Pharma's Post-Pandemic Story To Unlock A Cancer-Free Era
Portfolio Pulse from Upwallstreet
Pfizer (PFE) and Moderna (MRNA) experienced a 30% drop in share value post-pandemic but are refocusing on oncology to drive future growth. Pfizer's acquisition of Seagen and product launches aim to offset $17 billion in lost sales, projecting $129 billion in new revenue by decade's end. Moderna, with its sole product being the COVID-19 vaccine, plans to launch up to 15 new products, including a promising RSV vaccine and a melanoma mRNA vaccine developed with Merck. Mainz Biomed (MYNZ) is making strides in cancer prevention with its non-invasive ColoAlert® test and is developing PancAlert for early pancreatic cancer detection.

April 02, 2024 | 2:17 pm
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Moderna plans to diversify its product portfolio beyond its COVID-19 vaccine with up to 15 new launches, including a promising RSV vaccine and a melanoma vaccine developed with Merck.
Despite the current reliance on its COVID-19 vaccine, Moderna's aggressive pipeline development and upcoming product launches are expected to diversify its revenue sources and potentially uplift its stock in the short term.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 85
POSITIVE IMPACT
Mainz Biomed is advancing in the cancer prevention space with its non-invasive ColoAlert® test and the development of PancAlert for early pancreatic cancer detection.
Mainz Biomed's focus on early cancer detection and prevention, particularly with its marketed ColoAlert® test in Europe and the development of PancAlert, positions it as a key player in the oncology space, potentially boosting investor interest and stock value.
CONFIDENCE 70
IMPORTANCE 75
RELEVANCE 80
POSITIVE IMPACT
Pfizer's strategic pivot to oncology, including the acquisition of Seagen and a wave of product launches, aims to counteract lost sales and drive significant revenue growth.
Pfizer's comprehensive strategy to mitigate the impact of lost exclusivity sales through acquisitions and new product launches in oncology is likely to positively influence investor sentiment and stock performance in the short term.
CONFIDENCE 80
IMPORTANCE 85
RELEVANCE 90