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Apr 5, 2021Liked by Rahul Malhotra, Ph.D.

So EBS’ doses will most likely be used outside of US? What is the profit margin for these pharma companies making COVID-19 vaccines? Is it comparable to common vaccines or are governments around the world pressuring the companies to sell near costs due to this special situation? If it’s the ladder, then maybe there isn’t much upside for these pharma companies?

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Most likely outside. There seems enough of Pfizer/Moderna here in the US. Technically AstraZeneca says they won’t make a profit. I dont think governments explicitly told these firms to sell at-cost, but big pharma is making an image push so some of them are going to be non-profit. Others like Moderna are for profit and Pfizer seems somewhere in the middle. There’s upside for pharma regardless of that, because they will make booster shots for profit if they are required annually. So that can be a long term cash cow for them. Also this is improving their image considerably and there may be regulatory benefits down the road.

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