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Bullboard - Stock Discussion Forum Amyris Inc AMRSQ

Amyris, Inc. is a synthetic biotechnology company. The component of the Company is derived from marketing and selling Clean Beauty, Personal Care, and Health & Wellness consumer products through its direct-to-consumer e-commerce platforms and a growing network of retail partners. The Company’s sustainable ingredients are sold in bulk to industrial leaders who serve Flavor & Fragrance (F&F... see more

GREY:AMRSQ - Post Discussion

Amyris Inc > Update from ImmunityBio (includes information on AMRS JV)
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Post by jthottam on Dec 20, 2021 11:36pm

Update from ImmunityBio (includes information on AMRS JV)

Update: Amyris (Ticker: AMRS)
 
The following press release today (December 20th, 2021) from ImmunityBio (Ticker: IBRX) discusses some of their recent progress in their pharmaceutical portfolio, including the partnership and joint venture with Amyris:
 
https://ir.immunitybio.com/news-releases/news-release-details/immunitybio-announces-completion-470-million-post-merger?field_nir_news_date_value[min]=
 
Refer to Section 5.b and 5.c for the most relevant information to AMRS.
 
********
 
Per the commentary in the press release, there is potential/expectation for the marketing of the new Vaccine sometime between Q4 2022 and Q2 2023.
 
However, the production will likely be well underway prior to that period of time (sometime in the 2nd half of 2022, possibly as early as Q3 2022).
 
The production will be done out of the JV between IBRX and AMRS (which, again, has the opportunity to make several hundred million dollars in revenue for AMRS' share alone in the 2nd half of 2022).
 
In prior conference calls. both IBRX and AMRS had indicated trial patient results was likely to be completed in Q1 2022.
 
According to AMRS, they anticipate JV production of the "1 billion" doses to begin in the 2nd half of 2022.
 
According to today's press release, IBRX expects to begin marketing the Vaccines 12-18 months from today (implying sometime between December 2022 and June 2023).
 
Taking those comments, one can extrapolate that the approval of the vaccine would likely occur on an expedited basis sometime between Q2 2022 and Q4 2022 (assuming the JV would not begin production of the vaccines unless they were in receipt of approval).
 
********
 
You can also reference the following additional articles that speak towards the trials' evolution:
 
July 14, 2021
https://immunitybio.com/immunitybio-announces-authorization-to-proceed-with-phase-1-2-3-randomized-trial-in-south-africa-of-their-dual-antigen-t-cell-vaccine-as-a-universal-boost-in-previously-vaccinated-participants-against/
 
November 18th
https://immunitybio.com/immunitybio-expands-vaccine-program-to-accelerate-use-of-mix-and-match-technologies-in-developing-and-manufacturing-next-generation-covid-19-vaccines/
 
I hope that helps and if you like what you read, follow us at:

Stock Talk with In the Ruff Research | Facebook
 
Happy Holidays and Happy Investing
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