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.
- 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.