Garza759ify_YF
Oct 21, 12:14 PM
$VXRT
Sanofi already meets NPIVS-2027 mandatory eligibility through its Food and Drug Administration (FDA)-licensed influenza vaccines. The question is whether Sanofi bids with Vaxart as an owned subsidiary or as an independent subcontractor.
The RFP answers this question. Under HTRO-FRP, technical score determines the winner. Ownership scores higher than subcontracting across 14 provisions. Sanofi knows this.
Sanofi has been preparing — the Joint Steering Committee (JSC) and Joint Manufacturing Committee (JMC) since November 2025, the executive hires, the technology transfer, the manufacturing transition.
November 20th is a hard wall. No further extensions. Whatever Sanofi's acquisition strategy is, it should be executed before proposals are due.
The most likely path: Sanofi launches a tender offer in the coming weeks, closes before November 20th, and submits its NPIVS-2027 proposal with Vaxart as a wholly-owned U.S. subsidiary — scoring maximum points across all 14 provisions.
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