I think the big story now is AztraZenica. Keep an eye on a private company-- Vaccitech Ltd." >About Vaccitech Ltd. I've started to dig into the murky world of who is going to get paid for these vaccines. There is a web of people from Oxford, through Bill Gates and ultimately some of these threads tie back to a unknown and for now private Biotech. There is some serious smoke here folks... Vaccitech currently has a Phase 2a clinical programme for prostate cancer and is poised to enter the clinic with HPV and NSCLC therapeutics. The company is backed by leading institutions including Google Ventures, Sequoia China and Oxford Science Innovation. Backed by Google? The company's proprietary technology platform, comprising Chimpanzee Adenovirus (prime) and MVA (boost) is exceptional at inducing, boosting and maintaining CD8+ and CD4+ T cells. The Vaccitech prime-boost platform is licenced from one of the most prestigious vaccine research institutes in the world, the Jenner Institute at University of Oxford. Ok Remember that name ' The Jenner Institute..' Vaccitech currently has a Phase 2a clinical programme for prostate cancer and is poised to enter the clinic with HPV and NSCLC therapeutics. The company is backed by leading institutions including Google Ventures, Sequoia China and Oxford Science Innovation. Backed by Sequoia China? “I personally don’t believe that in a time of pandemic there should be exclusive licenses,” Adrian Hill, director of Oxford’s Jenner Institute, which is developing the vaccine,told The New York Times in April. No vaccine maker has offered open licenses, although NIH is sharing key technology it developed with multiple vaccine companies. Governments are signing lucrative deals with manufacturers to ensure vaccines for their own populations. After Oxford announced the exclusive AstraZeneca deal, the company said it would sell vaccines at no profit—but only during the pandemic. Johnson & Johnson’s pledge to earn no vaccine profit is similarly limited. No Profit during pandemic.... But what if this is a rolling flue shot situation? I think the big surprise is going to be how short the protection lasts because that's the one test they cannot do in a sped up approval process. Length of protection will be a surprise to all of us one way or another. Enter Vaccitech) Under its deal with AstraZeneca, Oxford will receive no royalties during the pandemic but could make millions after it ends through a web of patents including those held by Vaccitech, a for-profit spinoff. Vaccitech’s ownership includes a 50% stake held directly or indirectly by Oxford and 5.25% each owned by Hill and Jenner’s other top vaccine scientist, Sarah Gilbert, U.K. regulatory filings show.<<- that name ' The Jenner Institute..' Enter Bill Gates) Oxford backed off from its open-license pledge after the Gates Foundation urged it to find a big-company partner to get its vaccine to market.<---- “We went to Oxford and said, Hey, you’re doing brilliant work,” Bill Gates told reporters on June 3, a transcript shows. “But … you really need to team up.” The comments were first reported by Bloomberg.<--- AstraZeneca, one of the U.K.’s two major pharma companies, may have demanded an exclusive license in return for doing a deal, said Ken Shadlen, a professor at the London School of Economics and an authority on pharma patents—a theory supported by comments from CEO Soriot.<---- BIG “I think IP [intellectual property, or exclusive patents] is a fundamental part of our industry and if you don’t protect IP, then essentially there is no incentive for anybody to innovate,” Soriot told the newspaper The Telegraph in May. Some see the Gates Foundation, a heavy funder of Gavi, CEPI and many other vaccine projects, as supporting traditional patent rights for pharma companies. >>> So the Gates foundation has ' suggested ' it would be better to partner up with AZN and to make a little profit.... Well take all of this and add to it a President who is want to accelerate the approval process to just before his landslide loss... And we have to ask ourselves just where will AztraZenica wind up? Keep in mind if they make too much money they will have to hide it... And if we all see an IPO for Vaccitech, well we know why, that's a prime place to hold some of these profits so it doesn't look like AZN & Oxford are gouging the world. The dollar amounts here of course are staggering...
Van I'll look into GWPH but the biggest dog of any of these stocks we have talked about in the last two years is (as you stated) Dropbox. Somehow I made money off that trade do not ask me how.
