Pedestrian |
Mar 28, 2020 11:49 PM |
Quote:
Originally Posted by CaliNative
(Post 8877279)
Any stocks you are buying? Taking a look at sanofi (SNY), a French pharma. Saw a good report on it. Have a couple of Gilead shares (GILD) in case remdesivor works. The clinical trial results should be known soon. Also Abbott Labs (ABT) just came out with a quick test that can be done in doc's offices with quick results. Another company is coming out with an antibody test so we can find out who had the disease & recovered. Thanks for the link. Any tips on getting N95 masks? Of course the priority should be for medical personnel and emergency workers--a disgrace that they don't have enough. I know 3M (MMM) makes them. Wish they could crank out billions so everybody who is vulnerable (old etc.) could have them, and of course the hospitals should have limitless supplies. Can they clean/sterilize them so they can be reused?
|
Stocks: Not now but near the lows (or if we revisit them) I bought calls in Medtronic (makes ventillators--MDT), Baxter (makes IV fluid and a wide range of medical supplies--BAX), Charles River Labs (arms supplier to the biotech industry--CRL), Thermo Fisher Scientific (makes the key machine that runs PCR tests for coronavirus--TMO). Not buying major pharma because I already have plenty of a closed end fund, THW, that owns them (and another that owns Regeneron--HQH) but did you catch the interview with the CEO of Sanofi I posted?
I wouldn't know where to get N95 masks now--everyone has scoured the market. I bought 25 of them online back in January--hopefully enough since they can be worn multiple times. I plan to wear mine mainly in closed spaces--that darned elevator.
I also posted an interview with the CEO of Owens & Minor which makes face masks detailing how they hope to ramp production. They are already running their production lines 20 hours per day (he says they have to shut down 4 hours for maintenance).
I personally don't see why they can't be sterilized and re-used, but I'm a little out of date. My niece is currently an ER nurse and I asked her the same question today. Hasn't responded yet.
|