D_老虎社区_美港股上老虎

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":859026670,"tweetId":"859026670","gmtCreate":1634641857853,"gmtModify":1634641898279,"author":{"id":3580341419226466,"idStr":"3580341419226466","authorId":3580341419226466,"authorIdStr":"3580341419226466","name":"KenT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>D</body></html>","htmlText":"<html><head></head><body>D</body></html>","text":"D","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/859026670","repostId":1110674401,"repostType":4,"repost":{"id":"1110674401","kind":"news","pubTimestamp":1634641816,"share":"https://www.laohunote.com/m/news/1110674401?lang=zh_CN&edition=full","pubTime":"2021-10-19 19:10","market":"us","language":"en","title":"Why Johnson & Johnson Will Be a Bigger Winner With Boosters Than Pfizer and Moderna<blockquote>为什么强生公司在加强剂方面将比辉瑞和 Moderna 成为更大的赢家</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110674401","media":"Motley Fool","summary":"It's looking like COVID-19 boosters will go three-for-three in winning authorizations.\nAn advisory c","content":"It's looking like COVID-19 boosters will go three-for-three in winning authorizations.<blockquote>看起来新冠肺炎助推器将以三比三的比分赢得授权。</blockquote> An advisory committee to the U.S. Food and Drug Administration (FDA) voted unanimously last week in support of boosters for&nbsp;Moderna's(NASDAQ:MRNA)&nbsp;COVID-19 vaccine and for&nbsp;Johnson &amp; Johnson's(NYSE:JNJ)vaccine. The FDA has already granted Emergency Use Authorization (EUA) to boosters for the COVID-19 vaccine marketed by&nbsp;Pfizer(NYSE:PFE)&nbsp;and its partner&nbsp;BioNTech(NASDAQ:BNTX).<blockquote>美国咨询委员会美国食品药品监督管理局 (FDA) 上周一致投票支持加强剂现代s（纳斯达克股票代码：MRNA）COVID-19 疫苗和用于强生公司s（纽约证券交易所代码：JNJ）疫苗。FDA 已授予 COVID-19 疫苗加强剂紧急使用授权 (EUA)，由以下公司销售辉瑞（纽约证券交易所股票代码：PFE）及其合作伙伴生物技术（纳斯达克股票代码：BNTX）。</blockquote> Granted, the FDA doesn't have to go along with the recommendations from the advisory committee. It seems likely, though, that the agency will do so.<blockquote>诚然，FDA不必同意咨询委员会的建议。不过，该机构似乎很可能会这样做。</blockquote> Authorizations for boosters is good news for all of these leading COVID-19 vaccine makers. But Johnson &amp; Johnson appears poised to be the bigger winner with boosters than either Moderna or Pfizer.<blockquote>加强剂的授权对于所有这些领先的新冠肺炎疫苗制造商来说都是个好消息。但强生公司似乎准备成为比 Moderna 或辉瑞更大的增强剂赢家。</blockquote> No restrictions<blockquote>没有限制</blockquote> Pfizer's EUA for boosters came with several restrictions. The FDA decided that boosters would be allowed only for individuals ages 65 and older and for individuals ages 18 through 64 who are at high risk for developing severe COVID-19 or who work in environments that could put them at high risk of severe complications from COVID-19.<blockquote>辉瑞的加强剂EUA有几个限制。FDA决定，加强剂只允许65岁及以上的个人和18至64岁的个人使用，这些个人有患严重新冠肺炎的高风险，或者在可能使他们面临严重新冠肺炎并发症的高风险的环境中工作。</blockquote> The FDA advisory committee's vote for Moderna boosters mirrored the restrictions for the Pfizer-BioNTech vaccine. Assuming the FDA follows that recommendation, Moderna's market opportunity for booster doses will be just as limited as that of Pfizer and BioNTech.<blockquote>FDA咨询委员会对Moderna加强剂的投票反映了对辉瑞-BioNTech疫苗的限制。假设 FDA 遵循该建议，Moderna 加强剂量的市场机会将与辉瑞和 BioNTech 一样有限。</blockquote> However, the FDA panel placed no such restrictions on boosters for Johnson &amp; Johnson's COVID-19 vaccine. Again, assuming the FDA goes along with the committee's recommendation, J&amp;J's booster will be available to adults ages 18 and older at least two months after they received the first shot of the J&amp;J vaccine.