Re: From Joe on YMB
Anyone that follows Stocktwits and YMB knows that AY8888 (who I believe is a she) and Joe (who I believe is a he) knows these are two of the biggest bulls on those forums. I mean bigger than Stock Warrior here.
Yes, it is fantasy, but not out of the realm of possibility. Novavax is bringing Mabion online later this year to add to the output. I would not be surprised to see additional capacity added from places like Takeda and SK Bio.
Remember, it is not just how much capacity Novavax has leased. It is also the availability of the raw materials needs to fully utilize that capacity.