Monday, July 04, 2022 8:03:16 PM
I want to see how much appetite there is between the US and foreign governments for their national stockpile orders to treat hospitalized Covid patients. Sotrovimab had stockpile orders for hundreds of thousands of treatments, just for the US govt, and that mAb is proving ineffective for certain omicron variants, or for hypoxic patients. Altogether, they had purchase agreements for 1.7M treatments.
https://www.gsk.com/en-gb/media/press-releases/gsk-and-vir-biotechnology-announce-united-states-government-agreement-to-purchase-additional-supply-of-sotrovimab/
I'd like to see Humanigen capture and extend that market, as only we are positioned to do.
The Wainwright analyst had a share price projection for VIR/GSK of over $200 per share because of these sotrovimab purchase agreements.
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