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2022-01-24

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3 COVID Stocks That Will Make Billions in 2022<blockquote>2022 年将赚取数十亿美元的 3 只新冠股票</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":630462004,"tweetId":"630462004","gmtCreate":1643023012715,"gmtModify":1643023281003,"author":{"id":4101774773443090,"idStr":"4101774773443090","authorId":4101774773443090,"authorIdStr":"4101774773443090","name":"AricLo","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>seriously? </body></html>","htmlText":"<html><head></head><body>seriously? </body></html>","text":"seriously?","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/630462004","repostId":1134509683,"repostType":4,"repost":{"id":"1134509683","kind":"news","pubTimestamp":1641612579,"share":"https://www.laohunote.com/m/news/1134509683?lang=zh_CN&edition=full","pubTime":"2022-01-08 11:29","market":"us","language":"en","title":"3 COVID Stocks That Will Make Billions in 2022<blockquote>2022 年将赚取数十亿美元的 3 只新冠股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1134509683","media":"Motley Fool","summary":"These three COVID-19 stocks could rake in a tremendous amount of cash this year.","content":"<html><head></head><body>It&#39;s a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.<blockquote><html><head></head><body>新的一年了，新冠肺炎仍然和我们在一起。去年，我们看到了医疗保健领域多种COVID疫苗和治疗的紧急使用授权。制药公司将在 2022 年赚取数十亿美元。以下是三只应该蓬勃发展的股票。</body></html></blockquote>Pfizer(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy Novavax(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in Vir Biotechnology(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.<blockquote>辉瑞（纽约证券交易所股票代码：PFE）是一家价值 3100 亿美元的巨型公司，预计其新冠疫苗和抗病毒药丸的销售额将不是 10 亿美元或 100 亿美元，而是超过 500 亿美元。好斗诺瓦瓦克斯（纳斯达克股票代码：NVAX）终于在世界各地推出了新冠疫苗。它将获得多少亿？我们有一个黑马候选人生物技术（纳斯达克股票代码：VIR）它有一种药物很容易成为小型生物技术公司10亿美元的重磅炸弹。</blockquote><img src=\"https://static.tigerbbs.com/488a166201699c1f3d6536aa3e640ecf\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote>A safe harbor in stormy weather<blockquote>暴风雨天气中的安全港湾</blockquote>George Budwell(Pfizer):Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.<blockquote>乔治·布德威尔（辉瑞）：辉瑞是新冠肺炎药品无可争议的冠军。仅在 2022 年，华尔街预计这家制药巨头的新型冠状病毒疫苗 Comirnaty 和口服抗病毒药 Paxlovid 的销售额将达到 550 亿美元。</blockquote>What&#39;s more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.<blockquote>更重要的是，分析师开始接受 Paxlovid 可能成为该公司当前十年可持续收入来源的想法。上个月，当美国食品药品监督管理局根据紧急使用授权途径首次允许该药物投放市场时，华尔街认为 Paxlovid 可能会在一年左右的时间内达到商业顶峰，然后随着疫情淡出视野，销售额将大幅下降。</blockquote>But less than three weeks out from the drug&#39;s initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.<blockquote>但距离该药物首次批准还有不到三周的时间，很明显，Paxlovid 可能会在未来几年内被用作防止 COVID-19 最糟糕后果的故障安全药物。毕竟，高度传染性的奥密克戎变种肯定不会是该病毒的最后一次重大迭代。</blockquote>What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.<blockquote>这一切意味着辉瑞应该是少数几家拥有可观的长期 COVID-19 收入来源的大型制药商之一。反过来，辉瑞应该有充足的自由现金流来满足其慷慨的股东奖励计划以及在可预见的未来雄心勃勃的业务发展计划。</blockquote>So, if you&#39;re looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.<blockquote>因此，如果您正在寻找一只能够经受住高通胀和利率上升双重阻力的股票，辉瑞可能值得一看。