ltburns, danke für das Posten des Links, wirklich hoch interessant und spiegelt wieder warum der Wert der Aktie nicht höher ist. Zurückhaltung ist begründet, bis zur letzten Minute kann was schief gehen:
Dr. Mark Goldberger, an infectious disease expert at the Global Antibiotic Research and Development Partnership and a former FDA official, noted that the agency has scheduled a meeting of outside experts to discuss experimental coronavirus vaccines on Oct. 22.
“It would take an enormous effort to get the data by then,” he said. “It’s within the realm of possibility, but there are things that could trip them up — a manufacturing issue, a safety issue, the efficacy is not as good as they expect.”
Aber das Potenzial ist enorm und selbst für einen Riesen wie Pfizer von großer Bedeutung:
While smaller companies like Moderna have already benefited financially by rising share prices, Pfizer has not seen a similar stock bump. Gal has estimated the initial wave of vaccination as an $18 billion market. “So to the extent that they are able to capture any material amount of it, even for a company like Pfizer, it’s not a small thing,” he said.
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