RE:Long term perspective: vaccines comming over the next yearsWhen I was buying TH heavily last year, I asked a few immunologists about this.
They cautioned that a vaccine would be developed.
Nevethelss, you’ve seen what TH stock has done in the last 18 months.
My opinion is that it will take a while to get a vaccine. Longer than expected. Then, they’d have the issue of rolling it out.
By that time, TH should have amassed huge profits from Ibalizumab and diversified to other drugs.
The MDR patient population will also still need chronic therapy as long as a cure is not developed...but rather a preventative vaccine.
bfw
CandideV007 wrote: This won't affect Theratech in the near term, but keep in mind that an additionnal prevention tool is comming in the HIV world. People at risk of contracting HIV already have access to drugs that reduce the risk of being infected, but a vaccine would be a total game changer.
Look at the
following list of treatments currently being tested in Europe.
Theratechnologies might need to diversify at some point, but that's a decision that might only need to be taken in 2020, I agree. In the short term, Ibalizumab is the focus.