I will post Swine-Flu and related articles under this heading. The top of the instablog will contain my current months links preceded with a one or two liner that explains the link. A more complete summary of the link will be in the comments area. At the bottom of the Instablog we have definition of terms, a summary of Swine Flu / vaccine investment plays, the 2009 H1N1 Flu Outbreak Map, Red Cross Tips For Dealing With The Flu, and Memory Alpha which contains links to previous news concentrators and authors articles on the subject.
I will be backing this up frequently as well. Last backup: November 4, 2009. _____________________ Update History: Added Overview of H1N1 / Categories of Vaccine Investment Plays Added Memory Alpha Added Link to Google's Swine Flu Infection Map Added Red Cross Tips for Dealing With The Flu Added definition of EUA and PREP act Broke Swine Flu Concentrator into two parts for October Broke Swine Flu Concentrator into three parts for October Added Swine Flu Concentrator November Part 1 Bolded References to Older Swine Flu Concentrators in Memory Alpha Expanded the list of stocks discussed in the tags Alphabetized stocks in the tags Updated the play by stock list Added a table that contains the web site addresses for the companies discussed _____________________ November Links:
(November 5) Merriman Curhan Ford initiates coverage on Novavax (Nasdaq: NVAX) with a Buy rating and $6-$8 price target range. - H.T. Love Sorry - link will not copy
(November 5) Analysis Of Data From Japan Suggests A Protocol For Schools To Decide When Flu Should Trigger A Shutdown - User 283977 www.medicalnewstoday.com/articles/169984.php
(November 5) Today BioCryst (BCRX) received its first government order for 10,000 courses of peramivir with a hefty $22.5 million price tag -- more than $2,000 per course. - User 283977 finance.yahoo.com/news/The-2000-Swine-Fl...
(November 5) H1N1 Masks Boost Firm Alpha Pro Tech (APT) is considering the addition of new N95 manufacturing lines, each capable of contributing $9 million in annual revenue. The company speculated that the H1N1 pandemic could last two to five years, which bodes well for an acceleration of its sales momentum through at least 2010. - User 283977 Sorry - link will not copy
(November 5) Novartis Cell-Based H1N1 Vaccine Gets German OK Swiss drug maker Novartis (NVS) Thursday said it received regulatory approval to sell its cell-based swine flue vaccine in Germany, Making an important milestone in gaining acceptance for newer rapid ways of producing vaccines. Novartis is close to completing a second cell culture-based influenza vaccine manufacturing site in the U.S., which is being built in partnership with the US Department of Health and Human Services. - User 283977 //smartmoney.com/breaking-news/on/?story=O...
(November 3) - CEL-SCI (CVM) is working on a technology that effectively attacks a virus even after it attempts to mutate to another form. A brief explanation is provided in this concentrator. More complete info is in the link - tripleback. biomedreports.com/articles/most-popular/...
(November 1) A quick overview concerning the issue of Mercury (specifically Thimerosal) in H1N1 vaccines. The second link tells us that if the presence of Thimerosal raises concerns, it may be possible to find Single-dose syringes of H1N1 vaccine which are thimerosal-free. User 283977 www.medicalnewstoday.com/articles/169364.php www.physorg.com/news172252051.html
___________________ Some Definitions:
Swine Flu - Novel H1N1 flu, popularly known as swine flu, is a respiratory infection caused by an influenza virus first recognized in spring 2009. The new virus, which is officially called swine influenza A (H1N1), contains genetic material from human, swine and avian flu viruses. (By Mayo Clinic staff)
Pandemic - The word "pandemic" comes from the Greek "pan-", "all" + "demos", "people or population" = "pandemos" = "all the people." A pandemic affects all (nearly all) of the people.
A World Health Organization phase 6 pandemic indicates that influenza due to the novel H1N1 swine flu is occurring in multiple countries around the world and that human infection is widespread. The classification does not reflect the severity of individual infections.
Pulmonary Embolism - Occurs when a blood clot forms in an arm or leg breaks free and enters the lungs where it is too large to pass through the small vessels of the lungs and forms a blockage. This stops blood from flowing into an area of the lung, and the part of the lung dies because it does not receive oxygen. medicalnewstoday.com/articles/153796.php
What is an Emergency Use Authorization (EUA)? An EUA may be issued by the Food and Drug Administration (FDA) to allow either the use of an unapproved medical product or an unapproved use of an approved medical product during certain types of emergencies with specified agents.
What is the PREP Act? The PREP Act authorizes the Secretary of the Department of Health and Human Services (“Secretary”) to issue a declaration (“PREP Act declaration”) that provides immunity from tort liability (except for willfull misconduct) for claims of loss caused, arising out of, relating to, or resulting from administration or use of countermeasures to diseases, threats and conditions determined by the Secretary to constitute a present, or credible risk of a future public health emergency to entities and individuals involved in the development, manufacture, testing, distribution, administration, and use of such countermeasures.
The PREP Act also authorizes an emergency fund in the United States Treasury to provide compensation for injuries directly caused by administration or use of a countermeasure covered by the Secretary’s declaration. While no funds have been appropriated for this purpose, if funds are appropriated, compensation may then be available for medical benefits, lost wages and death benefits to individuals for specified injuries. cdc.gov/h1n1flu/eua/qa.htm
_____________________ Brief Overview of Categories of H1N1/ Vaccine Investment Plays:
I - Vaccines / Prevention 1) Production Method / Capacity plays (NVAX) (VICL) (NVS) 2) Nationalistic / Population Size Play (SVA) 3) Injection / Vaccine support services (syringes etc.) (BAX) (BDX) 4) Outsourced production plays 5) Bio -Defence (MDCGF) 6) Anti-Mutation Play (CVM)
II - Treatment After Infection Occurs: 1) Dealing with severe lung infections (Fludase® (DAS181)) (CBM) (AEMD) 2) ICU treatments (BCRX) III - Population Avoidance: 1) masks/ disinfectants… Surgical masks are good enough (APT) (MMM) (CLX) (ECL) (PURE)
IV - Testing do you have it? (GPRO) 1) Test kits - (DGX)
V - Merger / Acquisitions _____________________
Swine Flu Companies Discussed and Their Web Sites
2009 H1N1 Flu Outbreak Map: The Link is from DoubleGuns flutracker.rhizalabs.com/ _____________________
Red Cross Tips For Dealing With The Flu:
IF YOU ARE ILL - * Stay in a room separate from common areas of the home and avoid contact with others as much as possible.
* Stay at home for at least 24 hours after their fever is gone without using medicine to reduce the fever.
* Get lots of rest and drink plenty of fluids.
* Consider wearing a facemask, if available and tolerable, when sharing common spaces with household members. (ed - surgical masks ok).
* Check with your healthcare provider about whether to take antiviral medication, or if fever persists, whether antibiotics are needed.
WHEN CARING FOR SOMEONE WHO HAS THE FLU - *Disinfect door knobs, switches, handles, toys and other surfaces that everyone touches.
* Use detergent and very hot water to do dishes and wash clothes. It's okay to wash everyone's dishes and clothes together. Wash your hands after handling dirty laundry.
* Designate only one adult as the caregiver. People at increased risk of severe illness from the flu should not be caregivers.
* Although not mentioned by the Red Cross, the caregiver should probably ware a surgical mask as well when entering the sick room.
* Deal with crisis situations calmly and confidently to give the best support to the person being cared for. _____________________
After comparing more than two dozen possible scenarios for closing a school, the analysis suggested three optimal scenarios:
1. A single-day influenza-related absentee rate of 5 percent
2. Absenteeism of 4 percent or more on two consecutive days
3. Absenteeism of 3 percent or more on three consecutive days
MEMORY ALPHA: Identifies key writers and comment streams / instablog's that regularly discuss the subject area. The previous concentrators are bolded.
This will be updated monthly. The latest articles are at the top of the list. The past summary concentrators are bolded so they stand out.
Swine Flu News Concentrator (November 2009 - Part 1) Contains detail Swine Flu News and Comments from the first part of November (1 - 4) seekingalpha.com/instablog/283977-user-2...
Swine Flu News Concentrator (October 2009 - Part 3) Contains detail Swine Flu News and Comments from the second part of October (25 - 29) seekingalpha.com/instablog/283977-user-2...
(October 28) Overview of presentations at the 7th Annual Vaccines: “All Things Considered” conference to be held in Washington, D.C. on Nov 9-10, 2009. This conference promises to be the one-stop destination for valuable updates and exposure on all aspects of vaccine research, development, regulations, and policy.- Mayascribe gtcbio.com/userAgenda.aspx?id=166
(October 26) - Good summary of recent events - optionsgirl Swine flu: Who's winning and losing in the H1N1 virus pandemic? dailyfinance.com/bloggers/melly-alazraki/
(October 26) - The 8th annual Bio Investor Forum meets in San Francisco this week, October 28-29. Here is a link to a list of companies making presentations - User 283977 investorforum.bio.org/opencms/bif/2009/c...
October 25 - Swine Flu Concentrator (October Part 2) Contains detail Swine Flu News and Comments from the second part of October (20 - 24) seekingalpha.com/instablog/283977-user-2...
(October 22) Aethlon (AEMD) surfaced on our swine flu radar screen yesterday… Here is a new revenue stream identified by the company not related to Swine Flu. The stock is up 37% today - User 283977 reuters.com/article/pressRelease/idU...
Major development for NVAX that will significantly advance their timeline to production of commercial scale quantities of their H1N1 vaccine. (October 21) Novavax and Xcellerex Inc. announce collaboration to develop large-scale manufacturing process for 2009 H1N1 Influenza VLP Vaccine. - H.T. Love news.moneycentral.msn.com/ticker/article...
