关于疫苗股票的我的观点

辉瑞-BioNTech COVID-19疫苗获得16岁及以上人群的全面FDA批准，可能会提振投资者对股票的信心 $辉瑞 (PFE.US)$和 $BioNTech (BNTX.US)$ as it can lead to more people taking the vaccine. Pfizer-BioNTech enjoys a first mover advantage as its MRNA vaccine was the first to be issued EUA by FDA. With booster shots being advocated and more companies requiring their employees to be vaccinated, it can only mean more revenue.

Moderna is close behind as the second vaccine to receive the EUA from FDA. It has just completed submission to FDA tor full approval of the vaccine for age 18 and older. The stock price of $Moderna (MRNA.US)$ has rallied a lot recently due to it joining S&P 500 $标普500ETF-SPDR (SPY.US)$ so it remains to be seen whether it can still make new highs.

For the other vaccine stocks, the prospects may be less clear. As more countries try to develop their own local vaccines, the competition will become stiffer and the number of potential buyers may decrease.

The Oxford vaccine licensed by $阿斯利康 (AZN.US)$ has been mired in a number of controversies and it has yet to receive EUA from the FDA. There is word the company is reviewing the long term sustainability of the COVID-19 vaccine business.

$诺瓦瓦克斯医药 (NVAX.US)$ has received much interest in its non-MRNA vaccine but until it is rolled out, there may still be unknowns with regards to its performance and safety.

最后但并非最不重要的是，需要注意的是，医药商业不仅仅局限于COVID-19疫苗，因此股票价格可能会受非疫苗相关发展的影响。

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