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"When health and life saving is as stake , we have seen governments take exceptional mesures , never before taken ..."
Nolopus that applies to all pharma at all times. If they did it they'd have to find a way of compensating those organisations and their shareholders otherwise their shareprices would collapse. No surprise that 60 countries are now co-sponsors, the likes of Vanuatu have little to lose!
Imagine the next conversation. "Investing £bns in cancer over decades Mr Big Pharma? Guess what, even poorer people and foreigners get cancer so the WHO thinks it is for the greater good now...hand over your files to China and Russia"
I think they’re all saying ‘yes, wouldn’t this be lovely’ knowing it won’t happen. The US press release on vaccine patents - by example - was all fluff, no content. Worth remembering that 95% of politicians have zero commercial experience and 50% believe the state should own everything anyway.
You cannot undermine the system and they know it as if this happens any firm with any interesting IP will stall it to protect their investment until this plays out.
Also, where does it end? We face other global challenges of potentially greater impact. Do all countries get free access to the drug IP for the five biggest killers? Do all countries get free access to the latest/safest nuclear power tech to stop coal burn? Do all countries get access to the US space programme tech so that they too can explore back up plans and access deposits of minerals in space?
No, because if they did nobody would invest in the next wave of these things.
Only if those at the earliest stage of infection are subject to significant breathlessness. SNG is not going to be targeted at everyone, the HT P2, Proactive interview and today’s radio interview have made that very clear.
https://twitter.com/davidburton1971/status/1395247652351234049?s=21
My understanding from the time is that they cannot encourage take up. It is an unmarketable drug until it is approved. Clinicians need to dig very deep to get it through MAP as in the patient or their family or the clinician must insist. That’s a big step for any clinician given their personal liability.
Bagsy not being the one to put their nebulisers on.
Interesting that Chris Whitty was so open about the variant's path to dominance when on the other hand they're saying 'it's too early'. I think they have a number on increased transmissibility that is significant, but just needs more data to confirm, despite Bozza saying they don't know where it is on the increase transmission scale.
Agree. They look rattled.
The Biden story is that PEOPLE WHO HAVE HAD BOTH SHOTS can dispense with mask wearing. They've seen a real tail off in vaccinations in recent weeks so they're trying to find an incentive.
No way of policing it of course. Every Karen and Cletus can now just shout "I've had my shots" when they're acosted in Wallmart.
Also, the vaccine drop lasted two to three weeks before recovery commenced.
I think they’ve had an internal memo on LinkedIn titles/info following the ‘Interim CFO’ who’s now changed his title following the query someone sent to The business a week or two ago. That, or RM wanted to drop some breadcrumbs out following the dreadful pres and calls for a more commercially focussed approach.
Probably the former.
This story has been bubbling for months. Countries want it, Pharma said no. Biden knows this is unlikely to happen but by saying yes he gets to be the good guy and increase leverage on Pharma to support global efforts.
He will get positioned as a socialist for this by the Republicans in the States, where commercialism is a way of life. "Biden gives vaccine IP to China" is the line.
Imagine the class action law suit if investors in Pharma Cos feel they've missed out because of political medalling.
Fascinating.
Activ 2 P2 to P3
SNG Hospital P3
We've been here before. A couple of weeks of buying opportunity probably exists before it floats back up. That is a bit painful for those invested since July but it is a great opportunity for people buying in or topping up.
Just to add a little balance; these organisations never project 'Moderate Growth' when selling their £Xk reports!
They have done a lot yes, but much of our knowledge as shareholders is derived from scouring for clues and piecing them together. Like one big episode of Line of Duty! They could be clearer. It wouldn't hurt anyone or risk anything.
I didn't expect or ask them to ramp anything. The flow of information was poorly judged and the delivery was at times embarrasing. They may be academics, but I am invested in a business. I expect results to be presented to the market professionally, with obvious risks mitigated, and with the right people doing the talking.
Hospital P3 is targetted at the correct cohort and builds off stellar results verified in a peer reviewed journal. If we make it onto Home P3 with Activ 2 with some form of breathlessness targetting built into the protocol and enough patients to power a result we've got two bites of two very juicy cherries.
Friday was poorly stage managed and appallingly delivered. That was the biggest issue.
Whilst I admire RM and the team they've needed a kick up the arse about better managing shareholder expectations for a while. I really hope this was it.
RM discussed a process, run by a recognisable consultant, that would complete in Q2.
Or it could be a hairball on the way up.
India has a very stratified society so many of those people would never have access to the drug anyway. Even if the rich were getting it and getting better, the poor would not get their hospital beds.
Agree. A treatment would kill vaccine take up, especially now that there are known issues.