Stocks Taking Center Stage on Wall Street (HLBZ,BLBX,NNVC,CRVS)

The SPY500 has bounced back over 150 points and looks like traders and investors are looking to buy the recent dip. Yesterday’s massive sell off was a result of uncertainty over the future of Evergrande. Chinese officials are expected to stem the spillover from liquidity issues at Evergrande, the country’s largest property developer, before it […]

Desperation on Variants Paints Path for Long-Term Vaccine Thesis (DYAI, MRNA, PFE, JNJ, NVAX, BNTX, AZN, SRNE)

The future of vaccine stocks can probably best be extrapolated from recent moves out of the Biden administration to approve the concept of booster shots, and then various swirling rumors about the idea of shortening the window for third-shot administration. First, earlier this month, we heard news that the administration had approved the idea of […]

Moderna bounces back with spotlight on other vaccine stocks (MRNA, DYAI, NVAX, JNJ, AZN, BNTX, PFE)

Stock of Moderna (MRNA) is currently trading at $396.33 USD up 2.85% today. The week has been full on volatility with stock prices gaining 17% on Monday, lagging 5.7% on Tuesday, and fell again on Wednesday. The entire year 2021 has been a dream year for MRNA. Moderna  surged by over 300% over that period, […]

Vaccine Plays in Focus as the World Searches for a Long-term Solution (MRNA, DYAI, NVAX, JNJ, AZN, BNTX, PFE)

The Delta variant has demonstrated a likely course for our Covid future – a new endemic piece of the global human microbiome puzzle. It’s not the news we wanted. But it could have turned out a lot worse.  Covid is amenable to vaccine solutions, even if we may have to come up with modified versions […]

The Covid Vaccine Market is a Long Game in the Early Innings (BNTX, AZN, DYAI, NVAX, MRNA, PFE, JNJ)

The Delta variant is surging as case numbers hit new highs in many countries around the world, including the US. One of the dynamics that has recently migrated to the center of the public debate is that surrounding so-called “breakthrough cases” – symptomatic Covid-19 infections among the already vaccinated. While hospitalizations and deaths among this […]

Dyadic Int’l (DYAI) Inks Deal Toward Potential Access to 40% of the World as Covid Vaccine Continues in Development

The problem we face going forward as a big world of diverse nations and communities all dealing with the Covid threat is the uneven access we have had, continue to have, and will likely always have in terms of access to testing and vaccines. Much of the world falls into the category: Underserved. And it […]

Delta Means Beta Testing Alpha Strategies in Biotech (NVAX, MRNA, DYAI, PFE, JNJ, BNTX, AZN, IBB)

The Delta variant has become an increasingly important variable for capital markets over recent weeks. The key issue isn’t that Delta evades our current vaccine solutions. It doesn’t. But it does represent an example of how that might someday be the case: Delta is far more contagious than prior variants, and it is materially different in […]

Emerging Themes in the COVID-19 Vaccine Space (MRNA, PFE, DYAI, JNJ, NVAX, BNTX, AZN)

Pfizer and its partner, BioNTech, announced a few days ago that they plan to ask U.S. and European regulators to authorize a booster dose of their COVID-19 vaccine very soon. Why? They claim it is because of “evidence of greater risk of infection six months after inoculation and the spread of the highly contagious Delta […]

A New Technology that Could Reshape the Vaccine Playing Field

The global distribution of Covid-19 vaccines has been dramatically short of hopes and expectations, but right in line with the warnings from skeptics who know the production constraints from traditional vaccines, which leverage established biotechnology for protein generation. However, there is a new platform driven by an upstart biotech company on the Nasdaq that may […]