IDT media thread, page-511

All of the possible outcomes discussed in my September update and July update remain on the table.

Today's article in The Age/SMH states there could be "both Moderna and a second company could both be selected." This is fabulous news for IDT.

IDT has the following (potential) multiple shots on goal in the coming months:

- Partnering directly with Moderna to make their vaccines.
- Partnering with Novavax on their vaccine
- Being contracted to make key ingredients for whoever else wins the Moderna or Novavax contracts.
- Winning the government contract from the ATM earlier this year
- Winning a large grant from federal/state governments under the MMI to build the backbone of a mRNA ecosystem to further develop the technology onshore. This outcome could see a grant close to IDT's market cap.

Obviously, we now know the MIPS deal is in the bag. This has further potential to significantly expand if the clinical trial goes well.

Despite the sell off this week, IDT still appears to be well positioned. Time will tell.