</blockquote>Revenue forecasts for Novavax:  $2 billion to $8 billion<blockquote>Novavax 收入预测：20 亿至 80 亿美元</blockquote>Taylor Carmichael(Novavax):Novavax is on the verge of greatness this year. The company&#39;s stock price is down to $125 a share. That&#39;s where it started in 2021, so last year was pretty much a washout for the stock.<blockquote>泰勒·卡迈克尔（诺瓦瓦克斯）：Novavax 今年正处于伟大的边缘。该公司股价跌至每股 125 美元。这就是它在 2021 年开始的地方，所以去年对于该股来说几乎是一次洗牌。</blockquote>Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.<blockquote>早在 2 月份，当 Novavax 报告其 COVID 疫苗的 3 期数据积极时，股价就飙升至 300 美元以上。但后来这家小型生物技术公司遇到了制造问题。虽然许多人称其疫苗是同类产品中最好的，但扩大约 20 亿剂疫苗的合同生产规模说起来容易做起来难。这些现实导致该股从高点下跌了约 60%。</blockquote>Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it&#39;s highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company&#39;s already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.<blockquote>尽管如此，Novavax 的收入已经达到了 10 亿美元大关，因此由于所有的预购，其疫苗甚至在获得批准之前就已经大受欢迎。现在，来自全球各地的授权纷至沓来，Novavax很有可能在2022年运送大量疫苗剂量。该公司已经实现了每月1亿剂的生产能力，即一年12亿剂。在第三季度财报看涨期权上，管理层预测到第四季度末将达到每月1.5亿剂（或每年18亿剂）的产能。该公司预计将继续扩大规模，并预测 2022 年将分发 20 亿剂疫苗。</blockquote>Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that&#39;s over $4 billion in sales, just in Europe.<blockquote>20亿剂疫苗，价格为16美元（曲速行动支付了16亿美元预购1亿剂），我们得到了320亿美元的收入。当然，Novavax将以较低的速度向发展中国家分发大量疫苗。虽然该公司对其价格保持沉默，但丹麦早在 8 月份就表示，根据欧盟 (EU) 协议，它每剂支付了近 21 美元。欧盟已经订购了2亿剂，仅在欧洲的销售额就超过了40亿美元。</blockquote>Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company&#39;s market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.<blockquote>分析师极其保守，预测 Novavax 2022 年的市值在 20 亿至 80 亿美元之间。（该公司的市值为 90 亿美元。）虽然一路上可能会出现一些小问题，但 Novavax 肯定会在 2022 年从其 COVID-19 疫苗中赚取数十亿美元。如果该公司确实像所说的那样交付了 20 亿剂疫苗，那么该股可能会有显着的上涨空间。</blockquote>The antibody market all to itself<blockquote>抗体市场本身</blockquote>Patrick Bafuma(Vir Biotechnology):The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from Eli Lilly (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from RocheandRegeneron are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--GlaxoSmithKline and Vir Biotechnology&#39;s sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it&#39;s the only one left right now to fight the omicron variant.<blockquote>Patrick Bafuma（来自生物技术）：奥密克戎变种目前正在猖獗，这一次，我们缺少一些治疗方法。以前青睐的单克隆抗体治疗来自礼来（bamlanivimab加etesevimab）以及来自罗氏和再生元被认为对当前变体的活性明显减弱。这样就只剩下一个能有效对抗奥密克戎--葛兰素史克以及 Vir Biotechnology 的 sotrovimab。这种单克隆抗体此前已证明，患有轻度至中度 COVID-19 且有发展为严重疾病高风险的成年人的住院和死亡风险降低了 79%。这是现在唯一一个对抗奥密克戎变种的人。</blockquote>Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly&#39;s antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.<blockquote>作为该区块上唯一的单克隆抗体将有其特权。2021 年前 9 个月，REGEN-COV 带来了 35 亿美元的产品净销售额，而礼来公司的抗体组合带来了 11.7 亿美元的收入。美国政府已经签订了价值约10亿美元的sotrovimab合同。随着医院里挤满了病人，任何有助于减轻系统压力的东西都可能会受到高度追捧。</blockquote>And while Pfizer&#39;s Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who&#39;s who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid&#39;s possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.<blockquote>虽然辉瑞的 Paxlovid 将极大地有助于减轻 COVID-19 对医疗保健系统的负担，但口服药物具有显着且复杂的药物相互作用潜力。事实上，它的相互作用列表读起来就像常用处方药物的名人录。这包括流行的血液稀释剂，如波立维和Xarelto，常见的镇痛药，如曲马多和羟考酮，抗焦虑药，如Klonopin和Xanax，以及抗胆固醇他汀类药物。随着美国国立卫生研究院发表声明，对Paxlovid可能的药物相互作用表示担忧，这为sotrovimab继续广泛使用留下了足够的空间。根据与葛兰素史克的协议，Vir 获得了 sotrovimab 72.5% 的销售额，这家价值 44 亿美元的生物技术公司目前看起来很划算。