David: The article definitely helps the NVX stockholder.
1. One of my main reasons for being in NVX is the very thing the article is about.<<<<" after two decades.... the vaccine business is heating up, with potentially huge implications for drug-industry profits and public health." >>
2. NVX is an excellent "pure play" way to capitalize on this potential industry growth IMO.
3. NVX does happen to have a "otitis media"( middle ear infection) vaccine under development. What is more important is the fact that NVX holds exclusive worldwide rights to certain conjugate vaccine technology and it is this technology that is needed to develope the otitis media vaccine for infants as well as vaccines for meningitis, pneumonia, neonatal sepsis, and strep throat. I will have to do some homework but it just could be that NVX will have a decisive price advantage using their technology for all of these vaccines. The article does say that: "Most new bioengineered vaccines cost around four times what old-line inoculations cost."
4. This article certainly adds some substance to where the big drug companies are headed and it just happens to be were NVX is at. Right smack in the middle with 1) a great pipeline of vaccines under developement that address a multibillion dollar market potential,2) some exclusive rights and patents to certain significant conjugate vaccine technologies,3) an extremely advanced vaccine manufacturing facility, and 4) a cadre of experience management, many from Merck.
Obviously, that are a great candidate to be bought out sometime in the near future. And yes two potential NVX partners , Abbott and Connaught I would assume to be the most likely suitors.
The article provides a table of some diseases that the big drug companies are developing vaccines for.
Here is what NVX's list would look like if it had been in the table: pertussis,(aP),DTaP-IPV-Hib;
neonatal strep (GBS);
strep throat, (Group A);
Meningitis (A/B/C,Hib);
Otitis media( middle ear infection);
Pneumonia.
With the exception of pertussis, each disease here represent multi billion dollar markets. What is ironic is that all you are hearing about today is CERTIVA and it does address the smallest market.
It is just a matter of time and i don't think we are talking years.
My guess would be sometime in 1998 . :-} |