(October 21) Aethlon Medical (AEMD) Releases Medical Device Data Against The H1N1 Swine Flu Virus - User 283977 medicalnewstoday.com/articles/168085.php
(October 21) Novavax and Xcellerex Inc. announce collaboration to develop large-scale manufacturing process for 2009 H1N1 Influenza VLP Vaccine. - H.T. Love xcellerex.com/news-xcellerex.htm
Expansion of SVA's H1N1 Vaccine into Mexico. (October 22) Sinovac Receives Certificate of Approval to Distribute PANFLU.1 (H1N1) in Mexico - User 283977 medicalnewstoday.com/articles/168426.php
October 21 - Swine Flu Concentrator (October Part 1) Contains detail Swine Flu News and Comments from the first part of October (1 - 20) seekingalpha.com/instablog/283977-user-2...
(October 16) - FDA issues emergency use authorization [EUA] for commercial H1N1 flu test to Focus Diagnostics (DGX) - User 283977 finance.yahoo.com/news/FDA-Issues-Anothe...
Asthma Is Most Prevalent Underlying Illness Among Most Serious H1N1 Cases - User 283977 medicalnewstoday.com/articles/167579.php
(October 16, 2009) Red Cross Offers Important Tips For Caring For Someone With The Flu - User 283977 medicalnewstoday.com/articles/167553.php
(October 16) - Tamiflu-resistant new flu detected in patient with no record of Tamiflu use - doubleguns japantoday.com/category/national/view/ta...
(October 15, 2009) - Tightening young visitor access to H1N1 patients in the hospital - User 283977 medicalnewstoday.com/articles/167491.php
October 9, 2009 Scientists Awaiting The Mutation Of H1N1 - User 283977 medicalnewstoday.com/articles/166825.php
October 9 - Chinese Health Experts Look To Control Spread Of H1N1 In Country's Remote Regions - User 283977 medicalnewstoday.com/articles/166869.php
October 9, 2009 - H1N1 flu taking off in U.S., officials say. But you can take H1N1 and seasonal shots at the same time. - User 283977 reuters.com/article/topNews/idUSTRE5...
October 10, 2009 - Swine Flu Partys, Mix with the Infected, see if you can be Infected too - Freya medicalnewstoday.com/articles/166990.php
October 11, 2009 - U.S. Department Of Health And Human Services And The Ad Council Launch National Campaign To Help Prevent The Spread Of The H1N1 Flu Virus. - User 283977 medicalnewstoday.com/articles/166935.php
(October 12) - A Mixed Bag for Traders and Investors in Healthcare - M. E. Garza India is rumoured to be one of the countries interested in Novavax's (NVAX) flu vaccine technology platform. seekingalpha.com/article/166076-a-mixed-...
(October 13) Novavax (NVAX) Awarded NIH Grant for Respiratory Syncytial Virus (RSV) Vaccine Program - H. T. Love reuters.com/article/pressRelease/idU...
(October 13) Sinovac Receives Certificate of Approval to Distribute Panflu (H5N1) Vaccine in Hong Kong. Its good for 5 years - User 283977 prnewswire.com/news-releases/6407270...
(October 14) CT Scans Show Patients With Severe Cases Of H1N1 Are At Risk For Developing Acute Pulmonary Emboli. Demonstrates superiority of CT scans over chest radiographs in identifying serious complications as a possible result of the H1N1 virus - User 283977 medicalnewstoday.com/articles/167378.php
(October 14) Rapid Vaccine Rollout Effective In Reducing Infection Rates, Shown By H1N1 Simulation Modeling. Underscores vital importance of the new rapid production methods (e.g., NVAX) (VICL) to manufacturer vaccines. - User283977 medicalnewstoday.com/articles/167324.php
(October 5 - October 9) - Swine Flu fast forward - Freya * H1N1 vaccine does not substitute for Pneumonia shot. H1N1 infection dangerous for Pregnant Women. Getting H1N1 through blood banks seekingalpha.com/instablog/393700-freya/...
(25 September 2009) Optimizing Influenza Vaccine Distributions To minimize deaths, infections, years of life lost, contingent valuation and economic costs optimal vaccination policy is achieved by prioritization of schoolchildren and adults aged 30 to 39 years. - User283977 sciencemag.org/cgi/content/abstract/...
September 20 - October 5) - Swine flu Updates - Freya * Freya was re-instated by SA - First discussion of hospital bed limited capacity issue. Freya identifies a new player in the VLP play - Medicago (MDCGF). Surgical masks are found to provide adequate protection against H1N1. seekingalpha.com/instablog/393700-freya/...
(September 16 - September 27) - med-stocks + 17 - one eye * List of med stocks. WHO up-dates vaccine does from 2 billion to 3 billion. seekingalpha.com/user/406793/instablog
(September 12 - September 23) - Swine Flu-a scary little article - one eye. * optionsgirl reports $70.9 million contract for syringes and needles, sharps collectors and alcohol swabs to Retractable Technologies (RVP), and another player in the Injection / Vaccine support services (syringes etc.) play (BDX). Quite a few companies mentioned here with respect to the Injection / Vaccine support services play. Discussion of NVAX's capital raising. seekingalpha.com/instablog/406793-one-ey...
(September 11 - September 16) - More from Swine Flu Country - one eye. * Mention that US vaccine supply may miss H1N1 peak and that cause of deaths from H1N1 re different from seasonal flu. seekingalpha.com/instablog/406793-one-ey...
(September 2 - September 25 Novavax's VLP Flu Vaccine Is A Game Changer - M.E. Garza - A great author for news on Biotech stocks. * Discusses the importance of new fast vaccine production methods seekingalpha.com/article/159622-novavax-...
(September 8 - September 11) - SW Flu - one eye. *Review of Special Report in the 3 September 2009 issue of Nature, pages 20 - 21 on H1N1. Reports that public health-care system may be overwhelmed. seekingalpha.com/instablog/406793-one-ey...
(September 4 - September 8 ) - Swine Flu 2 - one eye. * Mayascribe's list of H1N1 stocks. User283977 reports revised categories of investment plays. Mayascribe adds (TPI) to the stock list. seekingalpha.com/instablog/406793-one-ey...
(August 29 - September 7) - The Swine Flu daily - one eye - *Took over Freya's H1N1 news concentrator. Contains estimates of US GDP reductions - First categories of H1N1 investment plays - Mayascribe's list of H1N1 stocks seekingalpha.com/instablog/406793-one-ey...
(August 27) - Swine Flu Part 3 - Freya *All valuable comments are lost seekingalpha.com/instablog/393700-freya/...
(August 16) Swineflu updates part 2 - Freya *All valuable comments are lost seekingalpha.com/instablog/393700-freya/...
(July 31, 2009) Swine Flu News-Daily- Freya * The person that started the H1N1 news research concentrator using the Instablog tool - Unfortunately, ALL of the valuable comments were erased because Freya was suspended by SA. However, her links to articles are still their. seekingalpha.com/instablog/393700-freya/...
Instablogs are blogs which are instantly set up and networked within the Seeking Alpha
community. Instablog posts are not selected, edited or screened by Seeking Alpha editors,
in contrast to contributors' articles.
An interesting tidbit - (November 4) First case of Swine Flu in a cat
A cat in Iowa has just been confirmed as testing positive for the 2009 H1N1 influenza virus – the first time a cat has been diagnosed with this strain of influenza. Prior to this diagnosis, the 2009 H1N1 influenza virus had been found in humans, pigs, birds and ferrets.
I know triple... everytime I hear Ferrets mentioned I think of two things... one was the doctor in the TV show Mash who the other guys called Ferret face. The other, strangly enough, and probably an indication of my sick memory, is that I have seen many articles about people stuffing a Ferret down their pants leg! Jsssssss
CEL-SCI CORPORATION 1.04 -0.06 (-5.00%) Intraday | 3 Month | 6 Month | 1 Year Quotes delayed at least 20 mins. I couldn't resist adding shares at eighty seven cents on Monday as the stock continued to slide. No news has been released to justify the recent price action, yet with so much possible news pending over the short to mid term, I couldn't help but add to my position of the stock near the low of the day.
Over the years I have accumulated CVM with strictly a long term outlook, but the lower the stock slides, it becomes a decent short term play as well.
According to this article, officials at Cel Sci will release an update on the H1N1 LEAPS program "very soon", and many longs of the stock have been 'long' awaiting an update. There are impatient investors out there who want to see the company respond to the day to day action of the stock price, but I'm the type that doesn't believe it should issue news unless it's 'quality' news; meaning no fluff.
Remember, earlier this year I thought that Cel Sci was issuing some 'fluff' with the early swine flu PRs, but the one PR that indicated that the FDA had cleared the company to conduct some initial testing is the one that validated the 'LEAPS to potentially treat H1N1' platform, in my opinion.
Additional news that should be released within the next couple of months regarding Cel Sci is the validation of the Baltimore area facility and the commencement of the Multikine Phase III trial.
It's tough to predict day to day price action in a stock that is being played such as CVM, but I'm sure of one thing - the lower this one goes, the more I will buy.
My ultimate horizon for investing in CVM is for the long term - to see how Multikine plays out - but there's enough potential news that could hit the wires over the short term that the impatient investor could also be quickly satisfied.
I have heard that people stuff gerbils places they should not but we can not discuss that here. However I have enclosed a website that explains the 20 things that should not go into your butt.
CVM caught my attention about 2 weeks ago, at which point I jotted down a few notes and went zooming by.
After I fell in with you lot here on SA, I had to go back and search out anything with an H1V1 connection, so CVM seemed to rise to the surface.
