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In this month’s Kieger AG’s Chart of the Month, we focus on the impressive success of Moderna, BioNTech SE/Pfizer and their partners in increasing the production capacity of their COVID-19 mRNA vaccines. Since the initial announcement of 1bn doses for 2021 in July 2020, Moderna and BioNTech/Pfizer have jointly increased capacity by 300% to 4bn for 2021 in just 10/11 months. For 2022, doses have been increased to 6bn from the 1.2bn announced in January.
Rarely are health inequalities more apparent than when walking around San Francisco during the J.P. Morgan Healthcare Conference. In our chart of the month, Raphael Oesch (Portfolio Manager), takes a look at the statistics and discusses some of the reasons behind the figures.
We recently attended the 41st J.P. Morgan Healthcare Conference in San Francisco, which took place from January 9th to January 12th 2023. Our overall conclusion from the conference is that the industry remains in good shape. The key themes that emerged during the week from a devices and services perspective were, the rise of value-based care and innovation & digitalisation. However, it also became clear that the macroeconomic environment is still the dominant force behind (sub) sector performance.
Day after day currently feels like a roller coaster ride, going up because of better than hoped for CPI numbers, down because of looming recession fears, and back up because of a less hawkish FED speech. Are we there yet? What do you think?
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