</blockquote></body></html><blockquote></blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 COVID Stocks That Will Make Billions in 2022<blockquote>2022 年将赚取数十亿美元的 3 只新冠股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 COVID Stocks That Will Make Billions in 2022<blockquote>2022 年将赚取数十亿美元的 3 只新冠股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2022-01-08 11:29\n\n</h4>\n</header>\n<article>\n<html><head></head><body>It&#39;s a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.<blockquote><html><head></head><body>新的一年了，新冠肺炎仍然和我们在一起。去年，我们看到了医疗保健领域多种COVID疫苗和治疗的紧急使用授权。制药公司将在 2022 年赚取数十亿美元。以下是三只应该蓬勃发展的股票。</body></html></blockquote>Pfizer(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy Novavax(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in Vir Biotechnology(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.<blockquote>辉瑞（纽约证券交易所股票代码：PFE）是一家价值 3100 亿美元的巨型公司，预计其新冠疫苗和抗病毒药丸的销售额将不是 10 亿美元或 100 亿美元，而是超过 500 亿美元。好斗诺瓦瓦克斯（纳斯达克股票代码：NVAX）终于在世界各地推出了新冠疫苗。它将获得多少亿？我们有一个黑马候选人生物技术（纳斯达克股票代码：VIR）它有一种药物很容易成为小型生物技术公司10亿美元的重磅炸弹。</blockquote><img src=\"https://static.tigerbbs.com/488a166201699c1f3d6536aa3e640ecf\" tg-width=\"2000\" tg-height=\"1333\" width=\"100%\" height=\"auto\"/>IMAGE SOURCE: GETTY IMAGES.<blockquote>图片来源：盖蒂图片社。</blockquote>A safe harbor in stormy weather<blockquote>暴风雨天气中的安全港湾</blockquote>George Budwell(Pfizer):Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.<blockquote>乔治·布德威尔（辉瑞）：辉瑞是新冠肺炎药品无可争议的冠军。仅在 2022 年，华尔街预计这家制药巨头的新型冠状病毒疫苗 Comirnaty 和口服抗病毒药 Paxlovid 的销售额将达到 550 亿美元。</blockquote>What&#39;s more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.<blockquote>更重要的是，分析师开始接受 Paxlovid 可能成为该公司当前十年可持续收入来源的想法。上个月，当美国食品药品监督管理局根据紧急使用授权途径首次允许该药物投放市场时，华尔街认为 Paxlovid 可能会在一年左右的时间内达到商业顶峰，然后随着疫情淡出视野，销售额将大幅下降。</blockquote>But less than three weeks out from the drug&#39;s initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.<blockquote>但距离该药物首次批准还有不到三周的时间，很明显，Paxlovid 可能会在未来几年内被用作防止 COVID-19 最糟糕后果的故障安全药物。毕竟，高度传染性的奥密克戎变种肯定不会是该病毒的最后一次重大迭代。</blockquote>What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.<blockquote>这一切意味着辉瑞应该是少数几家拥有可观的长期 COVID-19 收入来源的大型制药商之一。反过来，辉瑞应该有充足的自由现金流来满足其慷慨的股东奖励计划以及在可预见的未来雄心勃勃的业务发展计划。</blockquote>So, if you&#39;re looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.<blockquote>因此，如果您正在寻找一只能够经受住高通胀和利率上升双重阻力的股票，辉瑞可能值得一看。</blockquote>Revenue forecasts for Novavax:  $2 billion to $8 billion<blockquote>Novavax 收入预测：20 亿至 80 亿美元</blockquote>Taylor Carmichael(Novavax):Novavax is on the verge of greatness this year. The company&#39;s stock price is down to $125 a share. That&#39;s where it started in 2021, so last year was pretty much a washout for the stock.<blockquote>泰勒·卡迈克尔（诺瓦瓦克斯）：Novavax 今年正处于伟大的边缘。该公司股价跌至每股 125 美元。这就是它在 2021 年开始的地方，所以去年对于该股来说几乎是一次洗牌。</blockquote>Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.<blockquote>早在 2 月份，当 Novavax 报告其 COVID 疫苗的 3 期数据积极时，股价就飙升至 300 美元以上。但后来这家小型生物技术公司遇到了制造问题。虽然许多人称其疫苗是同类产品中最好的，但扩大约 20 亿剂疫苗的合同生产规模说起来容易做起来难。这些现实导致该股从高点下跌了约 60%。</blockquote>Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it&#39;s highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company&#39;s already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.