{"id":561,"date":"2021-08-25T08:05:25","date_gmt":"2021-08-25T06:05:25","guid":{"rendered":"https:\/\/financeapenize.cz\/?p=561"},"modified":"2021-08-25T08:05:26","modified_gmt":"2021-08-25T06:05:26","slug":"sektor-ktery-vzdy-roste-trhy-se-vzdavaji-dukazu-o-ucinnosti-ockovani","status":"publish","type":"post","link":"https:\/\/financeapenize.cz\/?p=561","title":{"rendered":"Sektor, kter\u00fd v\u017edy roste: Trhy se vzd\u00e1vaj\u00ed d\u016fkaz\u016f o \u00fa\u010dinnosti o\u010dkov\u00e1n\u00ed"},"content":{"rendered":"\n

dnes 0:56 – Pandemie Covid-19 drasticky zm\u011bnila zp\u016fsob \u017eivota, zm\u011bnila preference, vztahy, zvyky. Zm\u011bnila ekonomiku a finan\u010dn\u00ed trhy, \u010demu se p\u0159izp\u016fsobily investi\u010dn\u00ed strategie velk\u00fdch fond\u016f i individu\u00e1ln\u00edch investor\u016f. Je farmaceutick\u00fd boom zp\u016fsoben pouze o\u010dek\u00e1v\u00e1n\u00edm analytik\u016f?
Navzdory obt\u00ed\u017e\u00edm v obdob\u00ed pandemie existuj\u00ed ur\u010dit\u00e9 sektory, kter\u00e9 rostou. Jedn\u00edm z nich je nepochybn\u011b farmaceutick\u00fd pr\u016fmysl. P\u0159ed p\u0159\u00edchodem viru m\u011bl tento sektor ji\u017e zna\u010dn\u00fd potenci\u00e1l r\u016fstu na glob\u00e1ln\u00ed \u00farovni. Poh\u00e1n\u011bly ho p\u0159edev\u0161\u00edm pozitivn\u00ed hodnocen\u00ed analytik\u016f, n\u00e1r\u016fst popt\u00e1vky po jejich v\u00fdrobc\u00edch a jejich kvalit\u011b a \u00fasil\u00ed r\u016fzn\u00fdch spole\u010dnost\u00ed o inovace. V letech p\u0159ed pandemi\u00ed se to v\u0161echno odrazilo na zv\u00fd\u0161en\u00ed m\u00edry schvalovac\u00edho procesu ze strany vl\u00e1dn\u00ed agentury Zpr\u00e1vy potravin a l\u00e9\u010div. Covid-19 nyn\u00ed poskytl tomuto odv\u011btv\u00ed dal\u0161\u00ed podporu. Zdravotnictv\u00ed je dnes hybnou silou glob\u00e1ln\u00ed hospod\u00e1\u0159sk\u00e9 obnovy. R\u016fzn\u00e9 laborato\u0159e, kter\u00e9 maj\u00ed vakc\u00edny schv\u00e1len\u00e9 org\u00e1ny hygienick\u00e9 kontroly, uzav\u0159eli na cel\u00fd rok 2021 mno\u017estv\u00ed prodejn\u00edch smluv.<\/p>\n\n\n\n

Pozitivn\u00ed hodnocen\u00ed na trz\u00edch je zalo\u017eeno na empirick\u00fdch d\u016fkazech, \u017ee vakc\u00edny, diferenci\u00e1ln\u00ed prvek tohoto odv\u011btv\u00ed, jsou \u00fa\u010dinn\u00fdm \u0159e\u0161en\u00edm kontrolu p\u0159enosu viru. To v\u0161e usnadnilo farmaceutick\u00fdm spole\u010dnostem p\u0159\u00edstup ke zdroj\u016fm p\u0159\u00edjmu, kter\u00fd v p\u0159edchoz\u00edch letech nem\u011bli.<\/p>\n\n\n\n

Jednou z prvn\u00edch vakc\u00edn, kter\u00e9 dostaly zelenou pro komercializaci, byla biotechnologick\u00e1 spole\u010dnost Moderna. Za\u010d\u00e1tkem roku 2021 ji\u017e m\u011bla smlouvy na prodej sv\u00e9ho produktu (s \u00fa\u010dinnost\u00ed imunizace okolo 94,5%) v celkov\u00e9 hodnot\u011b 18,4 miliardy dolar\u016f. Po v\u00edce ne\u017e roce pandemie, za\u010d\u00e1tkem dubna 2021, akcie t\u00e9to spole\u010dnosti zaznamenaly n\u00e1r\u016fst o zhruba 300%. V pln\u00e9 expanzi delta variantu viru, na konci \u010dervna 2021, Moderna uvedla, \u017ee jej\u00ed vakc\u00edna vytv\u00e1\u0159\u00ed vysokou imunologickou \u00fa\u010dinnost na uveden\u00fd variantu. To zp\u016fsobilo, \u017ee jej\u00ed akcie na akciov\u00e9m trhu prudce vzrostly a dos\u00e1hly historick\u00e9 maximum 234,46 dolaru.<\/p>\n\n\n\n

