Member Info for Mumbo_Jumbo

Taking the loss on the chin. Why would you include vaccinated in the group. Merck did not. Anyway Pfizer up next

out performing AZN, the worst of the western vaccines is not a complete surprise. How did it fare against Moderna, Pfizer and Novavax?

hydrogen - is the implication that NCM want to drive down the price of GGP to take over the remaining licenses? Then why not not do it already before the update in December or Feb. Or you think they will dampen that down?

It just seems far fetched for a well established major to do that.

thanks lebugue-addick. Just started looking into this, lot of catching up to do. Thanks again.

not a distressed seller after all then!!

where does the 900 mt come from? any source for this?

the deposit is currently worth $150 million to GGP from todays report. Even if its an underestimate by 5 times, the current market cap exceeds that comfortably. Even with 10 times, there is little upside, has the company reached its peak already with he SP.

I am not well versed in GGP so don't know what a good floor price is. Others who know GGP better can perhaps comment. I am just going by basic numbers in my above statement.

Well Sang… I did say here months ago..“more diversity exists in bacteria than in humans”… glad you just realised this though the entire microbiology community has known for decades…

Soon you will open a thread and ask….. where is the novelty here. I look forward to that. Keep reading around the subject.

Frankly taken a back by Polarian decision. Why not tell Polarian 6 months ago to address the "technical issues". Unnecessarily added 6 months to a year delay. Makes me wonder if FDA is as neutral as we think they are.

first £2000 is free, then depending on your tax band (7.5%, 32.5 or 38%). You end up giving more money to the Government if your dividend is large. Frankly if you are up for a large capital return here, you are better off selling before the record date and giving the government 20% max.

1509 - I have been left out :)

Silverfox - my average is 26 (I think), but its something I can write off if all this went kapput. Everyone is a great hindsight investor, ultimately you got to go with your risk tolerance in these type of stocks and not get carried away when it swings one way or another.

The caveat being that it has to replicate the P2 in P3.

Sang - Whats the placebo that is given?

Unless they can pull a rabbit out of the hat quick. But it doesn't look that way.

In the meantime, its Atea (Roche partner) to present at a conference tomorrow. Was up considerably on Friday on the back of Merck and its own presentation on Tuesday. Lets see what they have to say. I have a feeling they too will abruptly end their trial.

As their trials have shown large placebo effect. Whats else is in their pellet other than the cultured bacterial species? or what are they giving to the placebo group?

AVIR - Atea on Nasdaq
IAG
CNE

Ghia - no one claimed that one will. Vaccine experience tells me that small players will not win against the big boys. Amongst them, they will take almost all of it. You have to beat them in getting first to the market to have any hope. SNG have to replicate similar efficacy first to be in the game... that's their hurdle and who knows how long that will take. In the meantime, big players will be securing their market share.

Ghia - dilute little bit of Market share? They will take lion's share if not all of it. Roche is yet to show its hand and then Pfizer down the line.

Ask Novavax what happened to its 'market share" in UK and US.

sold out of novavax too.