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While everyone and everyting is about Covid vaccines right now, it always pays to keep an eye on ALNY. Got this from IV today. My question to the guy is, do you really expect ALNY to advertise the fact? In the old days, ALNY promised five deals before year end. Not a single one materialized. Still to this day not one. Logic dictates discretion is the better part of valour in that game.

Just finished listening to the call. The CFO gave a good presentation. One comment at the end reminded me of the old days with $ALNY when everyone wanted to know about more deals. Jeff said not to expect deals since they don't really need the money. Almost self funding now.


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Finale could be next week. JP Morgan is the clue. Pfizer and ALNY to wed? But don't write off MRNA either.

Can still remember when Chicken Little ran Pfizer. That was when it was all on with BLT. How things have changed.





Sep 14, 2020 at 9:00 AM EDT Morgan Stanley Virtual 18th Annual Global Healthcare Conference Sep 17, 2020 at 8:00 AM EDT R&D Day Sep 18, 2020 at 10:05 AM EDT Bank of America Virtual Global Healthcare


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The HK dairy company I keep an eye on has still not released the final decision to delist from the HK stock exchange. After more than ten years of suspension and a final appeal on the final appeal two and a bit months ago there is still just nothing. Not even from the PWC guys after being appointed as liquidators, still nothing. Neither a delisting nor a liquidation. Just more than ten years of suspension.


Something a bit fishy here.




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Somebody likes something. MRNA and ALNY up about 7% each. BNTC dead in the water. Must be a reason for it. Why would they "redomicile" to the US and keep their cupboard office in Melbourne.


None of it adds up except for the fact that there is more pain ahead for shareholders who have already been done like a kipper. But if you were a new shareholder coming in then its probably a good time to buy. There exists the caveat that whatever develops out of Covid vaccines may leave BNTC absolutely dead in the water and ripe for the picking.







We are offering shares of our common stock. Each share of common stock is being sold at a public offering price of $ per share.


We are also offering to certain purchasers whose purchase of shares of common stock in this offering would otherwise result in the purchaser, together with its affiliates and certain related parties, beneficially owning more than 4.99% (or, at the election of the purchaser, 9.99%) of our outstanding common stock immediately following the consummation of this offering, the opportunity to purchase, if such purchasers so choose, pre-funded warrants in lieu of shares of common stock that would otherwise result in any such purchaser's beneficial ownership exceeding 4.99% (or, at the election of the purchaser, 9.99%) of our outstanding common stock. Each pre-funded warrant will be exercisable for one share of our common stock and will be exercisable at any time after its original issuance until exercised in full. The purchase price of each pre-funded warrant will be equal to the price at which a share of common stock are sold to the public in this offering, minus $0.01, and the exercise price of each pre-funded warrant will be $0.01 per share. This offering also relates to the shares of common stock issuable upon exercise of any pre-funded warrants sold in this offering. For each pre-funded warrant we sell, the number of shares of common stock we are offering will be decreased on a one-for-one basis.

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Apparently, Moderna's vaccine trial outcomes are about to be delayed for longer analysis of the data. This leaves Pfizer's vaccine as the leader.


It will be interesting to see what happens if they should emerge victorious in their quest to be first with a vaccine. If they do "win" it means they will be out of Merck v Integra safe harbour provisions and into the commericalization world. That means royalties and licencing fees to somebody.


I don't think that somebody will be BLT though. PYC possibly.


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