Our latest Investing Matters Podcast episode with QuotedData's Edward Marten has just been released. Listen here.
live vaccinations are pointless... they could inject anything
there's a lot more to come, this vaccine was not tested sufficiently and the trials did not monitor to see if volunteers were still infectious but with reduced symptoms, or of those who became infected, was this specific viral genotype. Poor trial, minimal data, but thats what they wanted
interesting read, come on GDR
https://www.theguardian.com/uk-news/2020/dec/03/experts-call-for-end-of-rapid-covid-tests-in-universities-and-care-homes-in-england
Agreed, it was obvious that at 35p prior to the announcement that the cash in hand was not valued into the share price. I suspect a drop back to 35p range. That said it would be nice if it did fall back to nothing as I'd like to re0invest my dividend! This largely will depend on news flow for the test. My guess is we won't hear anything substantive until after the dividend is paid out in January. Could be an exciting buying opportunity for LTHs...
It was a smart move, it resets the business and takes the RMS holding out of the equation, it's clean and come January simplifies the valuation based on the remaining assets.
It also shows the modus operandi for people. BRH is an investment vehicle. Invest, make a return and redistribute the proceeds to shareholders.
Probably the same ricks that write carp in the comments on the linkedin announcements from the company. The products Genedrive make and sell make a difference and have saved lives and improved the quality of life for others. The people here that feel the need to knock that need to take a hard look at themselves.
Thanks Sneak, what people don't generally understand is that the virus we have in circulation today isn't the virus we had in circulation at the start of the pandemic. We have no data on the spike protein mRNA sequence used in the Pfizer vaccine, or whether immunisation with this spike protein prevents infection - you'd expect prevention of infection rather than suppression of symptoms for a vaccine, with out that conformation this can only be classed as a therapy really.
The UK has taken a really bold step and should be applauded for that. But with that they should be following through with monitoring transmission and what genotypes are not being suppressed.
In the meantime, if as Hancok has confirmed they don't yet know if vaccinated people are still infectious or not, how are they going to handle that? Keep people social distancing still? Wait for re-emergence of a mutation over time and go back to square one? There are many challenges ahead, the government needs to be straight with people.
Agree, there is no conspiracy theory here, simply a lack of due diligence and making assumptions. The reason why bacteria have become resistant to antibiotics is the evolutionary pressure when you overuse antibiotics and suppress one genotype. Biology has a knack of doing what it does best, survive. Viruses alter their external epitopes to circumvent the immune system. Simply repressing the spike protein sequence will increase the likelihood that another genotype will come forward. The spike protein gene is already an area of polymorphism in the covid genome. This becomes more accute if the vaccine only suppresses symptoms. with no data yet to support immunity. Pfizer have stated they can't be sure its not only a suppression of symptoms and that vaccinated people can still pass on the virus. This is what the indemnity is for. If they vaccinate and create a perfect storm for a genotype that becomes more prevalent because the country has mixed on the assumption they're protected. I don't see how we stop being in non-contact for many months or years and how we don't end u with vaccination after vaccination. And I'm not a pessimist, but on this as a molecular microbiologist I am!
Sorry, Pfizer are asking to be held unaccountable for the performance of their vaccine, its not the same as insurance. I agree, they were pressed to do something quickly, but my point is the trials were the absolute minimum to demonstrate a reduction in symptoms, its not a vaccine, it's a therapeutic. We shall see, but I wouldn't be surprised if this is the start of a nightmare.
Mags, no I'm not saying that it's purposeful, it's simply a rush to do something by people who are being guided by people with vested interests, whether that's ego, financial or other. I don't think they are being straight about the risks, despite the indemnity etc pointing to the fact that there are genuine concerns otherwise they wouldn't be asking.
https://nextstrain.org/ncov/global?l=clock
shows the geographic distributions of all the known SARS-2 mutations, where is that data in Pfizers and the other vaccine makers data - they didn't test and certainly didn't genotype to confirm effectiveness on all genotypes...
... and how the fk can you open everything up when your starting point is you don't know if the vaccine simple surpasses symptoms and people may still transmit the virus, you just create a population that is quietly transmitting the virus freely until, bam, mutation makes it more virulent... it simply doesn't make sense to me
Mags, you're being too optimistic, the vaccine will not be a long term saviour here, biology (the virus) will win out. I also disagree, the trials were purposefully tailored to provide as little information as possible so that something could be put into the market, time constraints did not prevent them from testing 40k participants. They simply didn't want a complete picture.
Once vaccinations take place, there will be an emergence of a mutation that stops the therapy from working. It's simply how viruses operate.
Darlonil, he sells shares to keep below the 29% threshold, if any one shareholder owns more than 29% then have to acquire all the other shares as they are considered to be in control of the business. It's not that he wanted to necessarily, he had to!
This re-sets the scores and takes the RMS income out from the share price (literally), it's why we invested in the company that invested in RMS and not RMS itself, to make a profit. Remember the posters here that de-ramped this share and said we should be in RMS?!
Let's hope for more of the same with BRH's other investments!!
The only question holders should be asking is whether they re-invest their dividend payment... seems a good bet for a repeat cycle
It really can not be classed as a vaccine. Pfizer and also government officials have been clear to point out that they don't know if the inoculation has prevented disease or simply suppressed symptoms. This tells us that patients were not routinely tested and only patients with symptoms were tested for COVID19. Why is this important? Because there is no way of knowing from the data if people who received the medication still had the virus but didn't present symptoms. They don't know if vaccinated people will still continue to pass on the disease. Or if suppression of one genotype simply allows another that the treatment doesn't suppress then becomes dominant.
This at best is a therapy, at worse simply changes the distribution of genotypes and requires constant treatment with different versions of the drug.
The normal ethics of the trials have been cast aside. Why were patients not regularly tested to prove they were truly immune and not simply reduced symptoms, and why was there no genotyping of the patients that did have the disease to see if there had been positive selective pressure on specific genotypes.
This was rushed, and putting cynicism to one side, we may be creating the perfect storm.