Replies to post #212726 on Biotech Values

[dangerM]

DVAX wow

Few words: This is some impressive vote. Some kind of approval is more certain, but it still has too many moving parts for me to call out a price at which I would buy (again/back).

A bit more certain is, that they have 1mn doses set aside which (after an approval) could more or less instantly loaded into the sales channels (cf.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=127694951) and fetch about 55mn USD revenue (see current price of Engerix-B here https://www.cdc.gov/vaccines/programs/vfc/awardees/vaccine-management/price-list/index.html, for adults it's $55.65 per dose in 10 pack).

Somewhat more uncertain is a) partnering or better diversion of Heplisav as asset (well, in spite of the vote there is the post marketing study), b) development of Heplisav without a partner (if I understand correctly, they need to reactivate their cGMP production facilities at Dynavax Europe, see message above), c) especially since they now have to look for cash again both for IO and for the development of Heplisav. Hmm.