Key insights
- The author suggests that growing concerns about Hantavirus could lead to speculative capital flowing back into biotech companies involved in vaccine development, similar to what happened during the COVID-19 pandemic. This could positively impact stocks like Inovio, Moderna, and Novavax, as the market prices in potential demand and government funding.
Am I the only one watching $INO right now because of the Hantavirus concerns?
What else could go up doing a new possible pandemic?
People forget how insane the money flow into pharma and biotech was during COVID.
The second vaccine headlines started hitting, stocks like Moderna, Novavax, BioNTech and even INO exploded because the market was pricing in massive future demand and government funding.
If Hantavirus fears grow, I wouldn’t be surprised to see speculative capital rotate back into outbreak-related biotech names again.