Whatever public good PFE generated in early 2020, it has been washed away by a dearth of clinical evidence, mandates, public resistance and more than a few conspiracy theories. With a shift in power in the air, a president in decline, and the case against safety and efficacy for PFE's vaccines in certain cohorts building, the political and regulatory future of PFE's vaccine program dims.
Replay is available here.
Timestamps:
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0:00 - 2:48 Intro and let's get a few things straight 2:48 - 5:58 Short thesis; vaccine revenue at risk; no money from Treasury 5:58 - 13:07 Background: Money and Politics 13:07 - 19:09 Facing end to exclusivity on brand drugs and a reorg, PFE's future looked dim at the end of 2019 19:09 - 25:31 Grabbing the golden COVID ring 25:31 - 34:37 Uptake, Mandates & Ostracism 34:37 - 46:43 The Pivot away from universal vaccination to high risk populations; development of new vaccines 46:43-1:02:12 Q & A |
Let me know if you have any questions
Emily Evans
Managing Director – Health Policy
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