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2021-12-06

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Why Moderna Is the Biggest Winner From COVID Boosters So Far<blockquote>为什么 Moderna 是迄今为止新冠疫苗的最大赢家</blockquote>

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Around two and half months ago, the agency granted authorizations for boosters for Moderna's (NASDAQ:MRNA) and Johnson &amp; Johnson's (NYSE:JNJ) vaccines, with limitations for which individuals could receive the Moderna booster.<blockquote>距离美国已经过去了大约三个半月。美国食品药品监督管理局 (FDA) 批准辉瑞 (NYSE:PFE) 和 BioNTech (NASDAQ:BNTX) 为某些群体开发的 COVID-19 疫苗加强剂。大约两个半月前，该机构批准了 Moderna（纳斯达克股票代码：MRNA）和强生公司（纽约证券交易所股票代码：JNJ）疫苗的加强剂，但对个人可以接受 Moderna 加强剂的数量有限制。</blockquote> A little over two weeks ago, the FDA broadened its Emergency Use Authorization for the Pfizer-BioNTech and Moderna boosters to include all adults ages 18 and older. Overall, close to 42 million Americans have received booster shots.<blockquote>两个多星期前，FDA扩大了辉瑞-BioNTech和Moderna加强剂的紧急使用授权，将所有18岁及以上的成年人包括在内。总体而言，近 4200 万美国人接受了加强注射。</blockquote> Which vaccine maker is winning the battle of the boosters so far? It's still early, but Moderna appears to be ahead in several respects<blockquote>到目前为止，哪家疫苗制造商正在赢得加强剂之战？现在还为时尚早，但 Moderna 似乎在几个方面处于领先地位</blockquote> Analyzing the data<blockquote>分析数据</blockquote> More booster doses of the Pfizer-BioNTech vaccine have been given than have been administered for the Moderna and J&amp;J boosters. Pfizer and BioNTech are clearly in the lead on this front.<blockquote>辉瑞-BioNTech疫苗的加强剂量超过了Moderna和J&amp;J加强剂。辉瑞和BioNTech显然在这方面处于领先地位。</blockquote> You'd expect that more people would have received the Pfizer-BioNTech booster. It's been available for many Americans (including those ages 65 and older) for a month longer than the other two vaccine types.<blockquote>你会期望更多的人会接受辉瑞-BioNTech加强剂。许多美国人（包括65岁及以上的人）的接种时间比其他两种疫苗多一个月。</blockquote> Also, many more individuals received the Pfizer-BioNTech vaccine initially than received the other two vaccines. A lot of those people chose to receive the booster of the same vaccine that they received for their primary series. The chart below shows how the different vaccines stack up against each other based on the fully vaccinated numbers.<blockquote>此外，最初接受辉瑞-BioNTech疫苗的人比接受其他两种疫苗的人多得多。这些人中的许多人选择接受与他们在主要系列中接受的相同疫苗的加强。下图显示了基于完全接种疫苗的数量，不同疫苗是如何相互对抗的。</blockquote> So why do I maintain that Moderna is the biggest winner with boosters so far and not Pfizer or BioNTech? There are three reasons.<blockquote>那么，为什么我坚持认为Moderna是迄今为止最大的助推器赢家，而不是辉瑞或BioNTech呢？原因有三个。</blockquote> First, from a financial standpoint, Moderna's 18 million booster doses made it more money than Pfizer or BioNTech made from their 23.3 million or so booster doses. Moderna doesn't have to split its profits as Pfizer and BioNTech do.<blockquote>首先，从财务角度来看，Moderna 的 1800 万剂加强剂比辉瑞或 BioNTech 的 2330 万剂左右加强剂赚的钱还要多。Moderna 不必像辉瑞和 BioNTech 那样分配利润。</blockquote> Second, Moderna is gaining more traction with boosters than Pfizer-BioNTech or J&amp;J are. A little over 25% of the number of fully vaccinated individuals receiving the primary series of the Moderna vaccine have received Moderna boosters. The ratio is 21.3% for Pfizer-BioNTech.<blockquote>其次，与辉瑞-BioNTech或强生相比，Moderna在加强剂方面获得了更多的牵引力。接受Moderna疫苗初级系列的完全接种疫苗的个体中，略高于25%的人接受了Moderna加强剂。辉瑞-BioNTech的这一比例为21.3%。