Pfizer research chief on quarterly earnings conf call just now: "We continue to believe it is likely that a third dose may be needed within six to 12 months of the full vaccination to maintain the highest level of protection." #covid19
Pfizer has contracts for 2.1B #covid19 vaccine doses in 2021, and plans to make 3B this year. CEO says on conf call just now co is in advanced discussions for many of the remaining doses and expects they'll all be allocated. Capacity for 2022 expected to be 4B doses.
Bernstein's Ronny Gal predicts an additional ~$10B in 2021 revenue for remaining #covid19 vaccine doses not yet contracted. Would mean $43.5B in total 2021 revenue from the Covid vaccine.
On need for #covid19 vaccine boosters, Pfizer CEO says waning in immunity is clearest first against mild disease, but can be seen against severe disease as well. "What used to be 100% in the first month, now it's coming to the low 90s, and in some cases to the 80s."
• • •
Missing some Tweet in this thread? You can try to
force a refresh
