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  • 02 April 2021

    Well done AstraZeneca. More focussed on humanity than on profit. Can't say that of Pfizer. AZ are supplying the world with their vaccine at cost-price. A significant amount of the product is being made in India and a large part of that production destined for COVAX use. The EU meanwhile are erroneously slating the AZ product whilst threatening to withold exports of the product made within the EU. They are stockpiling millions of these doses needed elsewhere in the world. I worry that with AZ's cost-price initiative depressing their share price somewhat and Pfizer's rapacious profit focus causing their share price to rise we may again see a takeover bid by Pfizer of AZ. Back in 2014/2015 Pfizer aimed to sidestep the high US tax rate by effectively moving to Europe. Trump solved that for them. Biden however may cause that need to return. The Useful Idiots in the EU hardly help the situation by their flip-flop decisions on AZ efficacy and (unfounded) blood-clot worries. But, the outcome for EU pharma companies will not be hindered by the removal of AZ as a large player on Europe's doorstep.

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