Investors -- January 18, 2023

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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.    

mRNA: Moderna, surging today; up $14/share; up 7%

• news yesterday: Moderna's mRNA RSV (not Covid-19) vaccine 84% effective
• seasonal flu: maybe 45% effective; continues to be debated;
  
• vaccinated folks are still better protected than folks relying on natural immunity; interesting.
• if one thinks about that, one would understand why that makes sense
• it's so obvious, it's like a light going on/off when it actually comes to you
  
• think Prevnar 20 for "pneumococcal" illness 
• why is Prevnar 20 so well accepted vs natural immunity?
• "no one" argues that it's better to deter pneumococcal pneumonia by avoiding vaccination against pneumococcus and relying on natural immunity;
  

Covid-19:

• as of August 19, 2021: eight (8) notable variants since September, 2020, BMJ.
• wiki is not helpful with regard to variants;
• January 10, 2023, current circulating variants:
• Omicron variants
  
• BQ,1.1: 34%
• XB.1.5: 28%
• BQ.1:
• All variants
• Omicron
• seventeen (17) sub-variants
• Delta
• one variant
• Other: other

Inflation:

• December, PPI numbers out:
• inflation numbers slightly better than expected:
• November, PPI, also revised; better number
• Dow moved up nicely when numbers released; but then fell into the red very quickly; then back to where were, green, Dow up 53 points;
  
• December retail sales came in almost as expected; forecast down 1%; actual, 1.1%