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@thebeach
Dakotah
$12.6M follower assets
I've never used Twitter. Not in finance, just an investor. Came here because I just wanted a tool to track my performance across multiple portfolios. The community and transparency seem legit!
18 following41 followers
A couple days ago it was announced Biological E's coronavirus vaccine candidate achieved emergency use approval in India... Using $DVAX adjuvant, as do valneva, clover and others... Millions of orders on the way... It's down now but recent analyst upgrade to $28... Hoping to skyrocket soon!

Btw I don't know why this came out as a memo rather than a post... What's the difference?
+ 3 comments
News this morning about $ABUS developing pill for COVID and future coronaviruses, on top of recent win defending LNP patent against $MRNA … this just seems like a gold mine to me.
(not to mention core business of curing Hep-B)

From what I’m reading it sounds like there are high hopes for the Covid pill.

From the New York Times:

“The Food and Drug Administration is expected to soon authorize a pill made by Merck and Ridgeback Biotherapeutics, called molnupiravir, which reduces the risk of hospitalization and death from Covid-19 by 30 percent if taken within five days of the onset of symptoms.”

Will Arbutus have any special treatment, drug or patent that other like Merck and Ridgeback don’t have?
+ 3 comments
Buying the dip!

$DVAX has 4 large international COVID partners (Valneva, Clover, Medigen, Bio-E), some on the cusp of approval, with inactivated virus which is more effective against new variants, dependent on DVAX's proprietary adjuvant.

DVAX has the only 2 dose Hep-B vaccine on the market and has been gaining market share quarter after quarter.

DVAX has cash reserves close to 400 million - the recent dip after earnings were misleading as they are actually profitable.

$ABUS owns patent on LNP technology behind basically all mRNA vaccines. Today $MRNA lost appeal against previous patent court ruling against them. Go Arbutus! 🎉🍿

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