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AZN vaccine as not covered anyone over 65 with data, and it takes at least 3 months after the vaccine is given to show

As new variants highlight the possibility that we will have to live with Covid-19 forever, GlaxoSmithKline is doubling down on its CureVac partnership in search of an mRNA vaccine of the future.

And if it all goes smoothly, GSK might have a blockbuster vaccine all of its own in 2022.

Bankrolled with $180 million (€150 million) from GSK, the new co-development pact will see both companies contributing resources and expertise toward a number of new mRNA vaccine candidates — “including multi-valent and monovalent approaches.” €75 million of that is paid upfront and the rest is in milestones.

In addition, the pharma giant says it will leverage a manufacturing network in Belgium to support CureVac in the manufacture of up to 100 million doses of its current shot in 2021, joining Bayer in backing the biotech’s production.

Even though the leading mRNA players say their vaccines are still able to protect against new coronavirus variants emerging in the UK, South Africa and Brazil, data from them and other developers suggest they may not be as potent as they are against the original version of the virus that the vaccines had been designed for.

GSK’s goal, it says in a statement, is to both cover those existing variants while enabling a quick response to any others that could pop up in the future.

Glaxo /Curevac /CVAC

It was only a mater of time before GSK came out, GSK knew they backed the right vaccine in July last year, but even today the markets don't see it.
Now the Vaccine world as added teh heavy weight to production of the best vacccine that will be able to cope with Sars 2 covid 19.
CVAC+Bayer+GSK+Rentschler.

CVAC share price will go above $250.00 on completion of the 3 phase trail,
How many of the CVAC 5 million share issue did GSK investment arm take.

DMP

Did GSK dump they the GSK SAM mRNA vaccines to join CVAC, it will be interesting to hear from Jeff Hulmer who headed this project and worked on the technology for 20 years

DMP.
There is a lot of waffle and miss information on VIR 7381.
First VIR 7381 its effective against the virulence N439K strain, so was Ely Lilly -CoV555, Regeneron 10933 and Regeneron 1098, but Eli Liily and Regeneron failed in providing antibodies against the more aggressive Wild 439N strain, VIR did not fail against this strain, hence it moved to Phase 3 trials. The trails are under NIH’s ACTIV 3 trial, and combine with GSK 4182136.

To further evaluate VIR /GSK Antibody treatment, both were enrolled in the Phase 2/3 COMET-ICE (COVID-19 Monoclonal antibody Efficacy Trial)its a early first line treatment over 16 years old who are at high risk COVID-19 and being admitted to Hospital ICU .

VIR 7832 is in a Phase 2 Trial as well on people with severe Covid 19 on Ventilators.

Eli Lilly got FDA Approval for its bamlanivimab antibody treatment Dec 23 2020, its since found not to owrk on the wild strain, so it's being combined with VIR731 GSK4182136 to see if it works, that is the key, it failed on its on on the wild strain , but it already as FDA approval, so it make sense to combine it in a much wider trial of hospitalized patients with VIR/GSK.

Unfortunately, there are very few Journos or such who actually follow al the date and trials an grad headlines to suit a Nationalist Agenda like the UK Press does.

I find it Ironic that the UK media and Press have this bl00dy Little Britain nationalism syndrome.

Wonder how much of a part this Nationalism played in Clover decision to take a Dynavax adjuvant, even though it did not perform as well as GSK.

Clover may have noted the UK antics with vaccines and decided they do not want to be in that situation of bringing a vaccine to market relying on GSK UK plants making the vaccine.

I say it as I see it, this does not make me right or wrong, its a personal view on Clover decision , but considering GSK signed up with Clover in Feb 2020, 3 months before Dynavax.

