The reason for the big jump in March was because Covid was so new. Now everyone and their mother have vaccines/therapeutics going on. And since our US President is seeking reelection, he will make China comments left and right to deface them. So for now, our China deal is probably a detriment.
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Disclaimer: Of course, all of this is my opinion and you should not make any investment decisions based on my opinion. I have not received any non-public information.