REGN and LLY will, at best, barely have enough sup

REGN and LLY will, at best, barely have enough supply for the US. There are still millions of people taking this seriously & keeping transmissions down.

There's a segment of the population that will completely ignore precautions once a treatment is announced, and pay zero mind to how much of the treatment is available. Maybe there will be enough for the US... There won't be enough for the entire world, however.

REGN & LLY also target viral proteins, which mutate; documented cases of reinfection occurring a few months after initial infection do not bode well for the longevity of any vaccine or MAB targeting viral proteins.

Finally, I suspect treatment with these MABs does an end run around the adaptive immune system... How can a host build immunity when the antibody clears out the virus so quickly? Watching Trump closely to see if lightning strikes twice... if it does, these MABs from LLY and REGN are definitely inferior to a treatment that allows the host to build some degree of immunity.

So... We'll see