This has been assimilating for me since yesterday
Post# of 148170
We already knew manufacturing was an issue.
The key points of my thought are:
1. Samsung has been booked. No more vials for us. This surprised me yesterday.
2. I’ll need help on this one, but in the news yesterday, some news on a Bill/Law fast-tracking companies using each other’s intellectual property to manufacturer each other’s treatments and vaccines. Theoretically IMO, to increase capacity quickly.
3. Today Rep Foster said (paraphrasing), “(concerning MABs) We may already have a ‘Miracle Treatment or Cure’ and not be able to manufacture enough to fill the current demand. Now think of the extreme politicization of if we have to decide who gets this life-saving drug, and rapidly.” He went on to suggest the Government Accountability Office (GAO) should “project manage” and “anticipate” the need for companies “A,B, and C” to work together under GAO project oversight to get Manufacturing of MABs up to necessary levels.
When I assimilate these three things, I conclude that:
1. MABs will be a significant part of the armory and take time to produce.
2. There’s a “Miracle Treatment or Cure” that currently can’t be manufactured in the necessary quantities to meet the need.
3. Behind the scenes, they are trying to set up the conditions to facilitate adequate manufacturing of a “Miracle” MAB.
Trying to read the tea leaves like ere’body else.
Have a good weekend.