Monday, March 21, 2022
AHPI - Mass Casualty Event
Allied Healthcare makes ventilators for mass hospitalizations. The stock spiked to $45 during the intial Covid panic 2020. In reality, mathematically the demand for ventilators is going to be highest in the later stages of the pandemic when Covid cases are the highest. AHPI can hit a new high above the intial panic highs. Dailys
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https://www.alliedhpi.com/mass-casualty/
ReplyDelete"The new mass casualty ventilation line from Allied Healthcare Products has been designed from inception to meet the unique ventilation demands that can occur during a mass casualty event or pandemic. All of our mass casualty products are lightweight, robust, and easy to operate. Designed for surge capacity, these products are capable of providing reliable ventilation even in unpredictable environments and conditions. Whether used regularly or for stockpiling, these products require minimal periodic maintenance, reducing costs and ensuring these products are as simple to own as they are to operate."
AHPI has been trending up since 2016 other than a little dip in 2019. Then the pandemic hit and the stock spiked to $45. As of this month, in 2 years, AHPI has retraced all of that move.
ReplyDeleteThen on the second chart notice there is triple positive divergence in MACD since January. And so I've started to accumulate this stock.
ReplyDeletePessimistic I'm not only trading vaccines, now I'm buying ventilator stock...
what target?
ReplyDeleteCould pop in short term from $3. Ultimately AHPI target $45+
Deletethanks, for when?
DeleteWinter flu season is always the worst, but there are outbreaks reported in China, the most populous country in the world. Rainy season in China is due to start in April and into May, June, and July peaking could be a factor.
DeleteI wonder though... seems like the track record of using vents for covid is not so good. they put you on a vent and your risk of dying is 60 to 80 percent. On the other hand, it seems the jabs are becoming increasingly less effective. Are the weakening the immune system overall? If so, we could see a huge spike in new covid cases and a spike in hospitalizations and deaths. So that could increase the demand for vents (even if they are not very effective).
ReplyDeleteTrue and because it is a mechanical breathing device, the focus should be to avoid a ventilator in the first place, but this is where we are. Ventilator is a specialized equipment with few suppliers. AHPI only has 4 million shares, very few available if there is another run on ventilators. A couple things to consider. In 2020 it was a reflex action, the panic drove up ventilator demand, but at that time there were few cases. Now cases have exploded and there is a real demand and stockpiling. Hospitals are reaching capacity, and Covid is part of a larger healthcare crisis with an ageing population. Over the last 2 years there hasn't been any real effort to increase hospital capacity. When this inevitably happens hospital equipment will be in demand.
DeleteWhen I looked at the rainy season in Wuhan, China, next month in April the rains come and increasing May, June, and a July peak.
ReplyDeletesc,
ReplyDeleteWe are in the same place from December right before a big tech sell-off. Oil is at highs again --next sell--off, can confirm --three months (one quarter)--down! We may pull back down into Early April--Lets see what happens here?
Let's wait for the NFLX to finish the up move, then yes UVXY will be in order
ReplyDeletewhat is the target of NFLX)
Delete$425 NFLX
Delete"Moderna Covid vaccine for kids under 6 years old was up to 44% effective against omicron infection"
ReplyDelete"Moderna will ask the Food and Drug Administration to grant emergency use authorization for the vaccine for children under 6 years old as soon as possible, CEO Stephane Bancel said in a statement."
ReplyDeleteNormally the cutoff is 50% effective. FDA may reject this
ReplyDeleteNew chart posted!
ReplyDelete