← @andybiotech

$MRNA

BEARISH2020-07-22
By horizon✓ hit-29.3%
1d
-2.3%
5d
-7.6%
21d
-29.3%
Original post
Andy Biotech · 2020-07-22

#COVID19 Unless $MRNA or $MRK vaccine substantially differentiates from the rest on vaccine efficacy (say 90% VE vs 60% VE), hard to see how one can price at significant premium when others will sell at cost with enough doses for the entire US population.

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