Vaccines markets are collaborative and competitive

Vaccines markets are collaborative and competitive
  • Pininvest Analysis

Highly concentrated with just 4 companies - GSK, Merck & Co., Inc., Pfizer and Sanofi – representing approximately 80% of world vaccine revenue (est. $ 30 billion in 2016), the vaccine market is complex, engaged, collaborative and competitive

Complex with growth expectations reaching between $ 48 and $ 70 billion by 2024, high income countries representing approx. 80% of sales

Engaged with vaccinations reaching poor countries for more than 500 million children since 2000 with support of the Gavi Alliance and preventing an estimated 7 million deaths

Collaborative in partnership with the Alliance - price strategies sensitive to each country’s ability to pay  for GSK and Merck and registration of its relevant vaccines in 30-50% of both low- and lower-middle-income countries  for Sanofi

Competitive with new entrants such as Emergent Biosolutions or Novavax  projecting strong revenue growth by 2022 and with players in their domestic markets (Japan, India) showing potential globally

For in-depth information, visit Gavi Alliance

Read our notes

Vaccines markets are collaborative and competitive • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Astrazeneca PLC (ADR) AZN NASDAQ Health Care Drug Manufacturers - Diversified USD 53.48 140 B 2.3% Weak Up 28%   5% -22%
Emergent BioSolutions Inc EBS NYSE Health Care Drug Manufacturers - Diversified USD 60.85 3.2 B -23.2% Sharp Down 61%   15% -56%
GlaxoSmithKline (ADR) GSK NYSE Health Care Drug Manufacturers - Diversified USD 37.91 102 B -4.1% Weak Up 22%   4% -20%
Grifols SA GRFS NASDAQ Health Care Drug Manufacturers - Diversified USD 17.97 12 B -4.7% Neutral 34%   4% -26%
Johnson & Johnson JNJ NYSE Health Care Diversified Healthcare USD 167.74 441 B 16.4% Neutral 17%   3% -11%
Merck & Company MRK NYSE Health Care Drug Manufacturers - Diversified USD 77.78 197 B 6.2% Neutral 21%   3% -15%
Novavax NVAX NASDAQ Health Care Clinical trial work USD 172.52 11 B 850.5% Neutral 131%   40% -51%
Pfizer PFE NYSE Health Care Drug Manufacturers - Diversified USD 39.19 218 B 15.5% Weak Up 26%   4% -19%
Sanofi (ADR) SNY NASDAQ Health Care Drug Manufacturers - Diversified USD 51.01 128 B 5.4% Neutral 21%   4% -16%
Valneva INRLF OTC Health Care Biopharmaceuticals USD 15.43 - 260.5% Strong Up 90%   19% -36%