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Most recents (2)

Latest @WHO #TechnicalBrief on #Omicron
Overall risk remains very high & threat depends on

1⃣Transmissibility of #variant
2⃣How protective vaccines & prior infection are
3⃣Virulence of variant
4⃣Understanding of dynamics & uptake PHSM

Full 🧵👇 (1/)
who.int/publications/m…
Epidemiology (1)
-#Omicron has large growth advantage over #Delta - grows significantly more than Delta in countries with community transmission
- Evidence that immune evasion contributes to rapid spread
-Wk 52, global weekly #COVID19 incidence ⬆️ 71% compared to prior wk
(2/)
Epidemiology (2)
-Study from HK found #Omicron infects human bronchus tissue faster and better than #Delta
-#UK study found Omicron outcompetes Delta in experiments using cells derived from human nose, but not seen in lung derived cells
-Growth advantage in upper resp tract
(3/)
Read 17 tweets
GHF Portfolio 2020/21 squad
Pot 1. Covid beneficiaries &/ or lockdown resilience
#BOKU
#EKF
#GMR
#OMIP
#PLUS
#SPSY
#TPX
#WEY see thread for rationale...
I’ll post Pot 2. tomorrow & my first portfolio performance update for 2020 at end of week...after all, only 8mths gone!!!😳 Image
#BOKU Rationale:
(1) Strong H1 with TPV +35% (2) Largest DCB payments company & recent acquisition of Fortumo cements global leadership (3) Op gearing emerging (4) Identity side set to scale FY21 (5) New e-wallets provides access to 2bn potential customers with nil in forecasts👇🏻
#EKF Rationale:
(1) 4x “ahead” trading updates in FY20 (2) Strong B/S & cash generation (3) Excellent management (4) Primestore collection device in significant demand for COVID testing (5) Value of #RENX stake (5) Possibility of further upgrades in FY20
Read 32 tweets

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