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The markets - right now (saturday) are observing virus outbreak 24/7 - no doubt. The fact that numbers of infected is rising fast - I think is actually no surprise to markets - and not their biggest concerns.
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What concerns the markets is 'number of deaths' - as that in the end determines when 'the world will open up again' - people back to work - normalisation.
Number of Deaths looking forward - is 100% related to 'TREATMENT' of infected patients (access to the necessary quanta of drugs).
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So markets - world-economy right now (and how soon normalisation) is 80- 90% related to Big Pharma - producing ENOUGH HCQ - to cover the world. If they do that' death rates will fall' - markets will stabilize.
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And here comes the tricky part. Are Big Pharma in fact interested in 'A Quick Recovery' ?
What if the HCQ ends up making people immune to Covid-19 (which the Lupus experience from China might suggest) - do we then need the number of Vaccines - on the way ?
We have daily seen certain Stock (bio mostly) rise up to 4- 500% in the market - just being (sometimes actually rather remote) linked to covid crises.
These 'Klondyke times' will be gone when things are normalized. Not everyone wants this Crises - to 'go away' to fast !
Jasbg
ggw@ It is obvious that developed asian countries generally (maybe minus India)
Have a stronger 'grip' of populations and that is a very big advantage - when something like a very contagious virus hits hard.
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What I still to this moment dont understand - is the overall reaction worldwide. Except from president Trump and USA - it seems like everyone has just had their eye at 'keeping the virus from spreading' - and to a much lesser extend on 'treatment' - HOW TO KEEP PEOPLE FROM DIENG.
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Just on our own local TV official Info 'this morning' - the message: "If you are old and get the covid-19 virus - stay in bed and have good hygiene - THERE IS NO CURE FOR THIS" (I live in Denmark - with the Biggest Government overtake in the world).
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Still this morning these 'Arrogant Pricks' tells population 'There is No Cure' - two months after China tested hydroxychloroquine (Plaquenil) - and the French expert added antibiotics - and came out with the fantastic results that are now the basis for (guess) 90% of general treatment in USA - where it is possible to 'get the drugs').
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This just goes to show that Europe generally is '100% clueless' when it comes to 'treatment' - to 'Stop the Sick People from Dying' !
I personally dont know what happens in Italy and Spain - but one thing is absolutely sure 'They have not to this moment been treating the covid-19 patient with combination of drugs that are now used in New York
If that had been the case - the number of deaths should weeks ago (Italy) have been going down.
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My guess is that they have not been able to get the drugs for treatment' - My fear is that explanation is like in Denmark - there are sitting some (fools) in the same Powerful Institutions as FDA in USA - that simply 'Bloks any form of treatment' - While the drugs have not been tested in 'the Year Long' bureaucratic (Big Government) systems.
Jasbg
In Denmark this moment there people dying - because these 'sick people' dont want to recognize - the the US way - 'focusing on treatment from the start' - is the way to go.
I was NOT at all talking about 'starting to give' people generally Vascepa.
Looking at the % of the underlying conditions - that is reported in the scheme - it made me recall JLs idea from earlier to research (if possible) how infected patients 'that is already on Vascepa' is doing' compared to others - not on the drug.
Or to put it another way - to how big an extend does being on Vascepa - better your chances not to get really sick and die from the infection.
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Hopefully the combined treatment (hydroxychloroquine (Plaquenil) and Antibiotics) they now roll out in New York - will stop people from dying all together. In the end that is the most important thing of all right now.
Everything else is secondary, and can/will be solved later !
MI@ Absurd that the covid-deadts - almost match where Vascepa would help ?
Always provoking - and negative !
It would be interesting it it was possible to trace Vascepa users/patients - in connection to the numbers of infected/deaths - ad i saw JL suggest earlier.
It is obvious that it is exactly the things - were Vascepa would/should reduce the risk to covid-19 infected patients.
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Jasbg
JJP@ He is actually very funny :)
rosemou@ That is taken it a bit far i think !
Earth population rise by + 220.000 people every 24 hour:
https://www.worldometers.info/world-population/
Covid-19 deaths worldwide right now around 25.000 - in a period of 4 months. Number of these elderly people with conditions would have died anyway - so the reel number is actually lower than that.
