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Vical Incorporated Message Board

  • johnodod johnodod Nov 14, 2012 5:40 PM Flag

    Biltmore Presentation

    Vijay sold the A-7 delay pretty hard as good news. The details have all been heard but his tone was that of a CEO presenting for analysts who have a $7 target on the stock, despite the fall.
    Synergy with existing therapies and the safety/tolerability profile were stressed as unique value drivers for A-7.

    I think the CMyVectin story is the sleeper waiting to put Vical on the map while the Allovectin trial results are maturing. It's a $2 Billion annual market opportunity. TransVax is $500 Million. If the half billion market is worth $130 in milestones and double digits in royalties, CMyVection could bring $500 million in upfront and milestones with a similar royalty on that $2 Billion.

    I would discount the universal vaccine as less mature than the transplant product but offset that by the fact that it would round out the product line of two competitors in the HPV vaccine space. It's good to hear Vijay selling synergy because that's the magic for a CMyVectin deal.

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    • Astellas slides on R&D pipeline, Nov 2, 2012

      ASP0113 (VCL-CB01)
      DNA vaccine for cytomegalovirus

      Target Disease
      Cytomegalovirus reactivation in hematopoietic stem cell transplant recipients
      Cytomegalovirus infection or reactivation in solid organ transplant recipients
      Area / Phase
      US/Europe Phase-III
      US/Europe Phase-II

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