Sektor, kter\u00fd v\u017edy roste: Trhy se vzd\u00e1vaj\u00ed d\u016fkazem o \u00fa\u010dinnosti o\u010dkov\u00e1n\u00ed<\/p>\n\n\n\n

Severoamerick\u00fd gigant Pfizer ve spolupr\u00e1ci s n\u011bmeckou firmou BioNTech je dal\u0161\u00edm z velk\u00fdch hr\u00e1\u010d\u016f zapojen\u00fdch do procesu o\u010dkov\u00e1n\u00ed. Na za\u010d\u00e1tku roku 2021 m\u011bl jejich v\u00fdrobek \u00fa\u010dinnost p\u0159ibli\u017en\u011b 95%. P\u0159idru\u017een\u00e9 spole\u010dnosti o\u010dek\u00e1vaj\u00ed, \u017ee do konce fisk\u00e1ln\u00edho roku 2021 tr\u017eby z prodeje dos\u00e1hnou p\u0159ibli\u017en\u011b 51 miliard dolar\u016f. Vynikaj\u00edc\u00ed o\u010dek\u00e1v\u00e1n\u00ed prodeje a vysok\u00e1 \u00fa\u010dinnost vakc\u00edny se odr\u00e1\u017eej\u00ed v zd\u00e1nliv\u00e9m zv\u00fd\u0161en\u00ed hodnoty akci\u00ed, asi o 50% od b\u0159ezna 2020 do kv\u011btna 2021.<\/p>\n\n\n\n

Sektor, kter\u00fd v\u017edy roste: Trhy se vzd\u00e1vaj\u00ed d\u016fkazem o \u00fa\u010dinnosti o\u010dkov\u00e1n\u00ed<\/p>\n\n\n\n

Dal\u0161\u00ed z farmaceutick\u00fdch spole\u010dnost\u00ed, kter\u00e9 bojuj\u00ed o ovl\u00e1dnut\u00ed trhu s vakc\u00ednami proti covid-19, je Novavax. P\u0159ed pandemi\u00ed spole\u010dnost \u010delila vylou\u010den\u00ed z indexu Nasdaq. Investovala stovky milion\u016f dolar\u016f do v\u00fdzkumu a v\u00fdvoje vakc\u00edn, ani\u017e byla kter\u00fdkoli regul\u00e1torem schv\u00e1lena. P\u0159edb\u011b\u017en\u00e9 \u00fadaje ze za\u010d\u00e1tku roku 2021 nazna\u010dovaly, \u017ee vakc\u00edna Novavax byla \u00fa\u010dinn\u011bj\u0161\u00ed ne\u017e injekce Pfizer a Moderna. Vysok\u00e9 po\u010d\u00e1te\u010dn\u00ed o\u010dek\u00e1v\u00e1n\u00ed spolu s \u00fa\u010dinnost\u00ed vakc\u00edny v\u016f\u010di nov\u00fdm variantou zp\u016fsobily exponenci\u00e1ln\u011b zv\u00fd\u0161en\u00ed ceny akci\u00ed o 4 900% od po\u010d\u00e1tku roku 2020 do b\u0159ezna 2021. V posledn\u00edch m\u011bs\u00edc\u00edch utrp\u011bly ur\u010dit\u00fd pokles, hlavn\u011b kv\u016fli zpo\u017ed\u011bn\u00ed dod\u00e1vek.<\/p>\n\n\n\n

Sektor, kter\u00fd v\u017edy roste: Trhy se vzd\u00e1vaj\u00ed d\u016fkazem o \u00fa\u010dinnosti o\u010dkov\u00e1n\u00ed<\/p>\n\n\n\n

