Humanigen Inc (HGENQ)

[cowtown jay]

I have to think, if Novavax has tested the patented lenz cocktail as an adjuvant with their covid vaccine, that lenz will replace the Matrix-M saponin-based adjuvant Novavax is currently using.

Also, might this signal a Conditional Marketing Authorization to use lenz as a treatment for infected patients in the EU?

Will such use of lenz and the lenz cocktail also enable Novavax to gain market share in Europe, well beyond the 200M - 300M projected doses?

Will Humanigen gain by the Advanced Purchase Agreements that Novavax is getting from several European countries? It may be likely that significantly less lenz can be used as an adjuvant, materially reducing the revenue per patient getting lenz. But total revenue for Humanigen would be astronomically higher due to the greatly expanded market volume of using lenz as both a prophylaxis and as a treatment.

Our newest investors may have a lower cost basis than us senior investors. But compared to what initial buyers will have to pay going forward, I think current shareholders will all be happy that we have shares ahead of the upcoming news. I just hope the bid gets run up significantly in the pre-market, once trading resumes.