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Coronavirus - Macro Investment Aspects Only

The home for all non-political Coronavirus (Covid-19) discussions on The Lemon Fool
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This is the home for all non-political Coronavirus (Covid-19) discussions on The Lemon Fool
TheMotorcycleBoy
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Re: Coronavirus - Macro Investment Aspects Only

#356403

Postby TheMotorcycleBoy » November 14th, 2020, 8:52 am

Panic! Quick Ody buy ThermoKing!

This medical mission represents a windfall for companies involved in storing and delivering the vaccine. Companies that make super-cold freezers started to prepare months back. Thermo King, an American cold transport pioneer which is part of $34 billion Trane Technologies, has enhanced its super-freezers to safely move the Covid-19 vials by truck from airports to hospitals. Makers of gases for extreme cold conditions and dry ice could also see extra demand for their products. Shares in France’s Air Liquide’s are up 10% this month; rival Linde has gained 16%.

Freight companies are another piece of the vaccine puzzle. Kuehne+Nagel, the $25 billion Swiss logistics group, said in September it had opened two temperature-controlled facilities in Brussels and Johannesburg in anticipation of the increased demand for vaccine distribution. DHL, which has some 9,000 staff trained to deal with sensitive medical transport, and rivals FedEx and United Parcel Service are also limbering up.

https://uk.reuters.com/article/us-healt ... KKBN27T13D

Sorry, old news.

Matt

odysseus2000
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Re: Coronavirus - Macro Investment Aspects Only

#357286

Postby odysseus2000 » November 17th, 2020, 10:06 am

TheMotorcycleBoy wrote:Panic! Quick Ody buy ThermoKing!

This medical mission represents a windfall for companies involved in storing and delivering the vaccine. Companies that make super-cold freezers started to prepare months back. Thermo King, an American cold transport pioneer which is part of $34 billion Trane Technologies, has enhanced its super-freezers to safely move the Covid-19 vials by truck from airports to hospitals. Makers of gases for extreme cold conditions and dry ice could also see extra demand for their products. Shares in France’s Air Liquide’s are up 10% this month; rival Linde has gained 16%.

Freight companies are another piece of the vaccine puzzle. Kuehne+Nagel, the $25 billion Swiss logistics group, said in September it had opened two temperature-controlled facilities in Brussels and Johannesburg in anticipation of the increased demand for vaccine distribution. DHL, which has some 9,000 staff trained to deal with sensitive medical transport, and rivals FedEx and United Parcel Service are also limbering up.

https://uk.reuters.com/article/us-healt ... KKBN27T13D

Sorry, old news.

Matt


Ha ha, but Moderna vaccine does not require such extreme temperature treatment:

https://www.businesswire.com/news/home/ ... mperatures

Regards,

TheMotorcycleBoy
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Re: Coronavirus - Macro Investment Aspects Only

#357329

Postby TheMotorcycleBoy » November 17th, 2020, 11:45 am

odysseus2000 wrote:
TheMotorcycleBoy wrote:Panic! Quick Ody buy ThermoKing!

This medical mission represents a windfall for companies involved in storing and delivering the vaccine. Companies that make super-cold freezers started to prepare months back. Thermo King, an American cold transport pioneer which is part of $34 billion Trane Technologies, has enhanced its super-freezers to safely move the Covid-19 vials by truck from airports to hospitals. Makers of gases for extreme cold conditions and dry ice could also see extra demand for their products. Shares in France’s Air Liquide’s are up 10% this month; rival Linde has gained 16%.

Freight companies are another piece of the vaccine puzzle. Kuehne+Nagel, the $25 billion Swiss logistics group, said in September it had opened two temperature-controlled facilities in Brussels and Johannesburg in anticipation of the increased demand for vaccine distribution. DHL, which has some 9,000 staff trained to deal with sensitive medical transport, and rivals FedEx and United Parcel Service are also limbering up.

https://uk.reuters.com/article/us-healt ... KKBN27T13D

Sorry, old news.

Matt


Ha ha, but Moderna vaccine does not require such extreme temperature treatment:

https://www.businesswire.com/news/home/ ... mperatures

Regards,

Perhaps you should short ThermoKing now? :lol:

odysseus2000
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Re: Coronavirus - Macro Investment Aspects Only

#357390

Postby odysseus2000 » November 17th, 2020, 2:25 pm

TheMotorcycleBoy wrote:
odysseus2000 wrote:
TheMotorcycleBoy wrote:Panic! Quick Ody buy ThermoKing!

This medical mission represents a windfall for companies involved in storing and delivering the vaccine. Companies that make super-cold freezers started to prepare months back. Thermo King, an American cold transport pioneer which is part of $34 billion Trane Technologies, has enhanced its super-freezers to safely move the Covid-19 vials by truck from airports to hospitals. Makers of gases for extreme cold conditions and dry ice could also see extra demand for their products. Shares in France’s Air Liquide’s are up 10% this month; rival Linde has gained 16%.

