Amarin Corp Plc (AMRN)

[Jasbg]

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