For institutional investors in Norway

Understanding the impact of delta

Although the Delta variant is testing the efficacy of vaccines, hope remains that COVID-19 will become an endemic disease, possibly as soon as next year. In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.

Key takeaways

  • Delta is particularly good at getting into host cells and can evade some antibodies provided by vaccines, making this variant of COVID-19 particularly problematic.
  • The virus that causes COVID-19 will continue to mutate as it replicates, but as more people become vaccinated and/or infected, the more resistance there will be to the disease. That should reduce the odds of future substantial outbreaks such as Delta.
  • As the pandemic wanes, it remains to be seen how durable demand for COVID-19 vaccines and therapeutics will be. But in the near term, the vaccines are expected to be a windfall for pharma sales, while longer term the technology could be applied to other infectious diseases.
Agustin Mohedas, PhD

Agustin Mohedas, PhD

Research Analyst


Daniel Lyons, PhD, CFA

Daniel Lyons, PhD, CFA

Portfolio Manager | Research Analyst


7 Sep 2021

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Marketing Communication.

 

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Agustin Mohedas, PhD

Agustin Mohedas, PhD

Research Analyst


Daniel Lyons, PhD, CFA

Daniel Lyons, PhD, CFA

Portfolio Manager | Research Analyst


7 Sep 2021