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#6,701
#6,701
I might go long NVAX if the vaccine news euphoria settles down. I read a positive story on either them or Astra Zeneca tonight and now I can’t find it. Motley Fool has one warning about investing in it.

Becton Dickinson (BDX) is by far the leading syringe supplier.
 
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#6,705
#6,705
TheColdVolTruth said:
Dow futures jump 500 points as Moderna says it has a highly effective Covid vaccine as well
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The drug companies need to disclose statistics about their samples. I was going to volunteer for the Moderna test through Vanderbilt, but I was too old and had underlying conditions.

FWIW, I bought Moderna soon after it came out at about $16. I've added and sold several times with price swings of 20-25%.
I'll probably sell some today.

If Jim Cramer strongly pushes an IPO it tends to go up at first, then drop below the initial price. That was true with Moderna, and others I have followed.
 
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#6,708
#6,708
Go aeiou said:
The drug companies need to disclose statistics about their samples. I was going to volunteer for the Moderna test through Vanderbilt, but I was too old and had underlying conditions.

FWIW, I bought Moderna soon after it came out at about $16. I've added and sold several times with price swings of 20-25%.
I'll probably sell some today.

If Jim Cramer strongly pushes an IPO it tends to go up at first, then drop below the initial price. That was true with Moderna, and others I have followed.
Click to expand...

Very nice. Messenger RNA tech is so new and unproven, this could really be a game changer for the company. I think this is the first product they will have brought to market. When you consider what other applications this tech may be applied to (heart disease, alzheimer's, etc) I may actually be looking to buy some on a pullback after seeing this actually works. Now if I had bought this at 16, I'd definitely be taking some profits.
 
#6,710
#6,710
Well, it’s too late to buy the vaccine companies. At least today. BDX is only up 1% in the pre-market. Big company though... not a pure play selling syringes.
 
#6,712
#6,712
Thunder Good-Oil said:
I might go long NVAX if the vaccine news euphoria settles down. I read a positive story on either them or Astra Zeneca tonight and now I can’t find it. Motley Fool has one warning about investing in it.

Becton Dickinson (BDX) is by far the leading syringe supplier.
Click to expand...
I've been watching NVAX very closely for about 6 months. Owned it a while, sold a bunch of options. All I can say is, hindsight is 2020. They have no products and no revenue. People who understand it all think their vaccine work is quality work. It's just a straight up gamble. When good vaccine news issue from other companies, like today, I was expecting it to drop to about 50. My ability to predict ain't worth much.
 
#6,713
#6,713
#6,714
#6,714
Firebirdparts said:
I've been watching NVAX very closely for about 6 months. Owned it a while, sold a bunch of options. All I can say is, hindsight is 2020. They have no products and no revenue. People who understand it all think their vaccine work is quality work. It's just a straight up gamble. When good vaccine news issue from other companies, like today, I was expecting it to drop to about 50. My ability to predict ain't worth much.
Click to expand...

They look like a pure play. The rise from mid/low single digit share price to 90 slows my roll. But they’ll pop when their news drops. I can’t remember, but they might be the vaccine company that is developing a flu/COVID combo. I can’t find the article that I read that was positive. I’m not certain that it wasn’t Astra Zeneca or another name. Well positioned for 2021. It’s a small one. Only $6B market cap.
 
#6,715
#6,715
It took a while, but NVAX is off about 10%.

It can easily double or drop 90%. They don’t have the best track record getting through the development phases.
 
#6,717
#6,717
SRCL (Stericycle) will pop once vaccines begin being deployed. They’ll be gathering up the medical waste. However their management has been garbage. And Waste Management hadn’t ignored the niche.

It’s kind of comical watching the overreactive equity prices in both directions. Trader’s paradise.
 
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#6,718
#6,718
Thunder Good-Oil said:
It took a while, but NVAX is off about 10%.

It can easily double or drop 90%. They don’t have the best track record getting through the development phases.
Click to expand...

They're also using a different (more traditional) approach to the vaccine development. They're using spike protein rather than the mRNA that PFE and MRNA use, so it will be interesting to see how the efficacy stacks up.
 
#6,719
#6,719
There will be room for all of the vaccine developers to have a piece. The question is how to figure out a realistic value after the dust settles and how high the peaks will be. I’m comfortable owning the syringe maker and diversified Pharma beyond COVID . But there will be bag holders on these smaller developers.
 
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