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Hi Sledgey
They may have a trading strategy - short /long - but it’s good that they fact check and to be fair their research is factually based, I just don’t agree with all their opinions
and ditto TWatcher with mine but that’s fine it’s not personal
I actually quite like them challenging posts from a factual point of view it focuses the mind .
Personally I think GAD being acquired by Gates and Omega enjoying additional equipment off the Government at the same time indicates there may be a possibility we could enjoy a piece of the £980M GAD contract, speculating of course but there is a fair chance.
Okehurst1
You mention TWatcher in a lot of your posts, have you not thought why he's actually here?
Courtesy of Mr Adventurous off the Avacta BB
good post, kind of focus’s the mind that Covid won’t be over until the West supports 3rd World countries dealing
with Covid 19 and squeeze out the variants - relative potentially to Omega securing some of the manufacturing capacity of the £980M GAD contract, IF Gates directs their production to Africa
https://www.nytimes.com/2021/08/02/world/europe/covax-covid-vaccine-problems-africa.html
Deaths from Covid-19 were surging across Africa in June when 100,000 doses of the Pfizer-BioNTech vaccine arrived in Chad. The delivery seemed proof that the United Nations-backed program to immunize the world could get the most desirable vaccines to the least developed nations. Yet five weeks later, Chad’s health minister said, 94,000 doses remained unused.
Nearby in Benin, only 267 shots were being given each day, a pace so slow that 110,000 of the program’s AstraZeneca doses expired. Across Africa, confidential documents from July indicated, the program was monitoring at least nine countries where it said doses intended for the poor were at risk of spoiling this summer.
The vaccine pileup illustrates one of the most serious but largely unrecognized problems facing the immunization program as it tries to recover from months of missteps and disappointments: difficulty getting doses from airport tarmacs into people’s arms.
Known as Covax, the program was supposed to be a global powerhouse, a multibillion-dollar alliance of international health bodies and nonprofits that would ensure through sheer buying power that poor countries received vaccines as quickly as the rich.
Instead, Covax has struggled to acquire doses: It stands half a billion short of its goal. Poor countries are dangerously unprotected as the Delta variant runs rampant, just the scenario that Covax was created to prevent.
The urgent need to vaccinate the world goes far beyond protecting people in poor nations. The longer the virus circulates, the more dangerous it can become, even for vaccinated people in wealthy countries.
Without billions more shots, experts warn, new variants could keep emerging, endangering all nations.
“Covax hasn’t failed, but it is failing,” said Dr. Ayoade Alakija, a co-chair of the African Union’s vaccine delivery program. “We really have no other options. For the sake of humanity, Covax must work.”
More supplies are finally on the way, courtesy of the Biden administration, which is buying 500 million Pfizer doses and delivering them through Covax, the centerpiece of a larger pledge by wealthy democracies. The donated doses should begin shipping this month.
But the Biden donation, worth $3.5 billion, comes with a caveat: To help fund it, the administration is diverting hundreds of millions of dollars promised for vaccination drives in poorer countries, according to notes from a meeting between Covax and American officials. Short on funding, those countries have had a hard time buying fuel
GAD also use ‘ card ‘ technology, it’s cheaper but not as accurate as a standard LFT.
They also still have to buy the biotech off Mologic - as do Omega
Plus they only have finite production capacity, would they use this for say the U.K. over Africa ?
From a commercial point of view / Gates MO , just can’t see why he would subsidise Western countries with deep pockets taking the view his defined target market is 3rd world countries who desperately need quick cheap tests?
In affect him wanting to save Boris money over 3rd World countries enjoying the volume / benefit of his £70M investment which has been well planned out going back 2 or 3 years ago from funding the GAD production facilities and then acquiring full control of the voting rights 2 weeks ago.
Thanks TWatcher. BH is grateful for your input
Bighero, dunno about your figures, but given scot minister said they are about £4 each, and assuming your counts are right, then 870M looks about right.
Regarding Orient Gene, I'm guessing into the underlying test from one of these two bidstate contracts
https://bidstats.uk/tenders/2021/W28/754843849
https://bidstats.uk/tenders/2021/W28/754843847
Who knows how much each of those tests costs, but using the £4 as a guide, possibly another 40M tests. I am minded that Mologic said they could supply for 1/4 the price of the Innova test, so no guarantee that those bidstats above are £4 per test.
One question? What was the Orient Gene contract? I have some boxes of those sat in my delicious Indian takeaway to keep us nice and safe.
Basic basic Hero maths:
3.2b / £4 (per test) = 800m
144 x 2 = £288m (new innova contracts)
288 / 4 = 72m
Total 872m tests.
As the baby who finishes his dinner says “Allll gone!”
TWatcher - where has Bighero gone wrong here?
690,761,924 To be exact. England only too which I fine particularly delightful.
Link for the evidence based lovers of which I am of course one: https://www.gov.uk/government/publications/management-information-on-nhs-test-and-trace-24-june-2021/management-information-on-nhs-test-and-trace-24-june-2021#lfd-tests-dispatched
Further info suggests at least 37% of tests are not registered with the government.
Now we’re in August so your local hero reckons well over 750m will have gone. PLUS we need to add the other nations so prob another 100m on top? That’s a lot of the innova order removed for the equation.