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These 6 Coronavirus Vaccine Candidates Are The Likeliest To Succeed, Says Morgan Stanley

These 6 Coronavirus Vaccine Candidates Are The Likeliest To Succeed, Says Morgan Stanley

With about eight coronavirus vaccine candidates in clinical trials and 110 more in clinical testing, the race to a commercial product is intensifying. Against this backdrop, an analyst at Morgan Stanley looked at the most promising programs. 

Millions of doses of the vaccine could be available by fall 2020, and over 1 billion in 2021, analyst Matthew Harrison said in a note. The analyst sees safety as the biggest hurdle for these expedited programs.

It should be noted that earlier Monday, Moderna Inc (NASDAQ: MRNA) reported positive interim Phase 1 data for its coronavirus vaccine candidate mRNA-1273.

The Coronavirus Vaccine Frontrunners

Six candidates — four clinical pipeline candidates and two preclinical candidates — have a reasonable likelihood of success and can be manufactured at a notable scale, Harrison said.

The analyst projects three waves of commercially available vaccines. The candidates, sponsors and the timelines are as follows:

By The End Of 2020 

First Half Of 2021

  • Johnson & Johnson (NYSE: JNJ)

Second Half Of 2021

  • Sanofi SA (NASDAQ: SNY)/GlaxoSmithKline plc (NYSE: GSK


Table compiled using Morgan Stanley data. 

Judging Initial Coronavirus Efficacy Data

Although conceding that initial clinical data might be difficult to judge, Morgan Stanley said it would look ahead to the proportion of patients that achieve neutralizing antibody levels.

Since these have not been established, the firm said it will compare against animal models as well as antibody titers achieved in cohorts of patients who have recovered from COVID-19.

Morgan Stanley said it believes the NIAID is working on neutralizing titer thresholds that could potentially confer protection, adding that the thresholds could become available prior to the release of initial vaccine data.  

Coronavirus Vaccine Market Opportunity

Morgan Stanley believes the pandemic market could be worth $10 billion to $30 billion, with the endemic opportunity at $2 billion to $25 billion.

Related Links:

A Deep Dive On Coronavirus Vaccine Plays Moderna, Inovio

The Week Ahead In Biotech: Aquestive Awaits FDA Decision, Earnings Flow Slows


Latest Ratings for MRNA

May 2021Chardan CapitalMaintainsBuy
May 2021Morgan StanleyMaintainsEqual-Weight
May 2021Goldman SachsMaintainsBuy

View More Analyst Ratings for MRNA
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