Yahoo finance article.
7 Stocks That Could Benefit From Pfizer's COVID-19 Vaccine That Requires Cold Chain Storage
https://finance.yahoo.com/news/7-stocks-could-benefit-pfizers-205532504.html
Opportunity In Adversity: The mRNA vaccine jointly developed by Pfizer and BioNTech SE – ADR (NASDAQ: BNTX) requires a storage temperature of negative 70 degrees Celsius.This poses logistics challenges, especially in poorer nations that do not have the infrastructure or cold chain in place to handle the vaccine.This hurdle is likely to turn out to be an opportunity for companies that operate along the supply chain.
The top 2 listed are up 2/3X since March 2020.
1.Carrier Global Corporation, Market Cap: $34B
2.Trane Technologies plc, Market Cap: $37B
Another article by CNBC states the US is forecasting $8.4 billion spend on vaccine distribution.
https://www.cnbc.com/2020/12/12/how-fedex-ups-plan-to-distribute-fda-approved-covid-vaccine-when-will-you-get-the-coronavirus-vaccine.html
State health officials have asked for even more than that. They are requesting at least $8.4 billion for Covid-19 vaccination distribution.
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