| ↓今注目の「投資テーマ」の解説＆銘柄はこちら！↓ | |||
| ●ウクライナ情勢 | ●東証再編 | ●株主優待株 | |
| ●防衛 | ●メタバース | ●高配当株 | |
| ●脱炭素 | ●化石燃料 | ●再生可能エネルギー | |
| ●アマゾン | ●半導体材料 | ●抗原検査 | |
| ●米株／シェール | ●米株／旅行 | ●米株／EV | |
| ●米株／高配当株 | ●米株／ワクチン | ●米株／燃料電池 | |
| ●米株／GAFAM | ●米株／天然ガス | ●米株／2022年戦略 |
Even in New York, the largest infection in the United States, the ban on going out gradually begins
In the United States, many states have begun to be unlocked in many states last week.Even in New York State, on May 15th, the ban on going out of the ward has begun to be unlocked in order.Citizens who have been trapped at home for a long time have been able to go out freely after a long absence, and the shops are gradually starting to open.
For this reason, the US economy, which has a fierce depression, may rebound.
However, even in that case, the anxiety about the new colon virus was not dispelled.Pressing the elevator button, grabbing the swelling of the subway, opening the shop door ... I feel uncomfortable what we did unconsciously so far.
Restaurants are not allowed to operate with 100 % capacity immediately from the viewpoint of social data, and are forced to gradually return from about 30 %.
During the summer, the activity of the virus is suppressed, so I don't think the number of new infected people will increase much, but in the fall, the risk of the new Coronavirus is rampant again.At that time, a prohibition order may be issued again.
In other words, the economic recovery in the United States may be "jagged" like a saw tooth, not "V -shaped".In order to prevent this and the economy to completely regain the old vitality, we must wait for the appearance of a new colon virus vaccine.
Pick up 5 of more than 100 vaccine development projects that can be expected to achieve results
Currently, more than 100 new colonovirus vaccine development projects are moving around the world.Some of them have a solid project, but some vaccine development projects are named.So, the table below is the one that I select a company that thinks that this project is solid.
| ■新型コロナウイルス向けワクチンの主な開発プロジェクト | ||||
| 会社名 | 手法 | 現在の状況 | ワープ・スピード作戦への採用 | 作り置き目標 |
| モデルナ（MRNA） | mRNA | P1継続中、P2開始 | 濃厚 | 10億人分、EUAの可能性あり |
| バイオンテック（BNTX）／ファイザー（PFE） | mRNA | P1（4ワクチン候補を並列して臨床試験中） | 濃厚 | 2021年までに数億人分、EUAの可能性あり |
| サノフィ（SNY）／グラクソ・スミスクライン（GSK） | 抗原性補強材遺伝子組み換え型 | 下半期にP1予定 | なし | 2021年6月までに6億人分 |
| ノヴァヴァックス（NVAX） | 抗原性補強材遺伝子組み換えナノ粒子 | P1開始、CEPIから寄付あり | 可能性あり | EUAの可能性あり |
| ジョンソン&ジョンソン（JNJ） | 非複製ウイルス運び屋（Vector）型 | 9月にP1予定 | 可能性あり | 2021年にEUAの可能性あり |
| ※「P1」「P2」は、それぞれ第１相臨床試験、第2相臨床試験のこと。「ワープ・スピード作戦（Operation Warp Speed）」は、トランプ政権が打ち出したワクチンの早期開発計画で、これに採用される米国政府によるワクチンの買い取りが約束される。 |
Let's explain the projects of each company one by one.
[Modelna] In May, "2nd phase clinical trial" has begun as soon as possible!Concluded a production consignment agreement with a subcontractor subcontractor in Switzerland
Modelna (MRNA) is a young company that has just opened new stocks (IPO) in 2018, but boasts a very high research and development power.In January, when a Chinese researcher in China uploaded a new Coronavirus genome (genetic information) to an open source database, Modela was a short -term prototype of the vaccine in a short period of time.I made it the first to say that I delivered it to the United States National Institute of Health (NIH).
Modela's vaccine has already been completed in the first phase clinical trial (P1), and the second phase clinical trial (P2) has begun in May.This clinical trial is done by NIH.
Dr. Monseph Slawi, a director of Modela and served as chairman of the New Drug Development Committee, was appointed as a general conductor of the Trump administration's "Operation Warp Speed", which prevents conflicts of interest.From a point of view, I resigned as a director of Modela last week.
