The Rising Influence of Rising Affluence

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Dew, with your keen interest in vaccine companies I'm curious if you looked at Vaxcyte (PCVX), a recent IPO whose CEO is Grant Pickering, the COO is Jim Wassil the former head of Pfizer Vaccines and the Chairman is Moncef Slaoui the former Chairman of Vaccines at GlaxoSmithKline.

Vaxcyte is a spin-off from Sutro Biopharma and has licensed Sutro's Cell-Free Protein Synthesis platform to screen and produce carrier proteins for their vaccines. They claim their carrier protein is superior to proteins produced by random lysine conjugation because CFPS enables site-specific conjugation using less protein without sacrificing immunogenicity.

They have a 24-valent PCV (VAX-24) in the works with an IND filing expected in 2H-2021 and Phase 2 POC readout in 2022. They also have vaccine programs for Group A Strep and Periodontitis.

They look like they could be a player but obviously years away. Any thoughts?