RE: Massive punt.17 Feb 2026 09:18
We're coming to the end of the Trump dampening of pharma investment in my view, much of which has been in vaccine trials. Before long, the US is going to wake up to the insanity of having an anti-vaxxer as the Secretary of Health: there are only so many fatal measles outbreaks that people will be willing to tolerate before public opinion turns. Plus, the US is a very sick society with all manner of chronic illnesses. IMM exceptionally well-placed to profit IMO.