Solid growth, and tremendous upside potential with new Ebola test.
Wished I'd paid closer attention. That brand new Caliber lab clearly was built as part of government contingency plan that is now being placed into effect. Looks like IBIO stands to make significant royalties.
Both the head of the NIH and HHS acknowledged that NewLink is actively manufacturing vaccine. I particularly liked hearing the head of HHS mention that they are reviewing contract proposals from NewLink. That's sounds to me like some government contract money is headed NewLinks way in the next week or so, and there is a verbal agreement to ramp manufacturing in advance. Probably explains why they have government staff onsite.
Check CSPAN video of Friedman testimony. NewLink discussion is 1:30:10 into video. Panel acknowledged that federal government is onsite as production is ramped. Also notes that HHS is working with the company on contracts with favorable terms.
I suspect they are attempting to establish efficacy of available drugs with the live Ebola cases we're seeing. Sadly today Brincidofovir (trial size n=1) failed. Zmapp had one success, as did TKM-Ebola. Perhaps they try Sarpeta's drug next. This might provide some early guidance on which drug should be stockpiled.
Unfortunately it has never been tested against a single strain of Ebola - not one study to date. It's only been used on adenovirus (AdV) and cytomegalovirus in a couple studies, while similar, they are different enough that efficacy is not certain. The Dallas patient demonstrated that today. It's very likely Brincidofovir will not prove effective in this outbreak. Investors are better off focusing on Sarpeta or Tekmira, both have drugs which have been tested in lab studies and proven effective against Ebola strains.
It's just that simple. This is starting to look like a movie script.
You'll see Big Pharma making competing offers, that will drive this well north of $100.
If additional data out of MGH shows enlargement of the Hippocampus region that correlates to patients with improvements for MADRS, CPFQ, and SDQ, it would confirm mechanism of action for NSI-189 and garner tremendous attention in scientific community. At that point, the upside potential for CUR becomes limitless.
If the RSV results are positive, and I believe they are based on recent positioning by the company, then yes. I can easily seeing them being picked up as they would be the only maker of an RSV vaccine close to FDA approval. Given Merck's portfolio of infant vaccines, they be the number one suitor IMO. Buy and hold.
Could a quadravalent flu vaccine be offered which includes RSV? I understand conferring protective coverage from mother to fetus, I wonder about the larger population. Can someone break down the $5 Billion figure? I've been watching NVAX for some time and this pullback appears to be a gift. I'm just trying to figure out correct future valuation.
No treatment exists. Vaccination of every expecting mom with NVAX RSV vaccine as standard protocol. What kind of revenue are we looking at. Would seem to 4-5x current marketcap?
It's about blood cancers. Same reasons they took big positions in PCYC and sit on the board at INCY. Most retail investors are overlooking this detail. This is a good opportunity to buy shares.
This is a subtle point that most investors miss, but you are in fact correct. The ability to administer a surfactant without intubation for RDS is a game changer for the neonatologist. I agree, if it works, this company will be purchased for a large sum of money. We'll know later this summer.
All centered around TLR7 and TLR9 antagonist to be published in March issue of the Annals of Rheumatic Diseases (The Eular Journal) Interesting timing?