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COVID Vaccine: The opportunities for investors - Part II

As we go down the value chain, it becomes apparent that storage and distribution, which would require cold chains, present new challenges and opportunities

Moneycontrol Research
December 11, 2020 / 11:09 AM IST
COVID Vaccine: The opportunities for investors - Part II

Source: Reuters

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Highlights - Temperature-controlled logistics demand maximum attention - Limited players in pure-play cold storage services - Wide range of sectors mapped to cold chain logistics may benefit - IT vendors may have a role in electronic intelligence for vaccine dissemination In PART-1 of this series, we examined the investment opportunities in vaccine innovators and contract manufacturers. As we go down the value chain, it becomes apparent that storage and distribution, which would require cold chains, present new challenges and opportunities. Moreover, a mega inoculation drive like this...

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