Jan. 25 at 11:51 AM
$NVAX My educated guess for the first field: Prevnar (pneumococcal vaccines)
-
$PFE needs to protect their
$6,4 bio prevnar revenue (~10% of overall Revenue) from
a) regulatory/political/marketing risk (it contains aluminium)
b) competitors (
$SNY + sk bioscience partnered up to develop a pneumo vaccine, though currently without matrix m,
$SNY already owns the rights to add Matrix M)
Further, their vaccine division took a big hit due to
$BNTX CIC underperformance.
Stating „Fields“ rather than products indicate the use in more than one product,
$PFE got 2 Prevnar vaccines (Kids+elderly)
Why Matrix M is the perfect fit
a)
$NVAX has already shown data that matrix m improves already licensed pneumo vaccines
b) Matrix M works exceptionally well with bacterial pathogens compared to other adjuvants
c) in the future it will be more important to constantly add more pneumo strains to the vaccine, antigen sparing properties of matrix M facilitate this
