COVID-19 UPDATE: Positives over weekend. Sub-100K cases. Phase I drug EXO-C24 cures COVID 3-5 days, potential major breakthrough. Of 10 key 2021 macro drivers, 8 of 10 likely to support higher P/E in 2021... creating...

Click HERE to access the FSInsight COVID-19 Daily Chartbook.   We are shifting to a 4-day a week publication schedule: Monday Tuesday Wednesday SKIP THURSDAY Friday STRATEGY: Of 10 key 2021 macro drivers, 8 of 10 likely to support higher P/E in 2021...  a tailwind for upside surprise Multiple positives COVID-19 developments over the weekend...It was mostly over the weekend, there were several positive developments over the weekend: - US COVID-19 cases fell to 90,780, the first sub-100,000 since Wave 3 started- EXO-CD24 in a Phase I trial in Tel Aviv shown to cure COVID-19 in 29 or 30 cases (see Point #3), thanks AR+RJ and SJ for flagging this.- Daily US vaccinations reached 2 million per day (past 2 days)- Vaccine "boost" not even kicking in yet -- only 2.6% of US received 2 doses (per data compiled by tireless Ken) So you can see, multiple positive developments over the weekend.  A possible cure!  Sub-100,000 cases?  - as we commented last week, at this pace of decline (-25k to -30k vs 7D ago), we could see sub-50,000 cases in two weeks- vaccinations will "boost" this figure as only 2.6% of US citizens have 2 doses but could be 10% or more in two weeks The first drug that seems to result in an actual COVID-19 cure...Over this weekend, results of Phase I trial of a drug...

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