VACCINE

The star holding for us in 2021 thus far is US vaccine producer Novavax, which has risen 183% year to date after reporting positive Phase 3 data in its UK and South...

The furore of the Australian Open outbreak highlighted the reality that COVID-19 may be here to stay, despite the widespread preparation for an uninterrupted 2021. In...

To say it’s been a tumultuous year is to put it mildly. It’s been a year of bushfires and floods, of crushing self-isolation and illuminating self-reflection, of a...

The past year has not smiled on forecasters. Making predictions about 2021 therefore demands even more humility than usual. Covid-19 quickly made our concerns 12...

As the coronavirus pandemic rages throughout most corners of the globe, the race is heating up to obtain approval for an effective vaccine. In the last fortnight or...

For a bit of insight into the recovery potential of certain sectors here are some charts showing what I have called “Recovery triangles” which show how far a sector...

In more terrific news overnight, Moderna Inc. revealed that its "experimental coronavirus vaccine was 94.5% effective at protecting people from COVID-19 in an early...

Today, investors find themselves in the midst of a “growth at any price” bubble, characterised by very high concentration in market capitalisation, narrow performance...

Wow, what a week! Pfizer announces it has a vaccine almost set to go, and hasn’t the market reacted! Happily for our investors, The Montgomery Fund has already pivoted...

This week – less than a year after the COVID-19 coronavirus first emerged – biopharma companies Pfizer and BioNTech announced that their novel vaccine candidate for...