Logical Analysis Report

Key Focus

  • And we might even have a vaccine.
    Vaccine investors, hold the Champagne
    Early approval of vaccines before the elections probably wouldn't help investors in the companies developing them, including Moderna, AstraZeneca, Pfizer PFE, +0.54%, Johnson & Johnson JNJ, +0.29%, Sanofi SNY, +1.73%, Inovio Pharmaceuticals INO, -0.48%, Novavax NVAX, +9.24% and Arcturus Therapeutics ARCT, +2.92%, among others.
    That's because many of the stocks have already risen a lot, especially those closer to being pure plays because they are smaller.
    Next, it would be bad PR for vaccine producers to be seen making a lot of profits off a global pandemic health crisis
  • As fears of a second wave of Covid-19 weigh on stocks, here's some potentially good news: A vaccine may be approved before the November election, according to a major biotechnology investing research firm.
    The prediction is a big deal for investors for three reasons.
  • For investors, early vaccine approval would be bullish for biotech stocks, cyclical stocks, travel stocks, the economy and the market overall.
  • They have been plagued for years by worries the government will regulate drug prices.
    "In the end, a vaccine likely does more for the sector as whole from a sentiment standpoint," says Jefferies'Holz.
    Vaccine approval would also help cyclical and travel stocks because it would lower the odds of another full lockdown.

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Complex Event Analysis(Read more)

High Level Topics

  • VACCINE
  • STOCKS
  • COVID-19
  • INVESTORS

    • High Level Abstractions

  • VACCINE(7, 0 Order)
  • ( VACCINE )(7, 0 Order)  top
  • ( VACCINE, STOCKS )(4, 1st Order)  top
  • ( VACCINE, INVESTORS )(4, 1st Order)  top
  • ( VACCINE, VACCINES )(2, 1st Order)  top
  • ( VACCINE, NOVEMBER )(2, 1st Order)  top
  • ( VACCINE, ELECTIONS )(2, 1st Order)  top
  • ( VACCINE, ELECTION )(2, 1st Order)  top
  • ( VACCINE, COVID-19 )(3, 1st Order)  top
  • ( VACCINE, TRAVEL )(2, 1st Order)  top
  • ( VACCINE, SWAYING )(1, 1st Order)  top
  • ( VACCINE, SENTIMENT )(1, 1st Order)  top
  • ( VACCINE, SANOFI_SNY )(1, 1st Order)  top
  • ( VACCINE, SAFETY )(1, 1st Order)  top
  • STOCKS(5, 0 Order)
  • ( STOCKS )(5, 0 Order)  top
  • ( STOCKS, TRAVEL )(2, 1st Order)  top
  • ( STOCKS, STOCK )(2, 1st Order)  top
  • ( STOCKS, INVESTORS )(3, 1st Order)  top
  • ( STOCKS, VACCINES )(2, 1st Order)  top
  • ( STOCKS, SWAYING )(1, 1st Order)  top
  • ( STOCKS, SENTIMENT )(1, 1st Order)  top
  • ( STOCKS, ROYAL_CARIBBEAN_CRUISES_RCL )(1, 1st Order)  top
  • ( STOCKS, PRESIDENT_TRUMP )(1, 1st Order)  top
  • ( STOCKS, NOVEMBER )(1, 1st Order)  top
  • ( STOCKS, NASDAQ_COMPOSITE_INDEX_COMP )(1, 1st Order)  top
  • ( STOCKS, ELECTIONS )(2, 1st Order)  top
  • COVID-19(5, 0 Order)
  • ( COVID-19 )(5, 0 Order)  top
  • ( COVID-19, NOVEMBER )(3, 1st Order)  top
  • ( COVID-19, INVESTORS )(3, 1st Order)  top
  • ( COVID-19, ELECTION )(2, 1st Order)  top
  • ( COVID-19, VACCINES )(2, 1st Order)  top
  • ( COVID-19, STOCKS )(2, 1st Order)  top
  • ( COVID-19, SPDR_S )(1, 1st Order)  top
  • ( COVID-19, SAFETY )(1, 1st Order)  top
  • ( COVID-19, POLITICIANS )(1, 1st Order)  top
  • ( COVID-19, NASDAQ_BIOTECHNOLOGY_INDEX_IBB )(1, 1st Order)  top
  • ( COVID-19, JARED_HOLZ )(1, 1st Order)  top
  • ( COVID-19, ISHARES )(1, 1st Order)  top
  • INVESTORS(5, 0 Order)
  • ( INVESTORS )(5, 0 Order)  top
  • ( INVESTORS, HEALTH )(2, 1st Order)  top
  • ( INVESTORS, ECONOMY )(1, 1st Order)  top
  • ( INVESTORS, VACCINES )(1, 1st Order)  top
  • ( INVESTORS, SANOFI_SNY )(1, 1st Order)  top
  • ( INVESTORS, NOVAVAX_NVAX )(1, 1st Order)  top
  • ( INVESTORS, MODERNA )(1, 1st Order)  top
  • ( INVESTORS, LETDOWN )(1, 1st Order)  top
  • ( INVESTORS, JOHNSON_JNJ )(1, 1st Order)  top
  • ( INVESTORS, JOHNSON )(1, 1st Order)  top

