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Novavax (NVAX): Un Nuevo Comienzo

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Novavax (NVAX): Un Nuevo Comienzo
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Novavax (NVAX): Un Nuevo Comienzo
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#26716

Re: Novavax (NVAX): Un Nuevo Comienzo

Este mensaje y los 2 siguientes tienen bastante información:

https://www.rankia.com/foros/bolsa/temas/3387826-novavax-nvax-nuevo-comienzo?page=1743#respuesta_5452468

Luego otras cosas que he ido recogiendo (un poco de todo y seguro que en lo de hoy del CDC hay cosas interesantes):

Also clear is that a bivalent NVAX will better prepare us for future variants in the omicron branch of the tree. Personally I fear different branches evolving beyond omicron. Recall that omicron diverged into mice and came back into humans with 39 mutations after 6 plus months passing in mice. This will happen again either from mice or bats or deer perhaps where long term mutations are now accumulating. It won’t be the predictable that comes next. In fact there are now BA2 sub variants accumulating mutations in the S2 or an terminal domain, the region of spike that gives NVAX its advantage over mRNA.

https://www.investorvillage.com/smbd.asp?mb=193&mn=185053&pt=msg&mid=23360368
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https://www.investorvillage.com/smbd.asp?mb=193&mn=184324&pt=msg&mid=23345802

> UK Cov-Boost trial already showed that 2373 on top of mRNA shots performs worse than MRNA or even PFE/BNTX shots (except for durability).

(red) First off the CD4 T cell responses were good. And yes the NA titers were lower as the restricted number of epitopes were not boosted as well as was seen when boosting either AZ or NVAX boosting of NVAX that present wider numbers of epitopes. This is why the two booster trial is being run. The addition of a broader number of epitopes requires boosting as these S2 domain epitopes are still naive and like all antigens require a boost. However perhaps most important now is the effects of boosting people with prior infections, now a very very large segment of the population. For anybody previously vaccinated with mRNA and subsequently infected NVAX will be a superior booster
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Right the COV-BOOST study showed RNA as dose 3 was better than Novavax against original strain. But now that we see Novavax seems to do better against Omicron, and everyone's immunity is now maxed out after 3 shots, the rec for shot 4 would be Novavax now or wait for BA5 boosters
https://twitter.com/michaelzlin/status/1547453294708080642?s=20&t=i1DYFxmX5iW-vjy2scHj6A

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https://ir.novavax.com/2022-02-28-Novavax-Announces-Extended-Durability-of-Protection-Against-Infection-and-Disease-in-United-Kingdom-COVID-19-Vaccine-Phase-3-Clinical-Trial

First off the notion of sterilizing immunity was only back in the Wuhan days. That is no where near the case any time after the beta variant. (60% efficacy in SA study) Now that more extensive N terminal domain mutations are coming out the advantage NVAX has had is fading as well . Yes I listened and watched and read the data in quite extensive detail. There are dramatic drops in titer for BA1, 2,4, and now 5. And even though there are still ‘decent’ titers they will fade quickly as all titers always do. Better? Yes. Some sort of Christmas miracle? Nope. Let’s be real ok.

Personally I would advocate for a BA5 (large cross reaction with 4) and add in BA2.75as the next generation variant that WILL dominate by late fall. It is distinct from the BA4/5 lineage and in particular offers the newer N terminal domain mutations. The importance of this can’t be overstated as much of the T cell mediated durability of protection comes from CD4 T cells specific to the S2 (NTD) region of spike that until now has not been highly mutated. Let’s try like hell to get a step ahead instead of a step behind. And for gods sake use 5ug of each and be better than others instead of matching them. I hate to put it this way but ‘be best’ comes to mind

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Importancia boosters aunque disminuya la protección a infección rápido:

Aumento de supervivencia con 4 dosis frente a 3 (mRNA)
https://twitter.com/Biomaven/status/1547979592807223297?s=20&t=i1DYFxmX5iW-vjy2scHj6A

And also we have observational studies confirming that 3rd and 4rd doses improve outcomes against hospitalizations and death (some months):

https://www.nejm.org/doi/full/10.1056/NEJMoa2201688

https://www.cdc.gov/mmwr/volumes/71/wr/mm7104e3.htm

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Pretty disappointing results here from $MRNA booster trials (including arms with original vaccine, omicron BA.1 specific, combo). BA.1 arms do better against BA.1 than original, but by less than one might have expected - only factor of 2 better.
vs. BA.5 all lose potency by 3x

https://twitter.com/Biomaven/status/1548014346675965954?s=20&t=i1DYFxmX5iW-vjy2scHj6A

