Als Verschwörungstheoretiker sollte man sicherlich nicht in Pharmaaktien investieren, schon gar nicht in Impfstoffhersteller.
Hier noch mal ein längeres Zitat von Airfinity - das ist übrigens einer der Analysten mit den meisten insights und Erfahrungen bzgl. der Marktentwicklung zu Covid Impfstoffen:
"Demand for doses is still rising, and booster programmes in high-income countries will be a key driver, according to Airfinity, which estimates that sales will climb almost 30% in 2022 from about $66bn in 2021. In a Bloomberg TV interview last week, Moderna CEO Stephane Bancel said he expected another Covid-19 booster shot would be needed in the fall.
Moderna could record about $26bn in sales in 2022, while Pfizer and German partner BioNTech may reel in about $43bn, Airfinity estimates. AstraZeneca is expected to generate $4.3bn in vaccine revenue, Airfinity said.
Pfizer fell 0.8% in trading before US markets opened, Moderna slipped 0.9%, and BioNTechs American depositary receipts rose 0.3%. AstraZeneca shares were little changed at 11.40am in London.
Those estimates differ from those of the drugmakers themselves. Pfizer has forecast $31bn in 2022 Covid-19 vaccine sales. Moderna said on January 10 that it expects vaccine sales of $18.5bn along with a potential $3.5bn from boosters and other purchases. Airfinity took existing contracts into account, according to Matt Linley, a lead analyst, and its estimates mainly apply to how factors such as Omicrons severity will affect additional purchases in 2022.
Many people in lower- and middle-income countries remain unvaccinated, keeping demand high in some regions. While two-thirds of people in wealthy countries had received at least one dose as of last week, just 11% in low-income nations had."
Auch nach 2022 wird es weiterhin nennenswerte Umsätze und Gewinne geben, wenngleich natürlich auf deutlich geringerem Niveau.
Die aktualisierten Schätzungen von Airfinity werden nun von den Analysten verarbeitet und werden m.E. zu deutlichen Anhebungen der Schätzungen für 2022 führen. Mal sehen wie sich das auf den Aktienkurs auswirkt wenn die Korrekturphase vorüber ist und wieder mehr Nüchternheit einkehrt.
Schönen Sonntag!