Todays article conformed there are potential for two new vaccine productions in AUSTRALIA, Pfizer and Moderna.
CSL and IDT facilities will be the top candidates to take on that task.
It's reasonable to say, pfizer vaccine uses different technology to moderna. And whoever decides to make one vaccine may only able to produce one OR THE OTHER. SIMPLE it can not use same facility for two vaccine technologies.
So
if CSL takes on Pfizer, IDT will be the candidate for moderna OR VICE VERSA.
today's article hints IDT already is considering MODERNA behind the door. Since the company is quiet, this tells me negotiation is ongoing and very sensitive to share it to the market.
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