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The Biden administration is planning to purchase 10 million courses of Pfizer’s covid pill
That’s 3x more than Merck (3.1 million courses)
With these exercised options, the U.S. government has now committed to purchase a total of approximately 3.1 million courses of molnupiravir, for approximately $2.2 billion
This is complete dominance by Pfizer. Read more DD below.
Pfizer Corners US and EU Markets
Now Germany join France as Pfizer only.
Germany recommends only Pfizer-Biontech COVID-19 vaccine for people under 30
France was first to go Pfizer only.
French health authority advises against Moderna COVID-19 vaccine for under 30s
PARIS, Nov 9 (Reuters) - France's public health authority has recommended people under 30 be given Pfizer's (PFE.N) Comirnaty COVID-19 vaccine when available instead of Moderna Inc's (MRNA.O) Spikevax jab, which carried comparatively higher risks of heart-related problems.
Pfizer eats Moderna’s lunch
Moderna’s Sales Miss Forecasts by 20%. Pfizer Is Taking the U.S. Vaccine Market.
They take the EU next!!!
Ramping Up Its COVID Response, EU Will Buy Up To 1.8B Doses Of Pfizer Vaccine
Pfizer now 6th top stock held by congress.
The Most Popular Stocks Owned by Congress
Also Pfizer first to market for kids vaccines. Big, as these kids will grow up on Pfizer.
CDC recommends Pfizer's Covid-19 vaccine for kids 5 to 11
Also the best COVID antiviral pill on market is owned by Pfizer, showing much better efficacy than Merck’s COVID antiviral pill. Those orders go to Pfizer.
Pfizer says COVID-19 pill cut hospital, death risk by 90%
Calculations Show Pfizer FY2022 Top Line 120B+, 50% Higher Than Current Guidance
Pfizers guide for 2022 is 1.7 billion doses. See slide 35.
But if you notice, they are manufacturing 4 billion doses. That's means pfizer expects all these countries to execute the options on their contract for bi-annual boosters. This is just like the option the EU has on the contract below.
That means pfizers actual vaccine sales will double current guidance, and revenue will be 120B for FY2022 and beyond.
FY2021 REVENUE = 40B (VACCINE) + 40B (OTHER) = 80B
FY2022 REVENUE = 80B (VACCINE) + 40B (OTHER) = 120B
Note: This estimate does not include antivirals, estimated up to 25b in 2022 sales.
Barclays estimates Pfizer could draw $15B-25B in 2022 sales of #covid19 antiviral drug, "if pricing holds between $300-500/course and 90%+ of doses are distributed."
It's all because the virus reinfects quickly, and repeatedly.
Unvaccinated People Likely to Catch COVID Repeatedly
I predicted this my DD 300 days ago
”Vaccine boosters needed bi-annually"
The FDA is expected to clear boosters for all age 18+ and 6+ months vaccinated this weekend.
Booster shots could be available to all adults by weekend
BNTX PFE are clear home runs. They are crushing all competition including Moderna. And they are going to raise guidance when these countries execute their options. Load to tits.
PFE 64 PT 😂😂😂🚀🚀🚀🚀
Jan 2024 30c