Humanigen Inc (HGENQ)

[10nisman]

Well here is to only 1000 cases a day. That would be a major victory, but the problem is the current trend for new cases doesn't suggest 1000 cases a day in July.
https://www.google.com/search?q=US+covid+infection+rate&oq=US+covid+infection+rate&aqs=chrome..69i57j0l5j0i457j0l3.4263j0j15&sourceid=chrome&ie=UTF-8

I'm talking hospitalizations not cases. Hospitalizations are falling significantly (as are cases) and are the only proxy to be using for potential Lenz patients.

So we know the FDA and CDC are unsure if the vaccines will or won't require booster shots. The level of efficacy against the variants and the need to prepare for those new infections.

They are getting more and more comfortable that vaccinated people won't end up being hospitalized from the vast majority of variants --- and likely all variants. Plus, boosters are easily administered and there's ample production to produce them.

Also I don't know why you are only focusing on the US. In the event of an EUA other countries will also approve the drug. So sales will be international. It's a big miss to not include that the analysis of the company's prospects.

Have you ever looked at drug prices paid in foreign countries? It's pennies on the dollar compared to the U.S. If Lenz is bought in other parts of the work, it'll be at best $2-3K per treatment not the $10K everyone is assuming.