I have not fully parsed all my notes from recent days, and there are other pharma companies in there. Just so everyone knows, I have a tendency to do what I call "beach combing", looking through the debris of storm-tossed industries and sectors. Babies that got tossed out with the bath water, as it were.
Yep, the dark side of doing business in a country ruled by a corrupt regime...
And I'm not even talking about the U.S. this time!
Last time I heard of such a deal it involved selling 3 freighters full of furniture to Saudi Arabia...
The baksheesh was pretty impressive back then, too.
You have to wonder which is worse...
A company that "plays the game" on the world stage, including dealings like this, and therefore ultimately gets a toe into the key markets...
Or those that don't.
This MIGHT NOT be evidence of corruption, but I strongly suspect that whoever Byron is, they have the necessary government contacts to "make things happen" in South Africa.
I dont follow EWT or technicals, I look for info and this stock is not looking good on the info. The stock promoter for this company has had run ins with the SEC in the past. Another negative. I think I will just keep an eye on this one for a while. Boy the technology looks good however, that could make it more hype (hope) than fact for now. We shall see.
Probably part of the reason the earlier run up in price did not hold.
The Feds have already OK'd the LEAPS for swin flu applications.
The other drug is still not proven, of course.
If the application for LEAPS turns into a bread-winner, that would be the short term positive development - just being authorized for use and sale does not mean they will be making money, of course.
I consider this stock a high risk investment, but with a large upside/downside ratio. Not hard for it to double in price in a few weeks, if circumstances break loose for LEAPS.
The long-term prospects for Multikine is the iffy part - plenty iffy, imo, perhaps in direct proportion to the fascinating, even powerlful, idea underlying the drug. I WANT a drug like that to succeed - to exist - and that desire may be a subjective factor that distorts my judgement.
LOL, this is always the case with really exciting potential technology - its easy to overlook the "potential" part, if you have an active imagination!
On Nov 04 10:27 PM doubleguns wrote:
> I dont follow EWT or technicals, I look for info and this stock is > not looking good on the info. The stock promoter for this company > has had run ins with the SEC in the past. Another negative. I think > I will just keep an eye on this one for a while. Boy the technology > looks good however, that could make it more hype (hope) than fact > for now. We shall see.
NVAX: Started at buy by Merriman 07:05 Briefing.com
Added 08:51: Thompson-Rueters rates outperform on technical factors (price action). Stk is down 30%+ in one the measured periods and they expect an upturn.
BTW, nice that we get an analyst rating starting coverage at buy just before reporting results. What's he know that we don't? Is he late or are we early? :-)) END 08:51 edit.
(November 5) Analysis Of Data From Japan Suggests A Protocol For Schools To Decide When Flu Should Trigger A Shutdown
A school outbreak was defined as a daily flu absentee rate of more than 10 percent of students. After comparing more than two dozen possible scenarios for closing a school, the analysis suggested three optimal scenarios:
1. A single-day influenza-related absentee rate of 5 percent
2. Absenteeism of 4 percent or more on two consecutive days
3. Absenteeism of 3 percent or more on three consecutive days
That Street article Guns turned up on CVM was disturbing… I think we all love the promise, but if you really have something, why do dark side deals? Its on our Radar, so if something shows up we should be able to quickly react to positive factual news. I am going to take a wait and see on this as well.
Actually, several instances of Tamiflu Resistant H1N1 strains have been popping up all over the place. This thing really does appear to have a great ability to modify itself. Another reason why its necessary to speed up the vaccine generation process.
(November 5) Merriman Curhan Starts Novavax (NVAX) at Buy, $6-$8 Tgt - H.T. Love
Merriman Curhan Ford initiates coverage on Novavax (Nasdaq: NVAX) with a Buy rating and $6-$8 price target range.
The firm said, "We believe Novavax represents the future of vaccine research with cutting edge technology that employs virus like particles to mimic a real virus, thereby eliciting an immune response. Since Novavax does not employ classic attenuated viral particles, their vaccines are able to be used by immunocompromised patients, safely. Novavax's vaccine technology employs recombinant technology along with disposable equipment which allows for rapid vaccine development and manufacturing. This rapid turnaround allows Novavax to develop vaccines at a rate that helps avoid genetic drift, which often hinders egg-based vaccines."
The firm said Novavax is preparing for a break-out year in 2010.
Maya: SA has cleaned up ARocks comment stream. He would be a good addition but UpFront, I'm not going to put up with any innuendos whatsoever.
I especially don't like it when someone says I said something I did not say. I had enough garbage like that from Fitzsimmons.
Like I told YH, if he and conan hadn't fought tooth and nail, I wouldn't have had a chance to get to know him. I did the Same with HTL initially.
Prechter?: I followed this EWer from 1981-1987. He made this call following the 1987 crash, "the Dow is going to 400". In his book, he had a graph of the Constant Dollar Dow, He refered to it as his guide. The Bull move wouldn't end until the Constant Dollar Dow made All Time Highs. In 1987, the Dow had yet to achieve that Goal, when he tossed that Indicator away, I tossed him away. Granville became full of himself as well, he started predicting Eathquakes.
So Im offering a truce with a Caveat, he will not be an exception. If "he will never be the same" from the last go around, he may as well get used to it.
The idea is to help everyone, not to ingratiate yourself.
I think I've tried to do this but I too am Human, well, sometimes. :)
The U.S. FDA issued BioCryst Pharmaceuticals (BCRX) emergency use authorization for its swine flu antiviral in October, but at that point a price had not been settled. In an interview with CNBC, CEO Jon Stonehouse declined to comment on his negotiations with the government, except to say that, "clearly a premium should be charged for those drugs that help people get out of the ICU quickly."
Today BioCryst received its first government order for 10,000 courses of peramivir with a hefty $22.5 million price tag -- more than $2,000 per course.
Stonehouse said, "We expect to complete production of approximately 120,000 additional courses of i.v. peramivir by the end of December, and we are prepared to produce more if required." If the pricing remains constant that would be nearly $300 million in revenue for the less than $400 million company, though it's not clear if that would be the case.
On Oct. 27, the company reported $16.89 million in revenue for the third quarter compared with $10.22 million for the year-ago quarter. It reported 12 cents a share in earnings compared with 3 cents a year ago. The earnings beat analysts' estimates by 1 cent.
The infection-control segment, which makes protective masks, continues to benefit from the H1N1 pandemic. The run rate of its N95 H1N1 masks is at $36 million and is at full capacity.
Alpha Pro Tech (APT) is considering the addition of new N95 manufacturing lines, each capable of contributing $9 million in annual revenue. The company speculated that the H1N1 pandemic could last two to five years, which bodes well for an acceleration of its sales momentum through at least 2010. Gross margins should also see gradual improvement as its N95 mask revenues increase.
This is from thestreet.com... sorry their links don't copy
USER they have a 10% pop already. That news is huge for them. I wonder what the cost of production is for each dose. I would assume margins must be really high.
WOW! I just wonder how often they will be administering that drug...
Either way, I am going to look at BCRX, as I guess everyone will be.
Did some more digging on the CVM article, now the company has sicced a lawyer on the author, who is standing pat.
I haven't found out what price per share CVM gave Byron Biopharma when they cut that deal back in March (announcement went out March 9), but their stock was somewhere around .20 per share at the time, and I would expect that $750,000 check looked bigger then than it does now. The number in the article looks like a CURRENT valuation on that stock, which would of course include the assumption that somehow all parties KNEW for a certainty that one day soon the stock would go up from what we all know now was a really deep March bottom.
This might undercut the article, UNLESS the price per share was a lot less than the market price, which is what he said happened at the time, or that the warrants issued were.
More later.
On Nov 05 10:47 AM User 283977 wrote:
> (November 5) The $2000 Swine Flu Drug > > The U.S. FDA issued BioCryst Pharmaceuticals (BCRX) emergency use > authorization for its swine flu antiviral in October, but at that > point a price had not been settled. In an interview with CNBC, CEO > Jon Stonehouse declined to comment on his negotiations with the government, > except to say that, "clearly a premium should be charged for those > drugs that help people get out of the ICU quickly." > > Today BioCryst received its first government order for 10,000 courses > of peramivir with a hefty $22.5 million price tag -- more than $2,000 > per course. > > Stonehouse said, "We expect to complete production of approximately > 120,000 additional courses of i.v. peramivir by the end of December, > and we are prepared to produce more if required." If the pricing > remains constant that would be nearly $300 million in revenue for > the less than $400 million company, though it's not clear if that > would be the case. > > finance.yahoo.com/news...;.v=1
I had no idea this thing could be around this long. This gives mutations a lot of room to run. It actually changes my entire perspective from short term to a much longer term. It's actually a game changer for these stocks if it actually hangs around and actually does have mutations over this period of time.
(November 5) Novartis Cell-Based H1N1 Vaccine Gets German OK
Swiss drug maker Novartis (NVS) Thursday said it received regulatory approval to sell its cell-based swine flue vaccine in Germany, Making an important milestone in gaining acceptance for newer rapid ways of producing vaccines.
Novartis is close to completing a second cell culture-based influenza vaccine manufacturing site in the U.S., which is being built in partnership with the US Department of Health and Human Services.
(ed: strange that US government departments seem to continually prefer favor foreign based over US manufacturers for critical and strategically important needs. )
Some folks think H1N1 was the real culprit back then.
This variant is "new" of course, but its definitely a game changer.
On Nov 05 11:02 AM doubleguns wrote:
> "the H1N1 pandemic could last two to five years" > > I had no idea this thing could be around this long. This gives mutations > a lot of room to run. It actually changes my entire perspective from > short term to a much longer term. It's actually a game changer for > these stocks if it actually hangs around and actually does have mutations > over this period of time. > > That's big news.
