE":"辉瑞","MCK":"麦克森药物批发"},"translate_title":"这些库存将受益于辉泽的疫苗销售","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f2015852ffb99073532088f168303475","symbols_score_info":{"MCK":0.9,"PFE":0.9},"content_text":"Pfizerhas begun shipping Covid-19 vaccines in the U.S., amonumental effortthat touches nearly every part of the logistics industry and will affect billions of lives.The drug company (ticker: PFE) is handling the first step of the distribution process, transporting vaccines from its manufacturing facilities toUnited Parcel Service(UPS) and FedEx (FDX) facilities. Some Pfizer vaccines, along with products such as syringes and masks, will go from the manufacturers toMcKesson(MCK), which is functioning as acentralized distributorfor the government and also will send vaccines to FedEx and UPS.When the express shippers get the vaccines, they will send the doses packed in dry ice topharmaciesincludingCVS(CVS) andWalgreens(WBA), as well as doctors’ offices, mobile vaccination units, outpatient clinics, and other sites.One vaccination kit contains about100 vaccine doses.UPS and FedEx have a history in health care. The UPS Healthcare division operates 128 facilities in 32 countries. FedEx, for its part, is using SenseAware ID, which the company describes as “a Bluetooth low-energy sensor device” that is attached to vaccine shipments, helping to make sure the temperature-sensitive packages arrive quickly and safely.FedEx said it handles about 500,000 dry-ice shipments each month. Dry ice is required to keep the Pfizer vaccine at the ultralow temperatures it needs.FedEx toldBarron’svia email that it delivered its first shipment to a Massachusetts hospital before 6 a.m. Eastern time Monday. The company has made more than 80 deliveries since then.“This is a historic moment and represents a monumental feat for vaccine development and expedient deployment,” said Mike McDermott, president of Pfizer Global Supply, in news releases from both FedEx and UPS. “Outstanding logistics is critical to get our products to those who need them across the country.”Distribution is ultimately controlled by thefederal government.Information about vaccine allocations should eventually be available on the Health and Human Serviceswebsite. HHS has posted allocations weekly for other Covid-19 therapies granted emergency-use authorizations. The department wasn’t immediately available to comment on when, or whether, a vaccine-allocation dashboardwould go live.Other companieshave a role in vaccine distribution too. “We are actually delighted, honored and privileged to participate in this historic vaccine rollout,” saidXPO Logistics(XPO) CEOBradley Jacobsat a Credit Suisse investor conference in December. “The major pharma companies producing the vaccines are our customers.”He added that the biggest beneficiaries will be FedEx, UPS, and DHL, a division ofDeutsche Post(DPW.Germany), “but there’s plenty to go around for everybody else in the secondary market.” He was talking about shipping things such as syringes and saline solution, as well as temperature-controlled packaging materials.For stocks, Cowen analystHelane Beckerbelieves vaccine distribution will benefit both FedEx and UPS, especially the former. Over the long term, ”there are further tailwinds [for FedEx] to vaccine distribution as the vaccine will need to be moved around the world and specifically to developing nations where logistics are more challenging,” she wrote.Becker believes FedEx has unique expertise in that area. She rates FedEx shares at Buy and has a target of $290 for the stock price.Investors will hear more about vaccine distribution shortly. FedEx reports its second-quarter earnings for fiscal 2021 on Thursday evening.Wall Street analysts’ financial models point to $3.98 in per-share earnings from $19.4 billion in sales. This past year, in the comparable quarter, FedEx earned $2.51 a share from $17.3 billion in sales.Vaccines might help to lift the companies’ profits, and potentially. their stock prices. But FedEx and UPS shares have had a good year so far. and vaccine distribution is a relatively minor factor compared with the explosion ine-commerce volumethe pandemic has triggered.The stocks are up 92% and 44%, respectively, so far in 2022. That is far better than either theS&P 500andDow Jones Industrial Average.McKesson shares are up 26% year to date. XPO stock, for its part, has added 51%. CVS and Walgreens shares, however, are down 4% and 29%, respectively.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":394693359,"gmtCreate":1608013971271,"gmtModify":1703850602808,"author":{"id":"3460020758815814","authorId":"3460020758815814","name":"美股鲜人Qian","avatar":"https://static.laohu8.com/6a850830f89d9fc266097a9ff9426c48","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"&nbsp;题目里的stock是股票的意思，不是哪些库存受益，是哪些股票会因此（辉瑞疫苗发放）受益。","listText":"&nbsp;题目里的stock是股票的意思，不是哪些库存受益，是哪些股票会因此（辉瑞疫苗发放）受益。","text":"题目里的stock是股票的意思，不是哪些库存受益，是哪些股票会因此（辉瑞疫苗发放）受益。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394693359","repostId":1125458803,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":9,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1125458803"}