RE: Strong Data Set for EUA28 Apr 2021 21:33
I started selling when as I saw the activ 2 supply issue (which wasn't immediately, ironically I think it was woodstock who pointed it out :) ), because that increased the risk there as well. This type of thing is each to their own. Someone said before that I was so ****ed off because I was too exposed on sng, it turns out they were right :) (I honestly do not remember who it was). It was 30% of a decent size portfolio at some point, then it became more actually, but mostly because I was getting rid of stuff and not buying back as things played out (for example I got rid of all antibody cos before I started selling sng).
Anyway, the antibodies story is an old story yes, but I never said I'm a virologist (in fact I have specifically denied it in the past), I found out when I started digging after the Bastard et al paper in October. SNG knew this was a possibility from before that and they should have acted quickly, surely you don't think the activ people don't know what they are doing.
Perhaps not every hospital has the tests readily available, but for the hospital setting (because it is a known condition) they do exist, no development was needed and scaling up of tests for hospitalised patients as soon as they are admited (they do a multitude of blood tests to them anyway) wouldn't be an issue given the urgency. Most of the time spent with the covid tests was to find out which ones actually work well, not an issue in this case. What would have been a task but not an impossible one, would be to develop one for self use at home or the pharmacy. Perhaps they bet too much on someone taking them over early and then doing it their way.