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Posted On: 01/08/2022 9:10:10 AM
Post# of 148899
Re: Borel Fields #114305
Good perspective. the fact that all of the COVID plays are getting crushed is further proof that the COVID market overall is shrinking (and possibly vanishing).
Put another way, you could argue that any individual company was being manipulated, targeted, etc (like us right now). But it's hard to argue against the collective market pulling money from a certain play (such as COVID). That suggests that all of the COVID plays are in permanent decline - and unless this disease changes course from every other pandemic to endemic cycle over history, the sun has set on the COVID plays.
Many say that COVID is our nearest path to revenue. Maybe that's the case - i'd take anything at this point. But the writing is on the wall that severe COVID is fading, and fading fast. I have no idea what that means for LH (and what % of the new omicron get LH).
Put another way, you could argue that any individual company was being manipulated, targeted, etc (like us right now). But it's hard to argue against the collective market pulling money from a certain play (such as COVID). That suggests that all of the COVID plays are in permanent decline - and unless this disease changes course from every other pandemic to endemic cycle over history, the sun has set on the COVID plays.
Many say that COVID is our nearest path to revenue. Maybe that's the case - i'd take anything at this point. But the writing is on the wall that severe COVID is fading, and fading fast. I have no idea what that means for LH (and what % of the new omicron get LH).
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