Posted on 08/18/2021 8:46:36 PM PDT by SeekAndFind
* The company's vaccine has been at a disadvantage due to a perceived lower efficacy rate.
* Its effectiveness against the delta variant could lead to an increase in demand.
Johnson & Johnson's (NYSE:JNJ) COVID-19 vaccine has had some challenges this year. From production issues to some disquieting reports of blood clots possibly being linked to the vaccine, it hasn't been the success the company was likely hoping it would be at this stage. Vaccines from Pfizer (NYSE:PFE) and Moderna (NASDAQ:MRNA) have generated far more revenue for those companies and appear to be the vaccines of choice for many people.
However, the delta variant may change that, as both Moderna and Pfizer are suggesting booster shots are necessary. And the Food and Drug Administration (FDA) recently authorized a third dose for people with weakened immune systems. Meanwhile, a new study has found the Johnson & Johnson vaccine to be highly effective against the delta variant, so booster shots may not be necessary for individuals who receive that vaccine. While a lack of boosters won't translate to more revenue from the vaccine, it's a development that could ultimately lead to Johnson & Johnson's vaccine rising in popularity and grabbing more market share.
Moderna's vaccine sales could reach $20 billion by the end of this year. And that's still well behind Pfizer, which estimates its vaccine sales will hit $33.5 billion this year as it leads the way, producing up to 3 billion doses in 2021. Moderna doesn't anticipate it will be able to produce that many doses annually until next year. In 2021, its production could reach 1 billion doses.
Johnson & Johnson only expects to produce up to 600 million doses of its single-shot vaccine this year, down from its earlier target of 1 billion. Its struggles stem in large part from difficulties at a plant in Baltimore run by Emergent BioSolutions, where concerns relating to cross-contamination led to a shutdown of its factory in March. The FDA only recently gave the plant the green light to reopen.
It also didn't help that some people felt, correctly or not, that J&J's vaccine wasn't as effective as the other ones granted Emergency Use Authorization by the FDA.
But the problem is that Johnson & Johnson's vaccine data were never a fair comparison: It only completed enrolling participants in the first phase of its vaccine trial a month later, in December 2020. By then, coronavirus had evolved and new variants of concern were emerging in the U.K., Brazil, and South Africa. In Moderna's and Pfizer's earlier trials, those variants would not have played as much of a role (if at all) in their overall efficacy rates as they did in Johnson & Johnson's trials; when looking at just the U.S., J&J's vaccine efficacy rose to 72% in preventing moderate and severe disease.
From the start, J&J's vaccine was disadvantaged because of the numbers, which inevitably led to comparisons. But there's a new study that could be much more promising for Johnson & Johnson and lead to greater demand for its shot.
By comparison, studies on two doses of the Pfizer vaccine suggest efficacy rates could range between 42% and 96% against delta. Moderna has also had varying efficacy rates but it looks to be a bit higher, at around 76%. But what's common to both is that people need two doses of the vaccine, as a single dose offers weaker protection. And that's where the advantage could sway significantly in Johnson & Johnson's favor as its single-shot vaccine would be significantly easier to administer.
If production-related issues are sorted out and concerns ease about its efficacy, Johnson & Johnson could make up some serious ground in the COVID-19 vaccine market. It has a long way to go in overtaking Pfizer and Moderna in market share, but the healthcare giant is a major player in the industry with significant resources. It could ramp up production to meet a surge in demand. And that's why investors shouldn't count out the role that vaccine sales may play in its future.
But there is danger in investing based on a specific COVID-19 variant. Things have been changing rapidly, and a new variant could emerge that renders all of the currently available vaccines nearly useless. And so while Johnson & Johnson's vaccine does look like it should rebound in the future, and even though it has an outside chance of overtaking both Moderna and Pfizer, those factors aren't enough to make it a sure thing; there's just too much uncertainty. The stock isn't all that safe over the long term either; Johnson & Johnson's legal troubles in other areas of its business are enough of a reason for me to stay away from the stock.
However, if you are comfortable with the risk and uncertainty and want exposure to the COVID-19 vaccine market, investing in Johnson & Johnson is still a better option than buying shares of a soaring stock like Moderna, which is trading more than $100 higher than price targets set by even some of the most bullish of analysts. And given that it is a bit of an underdog in this race, Johnson & Johnson's ability to produce some better-than-anticipated vaccine sales could lead to significant analyst upgrades, which, in turn, may lead to some great returns for shareholders who buy the stock today.
RE: It seems most of these reported deaths really are due to the jabs, and it seems these jabs are far more dangerous than flu shots in the short term.
OK, let’s generously assume that *ALL* the nearly 13,000 deaths are due to the vaccines administered .... We have nearly 170 million people who have been vaccinated thus far.
What’s the likelihood of death from the vaccines?
About: .008 percent based on the above assumptions.
They say that your odds of being struck by lightning in your lifetime are about 1 in 15,300 ( see here: https://www.erieinsurance.com/blog/struck-by-lightning ).
