I Got My Jab, Here's What Happened, And A Look At Vaccine Stocks

It came on slow, first a general loss of appetite, then an overwhelming feeling of tiredness. However, the real effects became apparent going into the night. A splitting headache, uncontrollable shaking, severe muscle pain, in fact, pain just about everywhere, and a very unsettling feeling of my skin burning. It seems that I now have some idea of what it feels like to have COVID-19. Fortunately, these symptoms lasted through one night, and largely cleared up by morning. Yes, this was my COVID-19 vaccine experience, and while it was quite unpleasant, I do not regret getting the shot.

I received the first dose of the AstraZeneca (AZN) vaccine almost three weeks ago now. In case you're wondering why AstraZeneca, it's because I'm in Europe right now, and it's the only shot available in the country I'm in. Now, this article is not meant to pick on AZN. In fact, despite the controversy surrounding AstraZeneca I'm bullish on the company and we are long the stock. Moreover, I remain bullish on the broader COVID-19 vaccine space, and this article will discuss various attractive investments in the COVID-19 vaccine industry.

Why We Remain Bullish

Roughly 500 million people have been vaccinated against COVID-19 globally thus far. Yet, there are still so many unknowns. For instance, what percentage of the global population will ultimately get the shot? How long will "immunity" last for? What will happen next year, and the year after, and after?

Despite some clear benefits for getting the COVID-19 shot, many people seem to be against the idea. Some believe vaccines are unsafe, some worry about serious side effects, others believe they may get COVID-19 from the vaccine itself, and so on. The bottom line is that many people have concerns and it's very likely that a substantial part of the global population will likely opt out of the vaccination process. While this is an estimate, I suspect that around 30% of the global populous will remain unvaccinated for years.

As far as immunity is concerned, we know that many people have suffered repeat infections. In fact, much of the data suggests that the antibody immune response dissipates after just several months of initial infection, leaving people open to reinfection relatively quickly. The double shot vaccine likely provides a longer period of protection, but this is plausibly only around a year or so.

Given that a relatively large portion of the global population will likely decline getting the COVID-19 vaccine, coupled with the possibility that vaccine protection will last around a year or so, COVID-19 will likely become an endemic disease, much like the flu. Therefore, we can expect the vaccine business to boom for years going forward, in my view.

Top COVID-19 Vaccine Stocks

AstraZeneca - Despite the unpleasant side effects, and the controversy surrounding its vaccine, AstraZeneca remains one of the top vaccine suppliers to the global coronavirus crisis. Moreover, the company is becoming increasingly more profitable. AZ earned $2.81 in EPS last year, this year the company is expected to deliver $3.81, and next year, $4.85. This is roughly 30% YoY EPS growth, and while EPS growth is expected to level out after 2022, we're looking at one very cheap stock.

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Disclosure: I am/we are long AZN, MRNA, PFE, JNJ.

Disclaimer: This article expresses solely my opinions, is produced for informational purposes only, and is not a recommendation to buy ...

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