<blockquote>尽管如此，Novavax 的收入已经达到了 10 亿美元大关，因此由于所有的预购，其疫苗甚至在获得批准之前就已经大受欢迎。现在，来自全球各地的授权纷至沓来，Novavax很有可能在2022年运送大量疫苗剂量。该公司已经实现了每月1亿剂的生产能力，即一年12亿剂。在第三季度财报看涨期权上，管理层预测到第四季度末将达到每月1.5亿剂（或每年18亿剂）的产能。该公司预计将继续扩大规模，并预测 2022 年将分发 20 亿剂疫苗。</blockquote>Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that&#39;s over $4 billion in sales, just in Europe.<blockquote>20亿剂疫苗，价格为16美元（曲速行动支付了16亿美元预购1亿剂），我们得到了320亿美元的收入。当然，Novavax将以较低的速度向发展中国家分发大量疫苗。虽然该公司对其价格保持沉默，但丹麦早在 8 月份就表示，根据欧盟 (EU) 协议，它每剂支付了近 21 美元。欧盟已经订购了2亿剂，仅在欧洲的销售额就超过了40亿美元。</blockquote>Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company&#39;s market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.<blockquote>分析师极其保守，预测 Novavax 2022 年的市值在 20 亿至 80 亿美元之间。（该公司的市值为 90 亿美元。）虽然一路上可能会出现一些小问题，但 Novavax 肯定会在 2022 年从其 COVID-19 疫苗中赚取数十亿美元。如果该公司确实像所说的那样交付了 20 亿剂疫苗，那么该股可能会有显着的上涨空间。</blockquote>The antibody market all to itself<blockquote>抗体市场本身</blockquote>Patrick Bafuma(Vir Biotechnology):The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from Eli Lilly (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from RocheandRegeneron are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--GlaxoSmithKline and Vir Biotechnology&#39;s sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it&#39;s the only one left right now to fight the omicron variant.<blockquote>Patrick Bafuma（来自生物技术）：奥密克戎变种目前正在猖獗，这一次，我们缺少一些治疗方法。以前青睐的单克隆抗体治疗来自礼来（bamlanivimab加etesevimab）以及来自罗氏和再生元被认为对当前变体的活性明显减弱。这样就只剩下一个能有效对抗奥密克戎--葛兰素史克以及 Vir Biotechnology 的 sotrovimab。这种单克隆抗体此前已证明，患有轻度至中度 COVID-19 且有发展为严重疾病高风险的成年人的住院和死亡风险降低了 79%。这是现在唯一一个对抗奥密克戎变种的人。</blockquote>Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly&#39;s antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.<blockquote>作为该区块上唯一的单克隆抗体将有其特权。2021 年前 9 个月，REGEN-COV 带来了 35 亿美元的产品净销售额，而礼来公司的抗体组合带来了 11.7 亿美元的收入。美国政府已经签订了价值约10亿美元的sotrovimab合同。随着医院里挤满了病人，任何有助于减轻系统压力的东西都可能会受到高度追捧。</blockquote>And while Pfizer&#39;s Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who&#39;s who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid&#39;s possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.<blockquote>虽然辉瑞的 Paxlovid 将极大地有助于减轻 COVID-19 对医疗保健系统的负担，但口服药物具有显着且复杂的药物相互作用潜力。事实上，它的相互作用列表读起来就像常用处方药物的名人录。这包括流行的血液稀释剂，如波立维和Xarelto，常见的镇痛药，如曲马多和羟考酮，抗焦虑药，如Klonopin和Xanax，以及抗胆固醇他汀类药物。随着美国国立卫生研究院发表声明，对Paxlovid可能的药物相互作用表示担忧，这为sotrovimab继续广泛使用留下了足够的空间。根据与葛兰素史克的协议，Vir 获得了 sotrovimab 72.5% 的销售额，这家价值 44 亿美元的生物技术公司目前看起来很划算。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","VIR":"Vir Biotechnology, Inc.","PFE":"辉瑞"},"source_url":"https://www.fool.com/investing/2022/01/07/3-covid-stocks-that-will-make-billions-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134509683","content_text":"It's a new year and COVID-19 is still with us. Last year we saw Emergency Use Authorizations for multiple COVID vaccines and treatments across the healthcare space. Pharmaceutical companies are set to make billions of dollars in 2022. Here are three stocks that should thrive.Pfizer(NYSE:PFE), the $310 billion mega cap, is expected to bring in not $1 billion or $10 billion but over $50 billion in sales for its COVID vaccine and antiviral pill. Scrappy Novavax(NASDAQ:NVAX)is finally introducing its COVID vaccine around