Will Moderna and Pfizer Continue to Lead After the COVID-19 Pandemic Ends?


Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) are dominating the global COVID-19 vaccine market. But can they continue to do so once the pandemic is over? In this Motley Fool Live video recorded on Oct. 27, Fool contributors Keith Speights and Brian Orelli address this question, as well as the potential for other companies to succeed.

Keith Speights: Now, here’s one that I think that we both can talk about here. Joe asked, “Where do you see the COVID market going if the pandemic becomes an epidemic?” He also says, “Will Moderna and Pfizer continue to lead? Where will CureVac (NASDAQ:CVAC) and Novavax (NASDAQ:NVAX) fit in in such a scenario?” That’s a good question.

Brian Orelli: I wonder whether he means endemic which means it’s around all the time. Pandemic would be it comes and then goes. Endemic means it’s like the flu. It’s around every year, you are never going to actually get rid of it.

I think Moderna and Pfizer are definitely going to continue to lead because they have such a head start, not just in the ability, doctors having experience with it, but also their ability to manufacture quite a bit of it. I think they will definitely continue to lead.

Is there room for Novavax and CureVac? I think there probably is.

I think that it’s really going to depend on whether we need more boosters. We don’t really know what our memory B cells are going to do and what the virus is going to do. That’s basically, the virus mutates enough, then our memory B cells can’t take care of the virus then it will be a problem. If the virus doesn’t mutate enough and then we’re all vaccinated and we have fairly good memory B cells, well then we get infected with the coronavirus and SARS-CoV-2 and our bodies just take care of it and maybe we get sniffles or something.

But it’s not a major issue. We don’t worry about the cold. I don’t think we’d have much problems. I don’t think there was going to be that big of a market for boosters if people aren’t dying from COVID-19.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis — even one of our own — helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.

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