The amount of hype over vaccine shortages is picking up. This can only be good for the stocks. Congress will have to answer to a very angry and very frightened public. Expect more high valued contracts and awards to materialize.
Found the original 8K details for the CVM/Byron agreement.
3.75million units @ $.20 ea, pretty much the going rate back then, but the kicker is 7.5million warrants (2:1 ratio to shares) @.25 share, exerciseable until 2016.
LOL, I suspect CVM could sign the same deal today for a MUCH bigger payout, and with a lot fewer warrants.
I guess I wasn't the only one bottom fishing back in March!
Maya, they both look interesting. At a quick glance I really like the big volume action in TAMO recently and at .60 it looks extremely enticing. But the insider buying in BQI makes me feel a lot more warm and cuddly. Your a hell of a stock picker Maya.
On Nov 05 10:05 AM Mayascribe wrote:
> Scrooge: Suggestion. Compare (TAMO) with (BQI) same kind of outfits.
Its nothing. I had zipped through all this (I think) before I decided to take in some CVM stock. I always figured it was a sweet deal for the marketer, though now that I think back to how nasty things were back in March, CVM was likely on death's door, and signed the deal for the cash, period.
I suspect it kept their doors open just long enough to get that PR from the FDA for LEAPS.
Did they sign a deal with the devil in South Africa to get that breathing space? Maybe. The earlier, similar marketing deals they cut in Israel/Turkey and with Orient Pharma (covering most of east Asia plus Australia, etc) I have not reviewed, but I bet they are not much different, except for the poor condition of the company and stock price at that particular low point in March.
I added a graphic in the top portion of the Insta that contains the symbols of the stocks discussed and their corporate web sites.
I wish it was a table so you could just just copy the ULR, but the table tool at SA is a mystery to me so far... I will try to get a table going over the weekend if I have time.
User, I'm not seeing signs of covering yet. I suspect the shorters, that sold at a price well over $4, are awaiting the co report to see what happens. They have plenty of headroom to still profit, the potential of the report tanking the stock, 2 more weeks to opt. exp. Fri. and only 2.9(?) days to cover.
I suspect they are "poised" but waiting right now.
HardToLove
On Nov 05 10:29 AM User 283977 wrote:
> I suppose those 13,225,600 share shorts of Nvax are out their buying > now.
Its always been a multiYear horizon. The only way your going to contain it to any degree is through Vaccinations. To do so you are going to need a cple of Billion doses. The flu season hits different countries at different times of the year. What are you going to do. Quarantine those experiencing their reg. flu seasons?
Besides, there are variants already in play, just because one type may be defeated some where doesn't mean they can't be reinfected with a different variant and with Billions infected, which was the WHO forecast months ago, Mutation is likely.
This is going to extend far into the Future, H5N1 is the Wild Card.
You consistently do such a good job it will become easy to take your work for granted. So I want to post a big ol' 1000 "Atta Boys" right here and now.
I'm sure all of us say thanks, again, and again, and again.
Absolutely! User, many thanks, this is bread on the waters, my friend.
On Nov 05 02:34 PM H. T. Love wrote:
> User: > > You consistently do such a good job it will become easy to take your > work for granted. So I want to post a big ol' 1000 "Atta Boys" right > here and now. > > I'm sure all of us say thanks, again, and again, and again. > > HardToLove
Freya, I wonder if it spontaneously mutates like the Andromeda Strain, or if the mutation occurs due to a failed intervention? For example, Tamiflu does not kill the virus, it retards its action. It seems to me that the act of not killing a virus, but retarding its action would be exactly the stimulus needed for a virus to rapidly mutate into another form. This notion seems to be supported by the large number of reports of H1N1 Tamiflu resistant mutations. If this was true, than the distribution of products like Tamiflu could increase the mutation rate and practically guarantee the survival of the now mutated virus.
Of course, this is just a hypothesis, but it is a testable hypothesis. Even if it was not true, it would make an interesting plot for a science fiction movie.
Ah ha ha HT!!!! I love the smell of a short squeeze :)
Thanks so much guys, I am really glad I can contribute something to the team. Hanging out with you guys has demonstrated to me how little I knew about the market. These free form concentrators make DD much easer and a lot more fun.
That's a fantastic notion. And what if the govt/ or an evil foreign empire funded this research in order to target classes of the populace for extermination? Oooh. We should write a movie treatment!
On Nov 05 03:00 PM User 283977 wrote:
> Freya, I wonder if it spontaneously mutates like the Andromeda Strain, > or if the mutation occurs due to a failed intervention? For example, > Tamiflu does not kill the virus, it retards its action. It seems > to me that the act of not killing a virus, but retarding its action > would be exactly the stimulus needed for a virus to rapidly mutate > into another form. This notion seems to be supported by the large > number of reports of H1N1 Tamiflu resistant mutations. If this was > true, than the distribution of products like Tamiflu could increase > the mutation rate and practically guarantee the survival of the now > mutated virus. > > Of course, this is just a hypothesis, but it is a testable hypothesis. > Even if it was not true, it would make an interesting plot for a > science fiction movie.
Freya has sent me back to my picks list to update things...
I realize some of this is probably old hat to you folks, but what about AVL (another REE play)? Any chance of China snapping them up too?
AVL not having a good day, Price is about $2.93, down... I have it as a "watch".
Looked over KOL, OK stock, low dividend, up better than average today, put it on the Watch list, might rather have a pure Colorado coal play I think to mate up with Buffit..
PCX, on my watch list, might graduate to the buy list...
TOO on my buy list, I have bought and sold this one in the past, made money...
RioTinto, indirect Mogolian coal play? Expensive $190 shares, still it might make my buy list...
CVM, LOL, I own this one, going nowhere fast, full court press from the bad press, going sideways all day...
CEDC, booze for the eastern europeans, LOL, I actually know a little about this company, its a money-maker if they keep it between the rails, on my buy list this time around (cold weather is a peak selling season for them, go figure)...
SPPI, spotted this on here, looks good, think I will add this one to my buy list too...
Just looking at BCRX, will report back if I spot anything unusual.
On Nov 05 03:50 PM Mayascribe wrote:
> Shorted shares on NVAX are still 13,225,600. > > Wil see what they are tomorrow. > > Scrooge: I only bought 500 shares of (TAMO). Stock may continue downward. > > > Wish I would have bought more (BCRX) before I left the house. > > Here's a good chart on BCRX: > > clearstation.etrade.co...;Refer=clearstation.etrade.com/ > >
Sorry, can't do that, I have arthritis, my thumbs only work one way, and anyway MY agent would want 10%, LOL.
My take on agents (in my business) has always been that you can't get them to even return your calls when you need them starting out, and you have to duck THEIR calls when you make it to the big time and you no longer need them!
On Nov 05 04:11 PM Mayascribe wrote:
> Dang, I just thumbs upped myself by mistake. Somebody thumbs down > me, please. Want to keep things even.
Dang, just realized I am in the SF (swine flu, NOT "Science Fiction") concentrator and am listing a bunch of extraneous data dump from my swiss cheese brain. Ignore the off-topic items please, just never mind...
Freya: I spotted your post at the Doc's office. I truly respect not only your tenacity, but also your principles.
And, ever so good natured of you to offer a truce. But, I believe Rocks is done with SA. I actually enjoyed his writing, from a style and technique point of view.
But I did not enjoy his religious and sexist put downs.
Far as I'm concerned, the matter has run it's course.
But...If he does come back, I will welcome him and then politely let him know that he should try to avoid writing offensive material.
Gotta go check my mountain of email, then off to a home owners meeting, where I have to raise some hell (politely, of course).
OG…. in Part 1 of the November concentrator I reported there is evidence that SW is hitting minorities harder…. there were also quite a few eyebrows raised over why there were so many deaths in Mexico from the SF….
It should hit countries with lower health care infrastructures worse… particularly if the evil ones were to provide those countries with Tamiflu, which according to the script line causes it to mutate into a better killer, quicker…
This could easily be worked into a story line…
I can help write the script and sweep the floors…. I wonder if we can work the FED in too…
Could it be that Iran tried to infiltrate a bioweapon across our southern border that malfunctioned?
Do they even HAVE swine in Iran? Wouldn't just ONE hog farm in that whole ultra-strict Sharia-ruled nation sort of, well, stand out?
Can our satellites spot suspicious pigs from orbit?
On Nov 05 04:47 PM User 283977 wrote:
> OG…. in Part 1 of the November concentrator I reported there is evidence > that SW is hitting minorities harder…. there were also quite a few > eyebrows raised over why there were so many deaths in Mexico from > the SF…. > > It should hit countries with lower health care infrastructures worse… > particularly if the evil ones were to provide those countries with > Tamiflu, which according to the script line causes it to mutate into > a better killer, quicker… > > This could easily be worked into a story line… > > I can help write the script and sweep the floors…. I wonder if we > can work the FED in too…
Wall street just got worked into it. They have gotten the vaccine ahead of the CDC at risk groups. Now one group is donating their vaccine to a local hospital.
Your thesis is supported in the bacterial arena. Antibiotic resistant strains of the most common bacterial infections have developed over the years when folks didn't take the full course prescribed by the doctors and when the doctors over-prescribed them.
As resilient as virii are, if bacteria can do it I suspect virus can too.
HardToLove
On Nov 05 03:00 PM User 283977 wrote:
> Freya, I wonder if it spontaneously mutates like the Andromeda Strain, > or if the mutation occurs due to a failed intervention? For example, > Tamiflu does not kill the virus, it retards its action. It seems > to me that the act of not killing a virus, but retarding its action > would be exactly the stimulus needed for a virus to rapidly mutate > into another form. This notion seems to be supported by the large > number of reports of H1N1 Tamiflu resistant mutations. If this was > true, than the distribution of products like Tamiflu could increase > the mutation rate and practically guarantee the survival of the now > mutated virus. > > Of course, this is just a hypothesis, but it is a testable hypothesis. > Even if it was not true, it would make an interesting plot for a > science fiction movie.
