There has been some big news in the past few weeks with respect to Covid-19 vaccines. See our other free blog posts from this week for more details. The Covid-19 vaccine market is evolving rapidly. We see some safety differences potentially developing that might be related to the technology used and/or the specific immunogen (See my prior detailed forum post on this). We can see winners and losers shaking out. With today's announcement from INO that the U.S. government will not fund their Phase 3 trial for their Covid-19 vaccine because of the number of emergency use authorized vaccines in the U.S., we can see a shift to ex-U.S. markets and to vaccines that look ahead to variants.
Below is our table of $100M to $5B market cap COVID-19 vaccine players that are listed on a U.S. stock exchange and have an active clinical trial. This is a comprehensive list as far as we have been able to find, if not exhaustive. mRNA technology seems to be a stand-out in this COVID-19 vaccine development given Pfizer/BioNtech and Moderna's performance thus far. It is noteworthy that we don't find any mRNA vaccine companies on our $100M to $5B market cap U.S. list. However, if adenoviral vectors more frequently cause some rare blood clotting safety issues, there are plenty of other options. However, that safety issue is probably a complex multi-factor issue (see my previous post on this). With the recent news from OCGN in their trial in India, it seems clear that inactivated virus is still a viable option. What is most clear is that speed is a huge factor in this market. This is all excellent news for society in general, as many options for vaccines, with various pros and cons, give us an arsenal with which to combat this pandemic globally.
If you want a deeper look at these smid-cap, investible COVID-19 vaccine companies, sign up for a free 30-day subscription (no credit card) trial on BPIQ.com. Just follow the links on the home page. You will have access to our IQ cards with more details of all of these clinical assets, advanced search features of our entire database of $100M-$5B biopharma companies, plus you will have access to our more detailed version of this article, where we discuss the results of the Big-Mover analysis of these upcoming catalysts and companies. You lock into intro pricing if you act fast.
See BPIQ's other COVID19 vaccine free blog posts from this week, starting here: "All Covid Vaccines May Have the Rare Blood-Clotting Side Effect"
