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Stock Watch: Binary Second-Quarter Oncology And COVID-19 Trends

Favorable And Unfavorable Comparisons Resulting From The Pandemic

Executive Summary

Oncology drug sales plummeted during the pandemic leading to a backlog of untreated patients that lingered even after the impact of COVID-19 drugs. While Q2 reports suggest this cancer backlog is now being addressed, the contrasting fates of vaccines and treatments for SARS-CoV-2 are actually turning out to be opaquer than expected. 

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