update shows previous infections may not be enough to stop re-infection (maybe vaccine too) and increase in college infections this week signals that wave 3 has likly begun - how this will impact bta shares is hard to say - i guess in the long term not much - but will give those who think the pandemic was a beat up something to reconsider and will no doubt strengthen resolve for anti viral stockpiling - the only other wild card is how much tamiflu resistance will emerge with this wave - if it's high - expect bta to go into orbit...
One of the low reactors, D225G, was tightly linked to fatal cases in the fall, and recent sequences from Italy and Russia pairs that change up with another low reactor change, G158E, raising concerns that such recombinants can evade the existing immunity and generate cases which are more severe and fatal.
Recent reports in Tennessee and North Carolina have described patients with a higher frequency of ICU admissions and deaths and recent increases in other states in Region 4 raise concerns that these trends could spread. A 52% rise in weekly cases in colleges has been reported and the highest number was in North Carolina. Moreover, junior high schools are now reporting double digit absenteeism in Washington state. These increases in populations that were targeted in the fall raise additional concerns regarding the emergence of variants that have escaped the immunity generated last fall.
recombinomics
BTA Price at posting:
$2.16 Sentiment: LT Buy Disclosure: Held
