Novavax, Inc.
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It's hard to overstate how important the NVAX Phase 3 result is

โดย ChristopherCarrollSmith
ที่อัปเดต:
Novavax's Nanoflu isn't your typical new drug-- it's a whole new pharmaceutical technology. So it's hard to overstate how important today's positive Phase 3 clinical trial result is.

Positive Phase 3 trial data this morning suggest that Novavax's Virus-Like Particle (VLP)-based flu vaccines will be much more effective than existing egg-based vaccines. When you make a vaccine in an egg, it can mutate in the egg and no longer match the flu strains it's supposed to prevent. The VLP vaccines, by contrast, are genetically identical to the targeted flu strains. This increases the vaccines' effectiveness against the targeted strains.

Nanoflu also includes something called "adjuvant Matrix-M," which increases the number of antibodies produced in response to the vaccine by something on the order of 50%. Stronger immune response means greater effectiveness, though it also modestly increased the incidence of adverse events in Novavax's trial. One particular important result from the Phase 3 trial was that Nanoflu was more effective than its competitors against A/H3N2, the most lethal family of flu viruses and the one against which vaccines have traditionally been least effective.

I have some friends doing work in this field, and they've told me that there are three really exciting things about these VLP vaccines: 1) they aren't infectious, which makes them safer than using an attenuated virus, 2) they protect against not only the strain of virus they target, but also some mutant forms of it, and 3) they take 12 weeks to produce rather than the traditional 9 months. This last point is the real game-changer. Imagine being able to get vaccines to market in a third of the traditional time.

Novavax is also working on a VLP-based Covid-19 vaccine. We can probably expect the FDA to rush approval of both Nanoflu and the CoV-19 vaccine.
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This looks like it has probably peaked for now at about 17.50.
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ChristopherCarrollSmith

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