Catalysts coming:
1) $Moderna, Inc.(MRNA)$ earnings….their PE is literally 10x PFE (crazy gap….$Pfizer(PFE)$ should be 2X and would still be good value relative to MRNA
2) More businesses and countries will mandate vaccinations for indoor/access
3) Vaccine will get full approval by mid August
4) 3rd Shot Boosters will start to be approved (Israel and Quebec already approved)
5) Analysts will start to upgrade - no upgrade since February despite all the news!
6) Test results on vaccines under 12
7) Those countries that led with $Moderna, Inc.(MRNA)$ will shift to clear leader Pfizer
8) Covid antiviral pill in development - Fauci hinted today at major investments
9) Rest of $Pfizer(PFE)$ pipeline has several blockbusters that could hit
10) Major investor like Buffet or Ark will signal support - the value prop is just too good.
Good luck longs…..hold to 150!
精彩评论