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Agree completely. Lots of consternation over cases but no info (except anecdotal which many lambasted DJT over), vents, ICU, length of stays, etc. Even from the transparent Cuomo/DeBlasio peeps.
Not trying to call you out, a fine line between planning ahead and hoarding. The media certainly would call it hoarding if anyone but NY or CA did it. Let's see how generous he is with sharing a bit later.
You mean he is hoarding them.
And 1 respirator can be used on more than 1 person. I've seen reports of rigging it for 9 ppl, but certainly, more than 1 is easy.
And why is that relevant? The China numbers are pure fiction, so using them as a yardstick is pointless.
Absolutely, we don't have to wait for the last person is cured to have this discussion/decision. Its a balance of both and as usual there will be great disagreement, but we can not wait till this fully runs through the population.
If they centralize masks as he wanted, this will happen every day. Whoever screams the loudest or is most connected, gets the goods.
Get used to this tactic.
Not to get in the way of all the CV discussion; Q1 is done in a couple of days. I'm sure someone has a better model than mine, but mine based simply on scripts and ~100% YoY growth has 153M and then about 800M in 2020. The current MC is < 4B so forward P/S is about 5.
Many it seems, believe Dus decision will be good so moving beyond that, does CV slow down and scripts continue to grow? Despite Kiwis &MMSs nervousness, summer(hot/humid/sun) is coming, CV Tx options are coming and I'm guessing the spread will slow.
Anybody with Q1 or 2020 rev projections based on actual scripts so far?
From the legal minds here; What would happen if something happened to Judge Du. The CV runs in more wealthy members of society, as they are more connected generally, at least in the early stages of propagation. Not saying I wish it, just what would happen; I assume a new trial would need to happen, but not sure.
Lemmi, I live near a Kimberly Clark plant and know several ppl that work there. Rest assured, TP is coming, the world will soon be saved from lack of TP.
CNN has not changed the death tally in the last 2 hours, so I suppose the death rate is now 0%!
Great news indeed!
.
.
Actually I don't watch CNN or FOX, but your method of reporting that death rate was quite dishonest.
I think DJT gets it, our daily GDP is ~$60B, or 27T per year. Every day/week we stay in this uncertain 1/2 SD mode is costly money and lives.
CQ and/or HCQ may not be perfect but hopefully, they start the ramp-up. It very inexpensive, easy to make and AEs are minimal and manageable Yes continue with trials to see if some regime or combo is better, but why delay when the anecdotal evidence is piling up.
You jest I believe, but the gateway into TDOCs IT systems might someday be viewed as a valuable commodity. Imagine the ppl that controls whether the info is disseminated to the TDOC docs or not. Perhaps even more so the education part, so each TDOC doc gets disseminated the same and correct(or incorrect) script message they then rely on to RX something.
I think having 800 or 10,000 physician salespeople is a very fragmented and inefficient use of ppl. Inconsistent messages, incorrect or misleading sales pitches, lots of windshield time, etc. With TDOC much of that process could be centralized to push perhaps better education (or Rx info) to the docs doing the Rxing.
I personally think they are crazy, herd immunity like Wuhan has now I suppose. I can understand slowing it down and letting it go endemic (which it may very well here as well but slower), but once/if they get slammed in the hospitals, difficult to turn back that decision.
Whether they do or not IDK, but I send a request thru MyChart and the physicians write a RX, shows up electronically at the Kroger, done!.
However to your point, yes, likely to suppress NRXs
Not trying to persuade or dissuade you, these are my numbers, cut and paste from the phone app that I use to track this:
Aug15.. Feb16.. Nov18..Nov19..Feb20
LDL 157.....210...145...208..54 <100 good, >200 BAD
HDL 53......53.......45.....45..50 >60 good
Trigs 174...215...200...241..99 >200 is high, 150-200 borderline
Total 245...306...230...301..124 <200 good 200-240 border, >240 bad
trigs/HDL < 2.5 low risk
In Nov 19 I went on Omega 4mg/day and a statin, slight diet changes and lost about 5# in 3 months(under budget), 55YO@ 175#. Very happy with the Omega results.
Not a great theory, but its was a clean week, no holidays. The only thing I can figure is docs getting ahead of older pts Rxs so they are ready for the onslaught of CV cases(or possible sniffles cases). Again complete guess, but those are great numbers.
I really can't figure out the fascination with TP. How about some food to stock up on? stuff to put in the freezer, maybe bread, lunch meat, etc.
There are other options for TP that are not terrible. It's really no fun without some food.
Big freakin deal.
If we can't stop or slow this down, we will have much larger issues than nothing to do on Sat.
This is a great test to see is we can slow it down.
BTW in my area schools just closed for 2 weeks(likely to be extended IMO) start on the 16th.
It's necessary and happening and in 2-4 weeks we'll know if it worked or we're screwed.
I won't convince you, but closing the schools for 2 weeks, 4 weeks esp after spring break is very smart IMO.
1) The kids (my own 18yo) could not give a crap generally about social distance. So all these kids at school, go everywhere (for SB) and bring it back to the school. At least at home, they might be able to be shut in a bit more.
2) if they are at school, the school is responsible for security, feeding, the roof over their head, basic health. They likely feel they can't do that esp if it might be remotely possible many could get sick. The schools have employees that are not trained to deal with pandemics. Many of these cities are 2x or 3x the size during school. That would be nice, college after college with kids locked in bldgs not able to be feed, guys having a field day, many laid(no pun) up, some dying, etc.