<blockquote>然而，FDA小组没有对强生公司的新冠肺炎疫苗的加强剂施加这样的限制。同样，假设FDA采纳委员会的建议，J&amp;J的加强剂将在18岁及以上的成年人接种第一针J&amp;J疫苗后至少两个月内提供给他们。</blockquote> The Moderna and Pfizer-BioNTech vaccines require two initial doses whereas Johnson &amp; Johnson's vaccine initially requires only a single dose. J&amp;J's vaccine also provided lower efficacy than its rival messenger RNA (mRNA) vaccines. These factors heavily influenced the FDA advisory committee's decision to recommend broader use of boosters with the J&amp;J vaccine.<blockquote>Moderna和辉瑞-BioNTech疫苗需要两剂初始剂量，而强生公司的疫苗最初只需要一剂。强生的疫苗也低于其竞争对手信使 RNA (mRNA) 疫苗。这些因素严重影响了FDA咨询委员会建议在J&amp;J疫苗中更广泛地使用加强剂的决定。</blockquote> Winning is relative<blockquote>胜利是相对的</blockquote> The demand for Johnson &amp; Johnson boosters should be much greater as a percentage of initial vaccinations than it will be for Moderna and Pfizer-BioNTech boosters. From that standpoint, J&amp;J will almost certainly be a bigger winner with booster shots than its rivals.<blockquote>对强生加强剂的需求占初始疫苗接种的百分比应该远高于对Moderna和辉瑞-BioNTech加强剂的需求。从这个角度来看，强生几乎肯定会比竞争对手成为更大的赢家。</blockquote> However, the term \"winning\" is relative in this case. Johnson &amp; Johnson has committed to selling its COVID-19 vaccine at cost during the pandemic. Boosters won't add a dime to the healthcare giant's profits over the near term.<blockquote>然而，在这种情况下，术语“赢”是相对的。强生公司承诺在疫情期间以成本价销售其 COVID-19 疫苗。短期内，支持者不会给这家医疗保健巨头的利润增加一分钱。</blockquote> Also, only around 23.7 million doses of Johnson &amp; Johnson's single-shot vaccine have been given in the U.S., according to the Centers for Disease Control &amp; Prevention (CDC). By comparison, the total doses administered stands at 192.8 million for Moderna's vaccine and 278.1 million doses for the Pfizer-BioNTech vaccine. Even without the restrictions imposed on boosters for rival mRNA vaccines, the pool for J&amp;J boosters is much smaller.<blockquote>此外，根据疾病控制与预防中心（CDC）的数据，美国仅注射了约2370万剂强生公司的单针疫苗。相比之下，Moderna 疫苗的总剂量为 1.928 亿剂，辉瑞-BioNTech 疫苗的总剂量为 2.781 亿剂。即使没有对竞争对手mRNA疫苗的加强剂施加的限制，强生加强剂的池也要小得多。</blockquote> Perhaps the most important thing to understand is that EUAs for boosters isn't likely to lead to higher sales for any of these vaccine makers over the short term. The U.S. government has already ordered more than enough doses of all three vaccines to provide boosters to everyone who has already been fully vaccinated plus meet the needs for the remaining Americans who haven't been vaccinated.<blockquote>也许最重要的是要明白，加强剂的EUA不太可能在短期内为这些疫苗制造商带来更高的销售额。美国政府已经订购了足够剂量的所有三种疫苗，为所有已经完全接种疫苗的人提供加强剂，并满足其余未接种疫苗的美国人的需求。</blockquote> A different long-term picture<blockquote>不同的长期图景</blockquote> There could be a much different picture over the long term. Europe has already recommended boosters for the Pfizer-BioNTech vaccine without the restrictions adopted in the U.S. It's possible that&nbsp;the U.S. could follow in Europe's footsteps&nbsp;in the not-too-distant future with the Pfizer and Moderna vaccines.<blockquote>从长远来看，情况可能会大不相同。欧洲已经推荐了辉瑞-BioNTech疫苗的加强剂，而没有美国采取的限制。美国有可能在不久的将来追随欧洲的脚步，推出辉瑞和Moderna疫苗。</blockquote> As a result, boosters could eventually provide solid catalysts for mRNA&nbsp;vaccine stocks. There is some uncertainty about recurring revenue from COVID-19 vaccines after the pandemic is over. If there is a clear need for boosters at least on an annual basis, the leading vaccine makers should be able to count on strong sales continuing for years.