</blockquote> Third, with the FDA allowing mix-and-match boosters, more people appear to be switching from another vaccine to Moderna than they are to any other vaccine type. For those who initially received the J&amp;J vaccine, 42.5% so far have gone with the Moderna booster versus 31.2% for a Pfizer-BioNTech booster and only 26.2% for a J&amp;J booster.<blockquote>第三，随着FDA允许混合搭配加强剂，从另一种疫苗转向Moderna的人似乎比任何其他疫苗类型的人都多。对于那些最初接受J&amp;J疫苗的人来说，到目前为止，42.5%的人使用了Moderna加强剂，而31.2%的人使用了辉瑞-BioNTech加强剂，只有26.2%的人使用了J&amp;J加强剂。</blockquote> Why is Moderna winning?<blockquote>为什么Moderna会赢？</blockquote> We don't know for sure why Moderna seems to be gaining momentum. However, I have a theory for why it could be happening.<blockquote>我们不确定为什么 Moderna 似乎势头强劲。然而，我有一个理论来解释为什么会发生这种情况。</blockquote> My hunch is that many Americans have heard that Moderna's efficacy against the delta variant is higher than the efficacy of the Pfizer-BioNTech and Johnson &amp; Johnson vaccines. The initial efficacy of the single-shot J&amp;J vaccine was well below its two messenger RNA vaccine rivals. And the efficacy of the Pfizer-BioNTech vaccine appears to have waned more than the Moderna vaccine has with the rise of the delta variant.<blockquote>我的预感是，许多美国人都听说过 Moderna 对德尔塔变异毒株的效力高于辉瑞-BioNTech 和强生疫苗的效力。强生单针疫苗的初始效力远低于其两种信使RNA疫苗竞争对手。随着德尔塔变异毒株的上升，辉瑞-BioNTech疫苗的效力似乎比Moderna疫苗减弱得多。</blockquote> I suspect that preliminary data showing that a mix-and-match combination of the Pfizer-BioNTech primary series and a Moderna booster provides a higher efficacy could also be making a difference to some extent. Singapore's minister of health even recently recommended that citizens in the country who initially received the Pfizer-BioNTech vaccine get the Moderna booster.<blockquote>我怀疑，初步数据显示辉瑞-BioNTech初级系列和Moderna加强剂的混合搭配组合提供了更高的功效，这也可能在某种程度上产生影响。新加坡卫生部长最近甚至建议该国最初接种辉瑞-BioNTech疫苗的公民接种Moderna加强剂。</blockquote> What really matters<blockquote>真正重要的是什么</blockquote> Don't expect Moderna's relative outperformance in boosters to do much for the vaccine stock. Many investors aren't paying attention to the data. And the U.S. has already purchased enough doses from Moderna to meet the demand, including boosters.<blockquote>不要指望 Moderna 在加强剂方面的相对优异表现会对疫苗库存产生太大影响。许多投资者并没有关注这些数据。美国已经从 Moderna 购买了足够的剂量来满足需求，包括加强剂。</blockquote> What really matters for Moderna is how strong the longer-term demand will be for its COVID-19 vaccine. The company's efforts fighting the new omicron variant could play a key role in shaping that demand. But the most important factors will be whether or not annual vaccines are required to prevent COVID-19 and, if so, what price Moderna will be able to charge.<blockquote>对 Moderna 来说真正重要的是对其 COVID-19 疫苗的长期需求有多强劲。该公司对抗新奥密克戎变种的努力可能会在塑造这一需求方面发挥关键作用。但最重要的因素将是是否需要每年接种疫苗来预防 COVID-19，如果是，Moderna 将能够收取什么价格。</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>Why Moderna Is the Biggest Winner From COVID Boosters So Far<blockquote>为什么 Moderna 是迄今为止新冠疫苗的最大赢家</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\">\nWhy Moderna Is the Biggest Winner From COVID Boosters So Far<blockquote>为什么 Moderna 是迄今为止新冠疫苗的最大赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-12-06 10:09\n\n</h4>\n</header>\n<article>\nIt's been roughly three and a half months since the U.S. Food and Drug Administration (FDA) authorized boosters for the COVID-19 vaccine developed by Pfizer (NYSE:PFE) and BioNTech (NASDAQ:BNTX) for certain groups. Around two and half months ago, the agency granted authorizations for boosters for Moderna's (NASDAQ:MRNA) and Johnson &amp; Johnson's (NYSE:JNJ) vaccines, with limitations for which individuals could receive the Moderna booster.