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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (153714)	2/28/2020 3:48:44 PM
From: ggersh	1 Recommendation Recommended By Dr. Voodoo Read Replies (1) \| Respond to of 217521

Panic? Powell Issues Unscheduled Statement To Calm Crashing Markets, Fails "The Federal Reserve is closely monitoring developments and their implications for the economic outlook. We will use our tools and act as appropriate to support the economy." 391 Corrected *We will use our tools and act as appropriate to support the banks."* Tax/rate cuts cure Virus or markits? Trump Admin Considering Tax Cuts, Pressuring Powell To Cut Rates In Hopes Of Containing Coronavirus Fallout It appears that every response offered by the Trump administration to contain the coronavirus pandemic, is wrong. 8

To: TobagoJack who wrote (153714)	3/2/2020 8:35:18 AM
From: Dr. Voodoo	Read Replies (3) \| Respond to of 217521

Re: Supply Chains--example Pharma. Am looking back somewhere in this thread-- Re: 8-9 months what years of trade war could not accomplish-- Game that has long been afoot, is to protect high value manufacture, while rapid build up for production. Above in microscopic (can't find a better picture) Lily, Humalog Plant, Puerto Rico,,,notice no windows. Is made from shipping containers. built in land far away,,, shipped in, stacked up like legos. circa 2007. cen.acs.org Rough plant build time for ~ 30 million does per annum, Coartem (anti malaria, 2 drug combo) 18 months, circa 2008 time frame. who.int Today: ncbi.nlm.nih.gov Januvia never sees human hands. Abstract The eighteenth and nineteenth centuries marked a sweeping transition from manual to automated manufacturing on the macroscopic scale. This enabled an unmatched period of human innovation that helped drive the Industrial Revolution. The impact on society was transformative, ultimately yielding substantial improvements in living conditions and lifespan in many parts of the world. During the same time period, the first manual syntheses of organic molecules was achieved. Now, two centuries later, we are poised for an analogous transition from highly customized crafting of specific molecular targets by hand to the increasingly general and automated assembly of many different types of molecules with the push of a button. Automation of customized small molecule synthesis pathways is already enabling safer, more reproducible, and readily scalable production of specific targets, and general machines now exist for the synthesis of a wide range of different peptides, oligonucleotides, and oligosaccharides. Creating general machines that are similarly capable of making many different types of small molecules on-demand, akin to that which has been achieved on the macroscopic scale with 3D printers, has proven to be substantially more challenging. Yet important progress is being made toward this potentially transformative objective with two complementary approaches: (1) automation of customized synthesis routes to different targets via machines that enable use of many different reactions and starting materials, and (2) automation of generalized platforms that make many different targets using common coupling chemistry and building blocks. Continued progress in these exciting directions has the potential to shift the bottleneck in molecular innovation from synthesis to imagination, and thereby help drive a new industrial revolution on the molecular scale. A very expensive house, built on a very loose foundation: Much of pharma manufacture is capable of moving anywhere--- with major exception. Raw materials,-- the low value building blocks, are largely produced in China. This low value manufacture which pharma has built it's entire house of cards-- simply aren't produced except in china and india. Will this manufacturing move? Can be certain, long term ripple for those heavily affected here, will be to re-think China Price. Given Januvia--- and even biologics moving to modular smart manufacture, in grey area,,, in country, on demand--the distributive manufacture and diversification from singular supply chains How/where? In other news, food product, ton scale Finally- shipping from China, tomorrow, after 1 month delay.