<blockquote>因此，加强剂最终可以为mRNA疫苗库存提供固体催化剂。疫情结束后，新冠肺炎疫苗的经常性收入存在一些不确定性。如果至少每年都有明显的加强剂需求，领先的疫苗制造商应该能够指望持续数年的强劲销售。</blockquote> However, the long-term dynamics could make it less likely that Johnson &amp; Johnson keeps up its winning ways. Moderna and the Pfizer-BioNTech team appear to be ahead of J&amp;J in developing new vaccine versions that target emerging coronavirus variants. The flexibility of these companies' mRNA technology could provide significant advantages in responding rapidly to new viral threats.<blockquote>然而，长期动态可能会降低强生公司继续获胜的可能性。Moderna 和辉瑞-BioNTech 团队在开发针对新兴冠状病毒变种的新疫苗版本方面似乎领先于强生。这些公司mRNA技术的灵活性可以在快速应对新的病毒威胁方面提供显着优势。</blockquote> Johnson &amp; Johnson undoubtedly wants to be a major player in the COVID-19 vaccine market for years to come. And perhaps it will. The good news for the company and its shareholders is that it doesn't have to win in COVID-19 to still be successful overall.<blockquote>强生公司无疑希望在未来几年成为新冠肺炎疫苗市场的主要参与者。也许会的。对于该公司及其股东来说，好消息是，它不必在 COVID-19 获胜才能取得整体成功。</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 Johnson & Johnson Will Be a Bigger Winner With Boosters Than Pfizer and Moderna<blockquote>为什么强生公司在加强剂方面将比辉瑞和 Moderna 成为更大的赢家</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 Johnson & Johnson Will Be a Bigger Winner With Boosters Than Pfizer and Moderna<blockquote>为什么强生公司在加强剂方面将比辉瑞和 Moderna 成为更大的赢家</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-10-19 19:10\n\n</h4>\n</header>\n<article>\nIt's looking like COVID-19 boosters will go three-for-three in winning authorizations.<blockquote>看起来新冠肺炎助推器将以三比三的比分赢得授权。</blockquote> An advisory committee to the U.S. Food and Drug Administration (FDA) voted unanimously last week in support of boosters for&nbsp;Moderna's(NASDAQ:MRNA)&nbsp;COVID-19 vaccine and for&nbsp;Johnson &amp; Johnson's(NYSE:JNJ)vaccine. The FDA has already granted Emergency Use Authorization (EUA) to boosters for the COVID-19 vaccine marketed by&nbsp;Pfizer(NYSE:PFE)&nbsp;and its partner&nbsp;BioNTech(NASDAQ:BNTX).<blockquote>美国咨询委员会美国食品药品监督管理局 (FDA) 上周一致投票支持加强剂现代s（纳斯达克股票代码：MRNA）COVID-19 疫苗和用于强生公司s（纽约证券交易所代码：JNJ）疫苗。FDA 已授予 COVID-19 疫苗加强剂紧急使用授权 (EUA)，由以下公司销售辉瑞（纽约证券交易所股票代码：PFE）及其合作伙伴生物技术（纳斯达克股票代码：BNTX）。</blockquote> Granted, the FDA doesn't have to go along with the recommendations from the advisory committee. It seems likely, though, that the agency will do so.<blockquote>诚然，FDA不必同意咨询委员会的建议。不过，该机构似乎很可能会这样做。</blockquote> Authorizations for boosters is good news for all of these leading COVID-19 vaccine makers. But Johnson &amp; Johnson appears poised to be the bigger winner with boosters than either Moderna or Pfizer.<blockquote>加强剂的授权对于所有这些领先的新冠肺炎疫苗制造商来说都是个好消息。但强生公司似乎准备成为比 Moderna 或辉瑞更大的增强剂赢家。</blockquote> No restrictions<blockquote>没有限制</blockquote> Pfizer's EUA for boosters came with several restrictions. The FDA decided that boosters would be allowed only for individuals ages 65 and older and for individuals ages 18 through 64 who are at high risk for developing severe COVID-19 or who work in environments that could put them at high risk of severe complications from COVID-19.<blockquote>辉瑞的加强剂EUA有几个限制。FDA决定，加强剂只允许65岁及以上的个人和18至64岁的个人使用，这些个人有患严重新冠肺炎的高风险，或者在可能使他们面临严重新冠肺炎并发症的高风险的环境中工作。</blockquote> The FDA advisory committee's vote for Moderna boosters mirrored the restrictions for the Pfizer-BioNTech vaccine. Assuming the FDA follows that recommendation, Moderna's market opportunity for booster doses will be just as limited as that of Pfizer and BioNTech.