Warp Speed Operations promise that the US government will buy a large amount of purchases without waiting for the promising vaccine, so that the vaccine can be quickly mass -produced and created.This is because the vaccine has a long lead time from ordering to delivery, and if the approval is approved, it will not be in time for the recovery of the new colon virus expected in the fall.
Modelna has its own biotenes in Massachusetts and has already started mass production of vaccines used for clinical trials.In addition, we have issued a vaccine production consignment contract with Ronza, a subcontractor in Switzerland, in preparation for the future model vaccine is approved and mass production is required.
Modela has a very aggressive goal of creating a 1 billion vaccine by the end of this year.
Considering these conditions, it is extremely possible that the model will be selected as a partner company in the Trump administration's warp speed operation.
If Modelna becomes a partner company for Warp Speed Operation, a large number of vaccines will be ordered by the US government.However, it does not guarantee that the model's vaccine will be approved.If the model's vaccine does not work, all the created vaccines will be discarded.
However, even in that case, in the form of emergency use approval (EUA), it may be accepted as a special measure for doctors and nurses who are fighting at the forefront of care for new colonavirus patients.
Modela's stock price has risen 252%in the past three months.
⇒ Click here for the latest stock price of Modelna (MRNA)!
モデルナ（MRNA）チャート／日足・6カ月（出典：SBI証券公式サイト）※画像をクリックすると最新のチャートへ飛びます拡大画像表示[Bion Tech / Pfizer] Developed in parallel with 4 types of MRNA vaccines according to the patient's situation, such as "for the elderly"
The next run in the vaccine development race is the German Bionic (Ticker Symbol: BNTX) and the US Pfizer (Ticker Symbol: PFE).
Bion Tech is a company that has long warmed the technology related to "MRNA", and its research and development power is as powerful as modela.Bion Tech is a company that started by the "Oshidori couple" who was a professor at the University of Mainz, and is the core company of the German bio industry.
MRNA technology development is close to the feeling of designing proteins with software.The merit is that the time required for development is relatively short.
The new colon virus is often expected to be mutated, and even if the vaccine is completed, the new colon virus with different versions, such as "this is a Wakan type" and "this is a European type".There is a risk that vaccine development will not keep up.At that time, with MRNA technology, you can quickly respond to mutations by reworking the genome program.
In addition, mass production of MRNA -based vaccines is easier than traditional vaccine manufacturing methods, which is expected to accelerate a large amount of vaccines.
The disadvantage is that MRNA -based vaccines have never been successful in the past.In other words, the Veon -Tech vaccine and the Modela vaccine, which is also a MRNA -based model, is at a high risk of ending "empty swing".
Considering this, Bion Tech has been conducting clinical trials at the same time in parallel with all four MRNA vaccine candidates in line with the patient's situation, such as "for the elderly."Some people think that this method will increase the probability of success in the bion -tech vaccine.
Pfizer, on the other hand, is a partner company in charge of manufacturing vaccine.In fact, there are only about five companies in the world that mass -produce vaccines, and one of them is one of them.The fact that the world's leading pharmaceutical company, Pather, chose a bion -tech from a number of candidates, can be interpreted as highly evaluated by Bion Tech's research and development capabilities.
Bion -tech stock prices have risen 53%in the past three months, which is not enough compared to other companies.The reason why Bion -Tech's stock price is late is that the company's German stock ADR (US deposit securities) is being sold in the US market, and that the management of management is not good at presentation in English.The fact that the house does not understand the company's true value.
⇒ Click here for the latest stock price of Bion Tech (BNTX)!
⇒ Click here for the latest stock price of Pfizer (PFE)!
ファイザー（PFE）チャート／日足・6カ月（出典：SBI証券公式サイト）※画像をクリックすると最新のチャートへ飛びます拡大画像表示[Sanofi / Glaxo Smith Cline] A venerable vaccine manufacturing and sales company with roots with roots participates in the Pasur Research Institute
Sanofi (Ticker Symbol: SNY) is a major French pharmaceutical company, and has a subsidiary, Sanofi Pastor, a human vaccine manufacturer.The company's name, "Pasul", refers to a venerable pass tool research institute, named after the French bacteriologist Louis Passor, which is said to be the founder of modern bacterial science.
