Endgame for Covid-19: what about mRNA?
01 February 2022
The emergence of the Omicron variant has led to a paradigm shift in the Covid-19 pandemic fight: disappointment in vaccines' efficacy and immunity buildup. Investors are questioning the role of mRNA vaccines in a world of endemic Covid-19.
Bottom line
From pandemic to endemic, mRNA vaccines have led the battle and continue to win. Despite reduced efficacy against Omicron, BioNtech and Moderna vaccines still protect against severe cases, and the companies are rapidly adapting to produce variant-specific boosters. In addition, Covid-19 is only their first growth driver: more infectious diseases and oncology are next.
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