Paul Lee, THANKS. It is thou abit more than "a little something while we wait" as i am sure you are aware.
It is about the NVX PIPELINE.
The potential market for this vaccine, from what I understand is substantially larger than the market for DTaP. Like many times ( a billion plus). It has been referred to previously by some analyst as a "blockbuster drug".
Now add to that the statement in the release; "Currently there is no polysaccharide conjugate vaccine licensed for the prevention of group C meningococcal infections."
This vaccine will enter phase III trials in England pretty darn soon and I think it conceivable that within the next 12 months just could be on the market. Perhaps alot sooner than that in Europe, particularly England.
Now it is time to think NVX and PIPELINE, PIPELINE , PIPELINE.
From where i sit i see FOUR major vaccines becoming available conceivably as early as with in the next 12 months. 1. CERTIVA (DTaP), 2. DTaP-IPV, 3. Adult aP, and 4. Meningitis C. They will be followed within 2 years or so with a Group B Strep vaccine and a Meningitis A & B, and than a combination Meningitis A,B,C vaccine, and a DTaP-IPV- Men ABC.
Who knows maybe sometime alot sooner we can expect a DTaP-IPV-MenC.
Now this is why the longs are sitting tight with their NVX shares.
:-} |
