COVID-19 - Omicron Risk Still Real (10 pgs)
With US COVID cases likely to surge as Omicron takes off, our updated hospitalisation model shows even if peak infection prevalence reaches double what we saw in January, hospitalisations will likely only hit half the previous maximum. However, we remain highly concerned about 2 things: 1) A resurgence in US flu cases which could put hospitals under pressure & 2) Early signs that Omicron is hospitalising under 5’s. Simulated antibody binding data suggests Omicron is highly likely to evade vaccine derived immunity. With soaring infections (albeit with a low disease burden), the potential for children being hospitalised at higher rates than with Delta, the possibility of new vaccines being needed coupled with surging flu, the outlook remains highly uncertain, in our view.For access to the full note, please contact Naresh Chouhan ( )
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.