Energy: What to Make of Vaccine News?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 19 November 2020
⏱️ 27 minutes
🧾️ Download transcript
Summary
After months of waiting and hoping, we’ve seen lots of positive vaccine news in the last two weeks. Enough to where many are seeing the pathway out of the COVID-19 pandemic. What does that mean for stocks? Motley Fool Contributor Lou Whiteman joins the show to update us on how the situation changes the situation for a number of companies we’ve discussed this year in the aerospace industry.
Stocks Mentioned: PFE, MRNA, LUV, AAL, DAL, SAVE, UAL, AER, BA, TDG, RTX, HEI
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm |
| 0:14.7 | Dylan Lewis. And today we're talking financials. Today we're talking |
| 0:18.2 | consumer goods. Wild-Carp! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.3 | Welcome to Industry Focus. I'm Nick Saipel. It's been a wild couple of weeks for the stock market with stocks up nearly 10% since the |
| 0:34.7 | start of the month following positive vaccine news. Clearly this is good news |
| 0:38.2 | for humanity but what does it mean for the stock market are beaten down |
| 0:41.3 | industrial stocks out of the woods yet |
| 0:44.1 | motley full contributor Lou Whiteman joins the show to share some of his |
| 0:47.1 | thoughts Lou welcome back on the podcast great to be here |
| 0:49.9 | great to have you on I just to kind of run through the vaccine news quickly for everybody on Monday, |
| 0:54.6 | November 9th, Pfizer announced that its vaccine candidate developed in partnership with |
| 0:58.6 | Biontek had a 90% effectiveness rate on combating the coronavirus without serious complications. |
| 1:04.4 | They've updated that sense to 95% effectiveness. |
| 1:07.8 | Then literally the next week, Moderna announced positive early data on its vaccine candidate |
| 1:12.1 | with 95% effectiveness. |
| 1:14.4 | Both of these are using our so-called MRNA vaccines, |
| 1:18.1 | which use an MRNA molecule to deliver, |
| 1:22.2 | to deliver the vaccine and while these vaccines have been in development for years |
| 1:26.3 | this these would be the first licensed safe and effective vaccines used with |
| 1:31.0 | MRNA technology. So very exciting development. |
| 1:35.0 | Lou, what was your reaction to the news |
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