RE: Materially Undervalued30 Dec 2020 14:32
I think both Brexit and the approval of AzN vaccine has held the SP back, it has held up amazingly well today and I expect a steady rise into results . I expect a clear indication of areas of future acquisitions , likewise full disclosure of our American partner and future supply contracts as at EOY. Going into 2021 vaccines or not , it is quite apparent testing will remain at the same level throughout the first half of the year., cases are higher then ever before. Just as the disease is new , so are the vaccines , we have no idea how long immunity lasts , we believe those vaccinated could still transmit the virus and it would appear that the AZN rollout may take up to two years and that is if we only need to be vaccinated once (2 shots). It is pure conjecture at this stage to try and even guess earnings for H2 2021. I also expect new innovative diagnostic tools to be released at a fast rate as they have been thus far. Somebody joked about a q124 , why not ? My biggest concern for society is if this mutated in some way that renders the vaccine useless. Tim V raised some valid points re vaccine take up / children and to add to that is the weakened immunity of the elderly for whom vaccines are never as effective , so I am also concerned about reaching the desired required 70 % take up he was discussing, which would enable the return to some degree of normality as I for one am sick of hibernating as I am sure all of you are.