    • References

    • ( VACCINE )  top
    • ( VACCINE, STOCKS )  top
    • (Read more)   topAs fears of a second wave of Covid-19 weigh on stocks, here's some potentially good news: A vaccine may be approved before the November election, according to a major biotechnology investing research firm.
      The prediction is a big deal for investors...
    • (Read more)   topFor investors, early vaccine approval would be bullish for biotech stocks, cyclical stocks, travel stocks, the economy and the market overall.
    • (Read more)   top
      That's because many of the stocks have already risen a lot, especially those closer to being pure plays because they are smaller.
      Next, it would be bad PR for vaccine producers to be seen making a lot of profits off a global pandemic...
    • (Read more)   top
      Vaccine approval would also help cyclical and travel stocks because it would lower the odds of another full lockdown.
    • ( VACCINE, INVESTORS )  top
    • (Read more)   top
      The prediction is a big deal for investors for three reasons.
      1.
    • (Read more)   topFor investors, early vaccine approval would be bullish for biotech stocks, cyclical stocks, travel stocks, the economy and the market overall
    • (Read more)   top
      Vaccine investors, hold the Champagne
      Early approval of vaccines before the elections probably wouldn't help investors in the companies developing them, including Moderna, AstraZeneca, Pfizer PFE, +0.54%, Johnson...
    • (Read more)   top
      But many other investors would benefit from vaccine approvals.
    • ( VACCINE, VACCINES )  top
    • (Read more)   top
      We hear time and again that vaccines take 10 to 15 years to research and bring to market. So given the limited timeline of Covid-19 vaccine safety and efficacy studies to date, the following is a bold projection.
      "We believe...
    • (Read more)   top
      Early approval of vaccines before the elections probably wouldn't help investors in the companies developing them, including Moderna, AstraZeneca, Pfizer PFE, +0.54%, Johnson & Johnson JNJ, +0.29%, Sanofi SNY, +1.73%,...
    • ( VACCINE, NOVEMBER )  top
    • (Read more)   topAs fears of a second wave of Covid-19 weigh on stocks, here's some potentially good news: A vaccine may be approved before the November election, according to a major biotechnology investing research firm.
      The prediction is a big deal for investors for three reasons.
      1
    • (Read more)   top
      "We believe the FDA will likely approve at least one vaccine prior to the November election," Jefferies health-care strategist Jared Holz said in an interview.
    • ( VACCINE, ELECTIONS )  top
    • (Read more)   top Food and Drug Administration (FDA) approval of a vaccine ahead of voting could have an impact on the elections, possibly swaying the outcome in favor of President Trump.
      3.
    • (Read more)   top
      Early approval of vaccines before the elections probably wouldn't help investors in the companies developing them, including Moderna, AstraZeneca, Pfizer PFE, +0.54%, Johnson & Johnson JNJ, +0.29%, Sanofi SNY, +1.73%, Inovio Pharmaceuticals INO,...
    • ( VACCINE, ELECTION )  top
    • (Read more)   topAs fears of a second wave of Covid-19 weigh on stocks, here's some potentially good news: A vaccine may be approved before the November election, according to a major biotechnology investing research firm.
      The prediction is a big deal for investors for three reasons.
      1
    • (Read more)   top
      "We believe the FDA will likely approve at least one vaccine prior to the November election," Jefferies health-care strategist Jared Holz said in an interview.
    • ( VACCINE, COVID-19 )  top