(esto puede ser un arma de doble filo si al final NVAX tiene un resultado similar como parece)
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Re: EMA comparison of the side-effects for NVAX, Pfizer, and Moderna --> Novavax is by far the safest!
EU Nordic Study;

Data on time to discharge and death after myocarditis was included in supplementary analyses. For male and females combined (all ages), 49.5% (95% CI 26.0 – 73.3) were discharged on day 4 or later following the second dose of Spikevax, while 53.7% (95% CI 39.4 – 67.4) were discharged on day 4 or later in the unvaccinated. For Comirnaty, a similar pattern was observed. Following the second dose of Spikevax, 4.5% of patients died within 28 days (95% CI 0.0 – 13.2) versus 1.2% (95% CI 0.5 – 2.7) among unvaccinated.

https://www.ema.europa.eu/en/documents/prac-recommendation/signal-assessment-report-myocarditis-pericarditis-spikevax-previously-covid-19-vaccine-moderna-covid_en.pdf

https://www.investorvillage.com/smbd.asp?mb=193&mn=186009&pt=msg&mid=23377620

Korea

Seguro que hay por ahí algo más reciente

https://twitter.com/M96191366/status/1538886336270241792?s=20&t=Sns5E7vCrzgdGfXtaAKnZQ

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A ‘breadth of protection’: Novavax’s newly approved COVID vaccine arms the U.S. with a new weapon against Omicron BA.5 subvariant


https://fortune.com/2022/07/14/novavax-covid-vaccine-approved-fda-omicron-ba-5-subvariant/

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https://www.investorvillage.com/smbd.asp?mb=193&mn=186083&pt=msg&mid=23379151

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Seguimiento de hoy del CDC:

1321 cases of myocarditis/pericarditis after 491million doses of mRNA
Incidence of myocarditis/pericarditis is 2-6 times more frequent with CoViD disease in varied age groups. Even in highest risk young males (2x)

After 7 days the incidence returns to baseline level.
Median hospital stay one day
100% of cases resolved. 81% reporting no long term consequences, 19% still in follow up.

Cases tend higher with MRNA vs PFE.

https://twitter.com/HelenBranswell/status/1549378688881393665
#26717

Re: Novavax (NVAX): Un Nuevo Comienzo

Impresionante Investing, con todas las compañías que llevas y lo que te lo curras.

Paciencia.
Es difícil tenerla, pero trae muy buenos resultados.....

#26718

Re: Novavax (NVAX): Un Nuevo Comienzo

Bestial, MIL GRACIAS por tu esfuerzo.
#26719

Re: Novavax (NVAX): Un Nuevo Comienzo

Menudo disparate estoy viendo en la presentación del CDC:

Las vacunas de Novavax no llevarán fecha de expiración en la etiqueta o cajas.

Me ha dejado a cuadros igual que a otros miembros.
Esta va a dar lugar a errores porque para saber la fecha los médicos usarán algún tipo de procedimiento que les será dado para averiguarlo. 
Novavax dice que es un problema logístico y que están trabajando para proporcionar una etiqueta más completa.

Luego aparecerán mierdas por fallos con este tema.....son la leche....
#26720

Re: Novavax (NVAX): Un Nuevo Comienzo

Interesante este, no? @investing-saints

#26723

Por Fín!!!

#26724

Re: Por Fín!!!

APPROVED! Voting results: 12 yes, 0 no, 0 abstention

ACIP Vote Interim recommendation: A two-dose Novavax COVID-19 vaccine, adjuvanted is recommended as a COVID-19 vaccine primary series for persons ages 18 years and older under the EUA issued by FDA
#26726

Re: Novavax (NVAX): Un Nuevo Comienzo

Si piensas que puede ser la buena, te parece excesivo una compra 6-7% mas cara?
#26727

Re: Novavax (NVAX): Un Nuevo Comienzo

Hostia no habia visto la segunda parte de "concierto" sangriento jaja >_<
#26728

Re: Novavax (NVAX): Un Nuevo Comienzo

Mañana -20% >_<, podras entrar, Seguidor
#26729

Re: Novavax (NVAX): Un Nuevo Comienzo

Que va, hombre. Mañana juegas ya expectativas de facturación y no de que se apruebe o no...

Mañana un 20% arriba claramente.
#26730

Re: Novavax (NVAX): Un Nuevo Comienzo

No, pero no estaba en casa y después de un 12% da algo de vértigo entrar justo tras el.

Paciencia.
Es difícil tenerla, pero trae muy buenos resultados.....