Saturday, October 22, 2022

Show Me The Outlier -- October 22, 2022

Tyler: link here.

One thing about Tyler: he's confused.

Motley Fool: link here.

  • The drugs (2018 prices):
    • Xofigo, prostate cancer, Bayer: $12,657 / month:
    • Cyramza, non-small cell lung cancer, Eli Liilly, $13,256 / month
    • Zykadia, late-stage non-small cell lung cancer, Novartis, $13,672 / month
    • Lenvima, thyroid cancer, Esaly, $13,945 / month
    • Blincyto, acute lymphoblastic leukemia, Amgen, $64,260 / month

The following vaccines (and many, many more) were provided to all (military) active duty members and their families entirely free

Talk to Mira: link here.

  • HPV, adolescent female, prevents all cervical cancer; $196.32
  • MENB, all teenagers, meningitis, $119.93
  • MENB, ditto, $128.60
  • MMR/Varicella: all children, $144.63
  • Pneumococcal: all adults, !50.83
  • Rotavirus: infants, 6-months old: $74.73
  • Rotavirus, ditto: $99.44
  • Varicella: everyone, $115.77
  • Covid-19, everyone: $100
  • show me the outlier

CDC: link here. Pediatric price list, current:

  • dengue: $99
  • DTaP-Heb B-IPV: $90.04
  • DTaP-IPV-HIB-HEPB: $139.82
  • hepatitis A - hepatitis B 18: $116.79
  • HPV -- human papillomavirus 9-valent $268.77
  • MENB: $168.15
  • MENB: $201.30
  • MMR/Varicella: $262.37
  • Pneumococcal: $226.43
  • Varicella: $159.99
  • Covid-19: $100
  • show me the outlier

Gardasil: link here. Perhaps the best "new" vaccine ever. More on this one later.

Ticker PFE: link here.

  • p/e: 8.8
  • yield: 3.6%

Ticker MRNA: link here.

  • p/e: 3.9
  • yield: -- 

Comment:

  • PFE has made their money on their Covid-19 vaccine
  • PFE won't make money on their Covid-19 vaccine going forward
  • their break-even cost is well above $125, and they will market it between $100 and $130

For investors:

  • my current "new-money" allocation, on a twice-a-month schedule:
    • 50 - 30 - 20
    • 50%: Buffett-approved Blue Chip, value stocks
    • 30%: semi-conductor, tech
    • 20%: fossil fuel energy (oil)
  • with the new data, for the next few months:
    • 40: Buffett-approved Blue Chip, value stocks
    • 30%: semi-conductor, tech
    • 20%: fossil fuel energy (oil)
    • 10%: mRNA


 Semis
: we're not talking about trucks. LOL.

Abbreviated disclaimer: this is not an investment site.  Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. Full disclaimer at tabbed link.

All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.

***********************
Gardasil

Link here.

The vaccine was approved for medical use in the United States in 2006, initially for use in females aged 9–26. 
In 2007, the Advisory Committee on Immunization Practices (ACIP) recommended Gardasil for routine vaccination of girls aged 11 and 12 years. 
As of August 2009, vaccination was recommended for both males and females before adolescence and the beginning of potential sexual activity.

By 2011, the vaccine had been approved in 120 other countries.

Would you -- I'm asking the women -- take a vaccine with no side effects, cost-free, and prevents breast cancer completely? 

In 2007, or thereabouts, I briefed the spouses (mostly women) of the leadership staff at the Air Intelligence Agency (think NSA, CIA, FBI rolled into one) on newly-released Gardisal.

The vaccine was approved for women aged 9 to 26 years of age. It would be provided by the military for free. It had zero -- zip, nada, zilch -- side effects. It would prevent all cervical cancer. It was the perfect vaccine and it was free.

I briefed the women. There were about sixteen in attendance.

The vaccine would be given to their daughters if they consented.

Pretty much across the board, all sixteen women said, "No, I won't give that to my daughter."

That's  about the time I said, "Enough is enough."

I was more than ready for retirement.

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