Dynavax have since picked up another Country's vaccine to use its adjuvant platform , and I am sure the GSK board know full well the antics of the UK stupidity is causing more problems and they may well list on the NASDAQ , pull off the LSE and relocate as much of GSK to the EU over the next 5 years

Reading all UK pushing this AZN vaccine in every outlet, they say may, could , possible transmission reduction

Nowhere at all is there any factual evidence been provided on transmission , worse no evidence in anyone over 65.

Even Pfizer/BionTech/- MOderna /Lonza have said they did not conduct test on over 85 year olds, so the data only applies to those under 85.

Germany
France
Italy
Poland
Belgium have all stated no one over 65 to have the AZN vaccine, each country as viewed the data and will not use it for older people until everything is transparent , which AZN admit they dont have data.

Two does 4 week s apart is the data, the EU said we will see if the 12 week dosing holds up.

When the FDA have all the facts, then it will be a decision and findings made on Data, and the FDA wont allow AZN/Pfizer
Moderna to put up data that wont hold up

FDA wont approve it until serious data is in place on over 55's, even EU gave it a go ahead, but nearly every nation wont vaccinate over 65@ as there is no data at all to support it.

the FDA are not the MHRA, they are strict and enforce , seen how they demand everything .
Even the Pfizer BionTech did not get all panel members on board

DMP,
I have always found the UK to be more right wing and bordering on the far right necon model of the USA.

I note the UK Labour party have gone back to the right and installed a typical Blairite , a blue rinse Tory in my opinion, but politics I swerve away from where possible.

AZN was trading at £7420 on Feb 2 2020
Pfizer was trading @$36.64, today trading at $34.78 Despite its work with BoiNtech, so far only Biontech have seen the big gains.
Smaller Pharma Companys are being shown to have a better capital growth return for investors seeking Capital Growth, most major Pharma are Income based investment returns, unless they had major problems they recover from like Hikma Pharmaceuticals had 3 years ago and investors could see the potential for a recovery

If Pfizer has got its sums right then the sellside might seriously have to lift forecasts for its Covid-19 vaccine Comirnaty. In today’s fourth-quarter earnings report the group said it expected to book $15bn of Comirnaty sales this year, but there is apparently room to approach a number twice as high. The $15bn forecast comprises only the 780 million or so doses Pfizer has already contracted for, including 200 million to the US for $3.9bn and 300 million to the EU. But the company can “potentially deliver around two billion doses by the end of 2021”, though because the market is subject to government contracting it says it is responsible not to bake such numbers into revenue forecasts. Pfizer is splitting Comirnaty gross margins 50/50 with Biontech, but will book sales globally except in Turkey and Germany, and expects a high-20s percentage pretax profit margin on the vaccine’s sales. In December the sellside saw Moderna’s mRNA-1273 as this year’s top-selling Covid-19 vaccine, and though some analysts now expect it to sell $11bn in 2021 Pfizer has jumped ahead

JD
The Journalist is so far out of her depth its scary they even publish such carp.

7831 is in 3rd phase trails and working well, but the Journo as got fixated on Eli Lilly joining them, she does not even mention the 7831 that as neutralized N349K.
It worked where Eli Lilly and Regneron as not, but hey its the UK press, that is filled with half baked journo's who would not know what 7831 is

AZN dividend as been questioned before, due to it borrowing to pay to pay its dividend. Its dividend as not been attractive compared to its peers.Pfizer dividend is nearly double the AZN at 4.35% and its expected to bring in additional revenue of $14 billion for its Vaccine

December 2020 impact of the Axelion Deal that will cost AZN $39bn in cash and stock when it completes this year.

