Pfizer vs Moderna
How comes Pfizer’s stock didn’t move as much as Moderna’s despite the positive news coming from both pharma ?
Pfizer didn't actually develop the vaccine as far as I know, it was the german company
Distribution will be a lot easier for Moderna based on the technology, plus it's more effective and a commonly used type of vaccine. It looks like the winning horse, that's why
Pfizer isn't a one-trick pony.
Pfizer s vacine req -70 degrees for transportation.
Because it was already built in a while back when Australia and others bought it from Pfizer prior to approval. Moderna is better and has no big countries that thought they were a home run. Now the UK and others are wanting it.
Pfizer's vaccine has logistic challenges while Moderna's can be stored and transported in a normal refrigerator like all other vaccines. Moderna's can use existing supply chains even in less developed countries while Pfizer's is only viable in a handful of countries. Moderna is also more effective, had a larger study and is cheaper than Pfizer. More vaccines sales = more profit = Moderna
<$40B vs >$200B mkt cap. Lot more to move the needle. Also, Vaccines aren't as good a business as therapeutics so not as value accretive to pfizer
It’s 95% vs 90%.