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疫苗太赚钱,欧美大型制药公司已经在为下次全球疫情准备疫苗了

Vaccines are too profitable. Major pharmaceutical companies in Europe and the US are already preparing vaccines for the next global epidemic

華爾街見聞 ·  May 25, 2021 23:58

Source: Wall Street

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GlaxoSmithKline PLC is in talks with the British government on more vaccine research and development capacity and production capacity, and these laboratories will be equipped with "vaccine technology" to get a head start in the next outbreak.

The COVID-19 epidemic has dealt a heavy blow to the service industry and other industries, but it is non-committal. Medical companies have made a lot of money in this epidemic, and COVID-19 's income from vaccine is a major concern of investors in the fight against the epidemic.

Morgan Stanley estimates that Pfizer Inc is expected to earn $975 million from the sale of his novel coronavirus vaccine this year and $19 billion in 2021.

The bank estimates that Pfizer Inc is expected to earn about $9.3 billion from his vaccine between 2022 and 2023, which will be shared with its German partner BioNTech, as the global population continues to be vaccinated on a large scale.

Morgan Stanley also said that the COVID-19 vaccine of Moderna Inc, a US biotechnology company, is expected to generate $13.2 billion in revenue in 2021.

Moderna Inc's share price has soared about 700 per cent so far this year, with a market capitalization of $62 billion, and Morgan Stanley estimates that half of its surging market capitalization is related to vaccines.

The huge business opportunities in the vaccine industry have made GlaxoSmithKline PLC, the world's other pharmaceutical giant, ready to make a move.

Bloomberg said the company is investing in the vaccine business to prepare for the next outbreak.

According to Roger Connor, head of GlaxoSmithKline PLC's vaccine department, the company is in talks with the UK government on more vaccine research and development capacity and production capacity, and these laboratories will be equipped with "vaccine technology to deal with future deadly viruses."

To prepare for a future epidemic, you need to have a complete and large number of technological choices, and you need a research and development engine that is closely linked to academia and the government to monitor the evolution of the virus. GlaxoSmithKline PLC has all these. We have one of the broadest technology platforms of all vaccine companies. "

At present, GlaxoSmithKline PLC's main vaccine research and development centers are located in Belgium, Italy and the United States.

Before the COVID-19 epidemic, the company's vaccine revenue had been growing, growing by 50 per cent in four years.

As for the outlook, Connor said: "there are other companies that will make more money from COVID-19 's epidemic in the short term. However, when we look at the overall portfolio, innovation and liquid assets we have, we think it is stronger than anyone, but it is now slightly undervalued. "

Edit / lydia

The translation is provided by third-party software.


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