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Tuesday, November 17, 2020

Vaccine wars begin.

WHO HAS THE BEST? WHO HAS IT AVAILABLE? 

UNLIMITED MARKET? ALL THIRD PARTY PAYERS


So yesterday, Moderna pharmaceutical, announced their vaccine is 94.%5 effective. This follows last weeks announcement from Pfizer that their vaccine is 90% effective. Russia announce over the weekend and before the Moderna announcement that their vaccine is 92% effective.

Both Pfizer and Moderna were part of operation warp speed, even though Pfizer has recently denied this. These two companies have agreed to produce 100 million doses each, while the testing is ongoing. They were paid $1 billion dollars each for research and they will be transferring 100 million doses each to the federal government as soon as emergency approval is given. Moderna has already been paid $1.5 billion for its initial output. Pfizer signed contracts with the U.S. government in July 2020, and Moderna in August 2020

Astra Zeneca and Oxford University are producing 300 million doses while its testing is underway. They also have contracts under operation warp speed and were given money for research. 

All these companies are obligated by contract to deliver 500 million does to the U.S. government first. Distribution is expected in December.

The U.S. government also has the distribution and delivery ready to go by the U.S. military. The Pfizer vaccine will need to be maintained at -100 degrees and will not be able to be delivered by normal transportation. Moderna's can be transported at -4 an advantage for sure.The sticking point is that no vaccines will be distributed to states which are not prepared to distribute and provide vaccines to their residents.

All these vaccines will be provided free to the end user. 

It seems some states want to make it a political issue and want the Federal government to provide the end use service.

Russia was the first to announce its vaccine and is actually providing it now to some Russian citizens. It is going to be produced in South Korea, Brazil, India and China. It is expected to be delivered in January. 

Russia is expected to capture 50% of the worlds market, with many countries already contracted to receive the vaccine.

It will be interesting to see the marketing maneuvers to what could be the biggest vaccine distribution in history.

We have to see if the political players in the U.S. can keep themselves under control for the benefit of the citizens. Democrats are already insisting that the Trump administration turn over control of this vaccine distribution to the Biden administration before Jan. 20. These plans have been in the works for months and have all been publicly announced.  It will not be changed for the political advantage of the Biden administration.

There was much democrat pressure to not approve before the election. We will have to see if the FDA will withhold approval until after the inauguration. A blatant political decision that could cost many lives.












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