https://finance.yahoo.com/news/lonza-awaits-licence-swiss-plant-104059985.html
Monthly Archives: January 2021
SwissMedic Approval of Lonza (LONN-SW, $587.40 CHF) Facilities Will Determine Moderna (MRNA-NYSE, $132.04) Vaccine Output for 2021.
Posted in Portfolio Model Subscription
Dreadful Efficacy Rates of Sinovac Covid Vaccine in Brazil Suggests Longer Revenue Streams and Higher Sustainable Pricing for mRNA Based Vaccines are Likely.
The announcement by Sinovac that their Covid vaccine has an official success rate of just 50.34%, which is suspect due to the requirement of a minimum 50% threshold by the WHO for approval for sale to countries lacking their own…
Posted in Portfolio Model Subscription
Blurred Lines Separate the Investment Collector From the Investment Hoarder.
Successful collectors of investments earn above investment inflation returns, demonstrate discipline in their acquisition plan and do not accept external validation as a top-up payment in lieu of capital return. To my great chagrin, an impressive number of self-declared investment…
Posted in Open Blog
UnitedHealth Group (UNH-NYSE, $359.27) Buys Change HealthCare. The Optum Division of UNH May Soon Represent up to $120 Billion of Aggregate Market Value.
Optum may generate as much as $2.9 billion of earnings for UNH in 2021. Change Healthcare is forecast to produce an additional $500 million of earnings post purchase as the debts will be either paid off or refinanced at UNH…
Posted in Portfolio Model Subscription
The Transitive Property of Idolatry.
In a historic debate, the Roman statesman Cicero was the first to publicly postulate, outside the sphere of mathematics, the transitive property that states if variable a = b and variable b = c, then variable a must equal c.…
Posted in Open Blog