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 […]