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Novavax, Inc. Message Board

  • rpmanco rpmanco Sep 2, 2013 9:03 AM Flag

    Who is the best partner for NVAX?

    Who would be the best partner for NVAX?
    AZN has the funds to buy NVAX on the spot; however, a partnership would be the safest approach for both companies to engage in this idea. AZN would prevent another Synagis and NVAX would gain full pop in price. Such a deal would be acceptable with open arms by investors on both sides of the fence: AZN would get to make up for long-term investment losses (RSV wounds) as NVAX would get a blank check for testing costs right up to the shelf. Erck wouldn’t mind a seat on the AZN board either.
    Some facts leading to this idea:
    Lazard has constructed numerous acquisitions and transactions for AZN all over the world
    No pharma has spent more resources on RSV than Medimmune/AZN…Between Synagis and MEDI-534 alone…billions
    No company is better equipped to market and distribute an RSV product than AZN
    Medimmune's team is familiar with government agency scientists and administrators. They know their way around in RSV testing.
    Their pipeline comprises 48% of AZN’s pipe which means they get heard at board meetings.
    Furthermore, a huge data trove exists at Medimmune, e.g., intranasal vaccine technology, knowledge of the RS virus, and respiratory diseases in general.
    This is a thought…it may be dead on delivery due to reasons unknown…Stan did say he was seeking partners…who has more money and reason to buy an RSV vac (that works) than AZN?

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    • good analysis and most likely spot on; the heavy miedimmune presence at nvax and the startling fact that lazard is basically the broker for azn on deals all point to azn

      heres the conspiracy theory

      I've been on this board and long since 2004; yep, 2004; the great bf craze; when king George 11 mentioned bf and Rahul was actually interviewed on cnbc by joe kernan

      few others here from that time frame

      azn is a brit company; this board has been infested by an incredible number of brit posters over the years; I've joked that everyone in Britain except kate has posted on this board at one time or another

      rok,aka eddiew, posted here as a pumper for years back then; rez is a brit

      back in 2005-2008, notorious pro basher posted here under the handle allinthegame; we went after it for several years; finally, he admitted that he was a professional basher working out of England

      point is I wonder now if azn has been trying to destroy nvax for years and now that nvax is on the verge of success azn is now ready to partner up or buy the company

      the brit connection and history on this board can't be ignored given the signs now that point to azn a brit company as the eventual buyer of nvax

      anyways, I said buyout when the conference was first announced, will stick by it
      partnership is more likely but in any event a nvax/azn partnership is foreplay before the eventual buyout

      the 7mm shr money grab in aug points to it as does ercks age; he;s 64; time to cash in huge and go buy an island

      Sentiment: Strong Buy

      • 4 Replies to vvvvvvrebel89130
      • Greetings, REBEL. How have you been doing? NVAX is a ton of fun right now, although I have to admit that I really miss the days of MVL with you and everyone else that was in that stock... Sniff. That was certainly a fun stock to be in before it got acquired by DIS, indeed.

        Sentiment: Strong Buy

      • It's not a conspiracy if it's True.

        Note: vvvvvvvrebel posted this before the Jim Young COB announcement.

        All great truths begin as bloody #$%$. The Brits are coming for NVAX.

      • Dr. Rahul Singhvi joined Novavax in August 2005, the drugmaker had less than $5 million and was losing money on its biggest product. Within days he decided to bet on an experimental bird-flu vaccine. The gamble paid off for Novavax, which was based in Columbia until it moved to Malvern, PA

        The company raised $38 million after changing its focus and the stock jumped eightfold since Singhvi, 41, became chief executive officer. Novavax's financing included 12.5 million from Kleiner Perkins Caufield & Byers, the Silicone Valley venture capital firm that backed Google Inc., and Genetech, Inc. .........................................................

        And that ladies and gentlemen was the beginning of OUR NOVAVAX!

        Sentiment: Strong Buy

      • Oh that first came to board at $.56 a share...gosh, time flies when having such a great time. Sold those cheap shares for a 91/2 bagger..Dem waz da holding mucho shares at $ runnin' reb

        Sentiment: Strong Buy

    • AZN would be the ideal partner since they do have all the distribution in place for RSV. But somehow, I think there is someone else in the background that may be in play. And I think it could be Crucell/JNJ. They have made a deal recently for another RSV player in preclinical. I think they might acquire Novavax if they want to jump ahead in the timeline, and lock out all of the other players for RSV. Besides, they probably want Isconova adjuvant because they have been testing it, but Stan beat them to the punch.