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.
Swine Flu News Concentrator (November 4 - 5 Part 2) 71 comments
I will post Swine-Flu and related articles under this heading. The top of the instablog will contain my current months links preceded with a one or two liner that explains the link. A more complete summary of the link will be in the comments area. At the bottom of the Instablog we have definition of terms, a summary of Swine Flu / vaccine investment plays, the 2009 H1N1 Flu Outbreak Map, Red Cross Tips For Dealing With The Flu, and Memory Alpha which contains links to previous news concentrators and authors articles on the subject.
I will be backing this up frequently as well.
Last backup: November 4, 2009.
_____________________
Update History:
Added Overview of H1N1 / Categories of Vaccine Investment Plays Added Memory Alpha
Added Link to Google's Swine Flu Infection Map
Added Red Cross Tips for Dealing With The Flu
Added definition of EUA and PREP act
Broke Swine Flu Concentrator into two parts for October
Broke Swine Flu Concentrator into three parts for October
Added Swine Flu Concentrator November Part 1
Bolded References to Older Swine Flu Concentrators in Memory Alpha
Expanded the list of stocks discussed in the tags
Alphabetized stocks in the tags
Updated the play by stock list
Added a table that contains the web site addresses for the companies discussed
_____________________
November Links:
(November 5) Merriman Curhan Ford initiates coverage on Novavax (Nasdaq: NVAX) with a Buy rating and $6-$8 price target range. - H.T. Love
Sorry - link will not copy
(November 5) Analysis Of Data From Japan Suggests A Protocol For Schools To Decide When Flu Should Trigger A Shutdown - User 283977
www.medicalnewstoday.com/articles/169984.php
(November 5) Today BioCryst (BCRX) received its first government order for 10,000 courses of peramivir with a hefty $22.5 million price tag -- more than $2,000 per course. - User 283977
finance.yahoo.com/news/The-2000-Swine-Fl...
(November 5) H1N1 Masks Boost Firm
Alpha Pro Tech (APT) is considering the addition of new N95 manufacturing lines, each capable of contributing $9 million in annual revenue. The company speculated that the H1N1 pandemic could last two to five years, which bodes well for an acceleration of its sales momentum through at least 2010. - User 283977
Sorry - link will not copy
(November 5) Novartis Cell-Based H1N1 Vaccine Gets German OK
Swiss drug maker Novartis (NVS) Thursday said it received regulatory approval to sell its cell-based swine flue vaccine in Germany, Making an important milestone in gaining acceptance for newer rapid ways of producing vaccines.
Novartis is close to completing a second cell culture-based influenza vaccine manufacturing site in the U.S., which is being built in partnership with the US Department of Health and Human Services. - User 283977
//smartmoney.com/breaking-news/on/?story=O...
(November 3) - CDC will stick with "tried and true" methods for flu vaccine production - M.E. Garza's Instablog
seekingalpha.com/instablog/424698-m-e-ga...
(November 3) - CEL-SCI (CVM) is working on a technology that effectively attacks a virus even after it attempts to mutate to another form. A brief explanation is provided in this concentrator. More complete info is in the link - tripleback.
biomedreports.com/articles/most-popular/...
(November 1) A quick overview concerning the issue of Mercury (specifically Thimerosal) in H1N1 vaccines. The second link tells us that if the presence of Thimerosal raises concerns, it may be possible to find Single-dose syringes of H1N1 vaccine which are thimerosal-free. User 283977
www.medicalnewstoday.com/articles/169364.php
www.physorg.com/news172252051.html
___________________
Some Definitions:
Swine Flu - Novel H1N1 flu, popularly known as swine flu, is a respiratory infection caused by an influenza virus first recognized in spring 2009. The new virus, which is officially called swine influenza A (H1N1), contains genetic material from human, swine and avian flu viruses. (By Mayo Clinic staff)
Pandemic - The word "pandemic" comes from the Greek "pan-", "all" + "demos", "people or population" = "pandemos" = "all the people." A pandemic affects all (nearly all) of the people.
A World Health Organization phase 6 pandemic indicates that influenza due to the novel H1N1 swine flu is occurring in multiple countries around the world and that human infection is widespread. The classification does not reflect the severity of individual infections.
Pulmonary Embolism - Occurs when a blood clot forms in an arm or leg breaks free and enters the lungs where it is too large to pass through the small vessels of the lungs and forms a blockage. This stops blood from flowing into an area of the lung, and the part of the lung dies because it does not receive oxygen.
medicalnewstoday.com/articles/153796.php
What is an Emergency Use Authorization (EUA)?
An EUA may be issued by the Food and Drug Administration (FDA) to allow either the use of an unapproved medical product or an unapproved use of an approved medical product during certain types of emergencies with specified agents.
What is the PREP Act?
The PREP Act authorizes the Secretary of the Department of Health and Human Services (“Secretary”) to issue a declaration (“PREP Act declaration”) that provides immunity from tort liability (except for willfull misconduct) for claims of loss caused, arising out of, relating to, or resulting from administration or use of countermeasures to diseases, threats and conditions determined by the Secretary to constitute a present, or credible risk of a future public health emergency to entities and individuals involved in the development, manufacture, testing, distribution, administration, and use of such countermeasures.
The PREP Act also authorizes an emergency fund in the United States Treasury to provide compensation for injuries directly caused by administration or use of a countermeasure covered by the Secretary’s declaration. While no funds have been appropriated for this purpose, if funds are appropriated, compensation may then be available for medical benefits, lost wages and death benefits to individuals for specified injuries.
cdc.gov/h1n1flu/eua/qa.htm
Why Slow Production:
One dose of swine flu vaccine for every two eggs, compared with two doses of seasonal flu vaccine per egg
http://www.boston.com/business/healthcare/articles/2009/10/22/quest_for_swine_flu_vaccine_giving_some_firms_a_boost/
_____________________
Brief Overview of Categories of H1N1/ Vaccine Investment Plays:
I - Vaccines / Prevention
1) Production Method / Capacity plays (NVAX) (VICL) (NVS)
2) Nationalistic / Population Size Play (SVA)
3) Injection / Vaccine support services (syringes etc.) (BAX) (BDX)
4) Outsourced production plays
5) Bio -Defence (MDCGF)
6) Anti-Mutation Play (CVM)
II - Treatment After Infection Occurs:
1) Dealing with severe lung infections (Fludase® (DAS181)) (CBM) (AEMD)
2) ICU treatments (BCRX)
III - Population Avoidance:
1) masks/ disinfectants… Surgical masks are good enough (APT) (MMM) (CLX) (ECL) (PURE)
IV - Testing do you have it? (GPRO)
1) Test kits - (DGX)
V - Merger / Acquisitions
_____________________
Swine Flu Companies Discussed and Their Web Sites
2009 H1N1 Flu Outbreak Map:
The Link is from DoubleGuns
flutracker.rhizalabs.com/
_____________________
Red Cross Tips For Dealing With The Flu:
IF YOU ARE ILL -
* Stay in a room separate from common areas of the home and avoid contact with others as much as possible.
* Stay at home for at least 24 hours after their fever is gone without using medicine to reduce the fever.
* Get lots of rest and drink plenty of fluids.
* Consider wearing a facemask, if available and tolerable, when sharing common spaces with household members. (ed - surgical masks ok).
* Check with your healthcare provider about whether to take antiviral medication, or if fever persists, whether antibiotics are needed.
WHEN CARING FOR SOMEONE WHO HAS THE FLU -
*Disinfect door knobs, switches, handles, toys and other surfaces that everyone touches.
* Use detergent and very hot water to do dishes and wash clothes. It's okay to wash everyone's dishes and clothes together. Wash your hands after handling dirty laundry.
* Designate only one adult as the caregiver. People at increased risk of severe illness from the flu should not be caregivers.
* Although not mentioned by the Red Cross, the caregiver should probably ware a surgical mask as well when entering the sick room.
* Deal with crisis situations calmly and confidently to give the best support to the person being cared for.
_____________________
Suggeted Protocol For Schools To Decide When Flu Should Trigger A Shutdown
www.medicalnewstoday.com/articles/169984.php
After comparing more than two dozen possible scenarios for closing a school, the analysis suggested three optimal scenarios:
1. A single-day influenza-related absentee rate of 5 percent
2. Absenteeism of 4 percent or more on two consecutive days
3. Absenteeism of 3 percent or more on three consecutive days
MEMORY ALPHA:
Identifies key writers and comment streams / instablog's that regularly discuss the subject area. The previous concentrators are bolded.
This will be updated monthly. The latest articles are at the top of the list. The past summary concentrators are bolded so they stand out.
Swine Flu News Concentrator (November 2009 - Part 1)
Contains detail Swine Flu News and Comments from the first part of November (1 - 4)
seekingalpha.com/instablog/283977-user-2...
Swine Flu News Concentrator (October 2009 - Part 3)
Contains detail Swine Flu News and Comments from the second part of October (25 - 29)
seekingalpha.com/instablog/283977-user-2...
(October 28) Overview of presentations at the 7th Annual Vaccines: “All Things Considered” conference to be held in Washington, D.C. on Nov 9-10, 2009. This conference promises to be the one-stop destination for valuable updates and exposure on all aspects of vaccine research, development, regulations, and policy.- Mayascribe
gtcbio.com/userAgenda.aspx?id=166
(October 26) - Good summary of recent events - optionsgirl
Swine flu: Who's winning and losing in the H1N1 virus pandemic?
dailyfinance.com/bloggers/melly-alazraki/
(October 26) - The 8th annual Bio Investor Forum meets in San Francisco this week, October 28-29. Here is a link to a list of companies making presentations - User 283977
investorforum.bio.org/opencms/bif/2009/c...
