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Monday, January 15, 2024 6:01:00 PM
But management also mentioned partnerships and a possible business combination, without going into further detail. I have voiced my opinion that Novavax may be a candidate for a relationship with Humanigen, and noted the covid opportunity for both companies working together.
"Novavax is projecting 30-35M covid vaccinations in the US this 2023-2024 period.
see slide 17
https://www.sec.gov/Archives/edgar/data/1000694/000110465924002100/tm242356d1_ex99-1.htm
If lenz is used as an adjuvant, or is used to enhance Novavax's Matrix-M saponin compound, that would greatly expand the market for lenz as a prophylaxis. But, if lenz is also used in the Combined Influenza Covid (CIC) vaccine, for which they have outlined a faster path forward in bringing to market (slide 14), then that could open a huge new market for lenz."
https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173606511
But in addition for lenz to be used as a covid therapeutic, a covid prophylaxis, a CMML preventative, and to enhance bone marrow transplant, and CAR-T enhancement, Novavax mentions the following in regards to their effort to fight malaria.
Malaria "Kills 630,000 people/year, incl ~ 1,300 children/day."
see slide 12 of their presentation linked above.
Is this an additional opportunity for lenz? It seems to me that it is.
"Cytokine-modulating strategies may represent a promising modern approach in disease management. In this review, we discuss the host immune response in malaria, analyzing the latest studies on the roles of pro- and anti-inflammatory cytokines."
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC8592744/
I have a long-standing, pro-Novavax bias. But it seems to me that the synergies of these two companies working together hold fantastic potential.
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