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Originally Posted by Mahler9th
Seems pretty complex...
How do existing strategies for investments in the vaccine area map to our current situation? And have strategies been evolving over time or have they been pretty stable?
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I can only speak to the stock investment side.
I've never been too interested in investing in stocks of companies developing vaccines against infectious diseases. Reasons: 1) long development process, 2) low drug price, 3) limited markets. I can't think of a vaccine maker that has been a home run stock, at least not with a short/medium term investment horizon. So my "existing strategy" was to avoid, and that may remain the case.
SARS2 is an anomaly. Maybe the technology used in the SARS2 vaccine programs will speed future vaccine development but absent a pandemic affecting developed countries, I'm not sure 2) and 3) will change.
The only other quasi-vaccine area that I have been interested in is so-called "cancer vaccines". 1) and 3), but most definitely not 2).