Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

A highly collaborative investment professional and research analyst with 10+ years of international experience in equity research, treasury operations, and trading positions across multiple asset classes at leading multinational banks Citibank and Morgan Stanley, UHNWI-backed family office and European independent equity research firm. A respectable background in equity capital markets, corporate treasury, investment banking operations, equity research analysis and portfolio management.

Success of Moderna’s COVID-19 Vaccine May Give a Boost to Stocks of Messenger RNA Companies

Expecting First Results From Phase 1 Clinical Trials Of COVID-19 Vaccine In October

CureVac May Supply ~225M of Potential COVID-19 Vaccine Doses. A Big Win Over Moderna and BioNTech

Algosun Global

Equity Bottom-Up

<p style="text-align: justify;">Previous week EU finally approved new contract with the German biotech company CureVac to purchase 225 million doses of COVID-19 vaccine and option to buy additional 180 million doses next year. CureVac plans to initiate global Phase 2b/3 clinical trials as soon as possible and is going to expand its manufacturing capacities to 300 million doses in 2021 and 600 million doses in 2022. New integrated European vaccine manufacturing network will be built in collaboration with several partners. We believe, that one of them is American EV and clean energy company Tesla, working with CureVac on vaccine RNA printer (version 3 is under development). We see further upside for CureVac shares and expect positive Phase 2a and Phase 2b/3 data of its vaccine candidate CVnCoV together with 90%+ efficacy and opportunity to sell ~100 million doses of COVID-19 vaccine for emergency use in the European Union this year.  </p>

Previous week EU finally approved new contract with the German biotech company CureVac to purchase 225 million doses of COVID-19 vaccine and option to buy additional 180 million doses next year. CureVac plans to initiate global Phase 2b/3 clinical trials as soon as possible and is going to expand its manufacturing capacities to 300 million doses in 2021 and 600 million doses in 2022. New integrated European vaccine manufacturing network will be built in collaboration with several partners. We believe, that one of them is American EV and clean energy company Tesla, working with CureVac on vaccine RNA printer (version 3 is under development). We see further upside for CureVac shares and expect positive Phase 2a and Phase 2b/3 data of its vaccine candidate CVnCoV together with 90%+ efficacy and opportunity to sell ~100 million doses of COVID-19 vaccine for emergency use in the European Union this year.  

新たな強気シナリオでは、キュアバックの株価はさらに20～30％上昇する可能性がある

CureVac NV

新たな強気シナリオでは、キュアバックの株価はさらに20～30％上昇する可能性がある