SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Dynavax DVAX
DVAX 10.26-1.3%Oct 31 9:30 AM EDT
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: scaram(o)uche8/9/2017 10:11:38 AM
   of 184
 
Down 5%, which fits this sort of dilution. Deeper than I had hoped for.

So, what have we got:

1. best HBV vaccine, efficacy and compliance views. Mothballed, for sale;
2. first new adjuvant in a couple of decades (from memory, may be wrong);
3. intriguing trial results in combo with PD-1 blocking MAb (KEYTRUDA); and
4. plenty of cash.

I believe that Engerix-B does about a billion/year, but vaccine markets turn like an iceberg with a small outboard.

Think I'll ride out the next few months with my modest core position.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News