The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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The testing mesasge will start, the issue being that the UK Gov realise that the British public in general, fed by the mass media have become sheep - They cannot deal with more than one message at a time, it gets to confusing. The psychologists employed in the backround understand this too well.
Drip feed is the name of the game - How can BJ do a briefing live on national TV, talk about Vacs, and then mention testing/example being....."and we are also rolling out our testing programme, if you are tested twice a week and don't have the virus you can live your life, and now I want to talk about antibodies and when you will need a top a jab"... Imagine the response by the media, the 101 questions, the opposition, Labour, questioning and pulling this apart, its all mixed messages = Meltdown!
There is a narrative at the moment and has been since Jan, get vaccinated - And its working, close to 20 million, remarkable when you really think about it and compared to what the world is doing - And that is why the narrative on testing has not been rolled out IMO.
They know, the UK Gov that the over 60's was always going to be a very high uptake, and easy sell, they have lived a life, expecially the over 70's and have seen what happens when people who do not take a vaccine for x disease.
They also know very well, the real fight for uptake is going to get started for the 18 - 50 years old, they have lived a life without the diseases that the over 60's etc had before vaccines. The uptake will not be as high.
So now we enter the world of testing, the new narrative that will probably start in two weeks after the budget, as well as insuring that close to 30 million have had their 1st jab - They also know, to re-vac, they need testing so each of us knows what antibodies we have, so there is not a continous rollout of yearly jabs - Why, because the rest of the world needs the vaccination, if not mutations etc - There is not enough manufacturing and the war on IP's has started.
My personal view is that this company, along with a couple more will make investors life changing money, and these events do not come round to often.
Also agree with much of your post Wallbrooke2021. Lots of empty barrels on here drowning out the many useful posters. I guess there are plenty of us mainly observing and frankly bored with the pretty, childish squabbles. I continue to hold and have added recently at levels slightly higher than now. I must admit I am not 100% confident but generally optimistic that my investment (here since 2015) will provide a generous return.
GLA and have a great weekend. We're off for a walk in the gorgeous Brabant Wallon countryside.
DJF
Hi Guys
New to the board but held shares for quite sometime.
My take is TT will be completed mid March after delays.
Omega will never bow to the day trader and all LTH will be rewarded as I project as soon as news of Scottish deal to provide Mologic LFT's is announced the share should sit around £1.20-£1.30 then Avacta deal £1.60-£2.
This board has become very unprofessional as late and I just wanted to give my opinion.
Obviously it's all guess work I have no inside knowledge.
Have a lovely weekend and my best advice to everyone is relax and think what your going to spend your money on.
BigC