There are 3 prospective opportunities for IDT some of which are inter-related:
1/. Producing Monash's clinical trial vaccine. If the vaccine is successful this could result in large-scale manufacture (STCA) or TGA as a vaccine or a booster. You'd have to think that IDT would be well-placed to do the producing.
2/. Manufacture of an existing (not A/Z) vaccine in Australia. The exclusivity agreement with Health seems to indicate that IDT is well placed here.
3/. The development of an mRNA eco-system in Oz for the development of drugs and separately their production. The NSW announcement and the earlier Vic announcement don't necessarily involve production but IDT have first-mover advantage but CSL and others will play in this space.
Just 2 Bob's worth.
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