Why Pfizer and Moderna Won't Make As Much Extra Money ?

Westboy
2021-08-17

Key Points

The FDA and CDC have given a thumbs-up for third booster doses of mRNA vaccines in immunocompromised individuals, but this won't translate to a lot of extra revenue for Pfizer or Moderna.

There's a relatively small market in the U.S. for booster doses under the current EUAs.

The U.S. government has also already secured supply deals for more than enough doses to fully vaccinate every American and give a third booster dose.

On Aug. 12, the FDA updated the Emergency Use Authorizations (EUAs) for the COVID-19 vaccines made by Pfizer (NYSE:PFE) along with its partner, BioNTech (NASDAQ:BNTX), and Moderna (NASDAQ:MRNA) to include a third booster dose for immunocompromised individuals. One day later, the CDC changed its stance to recommend booster doses of the two messenger RNA (mRNA) vaccines for moderately to severely immunocompromised individuals.

With EUAs in hand for third booster doses, will the top COVID-19 vaccine makers rake in a lot more revenue now? Not really. Here's why Pfizer and Moderna won't make as much extra money from U.S. booster doses as you might think.

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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评论（8）

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  • 揭人不揭短
    ·2021-08-18
    8月12日，美国食品和药物管理局更新了辉瑞（纽约证券交易所代码：PFE）及其合作伙伴生物技术公司（纳斯达克代码：BNTX）和莫德纳（纳斯达克代码：mRNA）生产的新冠肺炎疫苗的紧急使用授权(EUAs)，为免疫受损的个人提供了第三剂增强剂。一天后，疾控中心改变了立场，建议为中度至重度免疫低下的个人增加两种信使RNA（mRNA）疫苗的剂量。这不是理由吗？
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  • 妥妥的幸福11
    ·2021-08-18
    强化剂是很有必要的，早晚都要有加强针，目前对于抗体可以追溯的数据太少了，随着时间的推移，对于加强针的需求会放量增加。不能只看眼下，未来的两年才是关键。
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    • breAkdaWn: 
      next two years? hopefully booster virus doesn't get you by then!
      2021-08-19
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  • 哎呀呀小伙子
    ·2021-08-18
    感谢作者的用心文章，成文不易，仔细拜读了，觉得写的很实在，比较赞成你的观点，给你点赞。
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  • 老夫追涨杀跌
    ·2021-08-18
    辉瑞和莫德纳会不会在这次二次疫情中收到意外的惊喜？
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  • 宝宝金水_
    ·2021-08-18
    在目前的EUAS下，美国的增强剂市场相对较小。嗯，确实，不过其他国家有没有需求呢？
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  • 小时候可帅了00
    ·2021-08-18
    个人觉得他们的收入不应该所定在美国国内，美国以外的市场呢？
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  • breAkdaWn
    ·2021-08-19
    waiting for full approval
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