CV and mad panic behaviour

[Thryleon]

A lot of the share price stuff is driven by very short term players, the long game is very different, it's hard to detangle.

I think AZ was quite clever, by sub-licensing manufacturing to many governments they basically had a bunch of AZ compatible facilities built around the globe at someone else's expense, but the product those facilities make is licensed. Now if AZ invent some new drug or treatment for whatever disease or treatment, those locations are already invested in AZ technology will be unlikely to look at alternatives, they'll just license the next AZ product by default. They already have the kit, they already have the skilled staff, they already have most of the know how, they just need the license and they are up and away!

I think it is smarter than the Moderna / Pfizer closed shop approach, to scale up manufacture those two have to build new facilities at their own risk. So what do they do when something like GSK or Merck put that investment at risk, how do they fight back?

By contrast AZ doesn't have to, they didn't foot the bill, the only risk is a short term royalty for a massive long term benefit!

The detractors are really only looking at the short term, and not the long game. The Pfizer/Moderna approach looks more profitable in the short term as long as the existing established product is not undercut. So they have to undermine all the alternatives and keep investing in their own capacity.

Might be a short selling opportunity in there somewhere?

You didn't check did you?

Dont obsfucate the most likely answer to your own question.

Pfizer in 2017 was trading at $31.79 us.  In 2021 it hit a high of $51.86 after a low of only $27.00 when covid hit.

Moderna however after being at a low of $18.60 5 years ago, is now trading at a whopping $302.42 USD per share and is down from a 52 week high of $497.49.



THAT's why no one cares to report on Modernas side effects.

Dont believe the noise you hear on social media.  Its sponsored propaganda, and its a powerful vehicle because it caters to an audience who are capable of liking and sharing the content.  Jump on, and you will see a variety of content that all takes advantage of the algorithm.  The more you read about a topic, the more you see about that same topic.

The majority of users are too involved in it to look through the crap.