Neither CSL or IDT are capable of mRna vaccine production. Full...

Neither CSL or IDT are capable of mRna vaccine production. Full stop. There are a handful in the world that can produce these new vaccines. CSL is tooled for astra and won't be changing that anytime soon. With CSL ramping up production to 1 million doses per week - the best IDT could hope for is a fill and finish opportunity. I think that's now doubtful. If you think IDT could get involved in end to end production you havent done your research. IDT are nowhere close in any way shape or form to being in a position to produce vaccine. They're a $100 mill company at best. CSL is worth billions. Having listened to several experts talk about what involved in vaccine production its clear It would take years and upwords of half a billion dollars just to get to the starting line. Not happening.