Big Pharma's going down the pan, taking its contractors with it
Investors are running for the door - implosion on the way!!!
An update first…
…in June this year, I posted the great news that the US academic publisher with a global reach, Wiley, had asked me to submit a proposal for a second book with them. Well, I did, it was accepted, and a contract was signed in August.
The title is Transforming the Pharmaceutical Supply Chain, and I have been busily putting the manuscript together since. These are the details:
Subject Matter: Pharmaceutical science and industry
Level and Readership: Graduate level students, researchers, and professionals
Number of pages: 300 printed and bound pages, book format of 6 x 9 in, for publication in 4-color format
Style of references: Numeric by citation in text
Number and type of interior illustrations: Approximately 50
This is the draft PREFACE (note: subject to change).
More to come closer to the date of publication.
More on Big Pharma’s journey down the pan
We know now that Pfizer’s and Moderna’s share prices are tanking on the back of massive loss of sales of you know what. The same direction of share price drop is happening with AstraZeneca’s share price.
If you remember the previous post below, you will also understand the knock-on supply chain dynamic known as the bullwhip effect. In a nut shell, it means that the lower tiers in the supply chain take a hit also, and the further down the chain they are, the bigger the hit they take
There will be a lot going on under the surface
Can you imagine the legal wranglings that must be going on between the various supply companies that have signed supply agreements with minimum quantites and all sorts of other terms that are not being met?
As an example, take the contract development and manufacturing organisation (CDMO) that was supplying the AstraZeneca drug substance:
Same for Moderna’s supplier Lonza, having just fired its CEO for loss of earnings:
This is good news for stopping the jabs, as it may be investors walking away will do the job before the courts get around to it.
Nah. I read all the analyst research on these names and the share price has nothing to do with the pending legal shit show I’m afraid.
It’s just that enough of the market was Covid believers (just like everyone else) and now that portion of shareholders is being slapped in the face with the cold, hard reality that a growing chunk of the population think the jabs are a waste of time. Very few know how deadly they are in reality. So sales expectations have dropped. And hence the share price.
The market is a herd, it’s on the turn, but we haven’t reached catastrophic plunge yet.
We are a few years ahead, knowledge wise.
— H A L L E LU J A H …
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