RE: Perfect storm?19 Dec 2020 20:22
That's the big unknown - who else is at what stage with gen2, how good are the current jabs with the mutation, and many other factors lie in the big dark space between success and failure? Fair comment. But I am very encouraged by the timing of yesterday's rns. It usually seems that an announcement of some sort comes out, and about 3 weeks later scancell announce something that makes you think 'it's good, but what a pity they didn't announce this a month ago.'
They never had aspirations to join the autumn winter roll-out, but always had sights set on gen2. They also foresaw a need for it, otherwise they wouldn't have gone off at a tangent towards covid at the expense of cancer research. My guess is that LD and Co know even more than the most astute board poster. Loads more. They've attracted several million of public money already so someone is impressed, and after all even the big hitters who were first out of the traps in the spring have ended up with a market so large that they will struggle to fill it in any sort of a hurry.