Will the COVID-19 Vaccine Cure All?

After Challenging 2020, Biopharma CEOs Brace for COVID-19 Variants, Uncertainty

As the global economy continues to reel in the wake of the ongoing COVID-19 pandemic, leaders at the world's largest pharmaceutical and biotech companies said their industry remains largely on track, particularly as new treatments and vaccines hit the market.

COVID-19 May Accelerate Disruption In The Global Vaccine Market

Following decades of consolidation, the global vaccine market offers stable and healthy revenue growth, significant barriers to entry, and good profitability, broadly comparable with the broader pharmaceutical industry.

What Does Pharma’s Quest For A COVID-19 Vaccine Mean For Its Credit Quality And ESG Profile?

The COVID-19 pandemic has placed much of the hope of returning back to normal on the pharmaceutical industry to develop effective treatments and vaccines.

COVID-19 Vaccine Will Discovery Mean A Full Recovery?

Despite hopeful news about the development of several COVID-19 vaccines, widespread availability, distribution, and vaccination are the next big steps toward a new normal and economic recovery.

A Vaccine Won't Erase All Risks

Credit conditions in emerging markets (EMs) continue to improve following positive news about progress in developing a coronavirus vaccine, which augurs well for a faster recovery over the second half of 2021.

Emerging Market Vaccine Distribution Needs Indian Airfreight, Medical Cooperation

The Ottawa Group of the EU and 12 countries has called on governments globally to “withdraw or end any trade restrictive measures introduced in response to COVID-19 as quickly as possible”.

Listen: Beyond The Buzz: The Race For A COVID-19 Vaccine

Mike Ferguson talks to pharma credit analyst Tulip Lim about how pharma companies are ensuring affordability and access, how they're responding to pressure, and how prepared the industry is to face the pandemic.

First in Human: Big Pharma Eyes Diverse Population Data in COVID-19 Vaccine Race

When Moderna Inc. realized that clinical trials for the company's experimental coronavirus vaccine were not diverse enough, executives pumped the brakes, even as the world eagerly awaited any good news on a preventative treatment for COVID-19.

U.S. Short Sellers Shrink Back as Vaccine Optimism Rises

Vaccine optimism drove down short interest in all sectors of the S&P 500 in the first half of November as investors recalibrated their outlooks amid a series of positive vaccine developments and stocks soared to all-time highs.

Vaccine Hopes Reverse Pandemic Stock Trends, but Effect may not Last

Pandemic plays are out and reopening plays are in, but the staying power of the equity market's latest trend will largely depend on the viability of a vaccine.

Tech Short Sellers Poised for Rotation as Vaccine Buoys Value Stocks

Short interest in U.S. communication services stocks rose to 4.7% at the end of October.

Industrial Commodities Benefit from Hopeful COVID-19 Vaccine News

November proved to be a good month for risk assets, including commodities.

The headline S&P GSCI rose 12.0%, outperforming the S&P 500®, which gained 10.8%.

Promising developments on the COVID-19 vaccine front and the U.S. election outcome rewarded risk assets such as energy and industrial metals, while safe-haven assets like gold lost some luster.

Aviation Looks to Vaccine for Boost in Demand

Jet fuel took center stage at the recent International Air Transport Association Fuel Forum, as the industry grapples with the demand destruction due to air travel restrictions, but also paves the way for a clear decarbonisation agenda.

Jet fuel and derivatives editors Emma Thomas and Christopher Ewen join Francesco Di Salvo to reflect on the key takeaways from the event and the impact on the markets for conventional and sustainable aviation fuels.