the world. How many billions will it receive? And we have a dark horse candidate in Vir Biotechnology(NASDAQ:VIR). It has a drug that could easily be a $1 billion blockbuster for the tiny biotech.IMAGE SOURCE: GETTY IMAGES.A safe harbor in stormy weatherGeorge Budwell(Pfizer):Pfizer is the undisputed champion of COVID-19 pharmaceutical products. In 2022 alone, Wall Street expects the pharma giant to rake in $55 billion in sales between its novel coronavirus vaccine, Comirnaty, and its oral antiviral pill, Paxlovid.What's more, analysts are starting to warm up to the idea that Paxlovid might be a sustainable revenue generator for the company over the course of the current decade. When the drug was first allowed on the market by the Food and Drug Administration under the Emergency Use Authorization pathway last month, Wall Street thought Paxlovid would likely peak from a commercial standpoint within a year or so, and then experience a dramatic drop in sales as the pandemic faded from view.But less than three weeks out from the drug's initial approval, it is becoming painfully obvious that Paxlovid will probably be required as a fail-safe against the worst outcomes from COVID-19 for several more years. The highly infectious omicron variant, after all, will certainly not be the last major iteration of the virus.What this all means is that Pfizer ought to be one of the few large-cap drugmakers with a sizable, long-term COVID-19 revenue source. Pfizer, in turn, should have ample free cash flows to feed its generous shareholder reward program, as well as its ambitious business development plans, for the foreseeable future.So, if you're looking for a stock that can weather the dual headwinds of sky-high inflation and rising interest rates, Pfizer might be worth checking out.Revenue forecasts for Novavax:  $2 billion to $8 billionTaylor Carmichael(Novavax):Novavax is on the verge of greatness this year. The company's stock price is down to $125 a share. That's where it started in 2021, so last year was pretty much a washout for the stock.Back in February the share price zoomed over $300 when Novavax reported positive phase 3 data for its COVID vaccine. But then the small biotech ran into manufacturing issues. While its vaccine is said by many to be the best in class, scaling up the contract manufacturing for an estimated 2 billion doses of vaccine is easier said than done. And those realities have caused the stock to drop about 60% off its highs.Nonetheless, Novavax has already hit the $1 billion revenue mark, so its vaccine was a blockbuster even before it was approved, because of all the preorders. Now that authorizations are pouring in from around the globe, it's highly likely that Novavax will ship a massive number of vaccine doses in 2022. The company's already achieved a manufacturing capacity of 100 million doses a month, or 1.2 billion doses in a year. On the third-quarter earnings call, management predicted it would reach a manufacturing capacity of 150 million doses every month (or 1.8 billion doses a year) by the end of the fourth quarter. And the company expects to continue to scale and forecasts that it will distribute 2 billion