Latest ideas and analyses related to covid vaccines

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MRNA , PFE , MRK

+33 pts



Experts expect more variants to emerge but acknowledge that the severity of case surges has dramatically diminished

By mooreideas on Dec. 7, 2021, 12:05 p.m.
Tagged topics: covid vaccines

Views: 18, Votes: 3, Responses: 0, Attachments: 1
MRNA

+44 pts



$MRNA - the COVID trade could not have gone on forever, and the lowered outlook underscores stock's valuation disconnect

By phenphen on Nov. 4, 2021, 4:34 p.m.
Tagged topics: downside risk , covid vaccines , over valued , Spikevax

Views: 165, Votes: 8, Responses: 0, Attachments: 3
MRNA

+37 pts



$MRNA - Deutsche initiates at Sell, says Moderna is just a 'concept company' that's ridden the wave of disruptive innovation

By phenphen on Oct. 22, 2021, 11:54 a.m.
Tagged topics: healthtech , mRNA , covid vaccines , sell rating

Views: 25, Votes: 4, Responses: 0, Attachments: 2
MRNA

+33 pts



Piper Sandler upgrades $MRNA to Overweight following recent pull back and FDA approval of #SpikeVax booster

By phenphen on Oct. 15, 2021, 12:16 p.m.
Tagged topics: analyst upgrade , booster vaccine , Piper Sandler , covid vaccines

Views: 99, Votes: 2, Responses: 0, Attachments: 2
MRNA

+31 pts



$MRNA - Jefferies expects the valuation debate between specialists and generalist investors to continue following R&D Day

By phenphen on Sept. 10, 2021, 10:10 a.m.
Tagged topics: TAM expansion , Jefferies , healthtech , covid vaccines , investor sentiments , R&D Day

Views: 115, Votes: 1, Responses: 0, Attachments: 2
MRNA , PFE

+31 pts



$MRNA $PFE - Morgan Stanley says #CovidVaccines highly effective against severe disease and hospitalizations despite breakthrough cases

By phenphen on Sept. 1, 2021, 11:37 a.m.
Tagged topics: Morgan Stanley , healthtech , covid vaccines , breakthrough infections

Views: 177, Votes: 1, Responses: 0, Attachments: 2
PFE

+36 pts



$PFE - Goldman sees upside to estimates as more countries look to recommend booster COVID shots, representing ~25% upside to shares

By ethonomics on Aug. 23, 2021, 1:58 a.m.
Tagged topics: booster vaccine , Goldman Sachs , upside to estimates , covid vaccines , Delta variant

Views: 215, Votes: 2, Responses: 0, Attachments: 2
MRNA

+1 pts





By drugnewsalerts on Aug. 12, 2021, 2:37 p.m.
Tagged topics: booster vaccine , Jefferies , covid vaccines , Delta variant

Views: 1, Votes: 1, Responses: 0, Attachments: 0
MRNA

+35 pts



Jefferies says new data suggests antibodies against Delta wane after 6-8 months, and expect FDA to approve boosters

By phenphen on Aug. 11, 2021, noon
Tagged topics: booster vaccine , Jefferies , covid vaccines , Delta variant

Views: 134, Votes: 2, Responses: 1, Attachments: 2
MRNA , PFE

+33 pts



$MRNA $PFE - real world study suggests Pfizer's COVID vaccine has a 'steeper loss in efficacy' compared to Moderna

By phenphen on Aug. 11, 2021, 11:54 a.m.
Tagged topics: Goldman Sachs , mRNA , covid vaccines

Views: 167, Votes: 1, Responses: 0, Attachments: 2
MRNA

+32 pts



$MRNA - Moderna is saving the world, but analysts say it's valued like it's saving the universe

By rIsILAwr on Aug. 6, 2021, 12:46 p.m.
Tagged topics: analyst downgrade , JP Morgan , Piper Sandler , Oppenheimer , rich valuations , healthtech , covid vaccines , saving the world

Views: 252, Votes: 1, Responses: 0, Attachments: 6
Global Macro

+31 pts



Goldman expects China to be 70-80% fully vaccinated by year-end, but consumption recovery will be gradual due to 'zero tolerance' policy on lockdowns

By ethonomics on June 22, 2021, 12:36 p.m.
Tagged topics: China , Goldman Sachs , covid vaccines , consumption recovery

Views: 178, Votes: 1, Responses: 0, Attachments: 7
MRNA , PFE

+31 pts



$MRNA, $PFE - Morgan Stanley says COVID vaccines remain effective but new strains may impact durability

By phenphen on June 16, 2021, 1:39 p.m.
Tagged topics: booster vaccine , corona virus variant , Morgan Stanley , covid vaccines

Views: 173, Votes: 1, Responses: 0, Attachments: 8
MRNA

+30 pts



$MRNA - Piper Sandler raises target to $246 as company files for teen COVID vaccine approval in EU and Canada

By phenphen on June 7, 2021, 6:02 p.m.
Tagged topics: Europe , analyst raises estimates , analyst raises target , Piper Sandler , covid vaccines , Canada

Views: 184, Votes: 1, Responses: 0, Attachments: 4
PFE , AZN , JNJ

+5 pts





By Noto on May 5, 2021, 9:58 p.m.
Tagged topics: booster vaccine , Goldman Sachs , upside to estimates , healthtech , covid vaccines , vaccine hesitancy , safety concerns , Prevnar vaccine

Views: 1, Votes: 1, Responses: 0, Attachments: 0
LYFT

+31 pts



$LYFT - JP Morgan expects driver supply to remain choppy until more drivers get second dose of COVID vaccine

By realjoe on May 5, 2021, 11:08 a.m.
Tagged topics: earnings results , ride share , travel recovery , JP Morgan , driver classification , covid vaccines , driver supply , second dose

Views: 535, Votes: 1, Responses: 0, Attachments: 8
PFE , JNJ , AZN

+33 pts



$PFE - Goldman sees further upside to consensus estimates partly driven by safety concerns related to $JNJ and $AZN COVID vaccines

By phenphen on May 4, 2021, 1:37 p.m.
Tagged topics: booster vaccine , Goldman Sachs , upside to estimates , healthtech , covid vaccines , vaccine hesitancy , safety concerns , Prevnar vaccine

Views: 164, Votes: 1, Responses: 1, Attachments: 5
MRNA

+31 pts



$MRNA - Piper Sandler raises target to $234 following Vaccine Day, says company is advancing a rich pipeline of mRNA medicines

By phenphen on April 15, 2021, 2:14 p.m.
Tagged topics: COVID-19 , analyst raises target , Piper Sandler , Vaccine Day , healthtech , mRNA , covid vaccines

Views: 184, Votes: 2, Responses: 0, Attachments: 7
MRNA

+36 pts



$MRNA - Goldman says efficacy, speed, and flexible manufacturing drive MRNA's disruption of the vaccines market, reiterates Buy rating and $206 target

By phenphen on April 15, 2021, 12:41 p.m.
Tagged topics: deep dive , disruptive technology , Goldman Sachs , Vaccine Day , healthtech , mRNA , covid vaccines

Views: 173, Votes: 3, Responses: 0, Attachments: 13