<blockquote>FDA咨询委员会对Moderna加强剂的投票反映了对辉瑞-BioNTech疫苗的限制。假设 FDA 遵循该建议，Moderna 加强剂量的市场机会将与辉瑞和 BioNTech 一样有限。</blockquote> However, the FDA panel placed no such restrictions on boosters for Johnson &amp; Johnson's COVID-19 vaccine. Again, assuming the FDA goes along with the committee's recommendation, J&amp;J's booster will be available to adults ages 18 and older at least two months after they received the first shot of the J&amp;J vaccine.<blockquote>然而，FDA小组没有对强生公司的新冠肺炎疫苗的加强剂施加这样的限制。同样，假设FDA采纳委员会的建议，J&amp;J的加强剂将在18岁及以上的成年人接种第一针J&amp;J疫苗后至少两个月内提供给他们。</blockquote> The Moderna and Pfizer-BioNTech vaccines require two initial doses whereas Johnson &amp; Johnson's vaccine initially requires only a single dose. J&amp;J's vaccine also provided lower efficacy than its rival messenger RNA (mRNA) vaccines. These factors heavily influenced the FDA advisory committee's decision to recommend broader use of boosters with the J&amp;J vaccine.<blockquote>Moderna和辉瑞-BioNTech疫苗需要两剂初始剂量，而强生公司的疫苗最初只需要一剂。强生的疫苗也低于其竞争对手信使 RNA (mRNA) 疫苗。这些因素严重影响了FDA咨询委员会建议在J&amp;J疫苗中更广泛地使用加强剂的决定。</blockquote> Winning is relative<blockquote>胜利是相对的</blockquote> The demand for Johnson &amp; Johnson boosters should be much greater as a percentage of initial vaccinations than it will be for Moderna and Pfizer-BioNTech boosters. From that standpoint, J&amp;J will almost certainly be a bigger winner with booster shots than its rivals.<blockquote>对强生加强剂的需求占初始疫苗接种的百分比应该远高于对Moderna和辉瑞-BioNTech加强剂的需求。从这个角度来看，强生几乎肯定会比竞争对手成为更大的赢家。</blockquote> However, the term \"winning\" is relative in this case. Johnson &amp; Johnson has committed to selling its COVID-19 vaccine at cost during the pandemic. Boosters won't add a dime to the healthcare giant's profits over the near term.<blockquote>然而，在这种情况下，术语“赢”是相对的。强生公司承诺在疫情期间以成本价销售其 COVID-19 疫苗。短期内，支持者不会给这家医疗保健巨头的利润增加一分钱。</blockquote> Also, only around 23.7 million doses of Johnson &amp; Johnson's single-shot vaccine have been given in the U.S., according to the Centers for Disease Control &amp; Prevention (CDC). By comparison, the total doses administered stands at 192.8 million for Moderna's vaccine and 278.1 million doses for the Pfizer-BioNTech vaccine. Even without the restrictions imposed on boosters for rival mRNA vaccines, the pool for J&amp;J boosters is much smaller.<blockquote>此外，根据疾病控制与预防中心（CDC）的数据，美国仅注射了约2370万剂强生公司的单针疫苗。相比之下，Moderna 疫苗的总剂量为 1.928 亿剂，辉瑞-BioNTech 疫苗的总剂量为 2.781 亿剂。即使没有对竞争对手mRNA疫苗的加强剂施加的限制，强生加强剂的池也要小得多。</blockquote> Perhaps the most important thing to understand is that EUAs for boosters isn't likely to lead to higher sales for any of these vaccine makers over the short term. The U.S. government has already ordered more than enough doses of all three vaccines to provide boosters to everyone who has already been fully vaccinated plus meet the needs for the remaining Americans who haven't been vaccinated.<blockquote>也许最重要的是要明白，加强剂的EUA不太可能在短期内为这些疫苗制造商带来更高的销售额。美国政府已经订购了足够剂量的所有三种疫苗，为所有已经完全接种疫苗的人提供加强剂，并满足其余未接种疫苗的美国人的需求。</blockquote> A different long-term picture<blockquote>不同的长期图景</blockquote> There could be a much different picture over the long term. Europe has already recommended boosters for the Pfizer-BioNTech vaccine without the restrictions adopted in the U.S. It's possible that&nbsp;the U.S. could follow in Europe's footsteps&nbsp;in the not-too-distant future with the Pfizer and Moderna vaccines.