The world - and biggest part of populations are going to survive this :)
Jasbg
NI-b@ Hear You - on the crises talk !
How du you know answer on trial will be today ?
fsu@ Trump isn't God - even he cant look into the future.
IMO your President - and the his team - is the best response seen anywhere in the West (light years better than Europe).
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What really separates Trump from the rest of West - is that he right from the start had a strong fokus 'on treatment'.
As soon as you have an effektive treatment (which there is now' HCQ + Antibiotica) - the Pandemic is under kontrol.
Now its all about to get these drugs to every nurse and doctor (can be treated preventive - if they desire) - and naturally first of all to the sick Covid-19 patients.
Jasbg
mr@ That is Liberal BS Mirror Wisdom !
cb@ Could be better for sure - but 14$ still good from where we come :)
And it does imply that some people think - 'tomorrow might be the day' !
Jasbg
JL@ To me as a lay person - just listening to the interviews.
What i hear it is in fact 'the only option' as the Doctor Governor from Kansas said.
"You go to war with the army you have" - and as I hear him he actually confirm the 5 - to 6 days.
What is at the same time rather obvious' that there would have been shortage of the drugs - with hording for sure - not making it better. Why also the President stopped his promotions in the briefings.
But hopefully that is being solved very quickly - and the healing/saving of the sick patients will be the norm' there after.
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Did you see the story with the man that was sure - he would not see morning. A very strong and moving statement from this calm and honest man about how he were seemingly cured 'from dying' to feeling 'not sick' in a few hours after given the medecine.
No doubt in my mind - this st It - were it STOPS. Seems you were on the right track right from the start how to cure this infection.
Did you hear the observation also - that here 'late' came out of China (also on Dr OZ) that a Hospital did notice - that no Lupus patients were infected with covid-19 - which confirms your teori on why Africa - and parts of South America (malaria areas) is much less hit.
Link to the video with patients (the guy that did not think he would se morning) second section:
https://www.doctoroz.com/episode/covid-19-pandemic-could-anti-malarial-drug-already-be-saving-patients
Jasbg
MNB@ If they can get enough medicine to hot spots (which they claim they will) the number of deaths will fall to very little.
The number of infected will surely rise - but what is important here, is that Hospitals will be much better of sending patient home after 6 days - than after 20 and even handling the very sick and dying patients.
I fully believe that the Pandemic - also i USA - will be under control in 5 - 7 days - as long as they can get the medicine (combination hydrochlorentine - antibiotica) to the covid-19 patients.
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If they succeed in that' my guess not more than 2500 deaths in USA. And that is only because of people already sick right now. Once the patient are treated early - everywhere - death rate will be very low IMO.
Jasbg
PS Right now it's all about the supply of the effektive medicines worldwide - to stop the infected people from dying and bring down death rates.
Just to prepare myself (and maybe some others):
At this point we all have to remember - that we have had a number of 'Great News Call's - for Amarin and Vascepa - and still the SP went down - or at best remained about the same.
Even with a positive outcome of the Patent trial why should this one be different ?
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And talking about the current SP of AMRN - looking back to autumn 2019 there is one thing that still 'bothers me' talking SP.
When every Analyst, after expanded FDA approval, came out with target of SP for AMRN - that were between 31$- and 55$. Here comes this Oppenheimer guy - Leland Gershell and says 7$ with and recommend 'Sell'. Some time later he raises it to 13$ - and where are we right now ?
Question is - 'Does this guy actually' give himself (and the plot against Amarin and AMRN) away here. How the hell' could he know 'at that point' where SP of AMRN would be right now' UNLESS he had inside information' - about how the 'Big Boys' would/will control the AMRN stock ?
Three times 'on big positive news on Amarin and Vascepa - the Volume has been - 20 - 30 - 60 million - on AMRN after the great news - and still SP completely 'controlled/ manipulated/ locked down - by WHOM ?
Will the same happen once more after trial result ?
