저자: MeetKevin · 외국인
요약 보기
화이자 백신 90% 이상 효능 발표로 회복주 급등. 모더나 백신 결과 곧 발표 예정, 연말 두 개 백신 승인 가능성. 이에 따라 경기회복 수혜 주식과 기술주 매수 기회로 봄. 중립적 시장 해석이 아니라 강한 낙관 논조이며, 조 바이든 방역 계획·마스크 의무화 언급은 있으나 투자 예측과 직접 연결되지 않음.
다듬은 글
react to what dr fauci just said which is an indication that there could be another big and major market mover coming our way obviously today the stock market has been a little kooky we have literally seen recovery stocks skyrocket 20 to 50 instantly on the announcement that pfizer's vaccine is not only getting ready to apply for the fda's emergency use authorization but that it's almost or potentially even over 90 percent effective which is way higher than the 50 percent the fda requires to give a vaccine approval which is kind of weird that it's so low but anyway most of these virus vaccines are like 65 to 75 percent effective so 90 this is this is a like a straight-up home run as long as of course it's safe so let's talk about what dr faunchi just mentioned beyond this vaccine and beyond the madness that happened in the stock market today because if you were in the recovery stocks you were really happy if you were in tech well let's just say you had a little bit of a buying opportunity today which by the way my last video i outlined a little bit about my thoughts of which stocks to buy going forward i did some stock buying today so check out that video to get a an exact sort of breakdown of what to look at in the meantime let's go ahead and pull up exactly what was said and of course remember you can always use that amazing black friday month coupon code to join the amazing courses i've linked down below which get you into my private live streams where you can ask me direct questions about your real estate your stocks or any kind of questions you have regarding money because after all i don't care if you're on the left or you're on the right my goal is to help you make money so use the largest coupon code we've ever had before down below in the list so let's get going on this keep in mind they're going to start by talking about the pfizer vaccine but that's not actually the big market mover let's let them talk about pfizer and then we'll get into the market mover and then i'll add commentary the deal potentially is this news you know it's extraordinary uh uh wolf it is really a big deal now obviously we need to go over the details of the data but this is a highly reputable company that has extensive experience in the development of countermeasures including vaccines and the data and safety monitoring board which is the independent board that i've spoken to you about often that independently looks at the data has come up and told us that we now have a vaccine that is more than 90 percent effective so the process now is to go over in great detail there's still some questions about you know the durability of the effect about whether how effective it is in the elderly versus younger people i'm just going to pause there very quickly when they say durability what they're talking about is great you got the covet vaccine great you didn't get infected again because you were out in the public and you didn't get reinfected again but how long does that vaccine stay durable is that going to be a vaccine that stays durable for six months do you have to get a booster every single year how much is that booster going to cost who's going to pay for a booster thanks to keep in mind but the bottom line is as a vaccine it's more than 90 effective which is extraordinary and will play a major role in what the outcome of this is going to be that's the immediate good news the other good news wolf that's important is that the type of vaccine that it is an mrna vaccine that i've discussed with you in the past that is not the only company that has it there's another company moderna which has a vaccine very similar if not identical to this their results will be coming out soon so it's likely that by the way that is the huge part because their results are coming out soon which means based on current estimates we could potentially have two approved vaccines prior to the end of the year in fact not only does pfizer think they can get out 50 million vials this year but moderna thinks it can get 20 million vials out this year and then both of the companies think they can ramp to a billion or more vials next year a billion that's insane but folks why is this such good news why think about it any potential skepticism that is left in the market that oh what if it doesn't get approved or what if it doesn't work or what if it's not safe gets substantially reduced when we have two vaccines of the same type proving that they're working now it would be crappy if modernity comes out and goes hey you know we gave this vaccine to 30 000 people and 15 000 people got coveted because then it's like wait a minute why is your mrna vaccine only 50 effective and pfizers is you know 90 percent like is are we missing something here like what's going on if this modern vaccine comes out and it is just as good i mean anything really above 80 is just a home run in this vaccine world if it's anything like that along the lines of this pfizer we're going to have two candidates and those are just the two leaders we've got potential more vaccines coming i don't think any of us expected that to come this early here november 9th we're talking about having a vaccine ready to go within the next month here which is insane but it is such good news and as soon as that second vaccine comes out that modern vaccine i really think we're going to see that continued stretch basically the same thing we saw today get amplified again recovery stocks out probably see people take money out of tech in the short term to buy recovery stocks which in my opinion is a buying opportunity in both so you have