Saturday, November 11, 2023 12:56:15 PM
One concerns the distinction between what Novavax refers to as their "updated vaccine", versus their "prototype vaccine."
pg 25
https://www.sec.gov/ix?doc=/Archives/edgar/data/1000694/000100069423000055/nvax-20230930.htm
NCT05463068
ENVIRONMENTAL SCIENCE published an article last month titled "Novavax’s Covid Vaccine: The Potential Game Changer.
A New Contender Enters the Ring
The global fight against Covid-19 could see a new ally in the form of Novavax’s vaccine, NVX-CoV2373."
https://bnn.network/world/novavaxs-covid-vaccine-the-potential-game-changer/
The author is basically saying that Novavax's prototype vaccine is poised to catch up with Pfizer. It could be THIS vaccine which uses the lenz cocktail.
The other notable difference concerns the company's recalls of their loaned shares. The first time the company recalled their loaned shares, their lead product was benznidazole, designed to treat Chagas disease, and to hopefully capture a Priority Review Voucher.
Now, of course, our lead product is lenzilumab, with a successful Phase III trial behind it, designed to treat a much broader market. I mention this in regards to how much retracement we could see from the highs we will achieve immediately upon announcing the recall of our loaned shares. I expect that we will see significant share price retracement, but, especially if lenz gets regulatory approval to treat covid or CMML, we will not likely see a return anywhere near our previous highs in the $20 - $30 range.
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