Member Info for Hurst10

Ref Novavax, we are still awaiting full results !
So far the results comes from 62
participants. !!!
Still awaiting complete results later in Q1
Conference call after NY hours
From statement :
The first interim analysis is based on 62 cases, of which 56 cases of COVID-19 were observed in the placebo group versus 6 cases observed in the NVX-CoV2373 group, resulting in a point estimate of vaccine efficacy of 89.3% (95% CI: 75.2 – 95.4). Of the 62 cases, 61 were mild or moderate, and 1 was severe (in placebo group).

The call and an accompanying slide presentation will be webcast on the "Investors" section of Danaher's website, www.danaher.com

Danaher owner of Cytiva, will host earnings conference at 08.00 ET. Judging from Q3, the acquisition and the Life Science division will produce outstanding numbers and guidance and Cytiva will be discussed as well.

Joe Biden will order a suspension of new federal leasing for fossil fuel development and review how permits and leases were handed out under the Trump administration, in a series of executive actions aimed at sparking a clean energy revolution in the US.

In an executive order to be signed on Wednesday, Mr Biden directs the secretary of interior to “pause” new leasing “to the extent possible” and conduct a “rigorous review” of existing fossil fuel leasing and permitting practices.

The move stops well short of ordering an outright ban on drilling or fracking on federal lands.

The White House said Mr Biden was following through on his “promise to take aggressive action to tackle climate change”, with the orders coming on what it had earmarked as “climate day”.

The president will also direct government agencies to procure America-made zero-emissions vehicles for their fleets, in line with Mr Biden’s Buy American order, and inform the director of national intelligence to prepare an estimate on the security implications of climate change.

Joe Biden will order a suspension of new federal leasing for fossil fuel development and review how permits and leases were handed out under the Trump administration, in a series of executive actions aimed at sparking a clean energy revolution in the US.

In an executive order to be signed on Wednesday, Mr Biden directs the secretary of interior to “pause” new leasing “to the extent possible” and conduct a “rigorous review” of existing fossil fuel leasing and permitting practices.

The move stops well short of ordering an outright ban on drilling or fracking on federal lands.

The White House said Mr Biden was following through on his “promise to take aggressive action to tackle climate change”, with the orders coming on what it had earmarked as “climate day”.

The president will also direct government agencies to procure America-made zero-emissions vehicles for their fleets, in line with Mr Biden’s Buy American order, and inform the director of national intelligence to prepare an estimate on the security implications of climate change.

EU is all over this now and ABB signed up with AFC, we can only expect further JV’s to come.
According to the Hydrogen Council, an industry group backed by companies such as BMW and Air Liquide, the hydrogen market could be worth around US$2.5trln by 2050 as part of a push to lower carbon emissions from transport and limit global warming to safer levels.
Well AFC is a member of this group, with the Auto OEM’s etc

Abbott”s Q4 numbers just released, shows the phenomenal demand there is for Covid testing, in particular for home testing going forward. Avacta about to join this market.
Once Avacta goes live on testing, there will be some serious earnings upgrades.Very comfortable to keep picking up stock at these levels.
From Abbott’s Q4 statement
Tremendous growth in Diagnostics, 108.9% organic (111.1% reported), was driven by continued global demand for Abbott's portfolio of nearly a dozen rapid and lab-based COVID-19 tests, which can be used in a variety of settings. The latest of these tests is Abbott’s BinaxNOW rapid test for at-home use with a virtually guided service. The test received emergency use authorization (EUA) in December 2020 from the U.S. Food and Drug Administration (FDA).
Abbott delivered more than 300 million COVID-19 diagnostics tests in the fourth quarter.

Tesla numbers tonight, a feast of EV talk. Arrival IPO oversubscribed, LG Chem numbers out, Battery division flying( Tesla customer ).
It is like the Covid Testing, demand is not the issue, capacity is.
Biden is all over the EV place and Green energy in general.

We had Plug Power yesterday upgrading revenue forecast by 40%, continued announcements from the White House about commuting billions to the EV sector and now the Chinese moving in.
We have Arrival IPO coming up at a massive valuation, the UK sector is a screaming buy and the majors are moving in and acquiring stakes and jv’s in the few listed companies we have.
News from China:
China Evergrande New Energy Vehicle Group is raising about $3.4B by selling 952.4M shares to six private investors, according to a new Hong Kong Stock exchange filing. The stake represents about 9.75% of the enlarged capital.
The backers for the group, which aims to be the world's "most powerful and new electric vehicle group," included tycoons Chan-Hoi Wan of Chinese Estate Holdings and China Gas Holdings founder Liu Ming-hui.
EV stocks NIO (NIO +2.6%), XPeng (XPEV +5.3%), Blink Charging (BLNK +8.1%), and Workhorse (WKHS +5.6%) are among the industry names seeing green in today's trading.
Earlier this month, Wedbush said Democrats taking control in D.C. was a "very bullish" sign for the EV sector.

