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Novavax (NVAX): Un Nuevo Comienzo

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Novavax (NVAX): Un Nuevo Comienzo
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#12526

Re: Novavax (NVAX): Un Nuevo Comienzo

 
No siempre puedes obtener lo que quieres, pero si lo intentas a veces ... ¿ obtienes lo que quieres?

Después de ser inicialmente excluido del programa Operation Warp Speed ​​(OWS) del gobierno de EE. UU., Novavax ( NVAX ) se unió a la lista de empresas elegibles para recibir apoyo federal.

El 7 de julio, el especialista en vacunas anunció que recibirá $ 1.6 mil millones del gobierno federal para apoyar el desarrollo de su candidato a la vacuna COVID-19, NVX-CoV2373.

El analista de 5 estrellas de B.Riley FBR, Mayank Mamtani, está impresionado por la escala del premio en sí, y señala: "[T] su financiación es la mayor otorgada por OWS hasta la fecha, en correlación con la (1) solidez de los datos preclínicos generados y ( 2) lectura favorable del estudio inequívocamente positivo de Fase 3 NanoFlu a principios de año. En comparación, OWS previamente otorgó $ 1.2 mil millones y $ 0.5 mil millones a AstraZeneca y Moderna (MRNA), respectivamente. Lo más alentador, esto le permite a OWS tener todos los enfoques de plataforma en sus 3 principales candidatos a vacunas priorizados, es decir, ARN mensajero de MRNA, enfoque de vector viral de adenovirus de AZ y enfoque basado en proteínas de NVAX ".

La inclusión proporciona una medida de reivindicación para Mamtani, quien previamente había argumentado el caso del lugar de Novavax en el programa. El analista cree que los fondos ahora permitirán a Novavax continuar con una prueba de Fase 3 en el 3T y lograr su objetivo de producir 100 millones de dosis para fin de año. Si todo sale según lo planeado, la compañía espera inscribir a 30,000 participantes para el ensayo de otoño, Novavax podría incluso solicitar la aprobación regulatoria antes de fines de 2020.

 https://finance.yahoo.com/news/novavax-win-fda-approval-covid-000954927.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAKL2RtmrcBH2LDv1_qUgrDP4viYhkHgv__6wsRFjrzmw_IZZwo-xiPf8NdHnKuKdGIrgde3WwSra46hUlagyswwXeUe2DsF4L9LhWRW9hTSn-cXQzkrCkknP9U9woyI9leBzxEcmnBe5taU0V74w2bqZHOcM0Ja0DxM1LvR27vZ0 

#12528

Re: Novavax (NVAX): Un Nuevo Comienzo

Iturralde analizando Novavax, minuto 7’ 10“

Especulación en Bolsa - Consultorio completo 10-07-2020
http://www.ivoox.com/53665912


Lo sigo mucho pero claro, hablar de farmas como si fueran repsoles...o amazon, pues no. Las caidas libres como un cuchillo son las fases. Cualquiera que siga farmas se ha comido alguna. 


#12530

Re: Novavax (NVAX): Un Nuevo Comienzo

Yo veo que con los resultados de la fase 1y con todo esto, puede bajar quizás a 70 pero no es raro verla antes de octubre a 200...por tanto, sigo dentro y cuando llegue a 145 suelto otros 150 cromos 
#12531

Re: Novavax (NVAX): Un Nuevo Comienzo

Y 160 en diciembre??
🙃

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

#12532

Re: Novavax (NVAX): Un Nuevo Comienzo

Yo firmo los 160, un 65% arriba no es malo, no? O nos hemos vuelto locos todos?
#12533

Re: Novavax (NVAX): Un Nuevo Comienzo

Para los que os atrevéis a dar un precio objetivo a la empresa...
Me imagino que el recibir 1,6B habrá aumentado el valor. 
Es evidente que con este cash se abren posibilidades. No se si podrán utilizarlo en algo diferente a la vacuna, pero es dinero que entra.
La pregunta que me hago es cuál sería ahora la valoración mínima de la empresa. Hace un mes hablábamos de unos 30$. Como lo veis ahora?
#12534

Re: Novavax (NVAX): Un Nuevo Comienzo

Solo hablo por gráficos.
Posibilidades en ellos y posibles fundamentales para apoyar esos precios.