About : .0065 Percent
So, the likelihood of dying from the vaccines is not far from the likelihood of being struck by lightning in your lifetime. Yet, we aren’t nearly as concerned when we see bolts of lightning in a storm.
Compare that to being infected with Covid and dying.... Your chances of dying are 0.3% on average ( 99.7% average survival rate ). Your chances of dying from Covid if infected are 38 times higher than dying from being vaccinated.
Isn’t it better to be vaccinated than not at all based on these numbers?
But ahhh, your response would then be — The vaccines DO NOT GUARANTEE NO INFECTION !!
True, but the question is — what are the chances of dying due to breakthrough infections vs dying due to Covid infection ( no vaccination )?
I’ve been reading that close to 99% of those in the USA who are hospitalized due to the Delta variant are unvaccinated.
But then, Israel is telling us that this is not true. Nearly half of those who are infected with Delta have been among the vaccinated. That is why the Israelis are now requiring BOOSTER shots.
Also, regarding Delta infection ... How serious are the breakthrough cases anyway? Are they mild or asymptomatic ( as is the case with Texas Governor Greg Abbott?), if so, then isn’t this proof that the vaccines are really doing their job, which is to prevent you from being seriously ill?
Now regarding this remark of yours:
“As far as long term data, there is no data other than biologists who say its ok and some predicting disaster.”
We really don’t know whether these biologists are right or wrong as the vaccines have only been out for 8 months ( 6 months in the case of Johnson and Johnson ). In this regard, your guess is as good as mine. The pessimist’s speculation is as good as the optimist’s?
PERHAPS THE MOST CHILLING 4 MINUTE VIDEO YOU’LL SEE!
No way to know if this is true or not. That said, given the PAST behavior of these &%$#@ elites, I put NOTHING PAST THEM.
NOTHING CAN STOP WHAT’S COMING, DR. SEAN BROOKS
https://www.bitchute.com/video/Ecux1OTy56oK/
my son got J&J and then got covid - probably delta
Depends on how many of each vaccine were given. The first time I saw that kind of difference, it turned out to be because one vaccine began administration before another. I’m checking for how many have been given for each brand but not finding much.
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RE: my son got J&J and then got covid - probably delta
And how was his case? Was he ill? Or just tested positive?
J&J and AZ are the vector vaccines... Tried and true tech, no boosters required. The mRNA vaccines were experiments. The experiments didn’t work.
“I’ve been reading that close to 99% of those in the USA who are hospitalized due to the Delta variant are unvaccinated.”
That CDC lie is outed. It is tough to keep track of all the lying but look to Israel, Iceland and the U.K. for indicators of what we’re up against.
Also, you can’t use one number for everyone on ChiComVirus risk.
A 12 year old does not face the same risk as an 80 year old.
Kids are far more at risk from the needless vax. That are all immune when healthy.
We’re all waiting for Novavax.
Why is the gov’t slowing it$ approval? $$$$$
I think that’s “ransomnote’s” point.
The only one that does not use spike proteins is Novavax.
I’m fairly sure it does use them. It doesn’t cause your body to manufacture them.
I blame Biden, Fauci, and the MSM for all the disinformation being put out. A large reason for the "anti-vaxxer" movement is because people realize when they are being bullchitted. They might not know exactly what the truth is, but they realize they're being lied to on a daily basis so the default reaction is to say "I don't trust any of you". In a rush to try and get everyone to take the vaccines they feel justified in lying and manipulating people because "it's for their own good". Americans don't respond well to being treated like children, just give us the real facts and we'll make up our own mind. The vaccine backlash is the result of nearly a year of outright lies and arm twisting.
It's maddening that you can't get a straight story out of these jackasses.
VAXXED Patients' Blood Examined, Horrific Findings Revealed by German Physicians!
I may be an outlier but....I got the J&J in maybe April or May. Went to the doc the other day and he ran a Covid antibody test on me. He called me and told me the results came back super low. Not even close to what he normally sees, so suggested I get a booster. I’ve gone 1 1/2 years without getting Covid and only got the vaccine because of one friend I have that is kind of ill. Didn’t want to take the chance on getting Covid and then passing it them. So now what do I do? I told Doc no, no booster for me.
I use Plavix, Pine Bark Extract, aspirin and lots of water to deal with VITT
RE: Definite symptoms, but nothing hospital like.
I’m relieved to know this. Has he recovered fully? If so, what did he do to recover?
When looking it up all I find are "fact checkers" so busy "fact checking" unapproved opinions that finding what they are checking is a little hard.
| Widget Jr wrote: |
| Do you have any sources for the info in that pic? When looking it up all I find are "fact checkers" so busy "fact checking" unapproved opinions that finding what they are checking is a little hard. |
The data has since been updated (every Friday)
It's the mortality tab on the openvaers website (note all options beneath 'Mortality' listed in the image have not yet been filled with data).
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