We’re updating our COVID-19 deep dive ahead of what is expected to be a critical period in the fight against the pandemic. Interim Phase 3 vaccine data from PFE/BNTX (anticipated any day now) and the FDA’s vaccine AdCom (on Thursday 10/22) are just the beginning. These events, and others to follow, have potentially significant implications for the market and even life as we know it. Beyond updates throughout the deck, the new items in this edition are as follows…

For vaccines…

 Buyside survey on BNTX and MRNA readouts and stock reactions

 Summary of Pivotal US Phase 3 vaccine studies

 Vaccine capacity and timing availability

 Detailed JNJ (Ad26.COVS.2) Phase 1 vaccine data

 BNTX/PFE and MRNA recruitment progress – now with 2nd dose curves

 Updated Phase 3 trial simulator

 Along with numerous other updates to timelines and data throughout

For antibody therapies…

 Summary of neutralizing antibody clinical data

 Updated pre-clinical data now including LLY and VIR candidates

 REGN neutralizing antibody overview and detailed data

 LLY neutralizing antibody overview and detailed data