Look at Plug Power guiding up order book 45%
Numbers out today.

Nice to see everybody is finally realising that Avacta have a superior LFT about to be launched and manufacturers will be lining up to be part of it.
When launched it will make Abingdon, Innova look very second rate and Avacta production numbers per month will transform the company even further and perhaps then will the market apply correct earnings estimates which will make current share price a delayed Christmas present!!!
The government with their new plan of incentivising the public to be tested will add cannon fodder to the sector ie. Avacta.
Keep buying, the US buyers will step up their buying a gear or two later today!!!

Old news?

More testing required
New study shows the following:
Vaccines being rolled out in the UK and around the world may be less effective against the new South Africa variant, a new study has found.
The study, which has not yet been peer-reviewed, also found the South Africa variant, known as 501Y.V2, contains mutations that may be resistant to immunity from previous coronavirus infection.
Lawrence Young, a virologist and professor of molecular oncology at Warwick Medical School, who was not involved in the research, said: "This preprint suggests that individuals might be able to get infected with a variant of Sars-Cov-2 (the virus that causes COVID-19) even if they have previously had COVID-19.

With the current headlines hitting the market with “ faulty vaccine “, interesting to note that both Pfizer and Moderna are down about 10 % over the last 4 weeks.
Ps the CEO of Bion-tech ( co Pfizer ) admitted on Bloomberg, that he had not taken the vaccine himself!!

Just look what TMO paid for a testing company (PCR) earlier today.

We are looking at 240 before Friday and news !

Moderna off 5%, citing “ reactions” to the vaccine

Look at this!
Shows you the acquisition appetite for medical testing companies.Mesa has develop several tests, one is a PCR-based test for Covid-19, company is backed by Gates foundation etc.
Avacta will grab the headlines shortly and the read-across valuation from transactions like the one Thermo Fisher has just paid out, makes Avacta look ridiculously under valued.
BUY before US markets open and TMO will discuss Covid testing further.
Shares of Thermo Fisher Scientific Inc. TMO, +1.25% are up 1.3% in premarket trading on Tuesday after the company said it will spend $450 million in cash to acquire Mesa Biotech Inc., a privately held medical testing company. It will also pay the company up to $100 million in additional milestone payments. Mesa has developed several tests, including a molecular diagnostic test for COVID-19 that has been authorized by the Food and Drug Administration. "The addition of Mesa Biotech's easy-to-use, rapid PCR-based test is highly complementary to our existing offering and will further help us meet the continuing demand for COVID-related testing," Thermo chief operating officer Mark Stevenson said in a statement. Mesa has 500 employees and generated $45 million in revenue in 2020. Mesa and Thermo both have authorized COVID-19 tests that the FDA recently said may be affected by new strains of SARS-CoV-2. The deal is expected to close in the first quarter.

A Blue Senate is very bullish and a potential 'game changer' for Tesla and the overall EV sector in the US, with a more green-driven agenda now certainly in the cards for the next few years. We believe a doubling down on EV tax credits and further consumer incentives and government initiatives around the EV sector will be on the horizon which is a major positive for Tesla, GM, Rivian, Fisker, and other auto players/EV supply chain (QS, etc.)," previews analyst Dan Ives on the new DC Setup.

With Arrival IPO ( through merger with SPAC CIIG ) coming up and further news flow, the next couple of weeks should be very interesting for TWD and one should buy more in a stock which is highly geared towards the EV sector.

Norway Warns of Vaccination Risks for Sick Patients Over 80
https://www.bloomberg.com/news/articles/2021-01-15/norway-warns-of-vaccination-risks-for-sick-patients-over-80

WASHINGTON, Jan. 13, 2021 /PRNewswire/ -- Danaher Corporation (NYSE: DHR) (the "Company") announced that its President and Chief Executive Officer, Rainer M. Blair, will comment today on the Company's fourth quarter 2020 performance in a presentation at the J.P. Morgan Healthcare Conference at 10:50 a.m. ET.

Mr. Blair will communicate that fourth quarter 2020 core revenue growth including Cytiva is expected to be above the Company's previously announced guidance, driven primarily by better performance in its Life Sciences and Diagnostics segments.

For the fourth quarter 2020, estimated revenues increased approximately 38.5% year-over-year, with approximately 15.0% estimated non-GAAP core revenue growth including Cytiva.