Jasbg
The latest DR Oz video - on covid-19 and treatment:
https://www.doctoroz.com/episode/covid-19-pandemic-how-long-should-us-stay-lockdown-infected-virus-hunters-warning
JL@ Even though i understand that this DR OZ is not everyone's favorit on this board - his daylie videos is the most informative I have seen on the subject of treatment of covid-19 patients !
(the videos can be slow loading - so patience in the dark breaks - they continue)
https://www.doctoroz.com/episode/covid-19-pandemic-dr-oz-questions-president-vice-president-about-availability-medicine-how
https://www.doctoroz.com/episode/covid-19-pandemic-could-anti-malarial-drug-already-be-saving-patients
Jasbg
JL@ You mentioned you thought that Bayer produced chloroquine:
https://www.fiercepharma.com/pharma/bayer-preps-u-s-donation-malaria-med-chloroquine-to-help-covid-19-fight-report
Jasbg
sts66@ I forgot to mention a couple of advantages with the index ETFs.
1. No gaming in the stocks (Options)
2. No manipulation (you cant manipulate an index)
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Makes everything more transparent, and as I told you, over the last 10 years it is by far the best 'long-term assets' I have owned.
What you posted to me very much reflect the the Banks Hates passive ETFs as the have removed something like 70- 80% of pensions away from the Banks.
(where pensionfonds managers actually just - do the same - buy's up a range of ETF's and takes 2- 3% adm - and calls it 'Active')
The place to research ETFs are Morningstar:
https://www.morningstar.com/etfs
Jasbg
sts66@ Thanks a lot for your input about ETF's.
I have to say though - that i do not share your great discomfort with those assets.
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To be concret: The ETF's I ovn are all bought on Xetra in Germany. They are issued from Blackrock Ireland - and all have the UCiTS garanty mrk.
I'm quite fine with these (index) ETF investments - wich for years (and also right now) is the ones that hurts the least' under the fallback.
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The ETFs I own:
EUNL (the best/most stable over the last 8 years)
SXRU (Dow Index - great - and with very low adm. costs)
EXXT (Nasdaq index - the best - adm. cost very low)
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There might be some bad cases out there. The ETF's I hold are 'Light-years better' than what the Banks offer (pensionfonds) - they usually cost 2- 3% in adm. - ETF's are 0.5 - 0.7% in adm. cost. Makes a lot of differense in say 10- 15 years run (even if you are 60- 70 years of age).
Sleep vell - night here :)
Jasbg
Know I will be shot for this before morning :)
If your main focus is 'not knowing what sex you are' - or want to change to' - or were before' - you might not notice a minor problem 'like the Covid-19 Pandemic Crisis' :)
Globalist IMF - is planing to undermine the dollar and take over world economy.
This one is for 'economic nerds'. It is scary stuff for - 'The land of the Free' - and all the rest of us.
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pos@ Thanks for the comforting words :)
Du yo think we hear from the Judge this week - would be nice (I Hope) :)
alwa1@ Right now 50ies fine with me :)
But JL says - BO is not going to happen, so I'm hoping to live long enough to see a profit in Amarin and Vascepa (mening +20$ in my sorry case) :)
JG
KG59@ Im not american but every daim i own in invested in US based ETF's - and stocks - so US policy interest me for sure !
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What is obvious (and was also in 2007- 08 crises) that in situations like this - Central Banks have learned - from worst case Great depression 1929 - and a number of recessions there after - that authorities has to attack this problem aggressively from the start.
This means supporting the 'economy and companies - directly' as it is 'in the end much more damaging' - not to do anything.
So what we see right now is a 'Blindfolded' throwing (new) money into 'the system' - to privates and companies - to keep the capacity to 'Recover fast' alive.
And today' experts says it is the right approach.
Jasbg
This guy reminds me of the President. He just thinks and acts faster than just about everyone else.
Today he actually spoke to the Big Man (lower link) - but first on the development of the trial he started on the French drug combination:
(the video can be slow loading - with breaks - so patience).
https://www.doctoroz.com/episode/covid-19-pandemic-could-anti-malarial-drug-already-be-saving-patients
https://www.doctoroz.com/episode/covid-19-pandemic-dr-oz-questions-president-vice-president-about-availability-medicine-how
JG
duki@ I agree with you in trying to keep numbers of infected as low as possible (flatten the bump). And in that context it is a fault not to have closed (locked down from travel outside) New York IMO.
