COVID Vaccine: The opportunities for investors - Part I
Vaccine rollout will throw up opportunities not just for the domestic pharmaceutical and healthcare industry but also the logistics value chain, right from vaccine production, delivery, storage and then the actual immunisation
December 11, 2020 / 08:52 AM IST
PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook
- Vaccine rollout likely in Q1 CY21; early options may come from domestic manufacturing firms
- India offers tremendous contract manufacturing opportunity
- Vaccine packing material companies looking to expand capacity
- Storage and distribution requires huge public-private collaboration
The plans for a global vaccination rollout are gaining steam with UK already beginning vaccinations using the Pfizer-BioNTech vaccine. Canada Health has also given its approval for the same vaccine. Panel of experts advising US FDA has also recommended emergency approval for Pfizer vaccine.
India is among the leading...