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The American pharmaceutical giant Pfizer (PFE-US) and the German biotechnology company BioNTech announced on Monday (9) that the clinical data of the new corona pneumonia vaccine has been found to have a protective effect of up to 90% , but the vaccine must be kept at low temperatures during the administration of the vaccine. Related demand, the five-tier refrigerated transportation supply chain beneficiary stocks have also become the new focus of the market.
Pfizer and BioNTech said Monday that if the vaccine is finally approved, it will be able to supply up to 50 million doses of vaccine globally in 2020, increasing to 1.3 billion doses in 2021. However, the vaccine must be transported and stored in a minus 70 degree environment, which means the future The global launch of vaccines this year may boost demand for freezing and transport.
Blueye CEO Jean-Pierre Emond, who has around 25 years of experience in refrigerated transportation and vaccine distribution, said in an interview with UBS (UBS) that the future of vaccine transportation, especially the proposal from Pfizer and BioNTech for a temperature range of minus 70 to minus 80 degrees Celsius The preservation demand will drive the supply chain to track and upgrade the relevant special cryogenic equipment to get a large transport order.
In the past, the temperature setting in the general refrigerator was minus 20 degrees Celsius. The initial administration of the new corona pneumonia vaccine will require special treatment. Dry ice (solid carbon dioxide) at minus 78 degrees Celsius is more suitable for the temperature range of administration. Therefore, Baron El Weekly stated that five stocks with professional knowledge and experience in handling dry ice technology in the refrigeration supply chain can benefit.
First of all, Trane Technologies (TT-US) and Carrier Global (CARR-US), which specialize in providing refrigeration technology equipment and solutions for transportation companies, have cold chain supply chain expertise. And the ability to integrate technology and transport of dry ice. According to statistics, among all analysts in this industry, about 40% of analysts give Ingersoll Rand a buy rating, while 50% of Carrier analysts give a buy rating.
The logistics company Knight-Swift (KNX-US) also offers other types of transport, such as refrigerated trucks. Knight-Swift’s current estimated P / E ratio for 2021 is 12 times, which is much lower than 21 times the S&P 500 Index. 80% of analysts believe it is worth buying.
Finally, it also includes the international logistics industry UPS (UPS-US) and Federal Express (FDX-US). Both companies provide transportation services for medical items. However, due to the increasing trend of e-commerce during the epidemic, on Monday (the 9th) all experienced a small sale. FedEx still has 70% analysts who believe it is buyable and UPS has 5.5%.
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