AZNCF - Moderna And Novavax: Competing For Global Domination In The Vaccines Market

• Moderna and Novavax are leading Biotech companies who are expected to be major competitors in the COVID-19 vaccine market moving forward.
• While Moderna has a strong head start in the market in 2021, Novavax's impending entry is likely to offer stiff competition.
• Both companies also need to quickly diversify their reliance on COVID-19 vaccines, and reduce their concentration risk.
• We also discuss how China's ambition as a leading global vaccines player is an important area for investors to keenly monitor.
• We provide our opinion on the current valuations for both companies and help investors to think about the risk/reward profiles in adding exposure.

For further details see: