YetAnotherInvestor
Posted - 1 hour ago
$VXRT It can be extremely tempting to assume that we are close to commercialization and EUA. look closer and you will find their manufacturing capacity today are only meant to be clinical scale production as called by vaxart’s management. there is no proof they have commercial scale manufacturing ability. those are speculations on this board. if you dont see a CDMO involvement and if you dont see nothing more than 2 500L bio reactors in 2 manufacturing plants - chances are that they are not commercial scale ready in the near future and that is fine bcos they need more progress before they can commercialize. just keep realistic expectations
TWITLIEDETECTOR
Posted - 1 hour ago
$VXRT Regardless of VXRT, the market is going to tank and not spin around for probably 2 more quarters. Its happening quick which is good. All the board experts should have known this was going to happen. It will come back but it may not for VXRT if that BARDA money doesn't come through. Havent changed my mind that VXRT will be acquired
Abbiy
Posted - 2 hours ago
$VXRT Liar company, no future
T_Cell_Himothy
Posted - 3 hours ago
$VXRT Don’t let them fool you toots been loading 🔥🔥🔥
Dave247
Posted - 3 hours ago
$VXRT It is fine to want transparency ftom companies you invest in and does NOT imply you need hand holding. That is an intimidation attempt to get people to stop posting ideas contrary to a certain narrative of others. Those participants are not moderators here nor do they control this forum. As long as you follow ST House Rules, freely share your ideas. If you are frustrated with Vaxart management, freely express thoughts just dont be intimidated by the board bully. He is a nobody.
HOLYvaxyGRAIL
Posted - 3 hours ago
$VXRT Just stay positive. I know we will win eventually. In the meantime the trolls are having their fun. To piss them off, I am buying more.
Spankeee
Posted - 4 hours ago
$VXRT VaxyLove touched on this in an earlier post. The narrative floating around online is that Vaxart is in bed with hedge funds to drive the SP into the dirt. Why should he or anyone even need to say that in a post? I don't believe it for a second, but enough people do believe it and that is a problem for Vaxart. The reason why hundreds of companies including Tesla came out and made statements against shorting is because the #1 HF tactic is to blame management over and over for absurdly low valuations. This results in the loss of investor trust and harms a businesses ability to raise money. Silence is Golden, until it's not. Communication is very important for Vaxart at a critical time when they need to raise funds. I am curious to hear what Lo says when he first addresses investors. Time will tell how they approach this but I do not expect Lo to not give us reasons for a yes vote. It is his job, to convince investors and gain their trust. All investors, retail, funds, and otherwise.
LookForArrow
Posted - 4 hours ago
$VXRT Is Vaxart the answer and cure to bird flu A(H5N1) ) ?
Vaxylove
Posted - 4 hours ago
$VXRT Draft Day 17/17 Bottom line: PNG will give us a seat at the global pandemic prep table. The timing couldn’t be better for us. This is like the Internet in the late 1990’s or AI right now. The global financing, manufacturing, and supply chain infrastructures for pandemic response are still in their infancy, and we’re getting in on the ground floor. The ground floor! Like Draft Day, teams are solidifying their foundations and making plans for the future. As always, there are surprises along the way. Today, we’re still in the first round. But we already have the Patrick Mahomes of oral vaccines on our team. Watch out. This play is much larger than some of you may think.
Vaxylove
Posted - 4 hours ago
$VXRT Draft Day 16 So the US is the world’s leading investor in health security, the US and UK have told us oral is the priority, the US has established pandemic partnerships with 50 countries, we’re one of a handful of companies in PNG, we’re among the first to go to trials, we’re getting major funding from the US government, Gates has invested in us directly or indirectly on 9 occasions, the FDA funded Stanford to identify correlates for us, we have 2 constructs showing up on the government chart, none of our advisors have left, we're ready to make "major strides forward" with Covid, and HPV, Rotavirus, and Oncology programs are in the wings. And the most important attribute for vaccines in a study of six countries is the type of vaccine delivery. And we have the only vaccine on the planet demonstrated to block transmission and prevent infections in humans. Consequently, the last thing I’m worried about is the SP.
hopethisworksout
Posted - 4 hours ago
$VXRT at least someone isn’t afraid of the truth
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 15 Final points: 1. There’s a huge disconnect occurring that doesn't make sense. The global scientific community is focusing on mucosal immunity, blocking transmission, and preventing infections. And yet, the world is going all-in on the mRNA platform, which doesn’t accomplish any of those goals! This is absolutely insane. It’s a clown show of epic proportions. I'm in the process of contacting media to tell them this. It's a story for the ages...
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 14 From the US Government Global Health Security Strategy: 1. The United States is the world’s leading investor in health security. 2. It’s a top priority of the US to collaborate with countries, regional and multilateral partners, and public and private organizations, to enhance access to financing for pandemic preparedness and response. 3. The US is supporting countries around the world to expand access to quality medical countermeasures, including vaccines. 4. The President’s 2025 Budget includes nearly $10 billion for pandemic response. This is on top of the $2 billion left from PNG and the $27 billion unspent with ATI. 5. PATH led an acceptability study in six countries to understand preferences for attributes of next-gen Rota vaccines. You’ll love this. Results in order of the most important attributes countries are looking for in vaccines: 1. Vaccine delivery 2. Improved efficacy 3. Cost
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 13 I posted the price chart for Rotavirus vaccines in my last post. Noro will likely be similar. Gavi prices range from $2.55 to $5.55, while UNICEF ranges from .60 to $18. According to the World Tourism Organization, there were approximately 1.5 billion international tourist arrivals globally in 2019. For the moment, let’s forget about the fact that Noro is increasingly affecting people of all ages. Just focusing on the 1.5 billion travelers (combined with increasing media attention on Noro outbreaks and public knowledge), if we had 50% of those travelers at $3 a dose, that would equal revenue of $2.25 billion. Even if we only had one-third of those travelers, revenue would equal $2.5 billion at $5 a dose. Of course, we have to get out of P2 first…
Mucosal_Immunity
Posted - 5 hours ago
$VXRT does anyone have volume AH? TIA
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 12 Moderna’s economies of scale might allow them to undercut us with their Noro vax acting initially as a “loss-leader” (even with the added cost of admin devices), and they could also offer massive subsidies to get their foot in the door. From AI: “Pharmaceutical companies sometimes offer subsidies or discounts to governments or organizations in low-income or middle-income countries…such as discounted prices, donation programs, or arrangements with international organizations like Gavi…” Questions: Once Moderna is entrenched in countries’ immunization programs, how difficult will it be for a competitor to get in? Will decisions based on science from public health institutions outweigh the potential massive funds flowing into those governments from BP? BP would have to provide subsidies in the millions to offset the cost of equipment for the cold-chain, as well as the administrators required.
T_Cell_Himothy
Posted - 5 hours ago
$VXRT DON’T COMMENT THIS IS OLD🖕🖕
Even Tucker believed we were going to market back then🤯 according to Tucker the firm plans to secure more capacity with third-party producers to scale up manufacturing as the program advances in the clinic.
https://www.bioprocessintl.com/global-markets/vaxart-taking-covid-19-tablet-vaccine-into-clinic
Tsev33
Posted - 5 hours ago
$VXRT I think the last time the daily rsi hit 18 was 2019
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 11 1B: “However, that doesn't include Noro... because it's not respiratory... but it does include Noro because it is a virus... We'll just have to wait and see... but either way... I wouldn't expect it to be large trials that are required... safety will have already been established... and that's the big one... efficacy can be proven in much smaller trials...” “If Covid is approved... at a minimum it would mean that the respiratory piece of the platform has been validated... but I would guess that it would mean that the entire virus piece of the platform would also be validated... It doesn't necessarily mean the FDA would accept that for bacteria, fungus, cancer, etc... But I would assume that it would make the path for those much easier…” “…the government may try to limit all of our pill prices... they could potentially claim that they paid to validate the entire platform... by paying for the P2b...”
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 10 As of November 2021, more than 110 countries worldwide have introduced Rotavirus vaccines, including a majority of countries in Africa, where (along with Asia) most rotavirus deaths occur. (Africa? That's where our breastfeeding study is located. It's the perfect setup). The population of these 110 countries is over six billion. That's our future Noro market... And still, even though Rota vaccines have been around for nearly two decades, more than 40% of the world’s children still don’t have access to rotavirus vaccines. The key word there is “access.” For the WHO, CEPI, Gavi, and Gates, it’s all about vaccine equity, which translates to cost and access. _______________________ @1Budgettrader: “…once we prove our platform is safe, we will only need small trials or maybe no trials for antigen changes...100 days to approval because they only need short term safety after the platform is approved...”
TWITLIEDETECTOR
Posted - 5 hours ago
$VXRT 1butttrader ran over my lie detector with his Prius but I was able to fix it.
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 9 2. “Norovirus is highly contagious, and a small number of virus particles (virions) can potentially cause infection, with estimates ranging from as few as 10 to 100 virus particles.” “Administering one million copies of norovirus in a vaccine trial (we used up to one million copies in our Noro HCT) would likely result in infections among some, IF NOT ALL, of the subjects, especially considering the highly contagious nature of norovirus.” 3. Noro is a close cousin of Rotavirus. While you read the following paragraphs, think Noro, because there’s no reason to believe the global implementation of Noro will be any different than Rota. In 2009, the WHO made a recommendation for universal rotavirus vaccination in all national immunisation programmes. Gavi implemented worldwide. We have a global access commitment with Gates, who works very closely with Gavi. In fact, Bill Gates co-founded Gavi.
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 8 1. From AI: “Mucosal immunity would be advantageous for a Norovirus vaccine. Norovirus primarily infects the gastrointestinal tract…mucosal surfaces in the gut are the primary entry point for Norovirus, so inducing a strong immune response at these sites could help prevent infection or reduce its severity…vaccines that can stimulate mucosal immunity, such as through oral or intranasal administration, have the potential to provide better protection…by targeting mucosal immunity, a Norovirus vaccine could help block the virus's entry into the body and contribute to reducing the transmission of the virus, as it could help prevent shedding of the virus from infected individuals.” “Overall, harnessing mucosal immunity would be a valuable strategy in the development of an effective Norovirus vaccine.”
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 7 So a 2b and GII.4 HCT will probably take a year, then a meeting with the FDA, then another year for P3. So we’re looking at 2026. Vaxart began their first Noro trials in 2016, as far as I can tell. Add in a couple years for preclinical, and they’ve been working on Noro for a decade. Meanwhile, Moderna’s Noro P1 began last August with 664 participants. Their interim analysis showed positive results, the study ends this December, and given the number of subjects, they may or may not be allowed to skip P2 because of this statement on their website: “The Company is advancing mRNA-1403 toward a pivotal Phase 3 trial.” But even if required to conduct a P2 next year, they won’t have to run a 2b because their platform is validated. They’ll likely get to market before we do. But it might not matter, for these reasons:
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 6 If they get a yes vote, we’ll almost certainly run afterward at some point. And who knows, when they’re ready to run with more shares in hand, they might even release PR’s on positive days… But this time, they may have difficulty getting a yes vote. If it’s a no vote, it’ll be interesting to see what information they release to get votes. The only thing that matters right now is getting to market. Question is, will we get to market quicker with a yes vote or a no vote? Or will it make a difference? Which takes me to Noro. From our March PR: “Vaxart plans to meet with the FDA in the second quarter of 2024 to discuss data on correlates of protection, which will inform potential next steps, such as POTENTIALLY conducting a Phase 2b study and potentially a GII.4 challenge study.” Potentially? That leaves open the possibility of platform validation in PNG, and thus going straight into P3. More on this later…
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 5 It all seems so predictable. Don't release good news until they gift themselves more shares at low prices, and then release good news after the vote to tap the ATM. It's a delicate balancing act between management wanting a low price to take advantage of their personal opportunities, versus wanting a higher price to raise funds for the company. But in order to enrich themselves, they need their company to remain an on-going entity. Normally, I would expect the full funding announcement any day. However, Vaxart is not the norm and the BARDA trials are not registrational, so they don’t have to disclose? (I read that in the RFI, but I’m still not sure). As a public company, at the very least we should be told when the trial starts, and I can’t imagine not getting a funding announcement before the first subject is dosed.
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 4 However, it’s not easy to trust a company that’s been secretive, and hasn’t followed through on promises or met timelines for years. However, that management got us into PNG, and for me that supersedes all the noise in this play. I’ve been here for nearly four years. Never seen a company run like this. At the end of last year, when sentiment was at an all-time low (other than today), I kept posting about how companies don’t function like this, and how it made me even more confident of what was ahead. I feel the same way now. The continued silence speaks volumes, especially when you get it from two consecutive CEO’s. So while it would be refreshing to hear about a plan instead of the same replies about being data-driven and having future meetings with the FDA, it’s clear that’s not going to happen. (If it seems like I'm playing Devil's Advocate a little bit, I am. I have mixed emotions).
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 3 But Vaxart doesn’t seem to care about goodwill. There’s probably a good reason for that: They’re either gun shy from the Armistice lawsuit, they don’t have anything to report, they want to keep a low profile from BP, they want the SP to remain low for their additional shares after a potential yes vote, and/or they’re not worried about goodwill because they believe their investors will be happy in the long run. Many here believe management doesn’t care about retail. But I’m sure management would say, “of course we care about our investors.” But then why not highlight the WVC presentation? It’s not like it’s a secret; they presented it to the world. But they don’t present it to their own investors? So Vaxart doesn't care about retail in the short term. But it’s not their job to placate investors or defend the SP in the short term. They’re trying to maximize the value of our assets in the long run.
Vaxylove
Posted - 5 hours ago
$VXRT Draft Day 2 Dilution was expected. Fine, let’s move on. It’ll be a moot point a year or two from now. Ironically, in terms of the lack of communication, the most transparency we’ve had in four years came from Andrei during the Fireside chat, because he talked about BARDA funding, he mentioned specific numbers, and he told us that he couldn’t talk about certain things, like 10 Downing St. The problem is, Vaxart can’t win. Longs complain about transparency, so management gives us tweets, the CEO Q&A, and video snippets. But retail expects more than rehashed information. So management is criticized, whether deservedly or not. Regardless, I for one would like to hear from Mr. Lo. A few spoken words might go a long way. If it were me, I would’ve tweeted something out to investors on Day One, even if it was only a couple of sentences. It promotes goodwill, an important intangible asset.