@Ckd21 My thesis is 1 million courses of treatment sold at 5K per treatment, with a secondary possibility of ~2K per treatment and stockpiling thereafter. Really the market mispricing opportunity is the vast majority assuming donations will continue after there is sufficient data to establish pricing.
@Ckd21 To be fair, buying biotech ETF calls is the same thing, hoping for profits that may not be there. Clinical trials and drug development have had some disruptions. I'm not so sure the run up on biotech ETFs is justified, especially bringing it higher than pre-pandemic.