HIV, SA variant and BIT225, page-414

Selhurst

whether or not Omicron's rapid evolution is a product from HIV infected persons or Molnupiravir wayward patients, is yet to be shown, but either scenario will be significant for Biotron, IF they are fast tracked.

It hardly requires explaining why this would be the case for the HIV scenario. But lets just think about it for one moment. The HIV scenario is true in one very important sense even if HIV is not the primary cause of Omicron's evolutiuon. Weakened immune systems are fertile grounds for viral mutations regardless. This is not controversial, and Sth Africa is full of such cases. So, this in itself adds credence to BIT225's possibilities that can't be overstated. We are PROBABLY going to be fast tracked with a drug that offers a new mechanism for COVID that could be a game changer, and has an advanced and credible HIV pedigree, at least when viewed form a desperate world. The FDA is going to look at this and think all their prayers are being answered at once. It is that simple !

The potential outcome is so significant that yes, it is like playing lotto: you lay down a relatively small amount with the chances of an enormous windfall. But the analogy stops at that. The missing dimesion is the actual probablities, which in this case are significantly better than winning lotto. The fact that we are likely to enter fast track is already a lotto win, at least divison 2. Divison 3, by the way, was won on the 25th of November. Some traders took their winnings. Others bought more tickets for the next game. Division 1 is always a 'gamble.'

Personally, I'm more persuaded of the Molnupiravir scenario, although the basic premise of HIV weakenmed immune systems still stands.

The mutation rate has suddenly been turned up unnaturally. No, this variant hasn't been hiding for a long period in some unknown HIV carrier, but rather, has been expotenially mutated when some patients in the Molnupiravir trials didn't consume all their prescribed doses, but rather sold them on the black market to make a buck. This is actually quite common in developing countries, and the relative poverty in Sth Africa is stark, and theor is evidence of sloppy trials. Biotron investors have had expereince of this is the past.

It leads to the virus having its genome altered by the drug as expected, but because the recipients do not have adequate doses, the virus survives and thrives, heavily mutated, and the process repeats with other individuals, including, potentially HIV infected persons.

To me, this is a more likely scenario for the uncanny and rapid selective pressure of Omicron.

If true and proven, Molnupiravir will fall and leave a certain vaccum. But even if untrue or unproven, mutagenic drugs, I think, will find too much scientific resistance to continue against a highly evolving virus. This is not unrealistic.

Share price wise, even with no news this week, I expect some climbing. But news is just as likely as not.

Time for a refresh.

How long. Not long,