Humanigen Inc (HGENQ)

[cowtown jay]

As I recall, Sanofi was one of our initial investors. They, along with GSK, have a protein-based covid vaccine with a larger market than Novavax in the EU. I think our lenz cocktail should be compatible with the Sanofi vaccine. For all I know, even the Pfizer and Moderna vaccines could benefit from the lenz cocktail. I dismiss that, because I think lenz would interfere with the messaging of mRNA products. But even if lenz is administered subsequently, I think the mRNA vaccines would still cause the virus to mutate, and is just the wrong way to go.

But there are yet other covid vaccines approved in Europe that may benefit by using the lenz cocktail. I've previously discussed Janssen on occasion. They, along with AstraZeneca, have adenovirus vaccine compounds. So, the monstrous opportunity for lenz with Novavax could be bigger still. Novavax needs us to survive, in my opinion. They may want exclusive rights to use lenz as an adjuvant, which they need because they are not very diversified yet. But I would expect our management would be opposed to that, unless we combined our businesses, which I think would be a good move, if Novavax sized their R&D program more efficiently. I think this is a feasible possibility, since we saw Dale free-up shares that could be used in a stock-for-stock business combination with Novavax.

The suspense is killing me. The company, however, may be safer than it has ever been. If we have some type of purchase agreement with Novavax, that should entice enough buying interest for the company to recall their loaned shares, and perhaps declare the 5:1 forward stock split I have been anticipating.