<blockquote>距离美国已经过去了大约三个半月。美国食品药品监督管理局 (FDA) 批准辉瑞 (NYSE:PFE) 和 BioNTech (NASDAQ:BNTX) 为某些群体开发的 COVID-19 疫苗加强剂。大约两个半月前，该机构批准了 Moderna（纳斯达克股票代码：MRNA）和强生公司（纽约证券交易所股票代码：JNJ）疫苗的加强剂，但对个人可以接受 Moderna 加强剂的数量有限制。</blockquote> A little over two weeks ago, the FDA broadened its Emergency Use Authorization for the Pfizer-BioNTech and Moderna boosters to include all adults ages 18 and older. Overall, close to 42 million Americans have received booster shots.<blockquote>两个多星期前，FDA扩大了辉瑞-BioNTech和Moderna加强剂的紧急使用授权，将所有18岁及以上的成年人包括在内。总体而言，近 4200 万美国人接受了加强注射。</blockquote> Which vaccine maker is winning the battle of the boosters so far? It's still early, but Moderna appears to be ahead in several respects<blockquote>到目前为止，哪家疫苗制造商正在赢得加强剂之战？现在还为时尚早，但 Moderna 似乎在几个方面处于领先地位</blockquote> Analyzing the data<blockquote>分析数据</blockquote> More booster doses of the Pfizer-BioNTech vaccine have been given than have been administered for the Moderna and J&amp;J boosters. Pfizer and BioNTech are clearly in the lead on this front.<blockquote>辉瑞-BioNTech疫苗的加强剂量超过了Moderna和J&amp;J加强剂。辉瑞和BioNTech显然在这方面处于领先地位。</blockquote> You'd expect that more people would have received the Pfizer-BioNTech booster. It's been available for many Americans (including those ages 65 and older) for a month longer than the other two vaccine types.<blockquote>你会期望更多的人会接受辉瑞-BioNTech加强剂。许多美国人（包括65岁及以上的人）的接种时间比其他两种疫苗多一个月。</blockquote> Also, many more individuals received the Pfizer-BioNTech vaccine initially than received the other two vaccines. A lot of those people chose to receive the booster of the same vaccine that they received for their primary series. The chart below shows how the different vaccines stack up against each other based on the fully vaccinated numbers.<blockquote>此外，最初接受辉瑞-BioNTech疫苗的人比接受其他两种疫苗的人多得多。这些人中的许多人选择接受与他们在主要系列中接受的相同疫苗的加强。下图显示了基于完全接种疫苗的数量，不同疫苗是如何相互对抗的。</blockquote> So why do I maintain that Moderna is the biggest winner with boosters so far and not Pfizer or BioNTech? There are three reasons.<blockquote>那么，为什么我坚持认为Moderna是迄今为止最大的助推器赢家，而不是辉瑞或BioNTech呢？原因有三个。</blockquote> First, from a financial standpoint, Moderna's 18 million booster doses made it more money than Pfizer or BioNTech made from their 23.3 million or so booster doses. Moderna doesn't have to split its profits as Pfizer and BioNTech do.<blockquote>首先，从财务角度来看，Moderna 的 1800 万剂加强剂比辉瑞或 BioNTech 的 2330 万剂左右加强剂赚的钱还要多。Moderna 不必像辉瑞和 BioNTech 那样分配利润。</blockquote> Second, Moderna is gaining more traction with boosters than Pfizer-BioNTech or J&amp;J are. A little over 25% of the number of fully vaccinated individuals receiving the primary series of the Moderna vaccine have received Moderna boosters. The ratio is 21.3% for Pfizer-BioNTech.<blockquote>其次，与辉瑞-BioNTech或强生相比，Moderna在加强剂方面获得了更多的牵引力。接受Moderna疫苗初级系列的完全接种疫苗的个体中，略高于25%的人接受了Moderna加强剂。辉瑞-BioNTech的这一比例为21.3%。</blockquote> Third, with the FDA allowing mix-and-match boosters, more people appear to be switching from another vaccine to Moderna than they are to any other vaccine type. For those who initially received the J&amp;J vaccine, 42.5% so far have gone with the Moderna booster versus 31.2% for a Pfizer-BioNTech booster and only 26.2% for a J&amp;J booster.<blockquote>第三，随着FDA允许混合搭配加强剂，从另一种疫苗转向Moderna的人似乎比任何其他疫苗类型的人都多。对于那些最初接受J&amp;J疫苗的人来说，到目前为止，42.5%的人使用了Moderna加强剂，而31.2%的人使用了辉瑞-BioNTech加强剂，只有26.2%的人使用了J&amp;J加强剂。</blockquote> Why is Moderna winning?