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

Vaccines markets are collaborative and competitive • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
Astrazeneca PLC (ADR) AZN NYSE Health Care Drug Manufacturers - Diversified USD 44.13 112 B 16.9% 23%   12% -14%
Emergent BioSolutions Inc EBS NYSE Health Care Drug Manufacturers - Diversified USD 54.17 2.8 B -12.2% 41%   17% -45%
GlaxoSmithKline GSK NYSE Health Care Drug Manufacturers - Diversified USD 42.47 114 B 12.4% 18%   10% -11%
Grifols SA GRFS NASDAQ Health Care Drug Manufacturers - Diversified USD 20.68 14 B 5.2% 27%   13% -19%
Johnson & Johnson JNJ NYSE Health Care Drug Manufacturers - Diversified USD 136.17 359 B 0.3% 20%   9% -17%
Merck & Company MRK NYSE Health Care Drug Manufacturers - Diversified USD 83.80 215 B 19.1% 19%   14% -12%
Novavax NVAX NASDAQ Health Care Biopharmaceuticals USD 4.63 111 M -88.1% 141%   4% -92%
Pfizer PFE NYSE Health Care Drug Manufacturers - Diversified USD 36.46 202 B -13.9% 21%   9% -26%
Sanofi (ADR) SNY NYSE Health Care Drug Manufacturers - Diversified USD 46.50 116 B 8.5% 20%   13% -12%