Replies to post #233703 on Biotech Values

[Biowatch]

It may not be winner take all. I suspect that many different vaccines will be tried and made available as soon as they are proven safe and somewhat effective.

A vaccine does not need to be 100%, or even 80% effective, to drastically reduce the rate of infection.

"Flattening the curve" still buys time to come up with better treatments and vaccines.

Especially if individual countries decide to provide the vaccine to their own people at the expense of those at highest risk of infection, despite the fact that in a still fairly highly mobile world, allowing outbreaks to go unchecked anywhere increases the odds that the pandemic will continue to spread and come back to haunt you.

[caravon]

MRNA
-Head of operation WARP Speed, Dr. Slaoui, MRNA board member, was required to disclose and divest.
- Market Cap =$32.5B

As for Nobel Prizes, they lost a lot of their original value lately.

[DewDiligence]

AZN/Oxford phase-1 vaccine data published in Lancet:

https://www.thelancet.com/lancet/article/s0140-6736(20)31604-4

Twitter thread with key findings from the paper:

NEW—UK’s #COVID19 vaccine is safe and induces an immune reaction, according to preliminary results https://t.co/rDPlB9fDKr pic.twitter.com/z2t9Aubjim

— The Lancet (@TheLancet) July 20, 2020

[DewDiligence]

AZN starts US phase-3 for COVID-19 vaccine—30,000 subjects (including placebo arm):

https://www.businesswire.com/news/home/20200831005737/en

https://www.astrazeneca.com/media-centre/press-releases/2020/astrazenecas-scientific-and-social-commitment-for-covid-19-vaccine.html

Worldwide, AZN is enrolling ~50,000 subjects in COVID-19 phase-3 trials.