Agreed, however Trump was saying that big pharma was making vaccines already, during his briefing, in the hope it would be approved later, and the big pharma co. would already have a stockpile. I'm pretty sure he said Pfizer when he referred to that, so my guess is Pfizer is who Andy Harris was referring to also.
On why Javitt has went dark, I am leaning towards one of two theories:
1. Big pharma is currently going through RLF's books to determine if an offer is a wise choice. (He seemed very open and forthcoming in the Dr. Yo interview, but has now been pretty tight-lipped since and there has to be a reason.)
2. he has been told to not say anything or has decided to not say anything after watching the whole Kodak thing play out and the shakeup at the FDA, and doesn't want to rock the boat prior to an FDA decision.
I have noticed that most vaccine co's dipped after the Russian announcement while therapeutics were holding strong, but lately I am seeing the opposite effect. It seems like vaccines and therapeutics are on a seesaw and while one dips, the other climbs. I am still long and do believe in RLF, but just like everyone else would prefer to see steady gains and regular PR. I guess my biggest fear at this point is vaccines being rushed through and beating RLF to the data in early Oct, although I do feel like there is room for both and multiple players on either side. Although obviously there won't be as much of a spaceshuttle effect for us, if we show up late to the party. On R/S's, if the data is there in Oct and an FDA approval is soon after, it won't be necessary to do a R/S to uplist to Nasdaq, because we'll already be up around $5 or $6 at least, hopefully more. And finally, RLF has said that they believe their future revenues could be in the hundreds of millions of dollars range. That seemed very low to me, before I started thinking about the niche market RLF is looking to fill. This will not be a catch all drug that is for everyone, however it could still be very profitable overall in iv form. The inhaler could definitely change that, but that is probably a next yr kind of thing. Just my .02
(To the person that sent me a PM, thank you, I completely agree, but I can't reply.)
