Biotech Values

[DewDiligence]

Re: CC for DVAX HBV vaccine

From the CC this morning, it sounds as though they are not especially interested in the Asian market. In The U.S. and Europe, they plan to target special populations, such as dialysis and pre-dialysis patients, where a premium price may be warranted.

The most interesting comments on the CC pertained to the IP for HBsAg. DVAX’s CEO all but conceded that Heplisav infringes on the IP of GSK and MRK and invited those companies to settle—or partner.