Personally I'll be keen to see how things go at the end of this month. I believe the ending of the period of Sterile Readiness will bring something interesting, given the comments from the CEO in the AGM that I posted in another thread. In my opinion IDT is being priced as if they're never going to do anything again, and I think in the current scenario that's very unlikely. I'll be one of the people buying more if it gets to 21c.
In other news, Novavax has announced that they're looking forward to a wave of approvals in the next little while (they say months but it's up to the TGA so could be sooner). Novavax works well for Omicron, and they're doing a combo Covid and flu trial. They have also used CDMO fill and finish in other countries already so they're open to that, and once the approvals come through they're going to need to make and transport an absolute bucketload of vaccines all around the world.
I think that's a real prospect once the Sterile Readiness period ends, which I believe is end of Jan? Although I did read that it's 4 months from when the facility is sterile, not from when it was announced, so can't be sure on that. Anyone know the end date?
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