While some(or all) businesses will be affected, the best place for this is at home. Its known social distancing works, so this is the try, adn parents would have a better chance of enforcing it.
I'm not in love with DJT, but 2 weeks ago ppl were complaining he thought he was a dictator. Now in this case(schools, local events, etc) are the 100% responsibility of mayors and governors. You should talk to them.
Oppy dumped so they could say they were right and everyone else wrong.
And I'm sure others will have better numbers or slightly more accurate, but with say a 0.1%/1%/10% severe cases in young(<55)/middle(>=55)/older(>=65), it equates to about 0.2M/0.4M/5.5M cases in the hospitals across the US if this goes endemic.
This is not an economic show stopper unless we make it one. Yes, it could be quite devasting on a personal level, but squirreling away the older more at-risk population is the main key here.
BTW 1 one example, yes if its an ear infection, which my kids have(1 in particular). Red apple vinegar, vinegar, hydrogen peroxide all work. The vinegar IMO is better. Apparently, the slightly acidic nature makes it a bad environment for the infection. We do a 1/2 spoonful, for 5 minutes, wash it out. Morning and evening for 1-2 days.
The one-child(16 yo) has ear wax buildup issues every 6 months or so, so the H2 peroxide is better for breaking that up then flush out which takes a couple of days. When that happens he also gets an ear infection and the vinegar clears that up. GL
Ppl travel Singapore, Malaysia all the time. Might want to go there some day. I've been saying summer will help. Hot, humid, sun will help. Some researcher should be looking at those places imo.
Italy has a larger percent older population than china.
You mean like Quarantine:
https://www.kmov.com/news/st-louis-county-coronavirus-family-attends-villa-duchesne-dance/article_41ec34a4-6179-11ea-b3e3-6fbf809e7778.html
Is this DJTs fault? The same happened up north in Sanders country?
Tell me what Singapore, Thailand or Indonesia are doing that we aren't? Test..quarentine, repeat. Give it time. IMO the whole effort has been delay it awhile, perhaps to summer.
Really, everyone throws around stats like they are now experts.
Look btw the Tropic of Cancer and Tropic of Capricorn.
Are all those countries in there lying? Singapore, Malaysia, Indonesia, Thailand, lots of Africa. Are their hospitals overwhelmed, people, dropping dead in the streets, bodies piling up, crematoriums working overtime? No, they are not. Yes its worse than the flu, but it will subside lots for spring/summer. Next winter, perhaps it comes back, but then we are much closer to understanding it. Grown people gone wild!
And if they are not testing for it(but your presumption is they have the cases), where are the overwhelmed hospitals, piles of dead bodies, etc. You don't see that in Thailand, Indonesia, Singapore, Africa, South America, etc. Many of these places don't have the means to test lots of people, and they don't have the means to treat thousands in the ICU nor dispose of the dead; so where are they? I'm not going to say its just the flu, it's a little worse, but it sure is not armageddon either.
There are rules against this for a loss only, 30 day wait. This can be done for gains however, I did it last year on another stock.
Plenty around here, central US.
At least there are alternatives to TP.
Name a couple of things the lack of which would make life a bit unpleasant: TP is on that list.
Fidelity is great; 2 orders executed, no delays, $0 commissions.
BTW I got my RX for Vescepa filled, $0 with the Kroger RX card and the AMRN coupon, which contributed what I have no clue. The problem is the PA doc wrote it for 2g/day. EDUCATION!
You're 2nd sentence is wrong. Tutes sold a net 28m shs in q4.
I'm curious where you got or why you used 2% vs 3% vs something else. Last yr was 1.75% IIRC, weekly compounding, and even though it does not look like much, 2% or even 3% are HUGE differences. Below are a couple of calcs to highlight that.
There was a spike in Rx in Dec(likely ppl stocking before the holidays) and then a dip in Jan(new deductibles), so those are not great periods to base those assumptions on.
2020
Last wk Rx/Rate
188,277 1.75%
218,426 2.00%
287,943 2.50%
377,342 3.00%
Bayer bought Monsanto in the midst of its issues. MO plunked 12B into Juul in the midst of its issues.
Companies buy stakes all the time with many unknowns. They just need to be able to value and handicap those unknowns.
That growth would be outstanding and is pretty much not going to happen. form 400M to 1.5B. I don't think so!
Really, the previous week was New Year's week. This is the first clean week since WB 12/10 IIRC. That week Sam put out 83,269.
I understand that, but with 800 reps, something is being short changed. DM2 perhaps, IDK. And then of course, they aren't hitting all Geo's, can't with 800. The point is GIA forces some decisions which result in less penetration than a BP could bring to bear.
I agree targeted to statin docs makes sense as well given the tools they have. However if that is the focus, the 10m or 30m ppl (whatever is claimed) on this drug the next several years is not correct, therefore the sweeping rev. ests. based on those are not very accurate. The GIA penalty if you will is a slower ramp and not as deep penetration.
And lop in 48M +/- shorts and 40M or so calls ready to run for the doors. How many ppl here said I'm selling the pop at 30-35. If you thought it, someone else was doing it lower.
It's not cheap, sales gotta come in!