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Thursday, April 08, 2021 11:40:08 AM
I was wondering about the whole New York thing.
You usually meet in person when you have to negotiate, then sign papers and the signing needs witnesses and it all has to happen asap.
NP said something interesting when he commented that shareholders want EUAs everywhere then went to the current supply of LL which might be enough for one Country.
In past CCs he has stated that they will manufacture as much LL as is needed, yet there was a change in his attitude about being able to meet demand that was not there before.
Janet Woodcock has mentioned in the past that she favors BP due to their ability to get drugs past the finish line and ability to manufacture.
So, could it be possible that a back room deal may have been favored by the FDA before approval for Covid19. A deal that will increase manufacturing capacity exponentially ?
NP spoke about the meeting with the FDA about Samsung Biologics with Nitya Ray. He was giving Ray lots of kudos and kind of drifted off at the end almost like he was saying too much.
Perhaps there is something very large in the works, as he basically said that more then half of existing LL being reserved for Brazil and Philippines.
I agree that we appear to be headed for some interesting times.
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