Musings and Rumblings: 1. Gilead is anticipati
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Posted On: 07/29/2020 12:45:14 PM
Musings and Rumblings:
1. Gilead is anticipating LL to be SOC with limited supply, so they decided to go to plan B and team up with HGEN and Lenzilumab. It is a 2021 play. They also know supply will be limited through 2020 for LL which means REM will continue to sell to M/M patients until LL supply catches up. Gilead understands the science, and anticipates that Remdesivir demand will drop significantly next year as LL ramps up supply. Gilead is mixing their best science with their best profitable business for 2021. How expensive would REM plus LENZIL be? Ouch! But REM needs better efficacy somehow to keep it relevant for 2021 and beyond. HGEN does not believe LENZIL can compete with with LL hence the partnership.
2. Operation warp speed is awarding $$ on a daily basis this week. So what company gets funding tomorrow? or possibly Friday? Either way endless supply of money once science is proven.
3. As long as the FDA continues the trial, we are in great shape. The only truly bad news would be an ending of the S/C trial. LL ramped up S/C in many great locations like Baylor in Dallas with big time visibility.
4 . Stock Impact - Longs dont really care about today except for the few that like to sell a portion, and try to buy more shares at a lower price. Shorts know today is their best option to bail out and reduce their risk, so heavy pressure downward early in the day. End of day gains during power hour as shorts cover.
5. We all wake up super early tomorrow to look for PR. Hope for country's sake it is great news. Luke warm news benefits shorts, no news benefits shorts as well. That is why it is puzzling to me to announce a Conference Call at all in advance. This forecasting of what is going to happen is not beneficial for investors. My boss always told me "tell me what you did, not what you are going to do". Simple advice for NP
Enjoy the ride everyone !
1. Gilead is anticipating LL to be SOC with limited supply, so they decided to go to plan B and team up with HGEN and Lenzilumab. It is a 2021 play. They also know supply will be limited through 2020 for LL which means REM will continue to sell to M/M patients until LL supply catches up. Gilead understands the science, and anticipates that Remdesivir demand will drop significantly next year as LL ramps up supply. Gilead is mixing their best science with their best profitable business for 2021. How expensive would REM plus LENZIL be? Ouch! But REM needs better efficacy somehow to keep it relevant for 2021 and beyond. HGEN does not believe LENZIL can compete with with LL hence the partnership.
2. Operation warp speed is awarding $$ on a daily basis this week. So what company gets funding tomorrow? or possibly Friday? Either way endless supply of money once science is proven.
3. As long as the FDA continues the trial, we are in great shape. The only truly bad news would be an ending of the S/C trial. LL ramped up S/C in many great locations like Baylor in Dallas with big time visibility.
4 . Stock Impact - Longs dont really care about today except for the few that like to sell a portion, and try to buy more shares at a lower price. Shorts know today is their best option to bail out and reduce their risk, so heavy pressure downward early in the day. End of day gains during power hour as shorts cover.
5. We all wake up super early tomorrow to look for PR. Hope for country's sake it is great news. Luke warm news benefits shorts, no news benefits shorts as well. That is why it is puzzling to me to announce a Conference Call at all in advance. This forecasting of what is going to happen is not beneficial for investors. My boss always told me "tell me what you did, not what you are going to do". Simple advice for NP
Enjoy the ride everyone !
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