Very long time; first time
TLDR; I just like the inventory. I like 1 shot. I like simple logistics. I like examined towards variants. I like excessive safety towards ‘prevented deaths and hospitalizations’. I like potential up-swing with vaccine approval. Don’t like decrease total efficient % vs opponents. Don’t like rumored manufacturing limitations.
First off, I hope everybody out there may be staying secure throughout these loopy instances. I’ve been studying so much from being a lurker on right here these previous few months of quarantine/semi-quarantine life.
Now, let’s get to the purpose. I’m BULLISH on Johnson & Johnson ($JNJ). A bluechip, long-standing American-based firm based in 1886, no.37 on F500, enormous portfolio, good dividends – shit ain’t goin’ wherever.
In my view, JNJ’s upcoming vaccine can be a giant step within the battle towards COVID worldwide. I imagine it has a number of upside versus its opponents. JNJ has a big pool of assets and loads of help from the Biden administration.
JNJ’s vaccine is at present awaiting emergency authorization approval (hopefully by the tip of the month), however all the things appears to be trying good and vaccines are already being produced with associate $EBS. JNJ’s vaccine has a number of benefits within the manufacturing/logistics dept., which is at present an issue for different vaccines. Issues issues I like:
-Vaccine takes solely 60-70 days to supply (Pfizer is 110 days)
-JNJ vaccine can keep in STANDARD FRIDGE temperatures for 3 MONTHS (in comparison with sub-zero vaccines)
-JNJ says 100m vaccines by this summer season, in all probability making tens of millions/billions extra in foreseeable future (rumored manufacturing limitations)
-SINGLE DOSE, simple logistics
-More practical versus variants
-65% efficient total however 85% EFFECTIVE PREVENT SEVERE CASES
-JNJ taking identical know-how for vaccines/trials combating towards Ebola/HIV/Zika/extra
$JNJ and a number of the healthcare business are at present trending upward. I’m hoping it runs up short-term with vaccine approval later this month. Lengthy-term BULL perspective as effectively, taking COVID vaccine tech and combating different ailments. Protected funding, good dividends, potential short-to-mid time period upside.
There’s additionally a number of MSM help with robust projections:
That is purely hypothesis. I’m an fool. I simply need us all to be secure, comfortable and make tendies.
At present poor-ish and in for 10 @ 163. Hopefully shopping for extra.