Replies to post #236930 on Biotech Values

[dewophile]

Was that margin in line w your expectation? It’s nowhere close to the margin of “premium” vaccines like prevnar, gardasil, shingrix, etc. Given the much lower price point compared to those vaccines not all that surprising I guess. I just had no idea of COG for this kind of vaccine. I don’t own PFE and never bothered to hazard a guess but off the cuff I would have thought margin would be higher frankly. I wonder how much the cold chain requirements eat into the margin and how much profit they could squeeze out w a lyophilized version

[DewDiligence]

PFE/BNTX seek_amended_FDA/EUA_obviating_need_for_ultra-cold_storage_of_COVID_vaccine:

https://www.globenewswire.com/news-release/2021/02/19/2178817/0/en/Pfizer-and-BioNTech-Submit-COVID-19-Vaccine-Stability-Data-at-Standard-Freezer-Temperature-to-the-U-S-FDA.html