Member Info for Dunnieboy

Next data release for Vir’s Hepatitis b & d is Nov 15 to 18th, to date the results have been spectacular.

https://www.tga.gov.au/media-release/tga-receives-application-increased-dose-glaxosmithklines-covid-19-treatment-sotrovimab-xevudy-ba2-omicron-sublineage

Papucel, i put Vir on here because GSK is a major shareholder, and year to date the sp is on the floor but I believe it will come good, it’s all about opinions & backing your own beliefs.

Vir Bio's numbers are insane
How would you like to own a stock with 48% profit margins and revenue growth of 46,000%? Of course, it's super-expensive. No, wait, it's one of the cheapest stocks you can find. Right now Vir is trading at 1.3 times forward earnings.

So how does that happen? Well, Vir is a biotech company. And when you go from having zero drugs on the market, to having the Food and Drug Administration give you an Emergency Use Authorization for your COVID treatment, your numbers are going to spike higher. Vir's drug, Xevudy, has sent the biotech's numbers into the stratosphere, with $1 billion in revenue and $500 million in net profits.

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undefined Stock Quote
NASDAQ: VIR
Vir Biotechnology, Inc.
Today's Change
(-4.53%) -US$1.10
Current Price
US$23.20

Vir's partner, GlaxoSmithKline (NYSE: GSK), has quickly sold 1.7 million doses of the drug, with each dose priced at $2,000. That makes it a $3.4 billion molecule right now. Since Vir is responsible for the science, the small biotech collects a cool 72.5% of all Xevudy revenue. Vir is a tiny company, with a $3.2 billion market cap. And the biotech has all sorts of fascinating drugs in its pipeline, including a potential cure(!) for hepatitis B. I'd buy 100 shares of Vir, costing me $2,783.
Above is Motley Fools recommendation.

https://www.fool.com/investing/2022/03/04/heres-why-this-under-the-radar-biotech-is-at-the-t/

TR64, from what I understand GSK do the selling and Vir get the royalties so there’s a time lag on Vir getting paid, that means it could fall into different accounting periods as Vir stated they had another $1.1/1.2m they have invoiced for but not yet received.

https://www.sec.gov/Archives/edgar/data/0001706431/000119312522052116/d307494dex991.htm

GSK’s partner in Sotrovimab released results last night, just under a billion in the bank, $1.2bn invoiced due in this quarter, mkt cap of just over $3.5bn.
GSK receives 27.5% of sales, Vir 72.5%, and a pipeline of massive potential still in trials.
GSK has a 8% stake in Vir.

TR64, Scangos the CEO has transferred about 97% of his stock to a family trust, sounds like he’s expecting a massive rise in the share price when the results are out on the 24th, tax avoidance is perfectly legal.

$VIR
this may be something or nothing but GSK have announced that they have pulled out of a deal with Novavax, Novavax spent the last year working to get regularity approval for its vaccine & GSK wasn’t prepared to reserve the factory capacity to manufacture 60m doses of the jab.
Could GSK need the capacity to manufacture Sotrovimab, they did state recently that they wanted to ramp up production of Sotrovimab, although 60m doses is a dream to far even for me??

https://email-st.seekingalpha.com/click/26689712.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

Data Suggest Sotrovimab Retains Neutralizing Activity Against Omicron Subvariant BA.2
02/10/22 at 1:24 AM EST
PDF Version
– Pseudovirus results being shared with government and regulatory authorities;
publication in bioRxiv anticipated in the coming week; additional live virus testing underway –

SAN FRANCISCO, Feb. 09, 2022 (GLOBE NEWSWIRE) -- Vir Biotechnology, Inc. (Nasdaq: VIR) today announced that preclinical data suggest that sotrovimab, an investigational monoclonal antibody authorized for emergency use in the United States and developed in conjunction with GlaxoSmithKline, retains neutralizing activity against the BA.2 subvariant of Omicron. These pseudovirus results are being shared with government and regulatory authorities around the world and the Company expects to publish data on bioRxiv in the coming week, with live virus data to follow.

James Congdon who runs the Quest research unit at broker Canaccord Genuity said Aston Martin’s equity looks ‘vulnerable’.
He believes a Aston Martin may ask investors for more cash...for a FOURTH time.

TR64, VIR7832 acts as a vaccine, providing it gets through phase 111 trials.
I think it’s likely GSK will buy VIR, last March in the ‘collaboration agreement’ GSK gave undertakings not to buy any more shares in Vir for 12 months without Vir’s consent, but beyond March GSK can go ‘hostile’, if need be.
Personally I’d rather see Vir independent until the pipeline matures & more products are approved, but if the offers good enough!

https://www.benzinga.com/general/biotech/22/01/25037157/vir-biotechnology-expands-partnership-with-bill-melinda-gates-foundation-launches-new-antibody-re?utm_campaign=partner_feed&utm_source=TechInvestorNews&utm_medium=partner_feed&utm_content=site

https://seekingalpha.com/news/3787903-glaxosmithkline-vir-seek-fda-nod-for-intramuscular-use-of-covid-19-therapy

France now
COVID-19: HAS authorizes early access to Xevudy® in curative treatment

Fanny Le Brun
January 13, 2022
0
France - The High Authority for Health (HAS) has just authorized early access to Xevudy ® (sotrovimab), a monoclonal antibody from the GSK laboratory, for people most at risk of developing a severe form of Covid-19 [ 1 ] . This validation comes after the HAS has already authorized early access to two other monoclonal antibody treatments, Ronapreve ® and Evusheld ® , in the same indications.

https://www.indiatimes.com/news/world/who-recommends-two-new-drugs-for-treating-covid-patients-559243.html

Think Papucel picked the wrong week to have a go at TR64?? GSK & VIR got another contract today.
GlaxoSmithKline LLC, Durham, North Carolina, was awarded a $945,107,496 modification (P00001) to contract W58P05-22-C-0002 to procure an additional 340,048 doses of Sotrovimab therapeutic treatment, with an option to procure an additional 715,680 doses by June 30, 2022

The Times U.K. leading financial paper reporting on GSK updating the JPM conference yesterday said it was a ‘momentous‘ time for the co.
Its forecasts ‘exclude’ the prospects of Xevudy, Dame Emma Walmsley said; the company remained in discussions with governments.