
1)

2) Novavax (two shots, easier to store) ALSO had very good results -- 89% efficacy https://www.bloomberg.com/news/articles/2021-01-28/novavax-shot-more-effective-in-u-k-than-in-south-africa-trial
JNJ results here: https://www.bloomberg.com/news/articles/2021-01-29/j-j-single-dose-vaccine-provides-strong-shield-against-covid-19
For the U.S. and the rest of the world this is a BIG deal. Not just because it's good to have two more vaccines potentially authorized (note: they aren't yet), but b/c of the supply increase.
HUNDREDS of millions of doses.
https://www.bloomberg.com/graphics/covid-vaccine-tracker-global-distribution/
HUNDREDS of millions of doses.
https://www.bloomberg.com/graphics/covid-vaccine-tracker-global-distribution/


A non-deadly, no-severe virus is a VERY diff risk profile. http://bloomberg.com/news/articles/2021-01-29/j-j-single-dose-vaccine-provides-strong-shield-against-covid-19
JNJ: It's also just one shot, and easier to store/transport.
Yes, individual topline efficacy might be lower. But it can immunize a LOT more people a LOT faster. Which creates more community protection.
Yes, individual topline efficacy might be lower. But it can immunize a LOT more people a LOT faster. Which creates more community protection.
Also: JNJ's trial was conducted while there have been several new variants of the virus circulating that may reduce efficacy of the vaccines. Pfizer and Moderna were tested earlier.
Does this matter? We don't know -- researchers gotta study it.
But keep it in mind as context
Does this matter? We don't know -- researchers gotta study it.
But keep it in mind as context
How quickly will supply change in the U.S.? Probably pretty quickly IF and WHEN these vaccines are cleared for use. (JNJ probably happens in a few weeks, NVAX longer while they do a U.S. trial).
According to this GAO report on the vaccine rollout, JNJ will have 2M doses ready to go, with 100M through June (that's millions of more doses a week).
https://www.gao.gov/assets/720/712030.pdf
https://www.gao.gov/assets/720/712030.pdf
More details on the rollout in the U.S. and around the globe here in our tracker from @business https://www.bloomberg.com/graphics/covid-vaccine-tracker-global-distribution/