BTC321
Sep 28, 12:27 PM
$NVAX wow, this is huge and a huge chance for novavax nuvaxovid !!! BioNTech
$BNTX is closing three German sites – Marburg, Idar-Oberstein, Tübingen – 1,800 jobs. Marburg was the plant that made most of Europe's Comirnaty mRNA drug substance, over a billion doses a year at peak. They couldn't find a buyer for it. That's tough news for the people there, and it's the clearest statement yet about where mRNA COVID vaccine demand has gone. The COVID vaccine market is smaller now, for everyone. What matters in a smaller market is share – and share is moving toward the option people tolerate better. Nuvaxovid: lowest reactogenicity of nine vaccines in the independent PICOBOO trial, better tolerated than mNEXSPIKE in Sanofi's head-to-head, approved in the US, EU and Japan on the same day. Sanofi is marketing it, Takeda is making it, and Novavax gets paid on every dose without owning a single plant to close. That's the difference between a factory and a royalty. NFA. Long
$NVAX.
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