It looks to me like Cameron and Dale are looking to advance the administration of lenz even before patients become infected with covid. It appears that they are positioning lenz as an Antibody Drug Conjugate, and THEN administering a vaccine compound, which includes an anti-viral and humanized polyclonal antibodies.
The vaccine manufacturer with the most Market Cap to gain by incorporating lenz into their vaccine treatment would be Novavax. In 2019, before covid, there were periods in the year when our share prices were nearly-aligned. Share prices of both companies have been hit hard, and we could be looking at a second share price alignment.
But in terms of covid market share, J&J would benefit the most by incorporating lenz. Of course, Cameron has a history with J&J. They use a cold virus to trigger the immune response lenz needs. Novavax, whom I thought used a live virus, appears to use a synthetic covid virus.
I wonder if we will see a business partnership announced with Novavax and/or J&J. I wouldn't even mind seeing Moderna thrown into the mix. Their share price wasn't too far from ours in 2019, and I think they may have developed an anti-viral, too, or are in the process of doing so.
Regardless of the partnership, if one has been developed, that needs to be communicated. That, and a positive review of the ACTIV-5 data for patients who were in ordinal scale 5, could be our most immediate catalysts.
AI