    • (Read more)   topAs fears of a second wave of Covid-19 weigh on stocks, here's some potentially good news: A vaccine may be approved before the November election, according to a major biotechnology investing research firm.
      The prediction is a...
    • (Read more)   top. So given the limited timeline of Covid-19 vaccine safety and efficacy studies to date, the following is a bold projection.
      "We believe the FDA will likely approve at least one vaccine prior to the November election," Jefferies...
    • (Read more)   top (The same goes for Covid-19 therapy developers including Gilead GILD, +4.63%, which is researching remdesivir as a treatment.) Given the government's role in funding research, it would likewise also pressure vaccine makers...
    • ( VACCINE, TRAVEL )  top
    • (Read more)   topFor investors, early vaccine approval would be bullish for biotech stocks, cyclical stocks, travel stocks, the economy and the market overall.
    • (Read more)   top
      Vaccine approval would also help cyclical and travel stocks because it would lower the odds of another full lockdown.
    • ( VACCINE, SWAYING )  top
    • (Read more)   top Food and Drug Administration (FDA) approval of a vaccine ahead of voting could have an impact on the elections, possibly swaying the outcome in favor of President Trump.
      3.
    • ( VACCINE, SENTIMENT )  top
    • (Read more)   top
      "In the end, a vaccine likely does more for the sector as whole from a sentiment standpoint," says Jefferies'Holz.
      Vaccine approval would also help cyclical and travel stocks because it would lower the odds of another full lockdown
    • ( VACCINE, SANOFI_SNY )  top
    • (Read more)   top ... approval of vaccines before the elections probably wouldn't help investors in the companies developing them, including Moderna, AstraZeneca, Pfizer PFE, +0.54%, Johnson & Johnson JNJ, +0.29%, Sanofi SNY, +1.73%, Inovio Pharmaceuticals INO, -0.48%, Novavax NVAX, +9.24% and Arcturus Therapeutics ARCT, +2.92%, among others.
      That's because many of the stocks have already risen...
    • ( VACCINE, SAFETY )  top
    • (Read more)   top. So given the limited timeline of Covid-19 vaccine safety and efficacy studies to date, the following is a bold projection.
      "We believe the FDA will likely approve at least one vaccine prior to the November election," Jefferies health-care strategist...
    • ( STOCKS )  top
    • ( STOCKS, TRAVEL )  top
    • (Read more)   top. For investors, early vaccine approval would be bullish for biotech stocks, cyclical stocks, travel stocks, the economy and the market overall. The S&P 500 Index SPX, -0.56% and the Dow Jones Industrial Average DJIA, -0.80% have recovered most of their March losses, and the Nasdaq Composite Index COMP,...
    • (Read more)   top
      Vaccine approval would also help cyclical and travel stocks because it would lower the odds of another full lockdown. It would also benefit a group I call "public-gathering-place" stocks.
      A portfolio of eight public gathering place stocks...
    • ( STOCKS, STOCK )  top
    • (Read more)   top
      A portfolio of eight public gathering place stocks I suggested in my stock letter, Brush Up on Stocks, on March 17 was already up 71% by the close June 15, compared with 26.3% gains for the SPDR S&P 500 ETF Trust SPY, -0.57%
    • (Read more)   top
      At the time of publication, Michael Brush owned CHDN and CCL. Brush has suggested PFE, JNJ, SNY, INO, NVAX, IBB, XBI, CHDN, RCL, CCL, PLNT and FUN in his stock newsletter, Brush Up on Stocks
    • ( STOCKS, INVESTORS )  top
    • (Read more)   topSee ( VACCINE , INVESTORS )
    • (Read more)   top. For investors, early vaccine approval would be bullish for biotech stocks, cyclical stocks, travel stocks, the economy and the market overall
