Covid: 19 vaccine deliveries to reach up to 5.5 billion doses in 2022 - Jefferies

Icosavax

22/02/2022 10:31

** Jefferies estimates that 4-5.5 billion COVID-19 vaccine
doses will be delivered globally this year, mostly outside the
European Union and United States, which have received the lion's
share of supplies 
    ** The largest supply/demand gaps in are in low and
lower-middle income countries, Jefferies says, estimating that
only 2% of people in these countries received boosters last year
compared with 46% in the EU and 38% in the U.S.
    ** Near-term revenues from vaccine deliveries should mainly
benefit Pfizer-BioNTech  PFE.N   22UAy.DE , Moderna  MRNA.O  and
emerging Novavax  NVAX.O , adds Jefferies
    ** "A few potential innovations could be critical to shape
the future COVID-19 vaccine landscape," brokerage says, pointing
to potential improvements in durability, safety and convenience
as the virus evolves   
    ** Effective and tolerated boosters, consistent efficacy
across demographics, accessible logistics and pan-respiratory
disease coverage will be some key areas of innovation, brokerage
says
    ** Icosavax  ICVX.O  is one of Jefferies' top picks for
2022, as it launches pre-clinical studies of an Omicron specific
virus-like particle-based vaccine with VBI Vaccines  VBIV.O  
    ** Broker estimates over 250 COVID-19 vaccine candidates are
undergoing trials across the world, developed by firms such as
AstraZeneca  AZN.L , Sanofi  SASY.PA , Valneva  VLS.PA , Ocugen
 OCGN.O  and GSK/Medicago  GSK.L 

    

 (Reporting by Sarah Morland)
 ((sarah.morland@tr.com
mailto:sarah.morland@thomsonreuters.com))