<blockquote>为什么Moderna会赢？</blockquote> We don't know for sure why Moderna seems to be gaining momentum. However, I have a theory for why it could be happening.<blockquote>我们不确定为什么 Moderna 似乎势头强劲。然而，我有一个理论来解释为什么会发生这种情况。</blockquote> My hunch is that many Americans have heard that Moderna's efficacy against the delta variant is higher than the efficacy of the Pfizer-BioNTech and Johnson &amp; Johnson vaccines. The initial efficacy of the single-shot J&amp;J vaccine was well below its two messenger RNA vaccine rivals. And the efficacy of the Pfizer-BioNTech vaccine appears to have waned more than the Moderna vaccine has with the rise of the delta variant.<blockquote>我的预感是，许多美国人都听说过 Moderna 对德尔塔变异毒株的效力高于辉瑞-BioNTech 和强生疫苗的效力。强生单针疫苗的初始效力远低于其两种信使RNA疫苗竞争对手。随着德尔塔变异毒株的上升，辉瑞-BioNTech疫苗的效力似乎比Moderna疫苗减弱得多。</blockquote> I suspect that preliminary data showing that a mix-and-match combination of the Pfizer-BioNTech primary series and a Moderna booster provides a higher efficacy could also be making a difference to some extent. Singapore's minister of health even recently recommended that citizens in the country who initially received the Pfizer-BioNTech vaccine get the Moderna booster.<blockquote>我怀疑，初步数据显示辉瑞-BioNTech初级系列和Moderna加强剂的混合搭配组合提供了更高的功效，这也可能在某种程度上产生影响。新加坡卫生部长最近甚至建议该国最初接种辉瑞-BioNTech疫苗的公民接种Moderna加强剂。</blockquote> What really matters<blockquote>真正重要的是什么</blockquote> Don't expect Moderna's relative outperformance in boosters to do much for the vaccine stock. Many investors aren't paying attention to the data. And the U.S. has already purchased enough doses from Moderna to meet the demand, including boosters.<blockquote>不要指望 Moderna 在加强剂方面的相对优异表现会对疫苗库存产生太大影响。许多投资者并没有关注这些数据。美国已经从 Moderna 购买了足够的剂量来满足需求，包括加强剂。</blockquote> What really matters for Moderna is how strong the longer-term demand will be for its COVID-19 vaccine. The company's efforts fighting the new omicron variant could play a key role in shaping that demand. But the most important factors will be whether or not annual vaccines are required to prevent COVID-19 and, if so, what price Moderna will be able to charge.<blockquote>对 Moderna 来说真正重要的是对其 COVID-19 疫苗的长期需求有多强劲。该公司对抗新奥密克戎变种的努力可能会在塑造这一需求方面发挥关键作用。但最重要的因素将是是否需要每年接种疫苗来预防 COVID-19，如果是，Moderna 将能够收取什么价格。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/12/05/why-moderna-is-the-biggest-winner-from-covid-boost/\">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":{"MRNA":"Moderna, Inc."},"source_url":"https://www.fool.com/investing/2021/12/05/why-moderna-is-the-biggest-winner-from-covid-boost/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125593879","content_text":"It's been roughly three and a half months since the U.S. Food and Drug Administration (FDA) authorized boosters for the COVID-19 vaccine developed by Pfizer (NYSE:PFE) and BioNTech (NASDAQ:BNTX) for certain groups. Around two and half months ago, the agency granted authorizations for boosters for Moderna's (NASDAQ:MRNA) and Johnson & Johnson's (NYSE:JNJ) vaccines, with limitations for which individuals could receive the Moderna booster.\n\nA little over two weeks ago, the FDA broadened its Emergency Use Authorization for the Pfizer-BioNTech and Moderna boosters to include all adults ages 18 and older. Overall, close to 42 million Americans have received booster shots.