<blockquote>从长远来看，情况可能会大不相同。欧洲已经推荐了辉瑞-BioNTech疫苗的加强剂，而没有美国采取的限制。美国有可能在不久的将来追随欧洲的脚步，推出辉瑞和Moderna疫苗。</blockquote> As a result, boosters could eventually provide solid catalysts for mRNA&nbsp;vaccine stocks. There is some uncertainty about recurring revenue from COVID-19 vaccines after the pandemic is over. If there is a clear need for boosters at least on an annual basis, the leading vaccine makers should be able to count on strong sales continuing for years.<blockquote>因此，加强剂最终可以为mRNA疫苗库存提供固体催化剂。疫情结束后，新冠肺炎疫苗的经常性收入存在一些不确定性。如果至少每年都有明显的加强剂需求，领先的疫苗制造商应该能够指望持续数年的强劲销售。</blockquote> However, the long-term dynamics could make it less likely that Johnson &amp; Johnson keeps up its winning ways. Moderna and the Pfizer-BioNTech team appear to be ahead of J&amp;J in developing new vaccine versions that target emerging coronavirus variants. The flexibility of these companies' mRNA technology could provide significant advantages in responding rapidly to new viral threats.<blockquote>然而，长期动态可能会降低强生公司继续获胜的可能性。Moderna 和辉瑞-BioNTech 团队在开发针对新兴冠状病毒变种的新疫苗版本方面似乎领先于强生。这些公司mRNA技术的灵活性可以在快速应对新的病毒威胁方面提供显着优势。</blockquote> Johnson &amp; Johnson undoubtedly wants to be a major player in the COVID-19 vaccine market for years to come. And perhaps it will. The good news for the company and its shareholders is that it doesn't have to win in COVID-19 to still be successful overall.<blockquote>强生公司无疑希望在未来几年成为新冠肺炎疫苗市场的主要参与者。也许会的。对于该公司及其股东来说，好消息是，它不必在 COVID-19 获胜才能取得整体成功。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/10/19/why-johnson-johnson-winner-boosters-pfizer-moderna/\">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":{"JNJ":"强生"},"source_url":"https://www.fool.com/investing/2021/10/19/why-johnson-johnson-winner-boosters-pfizer-moderna/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110674401","content_text":"It's looking like COVID-19 boosters will go three-for-three in winning authorizations.\nAn advisory committee to the U.S. Food and Drug Administration (FDA) voted unanimously last week in support of boosters for Moderna's(NASDAQ:MRNA) COVID-19 vaccine and for Johnson & Johnson's(NYSE:JNJ)vaccine. The FDA has already granted Emergency Use Authorization (EUA) to boosters for the COVID-19 vaccine marketed by Pfizer(NYSE:PFE) and its partner BioNTech(NASDAQ:BNTX).\nGranted, the FDA doesn't have to go along with the recommendations from the advisory committee. It seems likely, though, that the agency will do so.\nAuthorizations for boosters is good news for all of these leading COVID-19 vaccine makers. But Johnson & Johnson appears poised to be the bigger winner with boosters than either Moderna or Pfizer.\nNo restrictions\nPfizer's EUA for boosters came with several restrictions. The FDA decided that boosters would be allowed only for individuals ages 65 and older and for individuals ages 18 through 64 who are at high risk for developing severe COVID-19 or who work in environments that could put them at high risk of severe complications from COVID-19.\nThe FDA advisory committee's vote for Moderna boosters mirrored the restrictions for the Pfizer-BioNTech vaccine. Assuming the FDA follows that recommendation, Moderna's market opportunity for booster doses will be just as limited as that of Pfizer and BioNTech.