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Key Questions：

Is Omicron scarier than Covid-19? What is the progress of vaccine companies? Which company will be the best in the future?

1. Vaccine stocks fell collectively overnight, Why?

On Monday Market $(Moderna Inc)$ (NASDAQ: MRNA) plunged 13%, becoming the worst performing stock in the S&P 500 Index.

$(BioNTech SE )$(NASDAQ:BNTX) closed down 18%, $(Novavax Pharmaceuticals)$ (NASDAQ:NVAX) fell 11%, and$( Pfizer Pharmaceuticals )$(NYSE:PFE) fell 5%, the biggest one-day drop in more than a year .

$(The Nasdaq Biotechnology Index)$ closed at its lowest level since November 2020, as Moderna ranks third in the index.

Why did it fall so much?According to market sources: As the market cannot determine how long the new virus will last and how global demand for vaccines will change. Then the discussions about whether Moderna's being overvalued by the market get stronger, Finanally the huge disagreement led to a wave of vaccine sell-offs.

On the one hand,the U.S. Centers for Disease Control and Prevention (CDC)stated that it hopes that the research results can show that the existing vaccine can play a very good role in resisting this new variant virus;

On the other hand,American infectious disease expert Anthony Fauci said in an interview that the symptoms caused by Omicron may not be as serious as people worried.

2. Is Omicron scarier than Covid-19? What is the progress of vaccine companies?

Dr. Richard Lessells, an infectious disease doctor at the University of KwaZulu-Natal, said that South African doctors have found that people who have been infected with the new virus have increased re-infection, indicating that the variant can overcome natural immunity.

Omicron has 50 mutations, of which 26 are unique spike protein mutations, compared with 10 for Delta and 6 for Beta, which may affect the effectiveness of the vaccine and make it more transmissible.

Oppenheimer strategist Jared Holz said in an interview: “If the number of confirmed cases of Omicron infection does not deteriorate rapidly, and we are closer to achieving this difficult-to-achieve herd immunity effect, it may reduce the need for annual COVID-19 vaccination.”

Thus, the market chooses to reduce its bets on vaccine stocks, but vaccine companies are still in the process of developing and testing vaccines:

●$(Modena)$ initiated an evaluation of the effectiveness of the mRNA new vaccine forOmicron, the results are expected to be available within a few weeks. Modena said that the new vaccine against theOmicronvariant may be available in early 2022.

●$(Pfizer)$ and BioNTech said that there will be more data from laboratory tests within two weeks at the latest. These data will provide more information about whether B.1.1.529 is likely to be an escape variant, and if the variant spreads globally, the vaccine may need to be adjusted. If escape mutations are found, they can adjust their mRNA vaccines within six weeks and start batch shipmentswithin 100 days.

●$(Novavax)$ said on December 2 that it will test whether its existing vaccines are effective againstOmicron mutant strains, and it is expected that relevant experimental data will be obtained in a few weeks. Commercial production of a vaccine against this strain willbegin in January next year.

●$(Johnson & Johnson)$stated that they are already testing a vaccine against Omicron, closely monitoring the emerging COVID-19 virus strain with SARS-CoV-2 spike protein mutations, and are already testing our vaccine against the first discovered in Southern Africa. Effectiveness of new variants that spread quickly.

●$(AstraZeneca)$ is also investigating the variant. The company said its vaccine platform developed in collaboration with the University of Oxford can respond quickly to new mutations that emerge. AstraZeneca has also conducted research in the places where the variant was found, namely Botswana and Eswatini.

3. Vaccine stocks are valued by the market again. Who will be the biggest bullish in the future?

At present, the scope and frequency of virus detection are being strengthened on a large scale around the world, which constitutes a substantial benefit for the vaccine detection products.

But is is also mentioned by a pulic analyst that: If it proves that the vaccine is much less effective for Omicron, it may be necessary to adjust the vaccine to improve its effectiveness.But at the same time,we must prepare for the worst. Companies such as Moderna, Pfizer-BioNTech and Johnson & Johnson have planned to develop specific vaccines against this variant.

I have counted the stock price % change of major vaccine bio companies as below:

• One % data caculated the change since the Omicron

• The other data caculated the change since the March 2020，the bottom of Covid-19 Pandemic period:

According the calculation, from November 26 to December 6, JNJ rose2.5%, PFEfell 5%, AZN fell 2%, MRNA fell 19.4%, BNTX fell 19.8%, NVAX fell18%.

From the bottom(March 2020) since Covid-19 occured , JNJ has risen by 48.6%, PFE has risen by 95%, AZN has risen by 49%, MRNA has risen 1052%, BNTX has risen 697%, and NVAX has risen That's 1482%.

It can be seen that the growth rates of several major vaccine stocks in the past two years are quite different. For sure the difference growth shows some unic factors belongs to each Companies, I need to go into each company's business map and financial statement.

Here i also invite tigers join to share your valuable insights on which company are the best in future.

Please leave your comment, thanks.