    • (Read more)   top
      Vaccine investors, hold the Champagne
      Early approval of vaccines before the elections probably wouldn't help investors in the companies developing them, including Moderna, AstraZeneca, Pfizer PFE, +0.54%, Johnson...
    • ( STOCKS, VACCINES )  top
    • (Read more)   topSee ( VACCINE , VACCINES )
    • (Read more)   top
      I expect further gains from those stocks when vaccines are approved. My portfolio includes Churchill Downs CHDN, -1.92%, Royal Caribbean Cruises RCL, -6.87%, Carnival CCL, -5.26%, Planet Fitness PLNT, -0.33% and Cedar Fair FUN, -3.99%...
    • ( STOCKS, SWAYING )  top
    • (Read more)   top Food and Drug Administration (FDA) approval of a vaccine ahead of voting could have an impact on the elections, possibly swaying the outcome in favor of President Trump.
      3. For investors, early vaccine approval would be bullish for biotech stocks, cyclical stocks, travel stocks, the economy and the market overall
    • ( STOCKS, SENTIMENT )  top
    • (Read more)   topSee ( VACCINE , SENTIMENT )
    • ( STOCKS, ROYAL_CARIBBEAN_CRUISES_RCL )  top
    • (Read more)   top. My portfolio includes Churchill Downs CHDN, -1.92%, Royal Caribbean Cruises RCL, -6.87%, Carnival CCL, -5.26%, Planet Fitness PLNT, -0.33% and Cedar Fair FUN, -3.99% in amusement parks.
      At the time of publication, Michael Brush owned CHDN and CCL. Brush...
    • ( STOCKS, PRESIDENT_TRUMP )  top
    • (Read more)   top Food and Drug Administration (FDA) approval of a vaccine ahead of voting could have an impact on the elections, possibly swaying the outcome in favor of President Trump.
      3.       For investors, early vaccine approval would be bullish for biotech stocks, cyclical stocks, travel stocks, the economy and the market overall
    • ( STOCKS, NOVEMBER )  top
    • (Read more)   topSee ( VACCINE , NOVEMBER )
    • ( STOCKS, NASDAQ_COMPOSITE_INDEX_COMP )  top
    • (Read more)   topThe S&P 500 Index SPX, -0.56% and the Dow Jones Industrial Average DJIA, -0.80% have recovered most of their March losses, and the Nasdaq Composite Index COMP, +0.03% recently hit new highs.
    • ( STOCKS, ELECTIONS )  top
    • (Read more)   top Food and Drug Administration (FDA) approval of a vaccine ahead of voting could have an impact on the elections, possibly swaying the outcome in favor of President Trump.
      3. For investors, early vaccine approval would be bullish for biotech stocks, cyclical stocks, travel stocks, the economy and the market...
    • (Read more)   topSee ( VACCINE , ELECTIONS )
    • ( COVID-19 )  top
    • ( COVID-19, NOVEMBER )  top
    • (Read more)   topSee ( VACCINE , NOVEMBER )
    • (Read more)   top
      Here are three other reasons we may well see Covid-19 vaccine approval before early November.
      1.       President Trump has a penchant for timing policy decisions (such as China trade negotiation breakthroughs) to influence the markets and the electorate at key tactical turning points
    • ( COVID-19, INVESTORS )  top
    • (Read more)   topSee ( VACCINE , INVESTORS )
    • (Read more)   topSee ( STOCKS , INVESTORS )
    • ( COVID-19, ELECTION )  top
    • (Read more)   topSee ( VACCINE , ELECTION )
    • ( COVID-19, VACCINES )  top
    • (Read more)   topSee ( VACCINE , VACCINES )
    • ( COVID-19, STOCKS )  top
    • (Read more)   topSee ( VACCINE , STOCKS )
    • ( COVID-19, SPDR_S )  top
    • (Read more)   top
      That would support biotech and pharma companies and exchange traded funds including iShares NASDAQ Biotechnology Index IBB, +3.26% and SPDR S&P Biotech XBI, +2.83%.
    • ( COVID-19, SAFETY )  top
    • (Read more)   topSee ( VACCINE , SAFETY )
    • ( COVID-19, POLITICIANS )  top
