A top analyst sees Pfizer and Moderna seizing a $38B prize as safety frets sideline global vaccine players
While the wrangling over the relative safety of new, virally vectored Covid vaccines from J&J and AstraZeneca appears to be unending, analysts aren’t waiting around to see how the market will play out for the leaders.
As far as Bernstein’s Ronny Gal is concerned, the fight for market share in the developed world is over, and Pfizer/BioNTech and Moderna are the big winners, divvying up $38 billion in mega-blockbuster money.
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