Freight companies are another piece of the vaccine puzzle. Kuehne+Nagel, the $25 billion Swiss logistics group, said in September it had opened two temperature-controlled facilities in Brussels and Johannesburg in anticipation of the increased demand for vaccine distribution. DHL, which has some 9,000 staff trained to deal with sensitive medical transport, and rivals FedEx and United Parcel Service are also limbering up.

https://uk.reuters.com/article/us-healt ... KKBN27T13D

Sorry, old news.

Matt


Ha ha, but Moderna vaccine does not require such extreme temperature treatment:

https://www.businesswire.com/news/home/ ... mperatures

Regards,

Perhaps you should short ThermoKing now? :lol:


Ha Ha!

I am interested in secular growth or decline opportunities, things that will take years to play out and where there is some clear leader that I can buy or short.

Whether ThermoKing gets orders or not, it isn't going to change the earnings enough for me to be bothered about.

Mostly short term trading opportunities come from scans of equity price action, not from lagging and unreliable media stories.

Regards,

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Re: Coronavirus - Macro Investment Aspects Only

#380988

Postby TheMotorcycleBoy » January 26th, 2021, 4:54 pm


odysseus2000
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Re: Coronavirus - Macro Investment Aspects Only

#446946

Postby odysseus2000 » October 1st, 2021, 1:27 pm

This announcement by Merck looks to be extraordinarily bullish for a return to a non-covid world:

https://www.reuters.com/business/health ... 021-10-01/

The phase 3 trial has been stopped on the recommendation of the moderator and Merck are applying for emergency use. However, the results have not yet been peer reviewed.

Potential this will be huge drug for Pfizer if they can get it out in large quantities which in general is something that big Pharma is really good at.

Having an over the counter medicine and testing for covid should prove a wonderful combination for destroying the scourge of Covid and for ending many of the measures currently taken to minimise spread.

Incidentally does anyone know if this is based on Ivermectin. Some are calling it Pfizermectin.

Regards,

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Re: Coronavirus - Macro Investment Aspects Only

#446947

Postby odysseus2000 » October 1st, 2021, 1:32 pm

Merck up 8% in the pre-market.

Regards,

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Re: Coronavirus - Macro Investment Aspects Only

#446977

Postby Julian » October 1st, 2021, 2:42 pm

odysseus2000 wrote:This announcement by Merck looks to be extraordinarily bullish for a return to a non-covid world:

https://www.reuters.com/business/health ... 021-10-01/

The phase 3 trial has been stopped on the recommendation of the moderator and Merck are applying for emergency use. However, the results have not yet been peer reviewed.

Potential this will be huge drug for Pfizer if they can get it out in large quantities which in general is something that big Pharma is really good at.

Having an over the counter medicine and testing for covid should prove a wonderful combination for destroying the scourge of Covid and for ending many of the measures currently taken to minimise spread.

Incidentally does anyone know if this is based on Ivermectin. Some are calling it Pfizermectin.

Regards,

I presume that Pfizer reference is a typo unless I've missed something since that article's only mention of Pfizer is as one of the competitors looking to develop a similar drug...

Rivals including Pfizer Inc (PFE.N) and Swiss pharmaceutical Roche Holding AG (ROG.S) are racing to develop an easy-to-administer antiviral pill for COVID-19 but so far, only antibody cocktails - which have to be given intravenously - are approved for treating non-hospitalized COVID-19 patients.


I'm pretty sure it's not based on Ivermectin. The mechanism of action looks totally different. This drug according to the article "is designed to introduce errors into the genetic code of the virus" whereas Ivermectin, according to its Wikipedia article "act(s) by interfering with nerve and muscle function of helminths and insects". [Source: https://en.wikipedia.org/wiki/Ivermectin ]

This does look really encouraging. Having a trial halted on ethical grounds due to overwhelmingly good results is the gold standard. Not an absolute guarantee of success, a friend had similar happen to a drug she was working on and subsequent trials failed to produce anything like the same spectacular "unethical to proceed" results but I think that might have been a Phase 2 trial so hopefully this result is more robust.

- Julian

odysseus2000
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Re: Coronavirus - Macro Investment Aspects Only

#446981

Postby odysseus2000 » October 1st, 2021, 2:49 pm

Julian
I presume that Pfizer reference is a typo unless I've missed something since that article's only mention of Pfizer is as one of the competitors looking to develop a similar drug...

Rivals including Pfizer Inc (PFE.N) and Swiss pharmaceutical Roche Holding AG (ROG.S) are racing to develop an easy-to-administer antiviral pill for COVID-19 but so far, only antibody cocktails - which have to be given intravenously - are approved for treating non-hospitalized COVID-19 patients.


I'm pretty sure it's not based on Ivermectin. The mechanism of action looks totally different. This drug according to the article "is designed to introduce errors into the genetic code of the virus" whereas Ivermectin, according to its Wikipedia article "act(s) by interfering with nerve and muscle function of helminths and insects". [Source: https://en.wikipedia.org/wiki/Ivermectin ]


Thanks for clarification.

In the wild west of social media, many things get mixed up and I have come across folk implying this drug is like one Pfizer may be working on that has apparently some connection to Ivermectin and just wanted a more informed view.

The Merck drug is fabulous news and lets hope it goes well in peer reviews etc.

Most of the other vaccination stocks are down as much as Merck is up in early trading.

Regards,


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