\nHowever, the FDA panel placed no such restrictions on boosters for Johnson & Johnson's COVID-19 vaccine. Again, assuming the FDA goes along with the committee's recommendation, J&J's booster will be available to adults ages 18 and older at least two months after they received the first shot of the J&J vaccine.\nThe Moderna and Pfizer-BioNTech vaccines require two initial doses whereas Johnson & Johnson's vaccine initially requires only a single dose. J&J's vaccine also provided lower efficacy than its rival messenger RNA (mRNA) vaccines. These factors heavily influenced the FDA advisory committee's decision to recommend broader use of boosters with the J&J vaccine.\nWinning is relative\nThe demand for Johnson & Johnson boosters should be much greater as a percentage of initial vaccinations than it will be for Moderna and Pfizer-BioNTech boosters. From that standpoint, J&J will almost certainly be a bigger winner with booster shots than its rivals.\nHowever, the term \"winning\" is relative in this case. Johnson & Johnson has committed to selling its COVID-19 vaccine at cost during the pandemic. Boosters won't add a dime to the healthcare giant's profits over the near term.\nAlso, only around 23.7 million doses of Johnson & Johnson's single-shot vaccine have been given in the U.S., according to the Centers for Disease Control & Prevention (CDC). By comparison, the total doses administered stands at 192.8 million for Moderna's vaccine and 278.1 million doses for the Pfizer-BioNTech vaccine. Even without the restrictions imposed on boosters for rival mRNA vaccines, the pool for J&J boosters is much smaller.\nPerhaps the most important thing to understand is that EUAs for boosters isn't likely to lead to higher sales for any of these vaccine makers over the short term. The U.S. government has already ordered more than enough doses of all three vaccines to provide boosters to everyone who has already been fully vaccinated plus meet the needs for the remaining Americans who haven't been vaccinated.\nA different long-term picture\nThere could be a much different picture over the long term. Europe has already recommended boosters for the Pfizer-BioNTech vaccine without the restrictions adopted in the U.S. It's possible that the U.S. could follow in Europe's footsteps in the not-too-distant future with the Pfizer and Moderna vaccines.\nAs a result, boosters could eventually provide solid catalysts for mRNA vaccine stocks. There is some uncertainty about recurring revenue from COVID-19 vaccines after the pandemic is over. If there is a clear need for boosters at least on an annual basis, the leading vaccine makers should be able to count on strong sales continuing for years.\nHowever, the long-term dynamics could make it less likely that Johnson & Johnson keeps up its winning ways. Moderna and the Pfizer-BioNTech team appear to be ahead of J&J in developing new vaccine versions that target emerging coronavirus variants. The flexibility of these companies' mRNA technology could provide significant advantages in responding rapidly to new viral threats.\nJohnson & Johnson undoubtedly wants to be a major player in the COVID-19 vaccine market for years to come. And perhaps it will. The good news for the company and its shareholders is that it doesn't have to win in COVID-19 to still be successful overall.","news_type":1,"symbols_score_info":{"JNJ":0.9}},"isVote":1,"tweetType":1,"viewCount":3723,"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":1,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/859026670"}