Replies to post #251779 on 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.

[dewophile]

$500M up-front cash

wow and congrats to anyone who is long didn't think they could get an up front like this
SNY must believe either that the NVAX platform can enable you to pick a flu strain on VERY short notice, or that it has some other advantage over MRNA tech, because if anything the one area where mRNA is expected to be better than current vaccines is flu bc you can pick a strain much closer to the flu season

[DewDiligence]

VRBPAC recommends JN.1 target for fall COVID vaccines:

https://thehill.com/policy/healthcare/4706149-fda-panel-picks-jn-1-subvariant-for-fall-covid-vaccines/

The expert advisory panel for the Food and Drug Administration (FDA) unanimously voted Wednesday in favor of selecting the JN.1 COVID-19 subvariant to be targeted by the next round of COVID-19 vaccines this fall.

The FDA’s Vaccines and Related Biological Products Advisory Committee (VRBPAC) was asked if it would recommended a monovalent vaccine that targets the JN.1 omicron subvariant for the 2024-2024 COVID vaccines. All 16 voting members voted in favor of selecting this lineage for the fall.

This decision is positive for NVAX insofar as NVAX is already manufacturing a JN.1 vaccine and it wouldn’t have been able to change strains in time for the 2024 fall vaccination season.