May. 24 at 4:43 AM
$CDTX $PCVX is currently valued at around
$4B for its pneumococcal vaccine, which btw faces fierce competition. Imagine the value of
$CDTX after a positive ph2b next month!
(1) CD388 will be the ONLY product that offers UNIVERSAL protection against ALL flu strains and in ALL patients (even those that can not ammount a proper immune response to vaccine)
(2) CD388 is NOT a vaccine, but a long-acting (single dose for whole season) antiviral
(3) I dont know if/when another flu pandemic is coming, but you can all guess what will happen to CDTX price in such a scenario. Even just for pandemic preparedness I see a high potential for good revenue.
Obviously, CDTX will need cash for a ph3 (easy after a positive ph2b). CDTX also has an oncology pipeline (currently paused, but easily to be revived after a positive ph2b for flu)