Biotech Values

[iwfal]

Ebola

I suspect we'll know within a few weeks if this will become a large-scale epidemic or not.

Suggest that the key metrics to watch, as per our PMs, will be:

1) whether Liberia can be controlled (bring R0 to 1 or less)

2) whether, if Liberia is not brought under control, it bleeds into neighboring countries (which, as you noted, had at least moderate control thru mid August). But it is unknowable at what level of volume in Liberia it becomes too difficult to prevent border crossing. So might be months (currently the Liberia cases are growing at ~10x every 50 days but that will almost inevitably slow at least a little).