Ann: IDT Executes Manufacturing Agreement With Monash, page-13

There's a lot of smoke with the development of a mNRA industry, manufacturing existing vaccines and manufacturing an Australian vaccine.

IDT could be part of a developed industry mNRA industry but the CSL subsidiary seems more likely for Govt. funding. CSL advised yesterday that they'll do MRNA but not for Covid.

Porter's comments in the Press over recent months indicates that Moderna/Pfizer will not be 3rd Party manufactured in Australia - won't release their IP and prefer to do it themselves. If they did, it would have been IDT who did it for them.

That leaves the 3rd option which is to manufacture for the Monash candidate which they have.

If that candidate is effective, particularly as a booster - look out!

The first second-generation vaccine that specifically targets variants.

All opinion though...