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Could COVID-19 Variants Upend Global Vaccine Supply Deals?

WHO Approval Softens South Africa Blow For AZ Partner

Executive Summary

South Africa recently decided against using AstraZeneca partner Serum Institute’s vaccine for its immunization program, given its low efficacy against the B.1.351 strain. However, certain vaccines have shown higher efficacy. Is this a sign that newer strains of SARS-CoV-2 could upset supply deals and revenue projections for some vaccines?

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