Bird Flu: How to Profit from the Next Pandemic
FDA orders national testing of all milk.
Source: Image created by author with Bing Image Creator
I know, I know. I’ve heard it a zillion times. Buying tobacco stocks is immoral. Investing in alcohol purveyors is sinking to the lowest level.
Anyone who seeks to profit off the misery of others is a degenerate.
Sure, millions around the globe are about to contract and suffer the horrendous symptoms that come with bird flu. Millions might even die. But if you had the opportunity to commit some capital to the one and only FDA-approved maker of bird flu vaccine and make it more widely available around the world, wouldn’t this be a virtuous thing to do? If you buy stock, you’re expanding the capital base so that this company can make this vaccine more widely available, possibly saving millions more lives worldwide.
Before Bobby Kennedy, Jr. takes over authority of the FDA and “goes wild” on public health as President-elect Trump has sanctioned, and before RFK, Jr. has the power to influence the population to steer them away from vaccinations of all types, public health officials throughout the nation have warned of a growing threat of bird flu morphing into the next pandemic.
Friday, December 6th, the FDA acted decisively. With the infection of 70 farm workers spread by over 700 cattle herds over 15 states the agency ordered mandatory testing of all milk before it has been pasteurized.
You’ll recall this is the very product anti-vax Kennedy has been hawking for the populace to consume for its supposedly healthy aspects;
raw milk.
As bird flu becomes a wider threat, it is time to consider our best defense to this deadly disease. As investors, we can put our money where our concerns lie. The biggest maker of bird flu vaccine is a good start.
CSL Seqirus
CSL Seqirus (CSLLY), two months ago, was awarded a contract worth tens of millions of dollars to expand its supply of the only FDA-approved bird flu vaccine. As this pathogen continues to spread amongst herds and farm workers and expands its presence to the other 35 states and probably to the globe, there will be nowhere, other than CSLLY, for the government to turn to safeguard the population.
Sales, revenues and profits will soar. The same way that Pfizer (PFE) and Moderna (MRNA) saw huge sales and profit expansion from their sales of Corona Virus vaccines, CSLLY stands to benefit from sales of its bird flu vaccine this time around.
We were quick to commit capital for our subscribers during the Corona Virus pandemic and make huge profits from vaccine makers, specialized needle manufacturers and makers of all manner of protective gear, clothing and masks. By getting in early, we can maximize our profits from this coming pandemic while also doing good.
Having sold off 19% from its three year high, it would seem an opportune time to consider a starting investment in this $86 billion market cap pharmaceutical behemoth.
Description
CSL Limited researches, develops, manufactures, markets, and distributes biopharmaceutical and vaccines in Australia, the United States, Germany, the United Kingdom, Switzerland, China, Hong Kong, and internationally. The company operates through CSL Behring, CSL Seqirus, and CSL Vifor segments. The CSL Behring segment offers plasma products, gene therapies, and recombinants. The CSL Seqirus segment provides influenza related products and pandemic services to governments. The CSL Vifor segment offers products in the therapeutic areas of iron deficiency and nephrology. The company also licenses CSL intellectual property. CSL Limited was founded in 1916 and is headquartered in Melbourne, Australia
July 12th of this year marked the stock’s 52 week at $104.71. Closing Friday at $89.61 represents a 19% discount from its 5 year high of $110.81.
In the News
GSK, Sanofi, And CSL Secure US Government Fund To Boost Bird Flu Vaccine Production
The U.S. government has granted $72 million to European pharma giants GSK Plc (NYSE:GSK), Sanofi SA (NASDAQ:SNY) and Australian firm CSL Limited (OTC:CSLLY) to more than double the U.S. supply of bird flu vaccines.
According to the Centers for Disease Control and Prevention, bird flu was detected in 254 dairy herds across 14 states. It has now spread to 700 dairy herds in 15 states and infected 70 farm workers.
Including the most recent two cases in California, 16 human cases of H5 have been reported in the United States during 2024, bringing the total to 17 cases since 2022.
As part of the agreement, GSK, Sanofi, and CSL will produce extra bulk vaccine components tailored to the circulating strains of avian influenza.
In an interview with Bloomberg, Dawn O’Connell, the assistant secretary for preparedness and response at the Department of Health and Human Services, noted that the companies plan to allocate the funds to fill vials and pre-filled syringes with stored vaccine components. The goal is to increase the nation’s total supply of ready-to-administer doses to 10 million by the first quarter of 2025.
According to O’Connell, the virus responsible for the ongoing outbreak has not changed in a manner that would compromise the effectiveness of the vaccines stored in stockpiles.
Additionally, some traditional flu vaccines are produced using eggs. Sanofi will ensure a steady supply of these vaccines to the United States to prepare for potential bird flu outbreaks and other needs.
The Bloomberg report added that Finland is the sole nation vaccinating its population against bird flu.
Richard Webby, a bird flu researcher at St. Jude Children’s Research Hospital in Memphis, noted that similar actions may be contemplated elsewhere if genetic mutations in the H5 viruses are in circulation.
The latest award from the Administration for Strategic Preparedness and Response of $72 million includes $37.9 million for CSL, $23.4 million for Sanofi, and $10.5 million for GSK.
Your Takeaway
Some regard investing in anything that takes advantage of the suffering of their fellow man to be sinful. In this case, we are proposing just the opposite. When a company seeks to expand its footprint, it sells additional shares and floats bonds to increase its capital base. If we participate in this process, we are engaging in a virtuous investment, helping to make more vaccines available around the world to mitigate death and suffering. The aim is to reduce the overall damaging effects of the coming bird flu pandemic.
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Best,
George Schneider, M.A.
Founder and publisher
Retirement: One Dividend At A Time
Disclaimer: This article is intended to provide information to interested parties. As I have no knowledge of individual investor circumstances, goals, and/or portfolio concentration or diversification, readers are expected to complete their own due diligence before purchasing any stocks mentioned or recommended.
Disclosure: I am long all RODAT Portfolio names. The Portfolio continues to build dividend income with reliable, dependable equities which have long histories of increasing the dividend.
Copyright ©2024, George Schneider, M.A.