[ad_1]
With the approval of the first new coronavirus vaccine in the United States, Pfizer, and BioNTech’s new coronavirus vaccine, the race to distribute vaccine products to billions of people around the world has quietly begun.
Due to the wide variety of vaccines, the distribution chain involves hundreds of industries, from airlines, refrigerators, bottles and disposable needle manufacturers, but this also creates the biggest distribution problem in history: the largest and most complex logistical work. of history. .
What is really worth investing in? Keep this Overseas Advertising Roadmap for Vaccine Concept Stocks.
refrigeration
Cold chain transportation can become a problem for many countries and regions to reserve, distribute and vaccinate this vaccine. For example, the Pfizer vaccine must be stored in an environment of minus 70 degrees Celsius.
However, HSBC mentioned in the report that while cold chain transport is very difficult in developed countries, it is not insurmountable, the provision of cold storage facilities will be a key factor. This also makes the freezer concept one of the best investments right now.
Since the beginning of this year, the share prices of Korean freezer manufacturers Daihan Scientific and IlShinbiobase have risen by more than 350%; Japanese consumer electronics and freezer Twinbird manufacturers have risen by more than 300%; and Indian integrated cold chain logistics service provider Snowman Logistics has risen. More than 52%.
Germany’s Va-Q-tec AG share price has risen 195% year-to-date, primarily because the company struck a deal with an anonymous “leading global pharmaceutical company” to provide it with insulated vaccine packaging. . In the United States, Carrier Global’s share price has more than tripled since it landed on the New York Stock Exchange in March, and Trane Technologies’ share price has risen 36% so far. of year.
Logistic transportation
The difficulty of vaccine distribution is not only refrigeration, but also logistics. In response to increased demand for logistics, FedEx (FedEx) and United Parcel Service (UPS) are adding cold chain equipment and trucks.
HSBC expects Turkish Airlines, Air France, KLM, Lufthansa and several airlines in the Gulf region to be “highly involved” in the vaccine supply chain to meet the needs of the busy cargo business. Of course, this may not be enough to make up for the loss of the epidemic-affected passenger transport business.
UBS analysts mentioned in the report that to solve the problem of the last mile of vaccine transport, the truck manufacturer Paccar Inc., Navistar International Corp. And the demand for CNH Industrial NV and engine supplier Cummins will also increase.
Including CVS Health Corp. and Walgreens Boots Alliance Inc. The included US pharmacy chains are also expected to benefit from the vaccination partnership with the government. Since the announcement of cooperation with the US government on October 30, the stock prices of these two pharmacy chains have risen more than 20%. Morgan Stanley expects this to bring a sales increase of $ 8.5 billion.
As the largest pharmaceutical wholesaler in North America, McKesson Corp’s profitability will increase significantly. JPMorgan Chase believes that Maxson’s two competitors, AmerisourceBergen and Cardinal Health, will also benefit.
In addition, the German company Gerresheimer AG which has benefited from the production of all types of vaccines, the share price of this company that produces special glass and plastic products has risen almost 30% this year.
Opportunities from Pfizer, Moderna and AstraZeneca
The vaccine jointly developed by Pfizer and BioNTech is the first vaccine to report optimistic data from late-stage clinical trials. Since its October low, Pfizer’s share price has risen more than 20% and BioNTech’s share price has risen almost 50%.
Despite cold chain challenges, Pfizer has the advantage of being the first to move, which also helps drive performance for its partners. After reaching an agreement to supply Pfizer with new excipients for the manufacture of its vaccines, the share price of the British chemical company Croda International Plc rose to a record level. And Aarti Industries Ltd., an Indian manufacturer of specialty chemicals that supplies Pfizer. And Suven Life Sciences Ltd. The share price also posted a sharp rise.
For Moderna, the focus is on its partner Lonza Group, which is up more than 50% this year. The AstraZeneca vaccine is expected to meet the needs of low- and middle-income countries. Oxford Biomedical, as a production partner, is up 35% this year.
Source: financial industry websiteReturn to Sohu to see more
Editor:
Disclaimer: The opinions in this article only represent the author himself. Sohu is an information publishing platform. Sohu only provides storage space services.
[ad_2]