Biotech Values

[oc631]

SNY will commercialize NVAX’s existing COVID vaccine and will develop a combination COVID/flu vaccine incorporating NVAX’s “Matrix-M” adjuvant technology

The industry trend of moving towards combo vaccines is lifesaver for NVAX and it will be interesting to see how their adjuvanted vaccine works in combination with a flu vaccine from another developer.

I'm getting deja vu on NVAX promised timelines once again. They supposedly submitted their BLA yet it hasn't been accepted yet. How many years has it been? SNY will take over in "2025" (after approval?) which means if NVAX is granted EUA for the updated seasonal vax they are initially on their own commercially. This is how I read it anyway.