Later in the video he does also talk about how they've signed the contract w/ the manufacturer for distribution and that they hope to announce that very soon. My guess is that's gonna be the "big news" for September going in to trial data in October.
I think August was much longer of a month with all the empty speculation and high volume flipping. September should probably stabilize a bit unless something huge breaks in another therapeutic / vaccine. This is encouraging information to me
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