October 25 - Swine Flu Concentrator (October Part 2)
Contains detail Swine Flu News and Comments from the second part of October (20 - 24)
seekingalpha.com/instablog/283977-user-2...
(October 22) Aethlon (AEMD) surfaced on our swine flu radar screen yesterday… Here is a new revenue stream identified by the company not related to Swine Flu. The stock is up 37% today - User 283977
reuters.com/article/pressRelease/idU...
Major development for NVAX that will significantly advance their timeline to production of commercial scale quantities of their H1N1 vaccine.
(October 21) Novavax and Xcellerex Inc. announce collaboration to develop large-scale manufacturing process for 2009 H1N1 Influenza VLP Vaccine. - H.T. Love
news.moneycentral.msn.com/ticker/article...
(October 21) Aethlon Medical (AEMD) Releases Medical Device Data Against The H1N1 Swine Flu Virus - User 283977
medicalnewstoday.com/articles/168085.php
(October 21) Novavax and Xcellerex Inc. announce collaboration to develop large-scale manufacturing process for 2009 H1N1 Influenza VLP Vaccine. - H.T. Love
xcellerex.com/news-xcellerex.htm
Expansion of SVA's H1N1 Vaccine into Mexico.
(October 22) Sinovac Receives Certificate of Approval to Distribute PANFLU.1 (H1N1) in Mexico - User 283977
medicalnewstoday.com/articles/168426.php
October 21 - Swine Flu Concentrator (October Part 1)
Contains detail Swine Flu News and Comments from the first part of October (1 - 20)
seekingalpha.com/instablog/283977-user-2...
(October 16) - FDA issues emergency use authorization [EUA] for commercial H1N1 flu test to Focus Diagnostics (DGX) - User 283977
finance.yahoo.com/news/FDA-Issues-Anothe...
Asthma Is Most Prevalent Underlying Illness Among Most Serious H1N1 Cases - User 283977
medicalnewstoday.com/articles/167579.php
(October 16, 2009) Red Cross Offers Important Tips For Caring For Someone With The Flu - User 283977
medicalnewstoday.com/articles/167553.php
(October 16) - Tamiflu-resistant new flu detected in patient with no record of Tamiflu use - doubleguns
japantoday.com/category/national/view/ta...
(October 15, 2009) - Tightening young visitor access to H1N1 patients in the hospital - User 283977
medicalnewstoday.com/articles/167491.php
October 9, 2009 Scientists Awaiting The Mutation Of H1N1 - User 283977
medicalnewstoday.com/articles/166825.php
October 9 - Chinese Health Experts Look To Control Spread Of H1N1 In Country's Remote Regions - User 283977
medicalnewstoday.com/articles/166869.php
October 9, 2009 - H1N1 flu taking off in U.S., officials say. But you can take H1N1 and seasonal shots at the same time. - User 283977
reuters.com/article/topNews/idUSTRE5...
October 10, 2009 - Swine Flu Partys, Mix with the Infected, see if you can be Infected too - Freya
medicalnewstoday.com/articles/166990.php
October 11, 2009 - U.S. Department Of Health And Human Services And The Ad Council Launch National Campaign To Help Prevent The Spread Of The H1N1 Flu Virus. - User 283977
medicalnewstoday.com/articles/166935.php
(October 12) - A Mixed Bag for Traders and Investors in Healthcare - M. E. Garza
India is rumoured to be one of the countries interested in Novavax's (NVAX) flu vaccine technology platform.
seekingalpha.com/article/166076-a-mixed-...
(October 13) Novavax (NVAX) Awarded NIH Grant for Respiratory Syncytial Virus (RSV) Vaccine Program - H. T. Love
reuters.com/article/pressRelease/idU...
(October 13) Sinovac Receives Certificate of Approval to Distribute Panflu (H5N1) Vaccine in Hong Kong. Its good for 5 years - User 283977
prnewswire.com/news-releases/6407270...
(October 14) CT Scans Show Patients With Severe Cases Of H1N1 Are At Risk For Developing Acute Pulmonary Emboli. Demonstrates superiority of CT scans over chest radiographs in identifying serious complications as a possible result of the H1N1 virus - User 283977
medicalnewstoday.com/articles/167378.php
(October 14) Rapid Vaccine Rollout Effective In Reducing Infection Rates, Shown By H1N1 Simulation Modeling. Underscores vital importance of the new rapid production methods (e.g., NVAX) (VICL) to manufacturer vaccines. - User283977
medicalnewstoday.com/articles/167324.php
(October 5 - October 9) - Swine Flu fast forward - Freya
* H1N1 vaccine does not substitute for Pneumonia shot. H1N1 infection dangerous for Pregnant Women. Getting H1N1 through blood banks
seekingalpha.com/instablog/393700-freya/...
(25 September 2009) Optimizing Influenza Vaccine Distributions
To minimize deaths, infections, years of life lost, contingent valuation and economic costs optimal vaccination policy is achieved by prioritization of schoolchildren and adults aged 30 to 39 years. - User283977
sciencemag.org/cgi/content/abstract/...
September 20 - October 5) - Swine flu Updates - Freya
* Freya was re-instated by SA - First discussion of hospital bed limited capacity issue. Freya identifies a new player in the VLP play - Medicago (MDCGF). Surgical masks are found to provide adequate protection against H1N1.
seekingalpha.com/instablog/393700-freya/...
(September 16 - September 27) - med-stocks + 17 - one eye
* List of med stocks. WHO up-dates vaccine does from 2 billion to 3 billion.
seekingalpha.com/user/406793/instablog
(September 12 - September 23) - Swine Flu-a scary little article - one eye.
* optionsgirl reports $70.9 million contract for syringes and needles, sharps collectors and alcohol swabs to Retractable Technologies (RVP), and another player in the Injection / Vaccine support services (syringes etc.) play (BDX). Quite a few companies mentioned here with respect to the Injection / Vaccine support services play. Discussion of NVAX's capital raising.
seekingalpha.com/instablog/406793-one-ey...
(September 11 - September 16) - More from Swine Flu Country - one eye.
* Mention that US vaccine supply may miss H1N1 peak and that cause of deaths from H1N1 re different from seasonal flu.
seekingalpha.com/instablog/406793-one-ey...
(September 2 - September 25 Novavax's VLP Flu Vaccine Is A Game Changer - M.E. Garza - A great author for news on Biotech stocks.
* Discusses the importance of new fast vaccine production methods
seekingalpha.com/article/159622-novavax-...
(September 8 - September 11) - SW Flu - one eye.
*Review of Special Report in the 3 September 2009 issue of Nature, pages 20 - 21 on H1N1. Reports that public health-care system may be overwhelmed.
seekingalpha.com/instablog/406793-one-ey...
(September 4 - September 8 ) - Swine Flu 2 - one eye.
* Mayascribe's list of H1N1 stocks. User283977 reports revised categories of investment plays. Mayascribe adds (TPI) to the stock list.
seekingalpha.com/instablog/406793-one-ey...
(August 29 - September 7) - The Swine Flu daily - one eye -
*Took over Freya's H1N1 news concentrator. Contains estimates of US GDP reductions - First categories of H1N1 investment plays - Mayascribe's list of H1N1 stocks
seekingalpha.com/instablog/406793-one-ey...
(August 27) - Swine Flu Part 3 - Freya
*All valuable comments are lost
seekingalpha.com/instablog/393700-freya/...
(August 16) Swineflu updates part 2 - Freya
*All valuable comments are lost
seekingalpha.com/instablog/393700-freya/...
(July 31, 2009) Swine Flu News-Daily- Freya
* The person that started the H1N1 news research concentrator using the Instablog tool - Unfortunately, ALL of the valuable comments were erased because Freya was suspended by SA. However, her links to articles are still their.
seekingalpha.com/instablog/393700-freya/...
***
Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.
This post has 71 comments:
(November 4) First case of Swine Flu in a cat
A cat in Iowa has just been confirmed as testing positive for the 2009 H1N1 influenza virus – the first time a cat has been diagnosed with this strain of influenza. Prior to this diagnosis, the 2009 H1N1 influenza virus had been found in humans, pigs, birds and ferrets.
blogs.telegraph.co.uk/.../
OK, somehow that makes the jump to cats less creepy...
I think.
Agile little bastard, isn't he? (H1N1, I mean).
I know triple... everytime I hear Ferrets mentioned I think of two things... one was the doctor in the TV show Mash who the other guys called Ferret face. The other, strangly enough, and probably an indication of my sick memory, is that I have seen many articles about people stuffing a Ferret down their pants leg! Jsssssss
CEL-SCI Corporation (AMEX:CVM)
CEL-SCI CORPORATION
1.04 -0.06 (-5.00%)
Intraday | 3 Month | 6 Month | 1 Year
Quotes delayed at least 20 mins.
I couldn't resist adding shares at eighty seven cents on Monday as the stock continued to slide. No news has been released to justify the recent price action, yet with so much possible news pending over the short to mid term, I couldn't help but add to my position of the stock near the low of the day.
Over the years I have accumulated CVM with strictly a long term outlook, but the lower the stock slides, it becomes a decent short term play as well.
According to this article, officials at Cel Sci will release an update on the H1N1 LEAPS program "very soon", and many longs of the stock have been 'long' awaiting an update. There are impatient investors out there who want to see the company respond to the day to day action of the stock price, but I'm the type that doesn't believe it should issue news unless it's 'quality' news; meaning no fluff.
