I think both valuations simply reflect that regulators feel empowered to abuse their discretionary authority with impunity.
But this is a big world. It is not prepared with a proactive virulent response plan, as lenz is singularly essential to develop, preferably in an exclusive collaboration with Novavax.
Novavax recently announced:
"U.S. Government and Novavax Extend Partnership, Securing Up to 1.5 Million Additional Doses of Novavax' COVID-19 Vaccine Feb 13, 2023"
What SHOULD happen is that the lenz/vaccine/anti-viral cocktail should be the standard of care (SOC) for covid prevention. At the least, until that truth becomes self-evident, the lenz cocktail should be extended to family members of infected patients as a post-exposure prophylaxis. It should likewise be extended to seniors and those who are immuno-compromised as a pre-exposure prophylaxis.