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Insmed Incorporated Message Board

telmatrix 15 posts  |  Last Activity: 2 hours 30 minutes ago Member since: Feb 17, 2000
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  • telmatrix telmatrix 2 hours 30 minutes ago Flag

    Article also states...

    ---------------------------------
    The vaccine was safe, with no serious side-effects, according to the study.

    Not known is how long the protection lasts, or the vaccine's effect on pregnant women and children -- high risk groups not included in the trial.
    ---------------------------------

    So the take away is that "there were side effects"... curious what they were. Moreover if there are any adverse effects on pregnant women or children (still to be determined), then "pfft"... not a solution at all. Require refrigeration? Logistical distribution issues abound. Obviously a lot more study is "still" required of this so-called Merck solution. WHO need to keep other viable options on the table. NVAX solutions has historical track record for efficacy, well tolerated, no refrigeration required, rapid production, etc. Just saying... :)

    Sentiment: Strong Buy

  • telmatrix telmatrix Aug 1, 2015 1:33 AM Flag

    In respect to the recent article (tooting Merck's ebola vaccine)... If Merck's ebola vaccine is also egg-based (hence long production time constant), also requires refrigeration, etc., then it is NOT a clear winner... Just saying...

    Sentiment: Strong Buy

  • You can Google for this article... Just published by R&D:

    Four-pronged Flu Prevention
    Wed, 07/29/2015 - 7:30am
    Lindsay Hock, Editor

    But here's an excerpt below... Clearly NVAX tech is ahead of the curve here IMHO. :)

    The process begins in February and takes pharmaceutical companies about five months to manufacture and produce egg-based vaccines that are set to deliver at the beginning of the season, which typically starts in September or October, says Dr. Catia Ferreira, U.S. Medical Affairs Lead for Flu, GSK.

    Sentiment: Strong Buy

  • Reply to

    Elvis

    by rconre Jul 26, 2015 5:01 PM
    telmatrix telmatrix Jul 26, 2015 8:47 PM Flag

    May need it... This coming week will be a BIG week in the stock market - over 240 major companies reporting earnings. May be a tad rocky? We'll see... Regardless for long term investors does not matter much in the big scheme of things. NVAX is a retirement stock IMHO. :)

    Sentiment: Strong Buy

  • Reply to

    Curious

    by horcents Jul 26, 2015 2:41 PM
    telmatrix telmatrix Jul 26, 2015 5:59 PM Flag

    Agree... And imho if that happens it is likely a big Pharma will try to buyout NVAX; number of outstanding shares be damned. Perhaps it could even turn into a bidding war between a couple big Pharma, as the upside potentials of owning NVAX technology will have clear enormous upside if all 4 clinical trials are solid.

    Sentiment: Strong Buy

  • telmatrix telmatrix Jul 23, 2015 3:01 AM Flag

    3 years + change sounds reasonable, but lest we forget... Big Pharma Wants RSV Bad. IMHO, if phase II results look solid, offers will be on the table left and right. There are too many upshots of NVAX tech for big Pharma to ignore. Ya... Number of outstanding shares is a burden, but the potentials and market scope are such big Pharma will want to own NXAX no matter what. ;)

    Sentiment: Strong Buy

  • Reply to

    The NVAX Optimism

    by cosaman Jul 20, 2015 11:18 PM
    telmatrix telmatrix Jul 21, 2015 2:55 AM Flag

    Just curious... Is there a way to tell if the optimism, hence recent share price increase is being primarily driven by institutional or retail buying? OR if both, the % of each? Not sure when the reporting of institutions purchases are updated. Thanks...

    Sentiment: Strong Buy

  • Reply to

    Was I dreaming this.....

    by insmhistorian Jun 1, 2015 2:17 PM
    telmatrix telmatrix Jul 14, 2015 10:58 PM Flag

    NVAX? They have results coming out soon...

    Sentiment: Strong Buy

  • Google for this article...

    Bill Gates just made an alarming point about what could 'kill 10 million people in the next 30 years'

    Sentiment: Strong Buy

  • FYI... Posted on June 25, 2015, Money Morning Investment Site (Can Google for article):
    ---------------------------------------------------------------------
    We first recommended the stock back in November 2014 when shares were near $5. Since then, NVAX has climbed 120% and now trades at $11.34. It's no longer a penny stock after the gains we've seen, but the stock still has plenty of upside.

    Novavax is a biopharmaceutical company that develops vaccines for pandemic flu viruses, rabies, and respiratory syncytial virus (RSV).

    The key for NVAX stock is the company's strong pipeline of drug candidates. Its vaccine for the H7N9 virus was fast-tracked by the U.S. Food and Drug Administration. That speeds up the approval process significantly and acts as a catalyst for the stock price.

    The company is also working on an RSV vaccine and an Ebola treatment.

    Keep an eye out for updates on Novavax's clinical trials. Any positive results could send shares soaring even higher.

    Sentiment: Strong Buy

  • Reply to

    The personal touch !

    by cmarriott11 Jun 27, 2015 4:17 PM
    telmatrix telmatrix Jun 27, 2015 8:39 PM Flag

    I’m not a cheerleader type, but it takes little forward thinking to realize the obvious… If the NVAX platform is indeed robust, permits rapid response, flexible - not require refrigeration, and “effective”, then IMHO not only is an investment now in NVAX a no-brainer, but in the months and years ahead, will be a retirement stock to boot. It would be insane not to have a long-term position. Looking forward to the near upcoming RSV / influenza results… And other news w.r.t. Ebola, MERS, etc.

    Sentiment: Strong Buy

  • telmatrix telmatrix Jun 26, 2015 2:43 AM Flag

    Oh okay... Thanks!

  • Can Google for article...

    CONAKRY, Guinea (AP) — Despite hopes that the deadly Ebola outbreak could soon be contained in West Africa, it shows no signs of abating in Guinea and may be flaring up once more in Sierra Leone as people are flouting rules limiting travel meant to stop it.

    Sentiment: Strong Buy

  • telmatrix telmatrix Jun 25, 2015 11:40 PM Flag

    Wonder how this news (article) plays into the scheme of things? Can Google for this...

    Drug Discovery & Development
    Scientists Pinpoint Mutations Responsible for Ineffective 2014-2015 Flu Vaccine
    Thu, 06/25/2015 - 12:25pm

    Sentiment: Strong Buy

  • Reply to

    RSV is a big deal

    by horcents Jun 24, 2015 9:47 PM
    telmatrix telmatrix Jun 24, 2015 11:27 PM Flag

    Bingo... This is it. MERS, Ebola, have the headlines, flash in pan stuff though, because if this RSV part comes to fruition in Q3, the world will become a different place, especially for investors in NVAX IMHO.

    Sentiment: Buy

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