Personally, while everyone is fixated on E4 & Nuvaring (which I am very bullish on BTW), if I'm to make a bet, I reckon MCS is going to surprise us all come August. Word on the street is that the US and other EU governments have pre-paid the likes of Moderna and AstraZeneca to manufacture their vaccines (at risk) that have completed Phase 2 trials.
Contract manufactures are in focus since Covid came onto the scene as once the vaccine's have successfully completed Phase 3 trials, every contract manufacturer will be at capacity on either of two fronts (possibly both):
- They have the setup to manufacture the doses in the requisite delivery system (oral vs injectables), and will be contracted either by the compound developer. Eg. Moderna has contracted Lonza, the big dog of contract manufacturing to manufacture mRNA-1273. Have a look at their SP since the deal was announced.
- Or they don't have the requisite setup to manufacture the doses, however they take on manufacturing of other compounds from competitors that have had to offset existing compounds to scale up for CV-19 vaccine.
Also to consider, the governments will also require strategic stockpile reserves to be manufactured so demand will come from that avenue.
Massive tangent I know, and all pure speculation but lets see how this all plays out. Regardless, I reckon when MYX starts moving it'll do so very quickly to the 60-80c range in a very short timeframe.
(20min delay)