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Market sentient turning very negative here, across Europe and beyond.
Just as it happened in the first wave when it dawned on the markets how bad it was going to be, it is now dawning on them just how bad this second wave might become, especially as we edge towards a full national lockdown.
Hard to know what strategy to employ at the moment. Guessing game time.
I wonder what proportion of the herd community have to sell here before we get immunity from any downturn.
Seems we have to regroup, accept any vaccine and then remain focused for the rebound.
Oh and wash hands in the meantime.
Blimey, seems it got a bit heated here last night.
I agree, even if an effective vaccine is confirmed, there will inevitably be challenges in rolling it out. Even if you believe a state of herd immunity can be reached, it will take time to get to that point with the likely need for boosters etc. Then you still have the complexity of co-ordinating vaccine rollout internationally (with all the political noise that will bring) to allow the economy to fully open for things like international travel. It's likely testing will still be required well into 2021, if not longer, it's just a question of scale and the composition of type of tests to be used (i.e. PCR vs. POC rapid tests etc.). From YGEN's perspective, due to the relatively small capacity we can offer both for in-house testing and the supply of Clarigene to external providers, and the fact our test is proven to be extremely accurate, I think we will sell whatever we can produce for at least another 9-12 months.
Whatever your view, I imagine we can all agree that the success or not of YGEN does not hinge on our Covid-19 testing sales. At worst it is a strong side-business which will help plug the gap due to a temporary loss of expected NIPT revenue. I believe it will prove to be much more than that when we look back in 6 months.
I think people want a vaccine but in time not something rushed. Testing will be paramount for the foreseeable, which hopefully we will take advantage of and currently are doing albeit on a smaller scale to some but to our full potential at this current time.
Vaccine will be imperfect, won't work.
Steve,
your post is bang on. The fact we got the fund raising done at the price we did is testament to LR.
Anyone that's unhappy with their choice of investment should really have a word with themselves, not everyone else lol.
If you believe the company is not good enough and you hold, then sell. Otherwise you Cleary see the value and want them cheaper.
No investor will post the amount of times twix does with multiple usernames about a vaccine coming, about the company not being up to scratch whilst claiming to buy and sell even more stock.
why even use multiple aliases? Oh yes, the more people saying the same thing make it appear more true...pmsl
Utter smallpox
Vaccine is nonsese, nobody wants it either so testing it is and YGEN benefit from this.
100% faith in the company to deliver great returns.