$VIR purely speculation: VIR/GSK at the negotiating table talking to these countries: “We can supply you with our already proven Sotrovimab in the IV formula for $2100… or you can wait a month or two and we can supply you with the IM formula”. Why hasn’t the US signed an agreement with us yet? Here are my theories: -waiting for preferred IM shot -already bought a ton from REGN/LLY -penalizing VIR for working with Chinese companies In the end, good science wins. My shares are locked up for the long road ahead.
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