The Great Inoculation
[size=13]Yesterday, 05:58 PM[/size]
*The Great Inoculation - The Economics Of A Covid Vaccine*
CAL’s findings indicate that multiple successful vaccine candidates are likely to emerge, but Astrazeneca and Moderna are the only current phase 3 candidates, which are eligible for Sri Lanka under the COVAX portfolio.
We believe that the private sector will play a larger role in the distribution and inoculation of COVID-19 vaccines compared to the general immunization programs.
Therefore, the potential beneficiaries include
1) *ASIR* - due to their extensive healthcare network.
2) *HHL* - as the primary dealer for the Astrazeneca vaccine coupled with the potential benefits of the private sector vaccination program.
3) *HAYL* - due the storage and warehousing facilities coupled with the vaccine distribution capabilities.
4) *EXPO* - with the potential of yields rising if air freight rates rise on vaccine distribution.