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Covid vaccine: First ‘milestone’ vaccine offers 90% protection

bbc.co.uk

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Re: Covid vaccine: First ‘milestone’ vaccine offers 90% protection

#141
post #69

"However, there are logistical challenges as the vaccine has to be kept in ultra-cold storage at below minus 80C." Does anyone know how many of the other vaccine candidates have this limitation? It seems to me that a vaccine with easier logistics might still end up having a bigger impact overall, despite not being the first - although that of course needs to be combined with the ease of production too (I don't know h…

COVID PCR tests waiting to be sent to a lab also need to be frozen.

minus-80C-frozen? (that's -110F)

Re: Covid vaccine: First ‘milestone’ vaccine offers 90% protection

#142
post #39

Interesting timing here with regards to the US election. Edit/Update: "She said she learned of the results from the outside panel of experts shortly after 1 p.m. on Sunday, and that the timing was not influenced by the election." https://www.google.com/amp/s/www.nytimes.com/2020/11/09/heal... Edit2: I failed to realize that it was necessary to point out that the timing of this press release is interesting. I wasn't i…

Hey I got decent aluminum foil hats I can sell you for $500/each. They are the only way to protect against deep state mind control rays :)

I don't think it's totally unbelievable that they waited until after the election to release preliminary results. Waiting a week or two wouldn't hurt the timeline, and would significantly damage Trump's campaign. If I worked at Pfizer that's what I would do.

Re: Covid vaccine: First ‘milestone’ vaccine offers 90% protection

#143

Earlier quoted context omitted.

I don't understand, aren't future events supposed to be already considered in the stock price? It's not like a vaccine was unpredictable

+1 Thanks for putting it so succinctly. I really hope someone who knows a thing or two about the efficient market hypothesis can elighten us a bit.

Just going to plug a book here that was an awesome read in my undergrad on that topic, and the history of quant finance over the 20th / early 21st centuries: https://byjustinfox.com/myth-of-the-rational-market/

Re: Covid vaccine: First ‘milestone’ vaccine offers 90% protection

#145
post #17

Seems like a good time to buy shares in whoever manufactures industrial sized extra cold freezers.

Good time to buy shares in almost anything that's not related to online meetings or home deliveries, to be honest. Stock markets are skyrocketing.

Re: Covid vaccine: First ‘milestone’ vaccine offers 90% protection

#146
post #95
post #69

"However, there are logistical challenges as the vaccine has to be kept in ultra-cold storage at below minus 80C." Does anyone know how many of the other vaccine candidates have this limitation? It seems to me that a vaccine with easier logistics might still end up having a bigger impact overall, despite not being the first - although that of course needs to be combined with the ease of production too (I don't know h…

I know that several of the vaccine candidates require similarly cold storage for their entire distribution cycle until they are being used. Disclaimer: I work for big pharma.

medical freezers of this grade seem to be pretty pricey, in the $6000 range

https://www.labrepco.com/product-category/cold-storage-produ...

Re: Covid vaccine: First ‘milestone’ vaccine offers 90% protection

#147
post #63
post #26

Earlier quoted context omitted.

So which company benefits the most here? From a cursory googling the following seem decent: - The Whirlpool Corporation - Electrolux AB - LG Electronics Inc. problem is these companies have a lot of exposure to other sectors as well of course.

Thermo Fisher Scientific has freezers that hit these temps. About $10-20k per unit it appears. https://www.fishersci.com/us/en/browse/90106033/ultra-low-te...

Pfizer mentioned them already in May and their stock has already seen an increase of more than 50%...

Re: Covid vaccine: First ‘milestone’ vaccine offers 90% protection

#148
post #26
post #17

Seems like a good time to buy shares in whoever manufactures industrial sized extra cold freezers.

So which company benefits the most here? From a cursory googling the following seem decent: - The Whirlpool Corporation - Electrolux AB - LG Electronics Inc. problem is these companies have a lot of exposure to other sectors as well of course.

Probably the airlines who will both be dealing with the logistics and be able to return to BAU quicker because of the vaccine. For example, American Airlines is up 25% premarket today and IAG (owner of British Airways) is up nearly 30%.
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