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

#12537

Re: Novavax (NVAX): Un Nuevo Comienzo

Congratulations on getting the funding
 
um what did you make of dr fauci's uh
 
comments well we
 
we are in the business of r d and we
 
learn from experiments and so we will do
 
the experiments to find out how many
 
doses are needed
 
to have long-term protection our
 
we're we're in a clinical trial right
 
now where we're dosing uh people with
 
one dose and then uh
 
followed up by another boosting dose and
 
we'll measure the
 
the uh ability to protect long term
 
that's all you can do
 
look at your data
 
it stan is an antibody response enough
 
and is there a kind of
 
a line in the sand that you're getting
 
an idea of
 
in terms of that antibody response in
 
terms of providing protection
 
yeah so that's a great question so are
 
we we have taken the
 
tactic of having a vaccine that has
 
tactic of having a vaccine that has
a recombinant protein that we make at
 
large scale
 
and that protein itself has the ability
 
to stimulate
 
antibody responses that should be
 
protective
 
but we also mix it with an adjuvant
 
and the purpose of the adjuvant is to
 
boost that immune response to the
 
antigen
 
and to boost a t cell response so cell
 
mate mediated immunity so our vaccine
 
has
 
both and we think both components are
 
important
 
do you think that a world where we get
 
like a one shot and done thing
 
like measles is actually realistic and
 
can you give me perspective on kind of
 
timing then for sort of multi shot
 
versus
 
one shot deal yeah i
 
i think the data are looking so far that
 
they would have uh
 
in our trials we're trying out one dose
 
of day day zero
 
and we're following that up with the
 
104
00:01:48,870 --> 00:01:48,880
and we're following that up with the
 
dose of day 21. i think
 
that for our vaccine it could be a
 
standard dose others are taking
 
approaches where they're trying just one
 
dose and there's
 
there are several different main
 
approaches to a vaccine we're all
 
targeting interestingly
 
we're all targeting the same protein
 
it's called a spike protein
 
 
and it's a protein on the surface of the
 
virus that has to bind to your
 
human respiratory cells and if you make
 
antibodies to that spike protein
 
then you block it from being able to get
 
into your respiratory
 
cells and cause cause illness and there
 
are the
 
there are several different ways there
 
are three main ways that we're making
 
this
 
uh protein uh one where it's inside of a
 
of a viral vector that's that's uh
 
been killed so it doesn't infect you
 
another one is to make mrna that encodes
 
the same spike protein and ours is is i
 
guess
 
the more proven traditional way it
 
sounds old but it's not
 
but it's it's to actually make the
 
but it's it's to actually make the
 
protein itself it forms a nanoparticle
 
which is
 
which is really immunogenic and is seen
 
by the immune system as
 
something they want to put antibodies on
 
it so so those three different ways of
 
making that protein could result
 
in three different immune responses some
 
in three different immune responses some
 
more potent
 
some less and and the data will
 
the data will show us and not very long
 
 
we're all
 
racing as fast as we possibly can we're
 
in phase one trials were
get data by the end of this month and
 
those phase one trials should turn into
 
phase two trials in august
 
and by sometime in the fall we should
 
have some evidence because we're going
 
to do this in multiple countries
 
we should have some evidence that our
 
we should have some evidence that our
vaccine is
 
stimulating a an immune response that
 
protects
 
it is safe
 
dr fanchi also talked the other day
 
about the fact that we are starting to
 
see
mutations in the virus um
 
would that affect the spike that you're
 
talking about
 
if that were to mutate how problematic
 
would that be for your efforts
 
we've looked at it and so far we're in
 
the clear
 
so and that's what you that's why you
 
want to have a vaccine like ours
 
which which has a full length protein
 
stimulates antibodies to many parts of
 
the protein
 
and has an adjuvant that that broadens
 
the response so
 
so so far we're okay
 
um there's a lot of vaccine under
 
development out there obviously for many
 
different companies
 
um how is it to get test patients to try
 
the vaccine
 
i mean is it easy do you have to compete
 
with other companies what do you do with
 
that
 
well it's a question that's increasingly
 
asked because it's not hard to do phase
 
one study i mean
 
we had 130 people and we had them in one
 
we had 130 people and we had them in one
 
day
 
um it's it's uh as you get into trials
 
with 30 000 people
 
we can do that as well there's lots of
 
people who would love to have an
 
experimental coronavirus vaccine
 
if you get into trials with three or
 
four trials with 30 000 people
 
four trials with 30 000 people
you might bump into one another and so
 
that has to be worked out
 
there's certainly plenty of trial
 
science there's certainly no shortage of
 
people who would love to try a
 
coronavirus vaccine so
 
that that can be sorted out
 
um how's it going to work in different
 
regions around the world stan
 
um you are now part of of the warp speed
 
program in the united states
 
does the u.s get it first can you
 
manufacture only in the united states
 
does that pose
 
risks do you need to have multiple nodes
 
uh in terms of your manufacturing
 
process
 
and again therefore and then does that
 
lead you on in terms of problems of
 
distribution
 
no i'm glad you asked the question
 
because we've we've addressed that
 
problem early
 
we have uh we've invested in global
 
production
 
we've been aided by this group sepi
 
which is the coalition for
 
epidemic preparedness who has given us a
 
funding of 380 million dollars
 
we've just bought a facility in the
 
czech republic
 
that has the capability of making a
 
billion doses of product
 
we're now turning on
 
plants in another country in europe and
 
in asia and in india so we're going to
 
have a global
 
manufacturing capacity both for our
 
antigen the spike protein
 
and for matrix which is the adjuvant
 
that's important
 
and the and the goal is that
 
if borders close in one area or another
 
uh we will still be a global producer so
 
i i think that's a strategy that's
 
really important to the pandemic
 
but you are a u.s company and you did
 
get 1.6 billion dollars from
 
the us so were there any strings
 
attached like you have to distribute it
 
here first
 
well it it part of the part of our
 
obligation are to make
 
to get these plants up and running and
 
to make 100 million doses
 
that can be deliverable starting in the
 
fourth quarter hopefully
 
finished by january or february of next
 
year and
 
so those will be for the u.s beyond that
 
is not
 
been determined but there's clearly
 
going to have to be more procurement by
 
the u.s government
 
and hopefully we can have capacity to
 
supply the entire u.s population
 
and and perhaps others so that we can
 
ship outside the united states
 
and and as i say we're backed up by
 
capacity in asia and europe and india
 
so uh we'll be able to ship anywhere
#12539

Re: Novavax (NVAX): Un Nuevo Comienzo

Ahora???
Je 😉

Edito: lo acabo de ver, “Zapatero a tus zapatos”

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

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