The past research records accumulated in Sanofi Pastor can be found in venerable research institutions such as Lyon's Meryu Research Institute and Toronto Connot Research Institute, and it is a very vaccine development.
The new colon virus vaccine developed by Sanofi in partnership with a major British pharmaceutical company, Glaxo Smith Cline (Ticker Symbol: GSK) is a traditional technique called "antigen reinforcement genetic modification type".It will be made.
In vaccine development, there is the idea that "methods and mass -produced technologies that have successfully succeeded in the past say", and in that regard, the Sanofi / Graxo Union cannot be ignored.
Sanofi is a major pharmaceutical company, and has been working on many businesses besides the development of new colon virus, so this material does not mean that the stock price is moving.Therefore, Sanofi's stock price performance in the past three months is -6..It has fallen to 8 %.
⇒ Click here for the latest stock price of Sanofi (SNY)!
⇒ Click here for the latest stock price of Glaxo Smith Cline (GSK)!
グラクソ・スミスクライン（GSK）チャート／日足・6カ月（出典：SBI証券公式サイト）※画像をクリックすると最新のチャートへ飛びます拡大画像表示【ノヴァヴァックス】ビル&メリンダ・ゲイツ基金基金も出資するCEPIが、高い評価を下して3.Donate 800 million yen
Novaavax (Ticker Symbol: NVAX) is a small vaccine development company headquartered in Maryland.
ノヴァヴァックスの実績は、今回紹介している他の企業に比べると劣ります。しかし、ノヴァヴァックスが開発している新型コロナウイルス向けワクチンは、ビル&メリンダ・ゲイツ基金や英国のウエルカム基金などがスポンサーとなっている感染症流行対策イノベーション連合（CEPI）から高い評価を得ており、第2相臨床試験を進めるための費用として3.I received a $ 800 million donation.This is a larger amount of money that CEPI has contributed so far.
Novaavax's new colon virus vaccine uses a traditional method called "antigen -reinforced material genetic modification nano particles".The Trump administration's Worth Speed Operation is expected to support both MRNA technology and traditional vaccines, which are new techniques for risk distribution, so it is likely that Novavax will be selected.increase.
Novaavax's stock price performance in the past three months was + 489%.
Novaavax does not have a factory that manufactures vaccines in -house.Therefore, in the production of actual vaccines, we have already signed a contract to use Emergent Bio Solutions (EBS).The Emergent's stock price performance in the past three months was +29%.
⇒ Click here for the latest stock price of Nova Vax!
ノヴァヴァックス（NVAX）チャート／日足・6カ月（出典：SBI証券公式サイト）※画像をクリックすると最新のチャートへ飛びます拡大画像表示[Johnson & Johnson] The world's largest pharmaceutical company is developing a new colonovirus vaccine with different approaches from other companies!
Johnson & Johnson (JNJ) is the world's largest pharmaceutical company / medical device manufacturer.In Johnson & Johnson, its own team is developing a vaccine for new colonavirus.
The method used by Johnson & Johnson is called "non -replicated virus carrier type", and the approach method is different from all the above companies.From the perspective of the warp speed plan, such a different hair color approach is welcome from the perspective of risk distribution.
Johnson & Johnson's vaccines are expected to enter clinical trials in September, which is the most delayed among promising vaccines.However, the reason Johnson and Johnson dare to rush to clinical trials are that they have the idea that it is better to boil down slowly than to hurry and do halfway.
Johnson & Johnson's stock price performance in the past three months was + 1%.
⇒ Click here for the latest stock price of Johnson & Johnson (JNJ)!
ジョンソン＆ジョンソン（JNJ）チャート／日足・6カ月（出典：SBI証券公式サイト）※画像をクリックすると最新のチャートへ飛びます拡大画像表示[Summary of this week] Let's invest in a company that is likely to win the "gambling", a vaccine development project!
Currently, more than 100 new colonovirus vaccine development projects are moving around the world.Perhaps one to three of them succeed.In other words, vaccine development is "gambling".
This time, we introduced the most promising projects.In particular, Bion Tech has a high research and development power and is blessed with a good partner called Pfizer, but is delayed in stock prices.This brand is the most attractive in risk and reward.
