Both Pfizer+Moderna have issued huge 2022 revenue guidance to Wall Street for C-19 vaccines: combined nearly 3 billion doses & ~$50b in revenue.

Both Pfizer+Moderna have issued huge 2022 revenue guidance to Wall Street for C-19 vaccines: combined nearly 3 billion doses & ~$50b in revenue.

But mRNA demand has waned.

If they don't sell 4th doses, they may need to break their promises to Wall St. and lower their guidance. pic.twitter.com/K0HMdfFBPu

— Kelly Brown (fungus baron) (@rubiconcapital_) March 20, 2022