\n\nWhich vaccine maker is winning the battle of the boosters so far? It's still early, but Moderna appears to be ahead in several respects\nAnalyzing the data\nMore booster doses of the Pfizer-BioNTech vaccine have been given than have been administered for the Moderna and J&J boosters. Pfizer and BioNTech are clearly in the lead on this front.\n\nYou'd expect that more people would have received the Pfizer-BioNTech booster. It's been available for many Americans (including those ages 65 and older) for a month longer than the other two vaccine types.\n\nAlso, many more individuals received the Pfizer-BioNTech vaccine initially than received the other two vaccines. A lot of those people chose to receive the booster of the same vaccine that they received for their primary series. The chart below shows how the different vaccines stack up against each other based on the fully vaccinated numbers.\n\nSo why do I maintain that Moderna is the biggest winner with boosters so far and not Pfizer or BioNTech? There are three reasons.\n\nFirst, from a financial standpoint, Moderna's 18 million booster doses made it more money than Pfizer or BioNTech made from their 23.3 million or so booster doses. Moderna doesn't have to split its profits as Pfizer and BioNTech do.\n\nSecond, Moderna is gaining more traction with boosters than Pfizer-BioNTech or J&J are. A little over 25% of the number of fully vaccinated individuals receiving the primary series of the Moderna vaccine have received Moderna boosters. The ratio is 21.3% for Pfizer-BioNTech.\n\nThird, with the FDA allowing mix-and-match boosters, more people appear to be switching from another vaccine to Moderna than they are to any other vaccine type. For those who initially received the J&J vaccine, 42.5% so far have gone with the Moderna booster versus 31.2% for a Pfizer-BioNTech booster and only 26.2% for a J&J booster.\n\nWhy is Moderna winning?\nWe don't know for sure why Moderna seems to be gaining momentum. However, I have a theory for why it could be happening.\n\nMy hunch is that many Americans have heard that Moderna's efficacy against the delta variant is higher than the efficacy of the Pfizer-BioNTech and Johnson & Johnson vaccines. The initial efficacy of the single-shot J&J vaccine was well below its two messenger RNA vaccine rivals. And the efficacy of the Pfizer-BioNTech vaccine appears to have waned more than the Moderna vaccine has with the rise of the delta variant.\n\nI suspect that preliminary data showing that a mix-and-match combination of the Pfizer-BioNTech primary series and a Moderna booster provides a higher efficacy could also be making a difference to some extent. Singapore's minister of health even recently recommended that citizens in the country who initially received the Pfizer-BioNTech vaccine get the Moderna booster.\n\nWhat really matters\nDon't expect Moderna's relative outperformance in boosters to do much for the vaccine stock. Many investors aren't paying attention to the data. And the U.S. has already purchased enough doses from Moderna to meet the demand, including boosters.\n\nWhat really matters for Moderna is how strong the longer-term demand will be for its COVID-19 vaccine. The company's efforts fighting the new omicron variant could play a key role in shaping that demand. But the most important factors will be whether or not annual vaccines are required to prevent COVID-19 and, if so, what price Moderna will be able to charge.","news_type":1,"symbols_score_info":{"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":3191,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/608562595"}