[ * Click here for articles related to US stocks related to the new Corona Vaccine!] ⇒ In the new US Corona -related strain, pay attention to the “Emergent Bio Solutions” of “Vaccine Manufacturing subcontractor”!Possibility of increasing sales regardless of the winner of vaccine development competition
⇒ Explain the topic of "Gilad Siensis" where the new coloner treatment is talked about!Aim for bio -related leaders who are the key to economic revival, such as "Modelna" and "Regeneron"!
⇒ While US stocks are wary of the second level, the aim is related stocks of "new colona treatments and vaccines"!On the other hand, the stock price trend in the US market as a whole depends on the number of new Corona infected people!
| ↓今注目の「投資テーマ」の解説＆銘柄はこちら！↓ | |||
| ●ウクライナ情勢 | ●東証再編 | ●株主優待株 | |
| ●防衛 | ●メタバース | ●高配当株 | |
| ●脱炭素 | ●化石燃料 | ●再生可能エネルギー | |
| ●アマゾン | ●半導体材料 | ●抗原検査 | |
| ●米株／シェール | ●米株／旅行 | ●米株／EV | |
| ●米株／高配当株 | ●米株／ワクチン | ●米株／燃料電池 | |
| ●米株／GAFAM | ●米株／天然ガス | ●米株／2022年戦略 |
[ * If you buy US stocks, check out this article!] ⇒ What are the "exchange" and "taxes" that require attention in US stock investment?The point is that you invest in a specific account (withholding (with withholding) "or" NISA account "and leave" US dollars "in your account!
【2022年2月1日時点】Recommended securities companies with a large number of "US stocks" |
| ◆マネックス証券 ⇒詳細情報ページへ | |
| 米国株の取扱銘柄数 | 取扱手数料（税込） |
| 4700銘柄以上 | 約定代金の0.495％※最低手数料0米ドル、上限手数料22米ドル |
| 【マネックス証券のおすすめポイント】4700銘柄以上の米国株と約2600銘柄の中国株を取り扱っており、外国株式の取り扱い銘柄数の多さはトップクラス。米国株は最低手数料0ドルから購入可能。買付時の為替手数料0円（売却時は1ドルあたり25銭）なので、実質的な取引コストを抑えることができる。さらに、外国株取引口座に初回入金した日から20日間は、米国株取引手数料（税込）が最大3万円がキャッシュバックされる。また、米国ETFの中で「USAプログラム」対象銘柄は実質手数料無料（キャッシュバック）で取引が可能。さらに中国株の手数料は業界最低レベルで、約定金額の0.275%（下限49.5香港ドル～上限495香港ドル）。しかもNISA口座なら、日本株の売買手数料が無料なのに加え、外国株（海外ETF含む）の購入手数料も全額キャッシュバックされて実質無料！ 企業分析機能も充実しており、一定の条件クリアすれば銘柄分析ツール「銘柄スカウター米国株」「銘柄スカウター中国株」が無料で利用できる。 | |
| 【関連記事】◆【マネックス証券の特徴とおすすめポイントを解説】｢単元未満株｣の売買手数料の安さ＆取扱銘柄の多さに加え、｢米国株・中国株｣の充実度も業界最強レベル！ | |
| ◆SBI証券 ⇒詳細情報ページへ | |
| 米国株の取扱銘柄数 | 取扱手数料（税込） |
| 約5000銘柄 | 約定代金の0.495％※最低手数料0米ドル、上限手数料22米ドル |
