Covid-19 Multilateralism Agility and Innovation TLSD Industry Update
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This is a 141 page research report and is intended as a broad disease specific report, which provides extensive scientific, macro and corporate analysis identifying key themes and drivers and contains recommendations on relevant stocks.
The discussion and analysis that we present covers the underlying science, viral invasion, transmission, and evolution of the variants, the damage to organs and the impact on drug development. We utilise our investment thesis findings in the context of companies developing vaccines or therapeutics to form our recommendations. We have reviewed over 60 vaccine and therapeutic development companies but funnel this down to some specific opportunities for institutions to leverage whilst creating a lasting social impact.
This report includes the following 32 public company stocks as well as 12 private companies:
PFE, BNTX.O, MRNA.O, 688185.SS, 1099.HK, JNJ, SVA.O, NVAX.O, INO.O, CVAC.O, CADI.NS, 4563.T, ARCT.O, TBIO.O, VIR.O, 4142.TW, GSK.L, NK.O, MRK, BAVA.CO, REGN.O, ALT.O, VXRT.O, VBIV.O, SYNG.L, LLY, GOVX, SCLP.L, 4507.T, AZN.L, IMM.L, POLX.L