London, 21 January 2021 – ViiV Healthcare, the global specialist HIV company majority owned by GlaxoSmithKline plc (“GSK”), with Pfizer Inc. and Shionogi Limited as shareholders, today announced that the US Food and Drug Administration (FDA) approved Cabenuva, the first and only complete long-acting regimen for the treatment of HIV-1 infection in adults. Cabenuva is provided as a co-pack with two injectable medicines — ViiV Healthcare’s cabotegravir and Janssen’s rilpivirine — dosed once monthly, as an option to replace the current antiretroviral (ARV) regimen in those who are virologically suppressed (HIV-1 RNA less than 50 copies per milliliter [mL]) on a stable regimen, with no history of treatment failure, and with no known or suspected resistance to either cabotegravir or rilpivirine. Prior to initiating treatment of Cabenuva, oral dosing of cabotegravir and rilpivirine should be administered for approximately one month to assess the tolerability of each therapy.1

Lynn Baxter, Head of North America, ViiV Healthcare, said: “Today’s FDA approval of Cabenuva represents a shift in the way HIV is treated, offering people living with HIV a completely new approach to care. Cabenuva reduces the treatment dosing days from 365 days to 12 days per year. At ViiV Healthcare, we are dedicated to ensuring no one living with HIV is left behind, and adding this first-of-its-kind regimen to our industry-leading portfolio of innovative medicines reinforces our mission.”

Kimberly Smith, M.D., MPH, Head of Research & Development at ViiV Healthcare said: “It’s thrilling to collaborate with the NIH and the Bill & Melinda Gates Foundation to conduct such an important study in HIV prevention in women and deliver ground-breaking results confirming the superior efficacy of long-acting cabotegravir for PrEP.

Repeating on garbage only helps

Again the UK press mob are clueless, they dont name any of the VIR GSK antibodies that have worked in the USA, this journo duster , attempts to piece together bits of information and gets it all wrong.

Nothing new, the Guardian have long been a rag of untruths, and who can forget how they gave all the Assagne Wiki Files to the USA.

Wonder which University that old con artist Guardian Journo works out who spread the BS about the Iraq war, for Blair and covered up Thatchers son arms dealings

NVAX. extra production coming from Sanofi and Novartis.
Moderna , big $ went in from USA to fund it.
BionTech proven , expect the sp to start rising when Sanofi mass produce for Canada .
BioNtech already working on new strains like CVAC, so very advanced compared to traditional vaccines.

NVAX will get FDA approval in March, FDA have still not seen JJ data yet.

I am expecting German powerhouse to produce at least 1/3 rd of vaccines in H2 . Only the EU is geared up for mass production on huge scales. Sanofi, Novartis. Bayer already starting ramp up .

Be interesting to see which vaccine GSK assist with if Medicago falls short

Germany, March 12, 2020.
German pharmaceutical giant Bayer announced Monday it will help a smaller German biomedical company, CureVac, produce its experimental COVID-19 vaccine, the latest drug maker to offer up manufacturing capacity as supplies fall behind demand worldwide.

At a virtual news conference hosted in Berlin Monday by Health Minister Jens Spahn, Bayer’s pharmaceutical chief, Stefan Oelrich, said the company expects to produce 160 million doses of CureVac's experimental vaccine, which is currently in late-stage testing, in 2022.

Bayer and CureVac reached an agreement last month to work together on a vaccine. Oelrich said Bayer has experience and capacity to expand CureVac's production capacity.

CureVac's vaccine is still in the testing phase, and the company’s CEO, Franz-Werner Haas, said the vaccine his likely to be considered for approval "to produce up to 300 million doses by the end of 2021."

Given the issues encountered getting vaccine orders filled, Health Minister Spahn said it was in Germany’s – and Europe’s - best interest to have production and development capacities in the region and to support them as best they can – even if the vaccine production is a year out.

Stelli Bayer

Note NVAX, have the Reddit Army locked on up another 25%

VIR Data to date was good enough to roll it out from the USA into the UK NHS, it's very doubtful VIR would have mad ethat move with GSK if it did not stack up.

Eli Lilly joined VIR/GSK for a reason that they knew the Antibody were effective, and Eli Lilly would not join them if there antibody was better.

Regeneron is still unkonwn its operation on EUA I understand, so with Johnson Johnson AZN not comming up with anything, its now a case of what Gilead bring to VIR as well