Please ensure Javascript is enabled for purposes of website accessibility

Is There Any Opportunity Left for Latecomers to the U.S. Vaccine Market?

By Adria Cimino - Apr 2, 2021 at 8:00AM

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

They may have to stand out from the crowd.

In this Motley Fool Live video recorded on March 26, healthcare and cannabis bureau chief Corinne Cardina and Fool.com contributor Adria Cimino discuss the one big challenge latecomers to the U.S. vaccine market face right now -- and how they might carve out market share in the future.

Corinne Cardina: I want to dig into the U.S. supply a little bit more. The U.S. is actually planning to loan certain vaccine doses to Canada and Mexico, particularly AstraZeneca (AZN 2.59%). What does this mean for AstraZeneca and other possible latecomers to the U.S. vaccine market?

Adria Cimino: Well, I think that for latecomers like AstraZeneca, Novavax (NVAX -8.57%), or even Inovio Pharmaceuticals (INO -4.57%), which is further behind -- they're unlikely to be a big part of this first rollout. It's clear that there are enough doses out there, and it would be unlikely for them to have a lot of doses used at this stage. I think their opportunity comes further down the road. They could stand out in other areas as far as vaccine quality, ability to handle the strains, pricing, or even things like the ability to transport them at refrigerated temperatures or room temperature, or other aspects. Those are the things that companies down the road could have real success in. But right now, I'd say it's going to be a bit of a struggle for some of the latecomers to get some market share in the U.S.

Invest Smarter with The Motley Fool

Join Over 1 Million Premium Members Receiving…

  • New Stock Picks Each Month
  • Detailed Analysis of Companies
  • Model Portfolios
  • Live Streaming During Market Hours
  • And Much More
Get Started Now

Stocks Mentioned

Inovio Pharmaceuticals, Inc. Stock Quote
Inovio Pharmaceuticals, Inc.
INO
$1.88 (-4.57%) $0.09
AstraZeneca PLC Stock Quote
AstraZeneca PLC
AZN
$66.21 (2.59%) $1.67
Novavax, Inc. Stock Quote
Novavax, Inc.
NVAX
$53.42 (-8.57%) $-5.01

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

Related Articles

Motley Fool Returns

Motley Fool Stock Advisor

Market-beating stocks from our award-winning service.

Stock Advisor Returns
331%
 
S&P 500 Returns
115%

Calculated by average return of all stock recommendations since inception of the Stock Advisor service in February of 2002. Returns as of 05/20/2022.

Discounted offers are only available to new members. Stock Advisor list price is $199 per year.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.