Remember, earlier this year I thought that Cel Sci was issuing some 'fluff' with the early swine flu PRs, but the one PR that indicated that the FDA had cleared the company to conduct some initial testing is the one that validated the 'LEAPS to potentially treat H1N1' platform, in my opinion.
Additional news that should be released within the next couple of months regarding Cel Sci is the validation of the Baltimore area facility and the commencement of the Multikine Phase III trial.
It's tough to predict day to day price action in a stock that is being played such as CVM, but I'm sure of one thing - the lower this one goes, the more I will buy.
My ultimate horizon for investing in CVM is for the long term - to see how Multikine plays out - but there's enough potential news that could hit the wires over the short term that the impatient investor could also be quickly satisfied.
I have heard that people stuff gerbils places they should not but we can not discuss that here. However I have enclosed a website that explains the 20 things that should not go into your butt.
www.associatedcontent....
CVM caught my attention about 2 weeks ago, at which point I jotted down a few notes and went zooming by.
After I fell in with you lot here on SA, I had to go back and search out anything with an H1V1 connection, so CVM seemed to rise to the surface.
I have not fully parsed all my notes from recent days, and there are other pharma companies in there. Just so everyone knows, I have a tendency to do what I call "beach combing", looking through the debris of storm-tossed industries and sectors. Babies that got tossed out with the bath water, as it were.
www.thestreet.com/stor...
And I'm not even talking about the U.S. this time!
Last time I heard of such a deal it involved selling 3 freighters full of furniture to Saudi Arabia...
The baksheesh was pretty impressive back then, too.
You have to wonder which is worse...
A company that "plays the game" on the world stage, including dealings like this, and therefore ultimately gets a toe into the key markets...
Or those that don't.
This MIGHT NOT be evidence of corruption, but I strongly suspect that whoever Byron is, they have the necessary government contacts to "make things happen" in South Africa.
seekingalpha.com/artic...
Interesting guy. I knew that article looked familiar.
The Feds have already OK'd the LEAPS for swin flu applications.
The other drug is still not proven, of course.
If the application for LEAPS turns into a bread-winner, that would be the short term positive development - just being authorized for use and sale does not mean they will be making money, of course.
I consider this stock a high risk investment, but with a large upside/downside ratio. Not hard for it to double in price in a few weeks, if circumstances break loose for LEAPS.
The long-term prospects for Multikine is the iffy part - plenty iffy, imo, perhaps in direct proportion to the fascinating, even powerlful, idea underlying the drug. I WANT a drug like that to succeed - to exist - and that desire may be a subjective factor that distorts my judgement.
LOL, this is always the case with really exciting potential technology - its easy to overlook the "potential" part, if you have an active imagination!
On Nov 04 10:27 PM doubleguns wrote:
> I dont follow EWT or technicals, I look for info and this stock is
> not looking good on the info. The stock promoter for this company
> has had run ins with the SEC in the past. Another negative. I think
> I will just keep an eye on this one for a while. Boy the technology
> looks good however, that could make it more hype (hope) than fact
> for now. We shall see.
Added 08:51: Thompson-Rueters rates outperform on technical factors (price action). Stk is down 30%+ in one the measured periods and they expect an upturn.
BTW, nice that we get an analyst rating starting coverage at buy just before reporting results. What's he know that we don't? Is he late or are we early? :-))
END 08:51 edit.
HardToLove.
Look for all of the small caps to go up.
A school outbreak was defined as a daily flu absentee rate of more than 10 percent of students. After comparing more than two dozen possible scenarios for closing a school, the analysis suggested three optimal scenarios:
1. A single-day influenza-related absentee rate of 5 percent
2. Absenteeism of 4 percent or more on two consecutive days
3. Absenteeism of 3 percent or more on three consecutive days
www.medicalnewstoday.c...
Merriman Curhan Ford initiates coverage on Novavax (Nasdaq: NVAX) with a Buy rating and $6-$8 price target range.
The firm said, "We believe Novavax represents the future of vaccine research with cutting edge technology that employs virus like particles to mimic a real virus, thereby eliciting an immune response. Since Novavax does not employ classic attenuated viral particles, their vaccines are able to be used by immunocompromised patients, safely. Novavax's vaccine technology employs recombinant technology along with disposable equipment which allows for rapid vaccine development and manufacturing. This rapid turnaround allows Novavax to develop vaccines at a rate that helps avoid genetic drift, which often hinders egg-based vaccines."
The firm said Novavax is preparing for a break-out year in 2010.
Thanks for the info guys
I bought CVM at 92 cents, not a lot, just 2000 shares, we'll see how it goes. Heading south right now...
I'll be the guinea pig. This could be an interesting week!
I especially don't like it when someone says I said something I did not say. I had enough garbage like that from Fitzsimmons.
Like I told YH, if he and conan hadn't fought tooth and nail, I wouldn't have had a chance to get to know him. I did the Same with HTL initially.
Prechter?: I followed this EWer from 1981-1987. He made this call following the 1987 crash, "the Dow is going to 400". In his book, he had a graph of the Constant Dollar Dow, He refered to it as his guide. The Bull move wouldn't end until the Constant Dollar Dow made All Time Highs. In 1987, the Dow had yet to achieve that Goal, when he tossed that Indicator away, I tossed him away. Granville became full of himself as well, he started predicting Eathquakes.
So Im offering a truce with a Caveat, he will not be an exception. If "he will never be the same" from the last go around, he may as well get used to it.
The idea is to help everyone, not to ingratiate yourself.
I think I've tried to do this but I too am Human, well, sometimes. :)
The U.S. FDA issued BioCryst Pharmaceuticals (BCRX) emergency use authorization for its swine flu antiviral in October, but at that point a price had not been settled. In an interview with CNBC, CEO Jon Stonehouse declined to comment on his negotiations with the government, except to say that, "clearly a premium should be charged for those drugs that help people get out of the ICU quickly."
Today BioCryst received its first government order for 10,000 courses of peramivir with a hefty $22.5 million price tag -- more than $2,000 per course.
Stonehouse said, "We expect to complete production of approximately 120,000 additional courses of i.v. peramivir by the end of December, and we are prepared to produce more if required." If the pricing remains constant that would be nearly $300 million in revenue for the less than $400 million company, though it's not clear if that would be the case.
finance.yahoo.com/news...
On Oct. 27, the company reported $16.89 million in revenue for the third quarter compared with $10.22 million for the year-ago quarter. It reported 12 cents a share in earnings compared with 3 cents a year ago. The earnings beat analysts' estimates by 1 cent.
The infection-control segment, which makes protective masks, continues to benefit from the H1N1 pandemic. The run rate of its N95 H1N1 masks is at $36 million and is at full capacity.
Alpha Pro Tech (APT) is considering the addition of new N95 manufacturing lines, each capable of contributing $9 million in annual revenue. The company speculated that the H1N1 pandemic could last two to five years, which bodes well for an acceleration of its sales momentum through at least 2010. Gross margins should also see gradual improvement as its N95 mask revenues increase.
This is from thestreet.com... sorry their links don't copy
"I have what you need and you are going to pay."
Either way, I am going to look at BCRX, as I guess everyone will be.
Did some more digging on the CVM article, now the company has sicced a lawyer on the author, who is standing pat.
I haven't found out what price per share CVM gave Byron Biopharma when they cut that deal back in March (announcement went out March 9), but their stock was somewhere around .20 per share at the time, and I would expect that $750,000 check looked bigger then than it does now. The number in the article looks like a CURRENT valuation on that stock, which would of course include the assumption that somehow all parties KNEW for a certainty that one day soon the stock would go up from what we all know now was a really deep March bottom.
This might undercut the article, UNLESS the price per share was a lot less than the market price, which is what he said happened at the time, or that the warrants issued were.
More later.
On Nov 05 10:47 AM User 283977 wrote:
> (November 5) The $2000 Swine Flu Drug
>
> The U.S. FDA issued BioCryst Pharmaceuticals (BCRX) emergency use
> authorization for its swine flu antiviral in October, but at that
> point a price had not been settled. In an interview with CNBC, CEO
> Jon Stonehouse declined to comment on his negotiations with the government,
> except to say that, "clearly a premium should be charged for those
> drugs that help people get out of the ICU quickly."
>
> Today BioCryst received its first government order for 10,000 courses
> of peramivir with a hefty $22.5 million price tag -- more than $2,000
> per course.
>
> Stonehouse said, "We expect to complete production of approximately
> 120,000 additional courses of i.v. peramivir by the end of December,
> and we are prepared to produce more if required." If the pricing
> remains constant that would be nearly $300 million in revenue for
> the less than $400 million company, though it's not clear if that
> would be the case.
>
> finance.yahoo.com/news...;.v=1
I had no idea this thing could be around this long. This gives mutations a lot of room to run. It actually changes my entire perspective from short term to a much longer term. It's actually a game changer for these stocks if it actually hangs around and actually does have mutations over this period of time.
That's big news.
Swiss drug maker Novartis (NVS) Thursday said it received regulatory approval to sell its cell-based swine flue vaccine in Germany, Making an important milestone in gaining acceptance for newer rapid ways of producing vaccines.
Novartis is close to completing a second cell culture-based influenza vaccine manufacturing site in the U.S., which is being built in partnership with the US Department of Health and Human Services.
www.smartmoney.com/bre...
(ed: strange that US government departments seem to continually prefer favor foreign based over US manufacturers for critical and strategically important needs. )
en.wikipedia.org/wiki/...
Some folks think H1N1 was the real culprit back then.
This variant is "new" of course, but its definitely a game changer.