Farmaceutick\u00e9 spole\u010dnosti byly krom\u011b z\u00edsk\u00e1v\u00e1n\u00ed likvidity z kapit\u00e1lov\u00e9ho trhu \u010d\u00e1ste\u010dn\u011b financovan\u00e9 i ve\u0159ejn\u00fdmi subjekty. Vakc\u00edna vyvinut\u00e1 spole\u010dnost\u00ed Moderna, farmaceutickou spole\u010dnost\u00ed, kter\u00e1 nem\u011bla p\u0159edt\u00edm schv\u00e1len\u00fd \u017e\u00e1dn\u00fd v\u00fdrobek, z\u00edskala finan\u010dn\u00ed prost\u0159edky od vl\u00e1dy USA. Podobn\u011b spole\u010dnost Novavax z\u00edskala finan\u010dn\u00ed prost\u0159edky z americk\u00e9ho o\u010dkovac\u00edho programu Operation Warp Speed \u200b\u200b(OWS) a z programu Covax Sv\u011btov\u00e9 zdravotnick\u00e9 organizace, kter\u00e1 objednala v\u00edce ne\u017e jednu miliardu d\u00e1vek t\u00e9to vakc\u00edny.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Zd\u00e1 se z\u0159ejm\u00e9, \u017ee n\u00e1r\u016fst hodnot zainteresovan\u00fdch spole\u010dnost\u00ed nen\u00ed zp\u016fsoben pouze jejich velk\u00fdmi o\u010dek\u00e1v\u00e1n\u00edm uveden\u00ed vakc\u00edn na trh, ale tak\u00e9 podporou, kter\u00e9 se t\u011b\u0161\u00ed subjekty s malou nebo \u017e\u00e1dnou pravd\u011bpodobnost\u00ed platebn\u00ed neschopnosti. Tato okolnost je \u010din\u00ed velmi atraktivn\u00edmi v o\u010d\u00edch investor\u016f a spr\u00e1vc\u016f portfoli\u00ed kv\u016fli zna\u010dn\u00e9mu sn\u00ed\u017een\u00ed jejich vystaven\u00ed riziku.<\/p>\n\n\n\n

Vzrostla nejen hodnota akci\u00ed farmaceutick\u00fdch a zdravotnick\u00fdch spole\u010dnost\u00ed, i velk\u00e9 fondy, kter\u00e9 alokovaly v\u011bt\u0161inu sv\u00e9ho portfolia do t\u011bchto sektor\u016f, si v prvn\u00edch vln\u00e1ch pandemie l\u00e9pe po\u010d\u00ednali. Index UCFIT ETF iShares S & P 500 Health Care Sector, kter\u00fd m\u011b\u0159\u00ed ziskovost spole\u010dnost\u00ed v americk\u00e9m zdravotnictv\u00ed, zaznamenal mezi koncem b\u0159ezna 2020 a kv\u011btnem 2021 jasn\u00fd n\u00e1r\u016fst tr\u017en\u00ed hodnoty, z 5,55 na 7,44 dolaru.<\/p>\n\n\n\n

Sektor, kter\u00fd v\u017edy roste: Trhy se vzd\u00e1vaj\u00ed d\u016fkazem o \u00fa\u010dinnosti o\u010dkov\u00e1n\u00ed<\/p>\n","protected":false},"excerpt":{"rendered":"

dnes 0:56 – Pandemie Covid-19 drasticky zm\u011bnila zp\u016fsob \u017eivota, zm\u011bnila preference, vztahy, zvyky. Zm\u011bnila ekonomiku a finan\u010dn\u00ed trhy, \u010demu se p\u0159izp\u016fsobily investi\u010dn\u00ed strategie velk\u00fdch fond\u016f i individu\u00e1ln\u00edch investor\u016f. Je farmaceutick\u00fd boom zp\u016fsoben pouze o\u010dek\u00e1v\u00e1n\u00edm analytik\u016f?Navzdory obt\u00ed\u017e\u00edm v obdob\u00ed pandemie existuj\u00ed ur\u010dit\u00e9 sektory, kter\u00e9 rostou. Jedn\u00edm z nich je nepochybn\u011b farmaceutick\u00fd pr\u016fmysl. P\u0159ed p\u0159\u00edchodem viru m\u011bl […]<\/p>\n","protected":false},"author":2,"featured_media":562,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_sitemap_exclude":false,"_sitemap_priority":"","_sitemap_frequency":"","tdm_status":"","tdm_grid_status":"","footnotes":""},"categories":[17],"tags":[],"class_list":["post-561","post","type-post","status-publish","format-standard","has-post-thumbnail","category-finance"],"amp_enabled":false,"_links":{"self":[{"href":"https:\/\/financeapenize.cz\/index.php?rest_route=\/wp\/v2\/posts\/561","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/financeapenize.cz\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/financeapenize.cz\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/financeapenize.cz\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/financeapenize.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=561"}],"version-history":[{"count":1,"href":"https:\/\/financeapenize.cz\/index.php?rest_route=\/wp\/v2\/posts\/561\/revisions"}],"predecessor-version":[{"id":564,"href":"https:\/\/financeapenize.cz\/index.php?rest_route=\/wp\/v2\/posts\/561\/revisions\/564"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/financeapenize.cz\/index.php?rest_route=\/wp\/v2\/media\/562"}],"wp:attachment":[{"href":"https:\/\/financeapenize.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=561"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/financeapenize.cz\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=561"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/financeapenize.cz\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=561"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}