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Just curious, why the reaction towards this and the ones from Russia/China are different ?
Trust. Russia and China lie through their teeth on everything and anything. It's irrelevant whether or not they are lying in this particular instance: they cannot be trusted.
Fascinating logistics problem here - distributing a vaccine that needs to be stored at -80C. This is significantly colder than the standard cold logistics chain. I believe Pfizer are working on a special transport box that can, unpowered, stay at the right temperature for a week as long as the box is only opened for something like 1 minute a day. That's a good thing, but with a capacity of I believe 10k vaccine doses…
Seems like a good time to buy shares in whoever manufactures industrial sized extra cold freezers.
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Except Zoom's, which fell from 514 to 410 in less than an hour. Really puts the nails in coffin of the whole "we're gonna work more remotely after the pandemic" narrative.
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
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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.
https://www.skycell.ch/
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Get some Peloton too. People will probably want to start exercising in their homes.
Yep, time to invest in zoom too. I assume at some stage people will need to make more video calls.
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The variations are enough to have differences in infectiousness and to allow us to trace the spread a bit, but as far as we know immunity to any of them is immunity to all of them.
> but as far as we know immunity to any of them is immunity to all of them. OK. The longevity of the immunity is also an issue perhaps; at least they have written articles about people becoming re-infected; so even the people who do become immune may not stay that way forever...
In my country there have been hundreds of thousands of confirmed Covid infections. There have been It's very early to draw the conclusion that people in general don't build up lasting immunity, and there is more than enough data to support that most people do build up immunity of several months at least. If the latter wasn't true you'd see much more re-infections.
Fascinating logistics problem here - distributing a vaccine that needs to be stored at -80C. This is significantly colder than the standard cold logistics chain. I believe Pfizer are working on a special transport box that can, unpowered, stay at the right temperature for a week as long as the box is only opened for something like 1 minute a day. That's a good thing, but with a capacity of I believe 10k vaccine doses…
You don't have to deliver the vaccine into every community. People can travel to nearest next place that has it.
There are parts of rural US/Australia for example where despite people having cars, they may need to take a plane to get to a vaccine treatment centre with enough density to get stock. They may not be able to afford that travel even if the vaccine is free.
Much of the African population is spread over small communities where roads may not be reliable, let alone car access. If your minimum distributable unit is 10k vaccines, as it looks like it could be to begin with, that rules out a significant number of the population.
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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...
I get Stelara injections every three months; one milliliter is $10k, and that can't be spread out across anyone else.
Great news and the markets are reacting very positively to the news as well which indicates to me this could be the beginning of the end!