Moderna relies on COVID and RSV mRNA vaccines; value peaked in Sept 2021 at $450, now $37. Pfizer has multiple products, peaked in Aug 2021, now at a 5-year low. Bavarian has Jynneos MPOX vaccine; stock rose during MPOX crisis but demand declined as crisis ends. SIGA’s TPOXX for smallpox/monkeypox had brief stock increases, but ineffective for monkeypox. Emergent focuses on anthrax vaccine, expanded through acquisitions but faced challenges after founder's death and canceled COVID contracts.
Pharma fear porn stocks are not doing too well Moderna only has its COVID vaccine and an mRNA vaccine for RSV. Sun, 17 Nov 2024 06:42:24 GMT https://merylnass.substack.com/p/pharma-fear-porn-stocks-are-not-doing Moderna only has its COVID vaccine and an mRNA vaccine for RSV. It relies on government marketing both vaccines, and neither probably provides net benefit. Its value peaked around Sept 2021 or thereabouts when it gained a license. It jumped a little with the RSV vaccine, which probably have much lower uptake than desired. At peak it was worth about $450; now just $37. It did create several billionaires.
Pfizer has many products so not totally dependent on its COVID shots. It peaked around licensure on August 23, 2021, falling since to its lowest in 5 years.
Bavarian has only one prooduct, the Jynneos MPOX vaccine. Their value started jumping in May 2022 when Moneypox was discovered in Europe and other continents outside Africa. Then in mid summer an MPOX crisis was declaared and the stock jumped agan. Finally people realize they have no need of the shot and the crisis that never really was is about to officially end.
SIGA had TPOXX the smallpox/monkeypox drug. Their stock jumped when Moneypox was identified in May 2022, and had a small bump when cases in Africa were hyped this year. However, the drugs does not work for Monkeypox, so they won’t be selling much more of it.
Emergent had one product: anthrax vaccine. But they charged Uncle Sam so much for the product they were able to start buying up other lines and companies. They now own ACAM2000 for SmallMoneyPox, as well as vaccines for cholera and typhoid. They also bought up Narcan autoinjectors for drug overdoses. Always a sleazy company with lots of connections, the founder Fuad el-Hibri died a year or two ago, around the time they had to cancel their COVID vax contracts and give the money back. Will his successors wangle the same extraordinary deals he put together?