IDT 0.00% 11.0¢ idt australia limited

Are you serious? Have you done any research into whats involved...

  1. 5 Posts.
    Are you serious? Have you done any research into whats involved in mRna production? There are a handful of labs in the world that can do it. IDT is a fill and finish sterile lab (very low production) worth < $100m at best and are worlds (universes) behind CSL. Even CSL and their multi billion dollar facility isnt tooled for it. They couldnt pivot to it in the short term if they wanted to. The cold hard facts are that IDT - at best, was in a position to offer low volume fill and finish services to the supply of vaccine stocks (maybe at best). With CSL ramping up production to 1 mill per week for over 50's and the now supply of Pfizer vaccine through back channels - the need for fill and finish is now almost irrelevant. The idea that IDT is or could be in a position to offer end to end vaccine production is laughable.
 
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