Time to relax25 Feb 2021 09:01
Morning all, first time logging on in a few days...and surprised to see the SP dip over the last couple of days. We always knew the pandemic would eventually have to come to an end and a route out of lockdown planned.
Boris pretty much validated our investment in ODX and other COVID stocks by saying, it's a lost cause aiming for a COVID-free world. Apologies if this sentiment has already been discussed on the BB, but for me, that's all the security i need to sit tight on what i have in ODX and other COVID/diagnostic stocks and watch them mature.
It'll be really interesting to see how ODX position the product into middle/low income regions too...the antibody test in particular, as if lower income areas are going to potentially struggle with volume inoculation, then low cost testing will be required.
Lastly, my belief on testing generally is that they'll want to preserve vaccine doses for those most in need and how do you prioritise in those scenarios.......test.
GLA