Mar. 18 at 5:22 PM
Animal health + immuno oncology are heating up.
Zero approved mRNA vaccines for companion animals despite multi-billion markets. Human side, HER2 and checkpoint combos expanding as
$MRK $BMY $BNTX push next gen platforms.
Patent cliffs are coming. Partnering demand rises.
$BIOV.CSE /
$BVAXF around C
$7M market cap with 120+ patents from a platform once valued ~
$330M as IMV.
Sector tailwinds + platform IP = asymmetric setup.