Cov thawj coj Biden tab tom npaj yuav tsum tsis txhob them nyiaj rau Covid cov tshuaj tiv thaiv thiab kev kho mob, hloov lub nra nyiaj txiag rau cov neeg siv khoom raws li cov nyiaj pab kev sib kis tau qhuav. Qhov kev txav mus los zoo li yuav tsim cov nyiaj tau los ntxiv rau Covid cov khoom lag luam loj tshaj plaws.
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Txog rau lub sijhawm no, tsoomfwv Meskas tau ua raws li daim nqi rau Covid txhaj tshuaj thiab tshuaj, yuav ua rau muaj kev txhawb nqa rau cov lej txhaj tshuaj. Tab sis nrog kev ua haujlwm qhib, daim npog qhov ncauj yuav siv sijhawm ntev hauv cov plua plav thiab cov nyiaj pab cuam Covid nyob ze kom rov ua kom tiav, Lub Tsev Dawb tab tom nrhiav kom txo tus nqi ntawm Covid txhaj tshuaj thiab tshuaj rov qab rau cov neeg siv khoom.
Txhawm rau kom yooj yim rau kev hloov pauv, Lub Tsev Haujlwm Saib Xyuas Kev Noj Qab Haus Huv thiab Tib Neeg yuav muaj kev sib tham rau Lub Yim Hli 30 nrog cov neeg muaj feem. Cov npe no suav nrog cov neeg tsim tshuaj tiv thaiv Pfizer (PFE), BioNTech (BNTX), Johnson & Johnson (JNJ) thiab Novavax (NVAX), nrog rau cov neeg tsim kev kho mob Gilead Sciences (GILD) thiab Merck (MRK).
On hnub no lub khw lag luam, Covid cov khoom lag luam tau sib xyaw ntawm cov xov xwm, txawm li cas los xij. Pfizer thiab J&J cov khoom lag luam tau nce ntau dua 1% ua ntej mus rau 49.15 thiab 169.31. Shares ntawm Moderna thiab Novavax poob 2.6% ib qho, xaus qhov kev sib tham tsis tu ncua ntawm 146.10 thiab 36.22, raws li. BioNTech thiab Gilead shares tau txais ib feem. BioNTech xaus qhov kev sib tham tsis tu ncua ntawm 147.92, thaum Gilead kaw ntawm 65.34.
Covid Stocks: Yuav Ua Li Cas Kom Tau Txais Kev Ua Haujlwm Tom ntej
Hloov kev them nyiaj rau cov neeg siv khoom zoo li yuav siv ntau lub hlis, raws li Wall Street Journal.
Lub rooj sib tham lub hlis no yuav tsum tau tsim cov hauv paus rau kev them nyiaj pov hwm kev pov hwm thiab kev pab them nqi kho mob, nrog rau kev nkag mus rau cov neeg tsis muaj ntawv pov hwm.
Nws tseem yuav cim qhov kev hloov pauv tseem ceeb raws li Covid tig lub ces kaum los ntawm kev sib kis uas yuav tsum tau siv cov cuab yeej xwm txheej kub ntxhov mus rau qhov kawg. Qhov ntawd tseem yuav muaj kev cuam tshuam rau cov khoom tsuas yog tso cai rau kev siv thaum muaj xwm txheej ceev, tsis yog kev pom zoo tag nrho.
Qhov tseem ceeb, Medicare thiab Medicaid tsis them cov khoom siv thaum muaj xwm ceev. Qhov no suav nrog Novavax's thiab J&J's Covid txhaj tshuaj thiab tshuaj tiv thaiv kab mob Paxlovid thiab Lagevrio los ntawm Pfizer thiab Merck, feem. Ntxiv mus, Pfizer thiab BioNTech's Covid tshuaj tiv thaiv, Comirnaty, tsuas yog pom zoo rau cov neeg muaj hnub nyoog 12 xyoos thiab laus dua. Moderna txhaj tshuaj tsuas yog muaj kev pom zoo tag nrho rau cov neeg laus.
Tab sis cov tuam txhab kuj tseem yuav nce tus nqi ntawm lawv cov khoom thaum lawv ntaus lub lag luam. Qhov no tuaj yeem ua rau muaj kev tuav pov hwm ntau dua los pab them tus nqi.
Billions nyob rau hauv Revenue ntawm ceg txheem ntseeg
Qhov cuam tshuam rau Covid cov khoom lag luam tuaj yeem loj heev.
Raws li lub quarter thib ob, cov tuam txhab uas tsim cov tshuaj tiv thaiv Covid thiab kev kho mob tam sim no siv hauv Asmeskas tau tsim muaj ze li $ 91 nphom hauv kev muag khoom thoob ntiaj teb txij thaum pib muaj kev sib kis, raws li Kev Tshawb Fawb Kev Lag Luam Txhua Hnub ntawm cov ntaub ntawv nyiaj tau los.
Tus thawj coj tsis sib haum xeeb hauv kev ua lag luam yog Pfizer thiab BioNTech's Comirnaty. Txij li thawj qhov kev tso cai nyob rau lub Kaum Ob Hlis 2020, cov tuam txhab tau tshaj tawm ntau dua $ 59 nphom hauv kev muag tshuaj tiv thaiv. Pfizer tseem muag cov tshuaj tiv thaiv kab mob Paxlovid uas tau coj los ze li $ 9.7 nphom. Moderna qhov muag yog sab qaum teb ntawm $ 28 nphom.
Thiab qhov ntawd yog ua ntej kho lawv cov nqi. Raws li tus nqi hloov pauv rau cov neeg siv khoom, cov tuam txhab tuaj yeem txhawb nqa ntau npaum li cas lawv them rau Covid cov tshuaj tiv thaiv thiab kev kho mob.
Cov kws tshuaj ntsuam tom qab Covid cov khoom lag luam, txawm li cas los xij, cia siab tias Pfizer's thiab Moderna kev muag khoom yuav poob rau xyoo 2023. Ntau qhov ntawd yuav nyob ntawm qhov kev txhawb nqa yav tom ntej, uas cov tuam txhab cia siab tias yuav hloov kho tshiab rau BA4 thiab BA5 omicron subvariants, thiab seb Asmeskas cuam tshuam li cas. kev hloov pauv yav tom ntej mus rau cov neeg siv khoom muag muag.
Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.
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Tau qhov twg los: https://www.investors.com/news/technology/covid-stocks-face-their-next-challenge-and-there-are-billions-of-dollars-at-stake/?src=A00220&yptr=yahoo