Humanigen Inc (HGENQ)

[cowtown jay]

I find it interesting that Novavax is projecting to gain market share in the US, while their mRNA competitors warn of reduced revenue expectations. I suspect that lenz is going to be responsible for the improved outlook for Novavax.

I think gone are the days when Humanigen was targeting a market size of 100K doses. If lenz can be used as a prophylaxis with the Novavax vaccine, we could be looking at a market for millions of doses of lenz.

I think even the therapeutic market for lenz will increase, if we don't have to wait for patients to progress to disease severity scale 4 for treatment. We can access patients with significantly lower CRP levels.