| 【SBI証券のおすすめポイント】ネット証券最大手だけあって、米国、中国（香港）、韓国、ロシアからアセアン各国（ベトナム、インドネシア、シンガポール、タイ、マレーシア）まで、外国株式のラインナップの広さはダントツ！ 米国株は手数料が最低0米ドルから取引可能で、一部米国ETFは手数料無料で取引できる。米ドルの為替レートは「片道25銭」と他の証券会社と同じレベルだが、住信SBIネット銀行の外貨預金口座から入金すれば「片道4銭」で両替可能。差額の21銭は1ドル＝108円なら約0.19％に相当するので、かなりお得だ。あらかじめ設定した金額か株数（口数）で定期的に買付する「米国株式・ETF定期買付サービス」が便利。 NISA口座なら、日本株の売買手数料だけでなく、海外ETF（米国・中国・韓国）の買付手数料も無料に。米国企業情報のレポート「One Pager」、銘柄検索やソートに使える「米国株式決算スケジュールページ」や「米国テーマ・キーワード検索」、上場予定銘柄を紹介する「IPOスピードキャッチ！（米国・中国）」など情報サービスも多彩。また、2021年4月から米国株式取引専用の「米国株アプリ」が登場した。インドネシアやタイなどのアセアン各国に関しては、主要約70銘柄の個別企業レポート「ASEANアナリストレポート」を提供している。 | |
| 【関連記事】◆【SBI証券の特徴とおすすめポイントを解説！】株式投資の売買手数料の安さは業界トップクラス！ IPOや米国株、夜間取引など、商品・サービスも充実◆「株初心者＆株主優待初心者が口座開設するなら、おすすめのネット証券はどこですか？」桐谷さんのおすすめは松井、SBI、東海東京の3社！ | |
| ◆楽天証券 ⇒詳細情報ページへ | |
| 米国株の取扱銘柄数 | 取扱手数料（税込） |
| 4700銘柄以上 | 約定代金の0.495％※最低手数料0米ドル、上限手数料20米ドル |
| 【楽天証券おすすめポイント】米国、中国（香港）、アセアン各国（シンガポール、タイ、マレーシア、インドネシア）と、幅広い銘柄がそろっているうえ、海外ETFの取り扱い数も、米国ETF約350本を含む、約400本と業界No.1！ 所定の米国ETF9銘柄については買付手数料が無料で取引ができる。米国株式の注文は、最大90日先まで指値注文が有効で、「約定通知メール」サービスとあわせて利用すると便利。米国株の注文受付時間が、土日、米国休場を含む日本時間の朝8時～翌朝6時と長いので、注文が出しやすいのもメリット。アセアン株式の情報も充実。財務分析でよく使われるPERなどの主な指標、過去5年間の業績推移や今後2年間の業績予想もチェックが可能だ。NISA口座なら買付手数料が無料（売却時の手数料は必要）なのもメリットだ。取引から情報収集までできるトレードツールの元祖「マーケットスピード」が有名。さらに、スマホ向けトレードアプリ「iSPEED」でも米国株取引が可能になった。ツール内では日経新聞の記事を無料で読むこともできる。 | |
| 【関連記事】◆【楽天証券おすすめのポイントは？】トレードツール「MARKETSPEED」がおすすめ！投資信託や米国や中国株などの海外株式も充実！◆【楽天証券の株アプリ／iSPEEDを徹底研究！】ログインなしでも利用可能。個別銘柄情報が見やすい！ | |
| ◆DMM.com証券（DMM株） ⇒詳細情報ページへ | |
| 米国株の取扱銘柄数 | 取扱手数料（税込） |
| 1500銘柄以上 | 無料 |
| 【DMM.com証券おすすめポイント】2019年12月に米国株の売買手数料を完全に無料化したことで、取引コストに関しては一歩リード！ただし、配当金が円に両替される際の為替スプレッドが1ドルあたり1円と高いので、割り狙いで長期保有する人は注意が必要だ。取扱銘柄数は少なめだが、FAANGなどの有名IT株やバンガードなどの人気ETFは、きちんと網羅されている。他社と違う点としては、外貨建ての口座がなく、売却時の代金や配当が自動的に受け付けから円に交換されること。その後で持っておきたい人にはデメリットだが、すべて円で取引されるため初心者にとってはわかりやすいシステムと言えるだろう。また、米国株式と国内株式が同じ無料取引ツールで一元管理できるのもわかりやすい。米国株の情報として、米国株式コラムページを設置。ダウ・ジョーンズ社が発行する「バロンズ拾い読み」も掲載されている。 | |
| 【関連記事】◆DMM.com証券「DMM株」は、売買手数料が安い！大手ネット証券との売買コスト比較から申込み方法、お得なキャンペーン情報まで「DMM株」を徹底解説！◆【証券会社比較】DMM.com証券（DMM株）の「現物手数料」「信用取引コスト」から「取扱商品」、さらには「最新のキャンペーン情報」までまとめて紹介！ | |
| 【米国株の売買手数料がなんと0円！】 |
| ※ 本記事の情報は定期的に見直しを行っていますが、更新の関係で最新の情報と異なる場合があります。最新の情報は各社の公式サイトでご確認ください。 |