I've been thinking about Gap a lot. Now due to the small amount of air traffic some fo0lks have figured out that VF corp Jets are traveling to Gap and Gap jets are traveling to VF what is going on? Lululemon's rise could bring attention to Gap's Athleta, says Gordon Haskett 10:08 GPS, LULU, VFC Analysts at Gordon Haskett said in a note published before the open titled in part "Time for Gap to get itself some Lulu Fairy Dust" that the sustained strength in shares of Lululemon (LULU) could bring attention to "opportunities for those around it," such as Gap's (GPS) Athleta brand, which the firm called "a poor man's" Lululemon. While "obviously nobody is going to make the case Athleta is worth one-quarter" of Lululemon's valuation, or $12.5B, the firm said it "doesn't require much imagination" to come up with "a big number" such as possibly $5B in valuation potential for Athleta. The firm, which also noted that "investors have taken notice" that "a jet traceable to VF [Corp.] has been seen making trips to Oakland this summer and a Challenger 604 jet owned by GPS made a trip to Denver on Friday," said it does not think all of Gap is for sale but also told investors to "keep in mind" that they have "always thought Athleta would be high" on the shopping list of VF Corp. (VFC). GPS @ $ 15<--------------------- I think we highlighted this name at $12! But Did Not Buy It!!! The Gap, Inc. (GPS) NYSE - Nasdaq Real Time Price. Currency in USD Visitors trend2W10W9M 15.31+0.88 (+6.13%)<-------- As of 10:22A
Ultraviolet Wands- Boeing A Wand Maker? Boeing Co. is reportedly working on a hand-held wand that emits ultraviolet light to neutralize bacteria and viruses, part of a suite of methods to disinfect flight deck surfaces and controls, as well as surfaces throughout the cabin. Boeing (BA) shares are rising 1.1% to $169.27 in Monday’s pre-market trading. As the airline industry prepares for a gradual travel recovery, concerns by airline workers and passengers about the spread of COVID-19 has fueled a rush by companies to roll out new technology for aircraft sanitization. The wand would eliminate the need for using alcohol or other disinfectants that could damage sensitive electronic equipment, Rae Lutters, chief engineer for Boeing’s ecoDemonstrator program, told a media briefing reported by Reuters. Boeing is looking at licensing the technology and hiring third-party companies in the fall to begin manufacturing the wands for commercial use, it said. The planemaker has been working on the technology with 13 different airlines. Kevin Callahan, a Boeing technical fellow leading testing of the wand prototype, cited “very strong interest” as carriers think about restoring confidence in flying as the COVID-19 pandemic subsides.
Dimer LLC is the company behind The UV Hammer.... This also may be private it looks like.... A father and son team! What a great story. Seven years ago, Elliot Kreitenberg and his father, orthopedic surgeon Arthur Kreitnberg, built a UV-C light machine called GermFalcon to kill viruses on planes, but the airline industry largely rejected their pitch. Years later with coronavirus all but wiping out air travel, their machine is looking a lot more attractive. The founders of Long Beach-based Dimer UVC Innovations are in talks with airlines, transit authorities and others desperate to disinfect airplanes, subways and other transportation vehicles where COVID-19 quickly travels. "We are in serious discussions with U.S. airlines as well as ground service providers, as well as international airlines in Canada, Europe and Southeast Asia," Elliot Kreitenberg said. The company is also talking to several transit authorities about manufacturing their product for them, although he could not reveal the names of anyone due to non-disclosure agreements.
Third Point adds Equitrans, Gap stakes, exits Centene and Sony.... Old news by a qtr... but interesting.
Beautiful daytrade slow open $21.80 & then up, up -->but is it more? Ally Financial Inc. (ALLY) NYSE - Nasdaq Real Time Price. Currency in USD Add to watchlist $22.79+1.18 (+5.46%)<---- As of 11:55AM EDT. Market open.
These look like 2 Good Ideas) ) ) ALLY- GPS- Van, Opko Health got a big price target last week $11 I think but they are down why? Me thinks there is a connection between the NFL's false positives 77 and one NJ lab... I believe but am not sure these guys are involved. Possible short candidate for ya! OPK Opko Health $4.61 -0.26(-5.34%)