Post #223 by ajm101 on the Falling Knives board

Investment Strategies / Falling Knives

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I think one actually should be sceptical when it's about a complete new type of vaccine for which contrary to the classic ones naturally they is no data regarding eventual longterm effects available.

Thank you for the link. Mrna vaccines aren't completely new and sars-covid-19 wasn't the first human mrna vaccine, although clearly it is the most widely administered - https://publichealth.jhu.edu/2021/the-long-history...

I think this gotten a bit far from PFE and falling knives for my preference, I apologize for not discussion vaccines further. It feels like PFE has been a value trap as long as I've been investing. I think they are dropping now because they have to acquire pipeline at bad rates, their patent cliff is large, and Covid has been mostly contained and the bivalent vaccine / pavlovid tailwins are going away. I don't think it requires further much further explanation. BMY performance from January 1, 2020 is almost identical.

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