      JNJ is about 4 times bigger than AZN, and 1-2 billion dollar deal is very small acquisition for them.

    • 30% of NVAX staff are ex-Medimmune (now AstraZeneca). AZ with Medimmune have RSV vaccine production, knowledge and infrastructure. Distribution points. All in place. Start with licensing agreement, and proceed to buyout in later years.

      Sentiment: Strong Buy

    • AstraZeneca Setback on RSV Drug Could Spur Deals (Article from 2011, but still relevant).

      The halt in development by AstraZeneca AZN -0.87% PLC of its most advanced follow-up compound for respiratory syncytial virus infection, or RSV, might spur interest in a handful of earlier-stage projects. Developing a vaccine for the disease, which can be serious for infants and the elderly, remains a significant long-term goal for the biotech industry.

      The discontinuation of motavizumab changes the playing field in this potentially lucrative area, and makes Alnylam Pharmaceuticals Inc. ALNY -0.97% and Cubist Pharmaceuticals Inc.'s CBST -1.06% ALN-RSV01, currently in Phase II development, the most advanced RSV therapy in development.

      A successful outcome in the study would surely prompt Cubist to consider buying out its junior partner, and might even renew speculation about a larger company buying out Cubist. Meanwhile, companies with drugs much earlier in development, such as MicroDose Therapeutx Inc, Novavax Inc. NVAX 0.00% and NanoBio Corp.—the last two working on vaccines—offer possible licensing opportunities. *******

      Of course, any potential partner—or indeed acquirer—would need to look far ahead, given that research is still at a very early stage. Moreover, AstraZeneca is still the undisputed leader in this space, and won't give up this position easily.

      The U.K. company sells Synagis, the only drug approved for prevention of RSV in high-risk infants. Despite having only moderate efficacy, Synagis generates around $1 billion of sales a year.

    • Areas of interest (AstraZeneca)

      Our partnering areas of interest are predominantly focused on three core disease areas which include cardiovascular & metabolic disease, respiratory, inflammation & autoimmune disease, and oncology. We remain interested but more opportunistic in partnering in the areas of infection and neuroscience. We are also actively seeking collaborations in personalised healthcare and biomarkers, and innovative science and technologies.

      Through MedImmune, our biologics arm, we have world-class capabilities in the research, development, manufacturing and commercialisation of large molecules to complement our small molecule capabilities. MedImmune’s areas of partnering interest mirror those of AstraZeneca in terms of therapeutic areas and we are integrated in our approach to partnering. More information about MedImmune can be found on their website.
      Respiratory, Inflammation & Autoimmune
      AstraZeneca has a 40-year history in small molecule research and a best-in-class pipeline of biologic candidates for respiratory, inflammatory and autoimmune diseases. Our goal is to lead the advancement of innovative medicines with greater efficacy, improved safety and enhanced convenience. We are particularly interested in asthma, chronic obstructive pulmonary disease, rheumatoid arthritis, systemic lupus erythematosus and novel inhalation approaches.

    • LONDON—AstraZeneca AZN.LN +0.09%PLC agreed to pay up to $500 million to acquire Amplimmune Inc.,
      which seeks to harness the human immune system to fight cancer.

      The deal was the latest in a string spearheaded by Chief Executive Pascal Soriot to restock AstraZeneca's flagging pipeline, which is being depleted as patents expire on key drugs.

      Closely held Amplimmune, based in Maryland, doesn't have revenue-generating drugs but is developing compounds that complement drugs in development by AstraZeneca's MedImmune biological-drugs unit. Biological drugs are based on living cells rather than chemicals.

      Acquiring Amplimmune "will allow us to strengthen our arsenal of potential cancer therapies," Bahija Jallal, executive vice president of MedImmune, said in a written statement Monday.

      London-based AstraZeneca will pay an initial payment of $225 million and as much as $275 million, depending on hitting certain developmental milestones.

      Dr. Soriot, who joined last October from Roche Holding AG, ROG.VX +1.64%is focusing AstraZeneca on specialty drugs, particularly in the heart, lung, cancer, inflammation and autoimmune fields.

      AstraZeneca in the past six months has agreed to acquire respiratory-drug maker Pearl Therapeutics Inc. for up to $1.15 billion and Omthera Pharmaceuticals Inc., which develops fish-oil-based drugs to lower fat in the blood.

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