It certainly could be. Moderna isn't going to be set up for a few years, McKinsey have done millions of $ worth of business case work to show that mRNA is a good thing to be doing, and IDT is doing it now! From the AGM it certainly shows that they have plans to become an mRNA centre of excellence, so who knows. They have a bit of a head start so time to make some big moves.
Opportunity cost - stay OR go?, page-20
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