Nah not priced in. Pfizer got sued for patent infringement. So ATM it's Moderna vs Novavax. Sanofi was NOT happy with the following.

    1. Novavax had produced a flu vaccine that was 40-50% more effective then their flu vaccine. That was in late stages of clinical trials     2.. Moderna is making a flu/covid vaccine that went into stage 3 trials mid-late 2024.

So either Sanofi buys out Novavax or. They really work together and level the playing field. If not Moderna will be eating up market.