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himlion

So which company benefits the most here? From a cursory googling the following seem decent:

- The Whirlpool Corporation - Electrolux AB - LG Electronics Inc.

problem is these companies have a lot of exposure to other sectors as well of course.

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Thermo Fisher Scientific has freezers that hit these temps. About $10-20k per unit it appears.

https://www.fishersci.com/us/en/browse/90106033/ultra-low-te...

Yes, I've been in biotechs that had 100s of these freezers in a room.

Pfizer mentioned them already in May and their stock has already seen an increase of more than 50%...

TMO was down 8% yesterday, the perspective of less testing seems to more than offset the positive impact of the news.

Based on this NYT article [1], some logistics companies planning to store and transport the vaccine are using freezers from Stirling Ultracold. It may just be a curiosity, but their freezers (as the name would suggest) use bona fide Stirling engines rather than the typical two-stage compressors used in most ULT freezers.

As someone in life science research who uses plenty of -80 freezers, I've always been curious about Stirling Ultracold. Maybe they're on to something after all.

[1] https://www.nytimes.com/2020/09/18/business/coronavirus-covi...

Nit: Stirling cryocoolers, not Stirling engines. Thermodynamically, it's just reversed. You're driving mechanical/electrical power in to get a thermal difference, not dissipating a thermal difference to get mechanical work/electrical power out.

gas-liquide cycle freezers typically do not have enough of a temperature gradiants to work. Normal freon (R-whatever you have heard of) don't get cold enough. That isn't to say you can't make one, but stirling cycle is not much worse so just use it.

https://www.skycell.ch/

That company couldn't be more irrelevant to the discussion. They specialize in keeping airplane food at between +2c to +8c on the tarmac in places like Dubai.

Probably the airlines who will both be dealing with the logistics and be able to return to BAU quicker because of the vaccine. For example, American Airlines is up 25% premarket today and IAG (owner of British Airways) is up nearly 30%.

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