doses in 2022.Two billion doses of vaccine, at a price point of $16 (Operation Warp Speed paid $1.6 billion to pre-order 100 million doses) gives us a back-of-the-envelope calculation of $32 billion in revenue. Of course, Novavax will be distributing a lot of vaccines to the developing world at a reduced rate. While the company has been quiet about its prices, Denmark said back in August that it paid almost $21 a dose under the European Union (EU) agreement. The EU has ordered 200 million doses, so that's over $4 billion in sales, just in Europe.Analysts are being extremely conservative, with a forecast ranging from $2 billion to $8 billion for Novavax in 2022. (The company's market cap sits at $9 billion.) While there may be hiccups along the way, Novavax is sure to make billions of dollars off its COVID-19 vaccine in 2022. And there could be significant upside to the stock if the company does indeed deliver 2 billion doses as it says it will.The antibody market all to itselfPatrick Bafuma(Vir Biotechnology):The omicron variant is currently running rampant, and this time, we are short a few treatments. Previously favored monoclonal antibody treatments from Eli Lilly (bamlanivimab plus etesevimab) as well as the REGEN-COV cocktail from RocheandRegeneron are believed to have marked diminished activity against the current variant. This leaves a single infusiont hought to be active against omicron--GlaxoSmithKline and Vir Biotechnology's sotrovimab. This monoclonal antibody previously demonstrated a reduced risk of hospitalization and death by 79% in adults with mild to moderate COVID-19 and at high risk of progression to severe disease. And it's the only one left right now to fight the omicron variant.Being the sole monoclonal antibody on the block will have its privileges. Through the first nine months of 2021, REGEN-COV brought in $3.5 billion in net product sales, while Eli Lilly's antibody combination brought in $1.17 billion. The U.S. government has already contracted for approximately $1 billion worth of sotrovimab. With hospitals overflowing with patients, anything that can help alleviate some of the stress on the system is likely going to be highly sought after.And while Pfizer's Paxlovid will be hugely beneficial to ease the COVID-19 burden on the healthcare system, the oral medication has significant and complex drug-drug interaction potential. In fact, its interaction list reads like a who's who of commonly prescribed medications. This includes popular blood thinning agents such as Plavix and Xarelto, common analgesics like Tramadol and oxycodone, anxiolytics like Klonopin and Xanax, as well as cholesterol-fighting statins. With the National Institutes of Health issuing a statement voicing its concern over Paxlovid's possible drug interactions, this leaves plenty of room for sotrovimab to continue to be widely prescribed. With Vir getting 72.5% of sotrovimab sales per its agreement with GSK, the $4.4 billion biotech looks like a bargain right now.","news_type":1,"symbols_score_info":{"NVAX":0.9,"PFE":0.9,"VIR":0.9}},"isVote":1,"tweetType":1,"viewCount":3578,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630462004"}