In terms of why I think our pending recall of loaned shares will cause a more significant short squeeze than our first one did, I listed the LIVE-AIR, PREACH-M, RATinG, and the Mayo Clinic-sponsored trial in CAR-T, that could lead to the authorization or approval of lenz. Those were the trials Humanigen highlighted in their last 10-Q. Success in those trials could entice sustained buying interest in Humanigen's stock.
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.
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."
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.
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."
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