Member Info for xviolet

RBD data feels very significant to me.

https://www.biorxiv.org/content/10.1101/2021.12.07.470392v1

https://www.biorxiv.org/content/10.1101/2021.12.07.470392v1

yes. that one.
might even go down a bit more tomorrow.

buying opportunity right now.
depending on your appetite for risk.

graking

you have it easy don't you. you can feed on the impatience and ignorance. i guess its quite a feast. its a good strategy. not to my taste though.

https://twitter.com/sigallab/status/1468325159501287434

latest lab data on omicron - like other variants it still needs ACE2 receptor - presumably this news positive for Synairgen's efficacy against Omnicron.

Chinese market.

"A recent study by mathematicians at the country's prestigious Peking University has found that China could face more than 630,000 Covid-19 infections a day if it dropped its zero-tolerance policies by lifting travel curbs -- which would "almost certainly induce an unaffordable burden on the medical system," the report said.

It concluded that China should not give up zero-Covid for the time being, until there are "more efficient vaccinations or more specific treatment, preferably the combination of both."

https://edition.cnn.com/2021/12/06/china/china-covid-inner-mongolia-mic-intl-hnk/index.html

And didn't this share just get taken down - in a very deliberate way - presumably to let someone buy in? Or for some other reason??? That very heavy piece of manipulation suggests news/re-rate due. Exactly when...no idea. But that takedown was odd and very singular - it hasn't happened to anything else in my pf so it must mean something!

Derek Lowe not very bull-ish on Merck
https://www.science.org/content/blog-post/rethinking-molnupiravir

ThinShins

re breathless

I'm not worried about that. Whatever the nature of this variant - at this stage - its clear that Covid is an ongoing nightmare. The biology keeps changing which it makes it hard to say exactly where different drugs and vaccines fit into the picture - the picture keeps changing - the answer (for me) is hold yer shares, sit back and wait. But I'm not mega over-extended, so I don't lose sleep. Good luck with your strategy!

Hard to balance hope v rational thought.
I will go with hope this month.

Sar 5.80
EISB 13.25
Synairgen 193.80

Thanks Thoth
yes. they are sh*tting themselves.

and re the SA figures - I don't think the raw data suggests any fatalities to date - I read the following analysis which implied deaths - but at the moment I think mia (below) was not clear enough in her thread and analysis of the SA data.
https://twitter.com/miamalan

This is the first data from SA:
https://www.samrc.ac.za/news/tshwane-district-omicron-variant-patient-profile-early-features

This analysis seems to imply there were some fatalities - but I don't know if that is correct.
https://twitter.com/miamalan

https://www.samrc.ac.za/news/tshwane-district-omicron-variant-patient-profile-early-features

Only had time to give it a super quick read - looks like 10 fatalities to date (alleged omicron as cause)- and lots of other interesting info.
https://www.samrc.ac.za/news/tshwane-district-omicron-variant-patient-profile-early-features

"All the news is about Omicron. As if a major 2nd surge with Delta wasn’t happening. https://washingtonpost.com/health/2021/12/02/delta-variant-surge-omicron/"

https://twitter.com/EricTopol

OK 20p was optimistic
but I'd like to see 16p in the next few days :)

I might go with unjustified drop. I will probably buy back in Monday.
Lot of uncertainty. I think I'm going to look away for a bit - I have a good book to read - it might be a good idea to make a few decisions and stick to them for a bit.

MrCrumpet

Her twitter feed is good. at the moment she seems to get/link to news from SA about 6-9 hours before guardian/bbc etc.