Report
Dominic Rose ...
  • Naresh Chouhan
EUR 4670.50 For Business Accounts Only

COVID-19 - “Houston, We Have a Problem” (7 pgs)

An Israeli study published on Thursday showed that vaccine efficacy waned significantly against the Delta variant after ~6 months with efficacy down to just 16% for those vaccinated in January. Furthermore, hospitalisation rates also seemed to be higher in those vaccinated in January. Israel vaccinated its population the fastest so is best placed to conduct studies on vaccine durability. We assess the consequences of such a rapid loss of protection against the Delta variant which is becoming the dominant strain in most countries. We also show that recent UK studies that provided comfort regarding the Delta variant may be proven to be too optimistic.
For access to the full note, please contact Naresh Chouhan ( )
Underlying
Pfizer Inc.

Pfizer is a research-based biopharmaceutical company. The company is engaged in discovering, developing, manufacturing and distributing of healthcare products, including medicines and vaccines. The company manages its commercial operations through three businesses: Pfizer Biopharmaceuticals Group, which includes Oncology, Inflammation and Immunology, Rare Disease, Hospital, Vaccines and Internal Medicine business units, as well as a hospital business unit; Upjohn, which includes the company's solid oral dose brands such as Lyrica, Lipitor, Norvasc, Celebrex, Viagra, and certain generic medicines; and Consumer Healthcare, which is an over-the-counter medicines business.

Provider
New Street Research
New Street Research

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

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  • Pan European Telecom Services and Cable


Analysts
Dominic Rose

Naresh Chouhan

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