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$BioNTech (BNTX.US)$ rose even more % wise. $Moderna (MRNA.U...

$BioNTech (BNTX.US)$ rose even more % wise. $Moderna (MRNA.US)$ also rose a lot. Faccui mentioned to redefine fully vaccinated.
Will 3rd, even 4th dose manditory?
Well, good news for BNTX and MRNA but only short term boost for $Novavax (NVAX.US)$ since market has matured. PFE/BNTX and MRNA have no production capacity issue now. There can produce as many as their addressable markets want.
Of course, there are no production issues for $SINOPHARM (01099.HK)$ and $Sinovac Biotech (SVA.US)$ (trade suspended). No, NVAX cannot capture noticeable markets from them.
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  • Brandon Golden : spewing more of your classic misinformation drivel we see

  • Geminiasianboi : What about product fatigue. Lots of people losing faith in MRNA after watching countries with high % vaccination with breakthrough cases? Israel and Germany come to mind. Novavax is a great alternative coming to market. ESP anti-MRNA ppl will get jabs in droves IMHO. Under developed countries with warmer climate will also prefer novavax.

  • IT farmer Geminiasianboi : NVAX needs to prove this but where are grounds? Nations use vaccines which they know.
    NVAX has a bigger issue of its poor results in S. Africa.

  • Roleodo IT farmer : Pfizer claims their vaccine is 75% effective against B1351, theirs was based on trial in Qatar where two variants (B1351 & B117) were spreading there. Moderna did not do a trial to test the efficacy yet, but as a booster shot study shows increased antibodies against B1351. Novavax 60% efficiency was based on trial in SA where B1351 is the predominant variant. Pfizer and Moderna study is not apple to apple with Novavax we should not make premature conclusion on the superiority of Pfizer/Moderna vaccine against B1351.