TURTLESHOW CAN SO MANY INVESTORS
BE SO SLOW TO RECOGNIZE THE IMPLICATIONS OF THIS TECHNOLOGY?
THIS COMPANY MIGHT JUST BE BETTER THAN NOVAVAX ( NVAX ) .52 TO 3.88
HERE IS WHY
BORROWED FROM NOVAVAX'S WEB SIGHT
Manufacturing is a key competence of any successful vaccine company. The ability to produce sufficient product in a consistent and high-quality manner, consistent with customer needs and regulatory requirements is often a challenge of the vaccine industry. The response of much of the industry is an investment in fully-automated stainless-steel manufacturing processes, capable of manufacturing and cleaning/ sterilization of equipment between production batches and/or products in a multi-product facility. This approach is the accepted norm for the industry and the barrier to entry into this industry has become formidable.
Influenza facilities in the US are being expanded for considerable costs. An egg-based facility is reported at >$150M for a 100M dose facility. One mammalian cell culture-based facility is reported at $600M for a 50M dose plant. These facilities require 4-5 years to design, build, validate, and launch. The ability for a new company to enter this industry using this strategy is limited.
The Novavax, Inc. manufacturing approach using insect cell culture and recombinant baculovirus is quite different from the traditional approach and has many
advantages. As the production of Influenza Virus-Like Particles (VLPs) does not require a pathogenic organism, and as the process is high-yielding relative to both egg-based and mammalian cell-culture based manufacturing approaches, disposable manufacturing systems can be used and the very high up-front cost of facilities is eliminated. The need to clean/sterilize equipment between batches is eliminated as product-contact surfaces are disposable. The complex, automated facilities required to perform these tasks in traditional facilities are avoided, as is the lengthy commissioning and validation of those processes.
The result is a facility that can be built for about one fourth of the cost (of egg-based) in one half the time.The unique economics of manufacturing in disposable systems is such that the need for large central facilities to drive low cost of goods is eliminated. Instead, smaller facilities can be built and operated economically and hence distributed to regions that need a local supply of influenza vaccine. This is particularly important to pandemic influenza supply as vaccine access is expected to be limited in the event of a pandemic and countries may have a desire to be self-sufficient within their border, rather than depending on foreign suppliers and importation issues during a pandemic event. To that end, Novavax, Inc. offers an economical in-border manufacturing solution for pandemic vaccine in collaboration with General Electric Healthcare.
I THINK WE ARE FASTER THAN NVAX..
I KNOW WE CAN FRY AN EGG THAT TAKES 6 MONTHS TO GROW IN 30 DAYS
GLTA
SHARKFACE.