    • (Read more)   top Biotech and pharma investors would get a boost if the public and politicians view them as having "saved the day" in the Covid-19 crisis. That would mean there would be less pressure for them to rein in drug pricing.
      That would support biotech and pharma companies...
    • ( COVID-19, NASDAQ_BIOTECHNOLOGY_INDEX_IBB )  top
    • (Read more)   top
      That would support biotech and pharma companies and exchange traded funds including iShares NASDAQ Biotechnology Index IBB, +3.26% and SPDR S&P Biotech XBI, +2.83%.
    • ( COVID-19, JARED_HOLZ )  top
    • (Read more)   top
      "We believe the FDA will likely approve at least one vaccine prior to the November election," Jefferies health-care strategist Jared Holz said in an interview.
    • ( COVID-19, ISHARES )  top
    • (Read more)   top
      That would support biotech and pharma companies and exchange traded funds including iShares NASDAQ Biotechnology Index IBB, +3.26% and SPDR S&P Biotech XBI, +2.83%.
    • ( INVESTORS )  top
    • ( INVESTORS, HEALTH )  top
    • (Read more)   top"The efficacy bar will be fairly low considering the toll Covid-19 has taken on the world over the past four to six months from a health and an economic standpoint," says Holz.
      Emergency-use approval seems like a letdown because it would take a lot of potential beneficiaries, including you and me, out of the equation
    • (Read more)   top
      Next, it would be bad PR for vaccine producers to be seen making a lot of profits off a global pandemic health crisis.
    • ( INVESTORS, ECONOMY )  top
    • (Read more)   topFor investors, early vaccine approval would be bullish for biotech stocks, cyclical stocks, travel stocks, the economy and the market overall.
    • ( INVESTORS, VACCINES )  top
    • (Read more)   topSee ( VACCINE , VACCINES )
    • ( INVESTORS, SANOFI_SNY )  top
    • (Read more)   topSee ( VACCINE , SANOFI_SNY )
    • ( INVESTORS, NOVAVAX_NVAX )  top
    • (Read more)   top ... help investors in the companies developing them, including Moderna, AstraZeneca, Pfizer PFE, +0.54%, Johnson & Johnson JNJ, +0.29%, Sanofi SNY, +1.73%, Inovio Pharmaceuticals INO, -0.48%, Novavax NVAX, +9.24% and Arcturus Therapeutics ARCT, +2.92%, among others.
      That's because many of the stocks have already risen a lot, especially those closer to being pure plays because they are...
    • ( INVESTORS, MODERNA )  top
    • (Read more)   top
      Early approval of vaccines before the elections probably wouldn't help investors in the companies developing them, including Moderna, AstraZeneca, Pfizer PFE, +0.54%, Johnson & Johnson JNJ, +0.29%, Sanofi SNY, +1.73%, Inovio Pharmaceuticals INO, -0.48%, Novavax NVAX, +9.24% and Arcturus Therapeutics ARCT, +2.92%, among others.
      That's...
    • ( INVESTORS, LETDOWN )  top
    • (Read more)   top
      Emergency-use approval seems like a letdown because it would take a lot of potential beneficiaries, including you and me, out of the equation
    • ( INVESTORS, JOHNSON_JNJ )  top
    • (Read more)   top
      Early approval of vaccines before the elections probably wouldn't help investors in the companies developing them, including Moderna, AstraZeneca, Pfizer PFE, +0.54%, Johnson & Johnson JNJ, +0.29%, Sanofi SNY, +1.73%, Inovio Pharmaceuticals INO, -0.48%, Novavax NVAX, +9.24% and Arcturus Therapeutics ARCT, +2.92%, among others.
      That's because many of the stocks...
    • ( INVESTORS, JOHNSON )  top
    • (Read more)   top
      Early approval of vaccines before the elections probably wouldn't help investors in the companies developing them, including Moderna, AstraZeneca, Pfizer PFE, +0.54%, Johnson & Johnson JNJ, +0.29%, Sanofi SNY, +1.73%, Inovio Pharmaceuticals INO, -0.48%, Novavax NVAX, +9.24% and Arcturus Therapeutics ARCT, +2.92%, among others.
      That's because...