So the FDA greenlit those updated Covid vaccines for fall 2024, and honestly the vaccine stocks play is looking interesting again. They're targeting JN.1 and the variants that came after it, which means the big pharma names are about to ramp up production. I've been watching this space and three names keep coming up.

Pfizer's been having a rough time with declining revenues, especially in their Covid division as people stopped panicking. But they're one of the main players rolling out the new vaccine shots, plus they've got cost-cutting plans to save billions by 2025 and just bought Seagen for cancer drugs. Could be a turnaround play.

Moderna's actually been performing better - their shares were up solid earlier in the year. They control like half the US Covid vaccine market now, up from 37% a couple years back. They've already got their JN.1 vaccine tested and ready. If KP.2 keeps spreading, they're positioned to capture more revenue.

Then there's Novavax. They got left behind in 2021 because they use older protein-based tech instead of mRNA, but they've caught up now. They inked a $1.2B deal with Sanofi which gives them real resources. Their stock jumped 24% on the FDA news alone.

The vaccine stocks story here is that these companies are about to compete hard for the booster market. Worth keeping an eye on if you're looking at pharma plays.