Order from US is a great sign and I would expect similar from EU, UK, Japan, Canada. However, the reason I am sceptical about analyst numbers is they can be off by a lot. Goldman predicted $37 billion sales for moderna in 2022 whereas moderna estmates $17-22 billion, so goldman was off by almost 100%. No one truly understands this market, so I'll wait for the company to announce the estimates for the pill after Q4.$Pfizer(PFE)$
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