a buying opportunity in recovery socks a little bit uh now that we know they're not going bankrupt but you also got this buying opportunity in tech to pick up those those sweeter prices and not everything you know some things are still richly valued but they're definitely some of my favorites that i added to substantially to uh today let's go ahead and continue on to see what dr faunchi says i'm gonna have more than one vaccine that's effective and the particular protein that was used the spike protein of this particular virus was the object as it were of the immune response what we gave to people to induce that immune response the fact that that worked with this vaccine harbors very well for future vaccines against kovitz so the news is really good all the way around this is something that we should really feel good about but i want to make sure people understand is that it's good because we know there's light at the end of the tunnel but that doesn't mean that we're going to give up the important public health measures that we continually still have to do every single day now i do want to quickly mention that joe biden did announce his plan to combat covet today he also announced his a 12-member coronavirus task force obviously joe biden is currently by the media at least being deemed the president-elect that makes half of us very happy and half of us very upset i'm not here to argue the politics of that but i am just going to give you a quick little note that joe biden's plan does include doubling testing and a universal mask mandate so you would be required to wear a mask essentially anywhere you go in public or when you're around other individuals now keep in mind and i've said this many times before but i still get comments so that maybe i'm not being as clear as i should be so i want to be very very clear masks have this bad reputation in my opinion because we don't differentiate types of masks if i want to protect myself guaranteed i could put on a face shield p100 respirator which is like almost 100 uh effective at protecting yourself these things are so freaking good uh if if you want something that's not as extreme the n95s are like 90 to 95 effective at protecting yourself surgical masks like 65 effective 60 to 65 effective at protecting yourself regular cloth masks it is true it's very they're good at eliminating sort of the trajectory of when you breathe and expel potential virus particles uh you know they don't necessarily protect you terribly well though that's why we suggest well or you know the country and experts suggest if everybody wears masks then potentially we can reduce the spread of covet in fact national experts have said if we all wore masks we could save as many as 60 000 lives over the next few months as we get through the winter period here some estimates have been higher in lives saved some have been less a lot of these estimates vary based on what percentage of people end up wearing masks but yeah if you wanted to know more about the you know some high quality masks or something if you were into something like that uh do check out the video that i made on masks i also break down the exhale valves and and some issues that some masks cause but let's go ahead and and how to solve that right but let's keep watching what fauci says here even if the vaccine and dr fauci does get approved it needs to be we're told stored in an extremely low temperature people need to take two doses within what four weeks or so apart one of the biggest challenges to actually getting enough people vaccinated so that all of us can return to normal life well you know there are challenges there their logistic challenges supply chain challenges we have a very important effort that's been assigned specifically to that you know part of that operation warp speed there's the scientific aspect of it which is led by monsef salawi and then there's the logistic aspect that's led by general gus perna and he has been working full-time to make sure that the logistics of getting this distribution will go smoothly now right now we know that what the company will do very likely in fact i'm certain they'll be doing it is putting in soon within the next week and a half or so for an emergency use authorization and ultimately for ultimate approval of the vaccine which means if that goes along smoothly that we may have doses that we're able to give to people by the end of november the beginning of december probably well into december now again you have to go through the hoops of making sure all the eyes are dotted and the t's are crossed about the safety and the regulatory aspects of it but we would be giving vaccine to people very likely before the end of this year that is good news that's great news uh yeah yeah yeah we're going to pause fauci there so okay so let's just quickly recap what we've got here basically we could see i mean we know the news on pfizer is great but the fact that we could see the moderna one actually end up releasing their data and if it comes out positively we could see moderna releasing their vaccine by the end of the year and it's the same type of vaccine the mrna vaccine as pfizer which gives us a lot of hopium which can sometimes be dangerous right we don't want to get too high on opium here so keep some cash around but to me this is a phenomenal sign we just got a lot of good news lining up and a lot of us right now are pointing around going okay where's the bad news because things are too good right now in terms of the vaccine front now the election we won't go there okay again this is this is supposed to be about money the whole channel is about money so i will continue on my quest to stay in the middle hopefully you can continue your quest of buying stocks if you have not yet get in the market and he
댓글 0