BLT, BENITEC BIOPHARMA LIMITED

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What's going on with MRNA. On a tear. Especially after hours again.

Can't be just the vaccine because PFE has hardly moved even though they're holding the pin.

Something must've leaked about something.

Come on BLT.

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Dirk clearly not in the MRNA camp. Which begs the question of whose is it he is in.

Dirk Haussecker@RNAiAnalyst#covidvaccine Don't be shy, @moderna_tx, we know u have the full event data $BNTX $PFE Nov9: 94 events (reported) Nov18: 170 --> 9 days for 76 events $MRNA Nov16: 95 events events to full analysis: 151 --> 11 days passed w/out accruing 56 events in worsening pandemic?
8:21 AM · Nov 28, 2020·Twitter Web App

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Something must've leaked if the vaccines are being delivered next week because Moderna is up 16% after hours. Usually a sign of something leaking when the price has been ordinary all day.

Perhaps a trading halt somewhere on Monday.

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Vaccines being delivered from next week according to Trump. But still no final data read out from MRNA. And no details on the Pfizer financials.

The only thing that isn't happening is the divulgence of the commercially valuable information.

Team Trump@TeamTrump·16hPresident @realDonaldTrump says vaccine distribution will “start next week and the week after” for frontline workers, seniors

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I'm sure MRNA were supposed to have reported their top line daya by now.

Main MRNA shareholders include MRK, Bill Gates and the US military. The Commander in Chief is Trump.

If Trump wants to MAGA, then he would've wanted this done by Thanksgiving. Instead, its going to be Xmas. That way its more of a global thing.

I think the MRNA data is going to be mind blowing.

Where will that leave Pfizer.

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Markets are closed in the US for Thanksgiving now. No new news on vaccines, licencing deals or anything else out of the US.
That can only mean, as I have said year upon year now, the Americans are the not the ones bossing the Covid thing. Still no US-EU FTA either. So the ones bossing it have to be the Europeans or the Chinese. I say the Chinese because of some papers put out by them recently and the fact that after the Wuhan thing, its all gone quiet.

As they say, it is darkest before dawn. I reckon dawn could be New Years Eve.


Lets not forget the big spike in BLT was on the first US trading day of a New Year. After that everything just went downhill.

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The rule of thumb is, if everyone is expecting something, especially on the stock market, then don't expect it.

Everyone is expecting MRNA Covid data this week. I want to see it this week but now, I think it's Christmas we need to be looking at.

If America were in control of the situation, we would see something this week. I don't think they are somehow.

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Commercial negotiations will be way ahead of any FDA decision. MRNA set to release data this week. Thanksgiving week. I'm sure that's just a fluke.

It leaves just 2.5 weeks for a deal to go down before the FDA decision.

A panel of outside experts that advises the FDA is expected to meet on December 10 to discuss Pfizer's application for an emergency use authorization.
Slaoui, a former executive at GlaxoSmithKline and Moderna board member, said also Sunday that the Pfizer vaccine could be distributed to some people in the US as early as December 11 if it received an authorization on the same day the panel convenes to discuss it.

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The reason the US-EU FTA deal is classified, can't be reported on and still not done?
Scrap Thanksgiving. It's gonna be Christmas.

]Sat, November 21, 2020, 6:00 PM ESTFRANKFURT, Nov 22 (Reuters) -

Moderna will charge governments between $25 and $37 per dose of its COVID-19 vaccine candidate, depending on the amount ordered, Chief Executive Stephane Bancel told German weekly Welt am Sonntag (WamS).
"Our vaccine therefore costs about the same as a flu shot, which is between $10 and $50," he was quoted as saying.

On Monday, an EU official involved in the talks said the European Commission wanted to reach a deal with Moderna for the supply of millions of doses of its vaccine candidate for a price below $25 per dose.

"Nothing is signed yet, but we're close to a deal with the EU Commission. We want to deliver to Europe and are in constructive talks," Bancel told WamS, adding it was just a "matter of days" until a contract would be ready.

Moderna has said its experimental vaccine is 94.5% effective in preventing COVID-19, based on interim data from a late-stage clinical trial, becoming the second developer to report results that far exceeded expectations after Pfizer and its partner BioNTech.

The EU has been in talks with Moderna for its experimental COVID-19 vaccine at least since July. (Reporting by Christoph Steitz; Editing by Mark Potter)

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Just to remind my good friend, 'loops, next week is Thanksgiving.

With two vaccines nearly on market, what will happen by next week I wonder. A deal by the main players or maybe nothing.

Frustrating to be sure but at least the end of Covid is coming into focus.