GlaxoSmithKline
Like Sanofi, GlaxoSmithKline already has been developing drugs to treat major tropical diseases and the large-scale manufacturing capabilities necessary.
Moderna
Moderna uses its smaller size to its advantage, according to the note. The emerging company has a faster development process and has demonstrated a potential pipeline for drugs combatting Zika and chikungunya.
Takeda
Takeda plans to launch a vaccine in 2020 that protects against four strains of the dengue virus.
Merck
Merck has several vaccines in development, including treatments for Ebola and the dengue virus.
Janssen (Subsidiary of Johnson & Johnson)
Janssen has a long relationship with the Biomedical Advanced Research & Development Authority and has successfully developed vaccines for Ebola. The company also has large-scale manufacturing capabilities for its treatments, but doesn't currently have much of a research pipeline related to the key tropical diseases mentioned in the note.
Pfizer
Pfizer doesn't appear to have any tropical disease vaccines in development but has the resources to start such a pipeline, according to Morgan Stanley. The company is the largest in the pharmaceutical sector by market cap.