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To JL input on Respirators - I 100% agree. What good vill 500.000 respirators do after the crises?
And being a Lay person in this - I absolutely agree that if a corona-patient reach the state where respirator is needed - the battle is already to a big extend lost.
As the French doctor pointed out very exact: It is all about starting the treatment BEFORE the amount of virus accelerates (mentioned could be billions' if not treated).
Treated the right way (starting early) you dont need respirator's - to JL's comments.
Jasbg
Money and effort should be used to 'Make the right Drugs available' in USA and rest of the world !
Eh.h..h...h ? :)
tr68@ It was a different world on the 10. of March - so not much 'real meat' to this story.
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President have since then done probably the most effective job anywhere in the world (finding the right people) to fight the virus attack.
JG
JL@ Good to se you are still here (saw you announce it would be less for a while)
We need you to defend your inputs from many times earlier about the malaria drug :)
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So did you find a house - noticed you were looking in on of the sunny states. Suppose it will be expensive to live there :)
Jasbg
sta66@ Your right - and i did se those charts.
I should have been more clear talking about the easing on Hospitals.
I write out of the assumption 'that the combination of drugs from the French trials is succesful also in USA.
And if this is so' - of course the nurse or doctor that gets infected - would immediately be sent home - with the medicine to stop the infection.
Problem right now most certainly is' the supply of the drugs 'worldwide'. That has to be why they still have these high mortality rates in Italy and Spain.
JG
duki@ One of the first things I learned - starting in playing with Stocks - was that people with experience told me' that the markets are average something like 6 months ahead - and they tend to 'overreact Up and Down.
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Not to brag (maybe a little) I actually expected the market to rise today - why? 2 things:
1: What very few are talking about - but probarbly the most important event in this world right this moment. Tre trials of medicine in New York - that started yesterday. You can rest assure that the Market Follow this Very Closely.
2: The signals that Trump sends - that he will Start Opening Up - soon as possible (and that is 100% connected to trial in NY).
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These factors - combined with the biggest input of (newly printed) money EVER in the market from Fed's and the Houses' - signals that there are Light' and Spring' Coming !
Most important is the Treatment Trials - that hopefully will stop the sick and elderly from dying in NY :)'
JG
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=154537198
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=154539094
gg@ Here is how to make one yourself :)
mrm@ Funny you should mention that. Opera was in Copenhagen (with 10 big guards) and Praised the country - ever since there has been this Glorie around Scandinavia.
Depends on who you are. If you are on the 38 different forms - where state provides for you (like illegal immigrant with no papers - 40 clamming to be under age) it is a great country - you don’t even have to work to be comfortable.
If you are unlucky to be hardworking and succesful - you dont want to live here. State steels 80% of your income.
JG
mandm@ Did you ever hear the word: NEGATIVE !
Look at that crowd - maybe take a little while to se that again !
This is vild times on the markets - newer seen +10% in Dow Ever' !
https://finviz.com/
JG
WL@ It is a game-changer for the World IMO.
This French guy is damn convincing for me, so i feel confident (also after JL's many post on the subject earlier) that this is IT' - this is where it STOPS !
The moment you can prevent people from dying - it is a complete different story. And one of the good things (up until now not so much talked about) compared to say Mers - this virus it not dangerous (life threat) to younger people (nurses and doctors) - they may have it' - and be sent home - no real danger to them. That makes it a lot easier to handle for Hospitals - looking forward.
So chances is the Drama will go away very quickly - hopefully.
And BP has got the message:
https://www.statnews.com/pharmalot/2020/03/19/teva-mylan-coronavirus-covid19-malaria/
JG
Have to remember - There are forces out there - that trives under the Panic (maybe even most in BIO) that does not' want to promote a 'fast recovery' of the World from the virus.
BB@ Lets hope she Du have good humor :)
KC@ Haven't you seen the French trials: They will know in 6 days:
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=154514022
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=154494963
JG
L@ Completely agree - and Yes - great post !