On Nov 05 11:02 AM doubleguns wrote:
> "the H1N1 pandemic could last two to five years"
>
> I had no idea this thing could be around this long. This gives mutations
> a lot of room to run. It actually changes my entire perspective from
> short term to a much longer term. It's actually a game changer for
> these stocks if it actually hangs around and actually does have mutations
> over this period of time.
>
> That's big news.
Found the original 8K details for the CVM/Byron agreement.
3.75million units @ $.20 ea, pretty much the going rate back then, but the kicker is 7.5million warrants (2:1 ratio to shares) @.25 share, exerciseable until 2016.
LOL, I suspect CVM could sign the same deal today for a MUCH bigger payout, and with a lot fewer warrants.
I guess I wasn't the only one bottom fishing back in March!
At a quick glance I really like the big volume action in TAMO recently and at .60 it looks extremely enticing. But the insider buying in BQI makes me feel a lot more warm and cuddly. Your a hell of a stock picker Maya.
On Nov 05 10:05 AM Mayascribe wrote:
> Scrooge: Suggestion. Compare (TAMO) with (BQI) same kind of outfits.
I suspect it kept their doors open just long enough to get that PR from the FDA for LEAPS.
Did they sign a deal with the devil in South Africa to get that breathing space? Maybe. The earlier, similar marketing deals they cut in Israel/Turkey and with Orient Pharma (covering most of east Asia plus Australia, etc) I have not reviewed, but I bet they are not much different, except for the poor condition of the company and stock price at that particular low point in March.
On Nov 05 11:43 AM User 283977 wrote:
> Good research triple.
I wish it was a table so you could just just copy the ULR, but the table tool at SA is a mystery to me so far... I will try to get a table going over the weekend if I have time.
Since I don't subscribe, I always wonder about the timeliness of the numbers. If you look down at the lower right, you'll se "Record Date 2009-OctB"
Any idea what this indicates? The reason I ask is I'm unsure if that means all the numbers shown is up to a month old or ... ?
Any clue?
Thanks,
HardToLove
On Nov 05 10:29 AM User 283977 wrote:
> I suppose those 13,225,600 share shorts of Nvax are out their buying
> now.
I'm not seeing signs of covering yet. I suspect the shorters, that sold at a price well over $4, are awaiting the co report to see what happens. They have plenty of headroom to still profit, the potential of the report tanking the stock, 2 more weeks to opt. exp. Fri. and only 2.9(?) days to cover.
I suspect they are "poised" but waiting right now.
HardToLove
On Nov 05 10:29 AM User 283977 wrote:
> I suppose those 13,225,600 share shorts of Nvax are out their buying
> now.
Besides, there are variants already in play, just because one type may be defeated some where doesn't mean they can't be reinfected with a different variant and with Billions infected, which was the WHO forecast months ago, Mutation is likely.
This is going to extend far into the Future, H5N1 is the Wild Card.
You consistently do such a good job it will become easy to take your work for granted. So I want to post a big ol' 1000 "Atta Boys" right here and now.
I'm sure all of us say thanks, again, and again, and again.
HardToLove
On Nov 05 02:34 PM H. T. Love wrote:
> User:
>
> You consistently do such a good job it will become easy to take your
> work for granted. So I want to post a big ol' 1000 "Atta Boys" right
> here and now.
>
> I'm sure all of us say thanks, again, and again, and again.
>
> HardToLove
Saw first signs of potential covering starting about 14:20 this P.M. High volume price chunking up consistently. Fear reigns if I'm right.
Of course, being new, I could be reading wrong. Might just be enthusiasm near the end of the day.
HardToLove
On Nov 05 10:29 AM User 283977 wrote:
> I suppose those 13,225,600 share shorts of Nvax are out their buying
> now.
Of course, this is just a hypothesis, but it is a testable hypothesis. Even if it was not true, it would make an interesting plot for a science fiction movie.
blogs.usatoday.com/onp.../
Catching up now. Gotta check stocks first.
Thanks so much guys, I am really glad I can contribute something to the team. Hanging out with you guys has demonstrated to me how little I knew about the market. These free form concentrators make DD much easer and a lot more fun.
Wil see what they are tomorrow.
Scrooge: I only bought 500 shares of (TAMO). Stock may continue downward.
Wish I would have bought more (BCRX) before I left the house.
Here's a good chart on BCRX:
clearstation.etrade.co.../
On Nov 05 03:00 PM User 283977 wrote:
> Freya, I wonder if it spontaneously mutates like the Andromeda Strain,
> or if the mutation occurs due to a failed intervention? For example,
> Tamiflu does not kill the virus, it retards its action. It seems
> to me that the act of not killing a virus, but retarding its action
> would be exactly the stimulus needed for a virus to rapidly mutate
> into another form. This notion seems to be supported by the large
> number of reports of H1N1 Tamiflu resistant mutations. If this was
> true, than the distribution of products like Tamiflu could increase
> the mutation rate and practically guarantee the survival of the now
> mutated virus.
>
> Of course, this is just a hypothesis, but it is a testable hypothesis.
> Even if it was not true, it would make an interesting plot for a
> science fiction movie.
We'll become rich Hollywood movers and shakers, but we'll have to pretend to be stupid like they are to fit in.
I volunteer, for a small stipend :), my collection of Instas and Links on the Swine Flu, add them to yours, Hell it could be the story line...
Think about it?
Prior short interest was 11,918,500; now 13,225,600
21.61% owned by insiders
28.40% owned by institutions
~3.6 million shares traded today
4.584,500 shares is average trading volume
Market cap approximately $365M
I realize some of this is probably old hat to you folks, but what about AVL (another REE play)? Any chance of China snapping them up too?
AVL not having a good day, Price is about $2.93, down... I have it as a "watch".
Looked over KOL, OK stock, low dividend, up better than average today, put it on the Watch list, might rather have a pure Colorado coal play I think to mate up with Buffit..
PCX, on my watch list, might graduate to the buy list...
TOO on my buy list, I have bought and sold this one in the past, made money...
RioTinto, indirect Mogolian coal play? Expensive $190 shares, still it might make my buy list...
CVM, LOL, I own this one, going nowhere fast, full court press from the bad press, going sideways all day...
CEDC, booze for the eastern europeans, LOL, I actually know a little about this company, its a money-maker if they keep it between the rails, on my buy list this time around (cold weather is a peak selling season for them, go figure)...
SPPI, spotted this on here, looks good, think I will add this one to my buy list too...
Just looking at BCRX, will report back if I spot anything unusual.
On Nov 05 03:50 PM Mayascribe wrote:
> Shorted shares on NVAX are still 13,225,600.
>
> Wil see what they are tomorrow.
>
> Scrooge: I only bought 500 shares of (TAMO). Stock may continue downward.
>
>
> Wish I would have bought more (BCRX) before I left the house.
>
> Here's a good chart on BCRX:
>
> clearstation.etrade.co...;Refer=clearstation.etrade.com/
>
>
BioSante's ferret as the lead star? Think I already wrote something about this a while back:
"Felix The Ferret Saves The World"
My cartoon brain is going crazy!
My take on agents (in my business) has always been that you can't get them to even return your calls when you need them starting out, and you have to duck THEIR calls when you make it to the big time and you no longer need them!
On Nov 05 04:11 PM Mayascribe wrote:
> Dang, I just thumbs upped myself by mistake. Somebody thumbs down
> me, please. Want to keep things even.
And, ever so good natured of you to offer a truce. But, I believe Rocks is done with SA. I actually enjoyed his writing, from a style and technique point of view.
But I did not enjoy his religious and sexist put downs.
Far as I'm concerned, the matter has run it's course.
But...If he does come back, I will welcome him and then politely let him know that he should try to avoid writing offensive material.
Gotta go check my mountain of email, then off to a home owners meeting, where I have to raise some hell (politely, of course).
It should hit countries with lower health care infrastructures worse… particularly if the evil ones were to provide those countries with Tamiflu, which according to the script line causes it to mutate into a better killer, quicker…
This could easily be worked into a story line…
I can help write the script and sweep the floors…. I wonder if we can work the FED in too…
Though we need a terrorist angle, too.
Could it be that Iran tried to infiltrate a bioweapon across our southern border that malfunctioned?
Do they even HAVE swine in Iran? Wouldn't just ONE hog farm in that whole ultra-strict Sharia-ruled nation sort of, well, stand out?
Can our satellites spot suspicious pigs from orbit?
On Nov 05 04:47 PM User 283977 wrote:
> OG…. in Part 1 of the November concentrator I reported there is evidence
> that SW is hitting minorities harder…. there were also quite a few
> eyebrows raised over why there were so many deaths in Mexico from
> the SF….
>
> It should hit countries with lower health care infrastructures worse…
> particularly if the evil ones were to provide those countries with
> Tamiflu, which according to the script line causes it to mutate into
> a better killer, quicker…
>
> This could easily be worked into a story line…
>
> I can help write the script and sweep the floors…. I wonder if we
> can work the FED in too…
You just cant make this up.
As resilient as virii are, if bacteria can do it I suspect virus can too.
HardToLove
On Nov 05 03:00 PM User 283977 wrote:
> Freya, I wonder if it spontaneously mutates like the Andromeda Strain,
> or if the mutation occurs due to a failed intervention? For example,
> Tamiflu does not kill the virus, it retards its action. It seems
> to me that the act of not killing a virus, but retarding its action
> would be exactly the stimulus needed for a virus to rapidly mutate
> into another form. This notion seems to be supported by the large
> number of reports of H1N1 Tamiflu resistant mutations. If this was
> true, than the distribution of products like Tamiflu could increase
> the mutation rate and practically guarantee the survival of the now
> mutated virus.
>
> Of course, this is just a hypothesis, but it is a testable hypothesis.
> Even if it was not true, it would make an interesting plot for a
> science fiction movie.
www.bloomberg.com/apps...
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