Interesting.. are there any au public companies with the dry ice market cornered because they could be a spec buy….
But what we’re looking at for the Moderna and Pfizer/BioNTech candidates, both of which are promising and are well into Phase II/III trials, is not just refrigeration. Moderna’s vaccine needs to be shipped and stored at -20 C (minus four Fahrenheit), while the Pfizer/BioNTech one needs to be at -70 C (-94 F). The former is enough of a challenge – freezer temperatures instead of refrigerator ones. But the latter. . .well, biology research labs all have freezers that go down that far (it’s where cell culture samples, oligonucleotide constructs, and recombinant proteins get stored), but you’re not going to find one down at the local pharmac_, which is perhaps where you were picturing lining up for a coronavirus shot.
This news sent both companies’ stock prices down late last week, because it’s definitely not what people wanted to hear. Pfizer has provided these details to the CDC about shipping and storage of their candidate: the vaccine can be shipped in “dry ice pack” boxes, but that dry ice will need to be replenished within 24 hours of receipt. The shipping carton needs to be closed within one minute of opening, and not opened more than twice per day. Vaccine vials, once removed, can be kept at refrigerator temperatures for up to 24 hours or at room temperature for no more than 2 hours after thawing. So this is going to take a very organized approach to make sure that the vaccine is handled properly without wastage. We’re looking at a lot of dry ice and a lot of orders for ultra-cold freezers if this is the candidate that gets heavy nationwide distribution