Thanks for posting that analysis. Seeking alpha of
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Posted On: 07/29/2020 6:33:50 AM
Re: reallypeople? #45537
Thanks for posting that analysis. Seeking alpha often has some interesting analyses.
More broadly, vaccines will not be wholly effective, will take a long time to deploy and will not be taken universally.
The need for leronlimab will (unfortunately) exceed supply in Covid alone. We will shortly (in a medical/investing but not day trading timeline) see leronlimab administered for many of the indications on ohm20 master list.
I’m all for vaccines, but have no direct investment in vaccine companies.
More broadly, vaccines will not be wholly effective, will take a long time to deploy and will not be taken universally.
The need for leronlimab will (unfortunately) exceed supply in Covid alone. We will shortly (in a medical/investing but not day trading timeline) see leronlimab administered for many of the indications on ohm20 master list.
I’m all for vaccines, but have no direct investment in vaccine companies.
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