Ein kurzer Auszug aus dem Interview mit Pfizer CEO Albert Bourla.
https://seekingalpha.com/article/...chs-41st-annual-global-healthcare
Terence Flynn
Great. Good afternoon everybody, thank you for joining us. I'm Terence Flynn, the biopharma analyst at Goldman Sachs. I'm very pleased to welcome Pfizer for this session. Joining us from the company is Chairman and CEO, Albert Bourla. Albert, thank you very much for joining us today, really appreciate your time, and thank you for everything that the company is doing with respect to COVID-19, on both the vaccine and treatment front. I know it's a tremendous effort, and we appreciate everything you're doing.
Albert Bourla
Thank you very much, Terence, and it's a great privilege and a great responsibility these days to work on a solution.
Question-and-Answer Session
Q - Terence Flynn
Great. Maybe to get started, COVID-19 is obviously going to have near and long-ranging impacts on the system, companies' business models from delivery of care, clinical trial conducts, supply chain, any preliminary perspective that you can share from kind of where you sit in terms of how this is going to change or evolve both the business and your strategy as you approach the forward?
Albert Bourla
Actually I was reading earlier today a report that you circulate about the -- your assessment about how that could change the industry, and pretty much I agree with everything that you said. I think there are a lot of trends that are emerging as a result of COVID. I think the fundamental that will impact our industry, it is the fact that right now the hopes of billions of people and hundreds of millions of businesses, hundreds of governments are on this industry to find the solution, and that brings obviously the value proposition in the forefront of society, and that was not the case before, because there were a lot of lack of popularity and not very good reputation, and now is a great opportunity to of course to reset all this.
I won't declare any victory yet, because I think reputation comes in drops, but you can lose it in buckets, though it's going to be much slower to gain back, and a mistake can also throw it out there, but I'm very optimistic with the way that I see the industry is moving. That set aside, of the reputation of the industry, I think that brings also a lot of changes. Some will be very positive; some will be more or less -- or on the negative side. I think local governments will likely value much more innovation. You can see, I think much more premium based on the innovation right now. On the other hand, I think there will be some fear that will drive more nationalization or in-storing on-storing type of supply chains. That's a mistake. I think it's very complicated, the supply chains, highly sophisticated, and by the way, they will not on the -- they didn't present any issues, but I think they were tested very well right now.
I think on the -- with a question of many people are asking me, I certainly see that there is a change shift right now, particularly in the U.S., and I can see that both from people that they were very big fan of the innovations, I mean politicians or public servants that they were in favor of innovation, but they were tempering their speech. Now they are much more outspoken there, because they see the value on the population. Also I see in people that were very strict critics of us, and they were criticizing a lot of the interest, I think they are slowing down their criticism now. All of that has to do with the fact that there is -- that the reputations, as I said, and the popularity is going up in the eyes of the constituents. I can see structural changes, I think, in the way that we do research. I think with digital, pretty sure the question why only COVID will come, if we can make vaccines -- if we prove that we can make vaccines in less than a year, okay, why can't we do that with other medicines, with cancer medicines, and I think there is a -- I think that will give a very big boost in the way that lifecycles of the productivity R&D will enhance, and I can go on, I think the post-COVID world will be different, and hopefully better.
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