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Moderna, Novavax, Inovio, BioNtech, 'RNA vaccin-producenten'
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Dat is waar, en de weg is overigens nog lang!
hosternokke schreef op 17 augustus 2020 13:11 :
Op de beurs moet je enkel spijt hebben van te laat uitstappen.
True story !
ter info: Tracker Tips: Een post-corona-ETF Door Michael Mooijer op 17 augustus 2020 13:00 Views: 2.401 Tracker Tips: Een post-corona-ETF We zijn door het coronavirus in een andere wereld beland. Door de pandemie zien we verliezers in bijvoorbeeld de toerismebranche, maar er zijn ook winnaars. Covid-19 versnelt trends als digitalisering, verduurzaming, en bijvoorbeeld de markt voor medische hulpmiddelen.www.iex.nl/Column/505651/Tracker-Tips...
Interessant draadje. Meer specifiek dan Coronadraadje. Eigenlijk moet je ze samen lezen met ook dat draadje over Vertrouwen in de politiek. Haal hem even weer naar boven. Las ook iets over supersnelle testen en dat zou ook enorm kunnen helpen. Groet, Jonas
PDSB echt vreselijk afgestraft afgelopen week, toch heb ik er nog geloof in en blijf ik hangen. Gister positief bericht gelezen;translate.google.com/translate?hl=nl&...
hosternokke schreef op 17 augustus 2020 11:32 :
Novavax Initiates Efficacy Trial of COVID-19 Vaccine in South Africa
GlobeNewswire August 17, 2020
Phase 2b clinical trial in collaboration with Professor Shabir Madhi and Wits University Bill & Melinda Gates Foundation providing $15 million grant toward trial Mature trial infrastructure along with significant levels of seasonal transmission may allow for rapid efficacy evaluation finance.yahoo.com/news/novavax-initia... Ik denk dat alle vaccinmakers op een gegeven moment tegenslag krijgen en dan behoorlijk door hun hoeven zakken. Een vaccin binnen een jaar is gewoon niet reëel.
How Long Are You Immune After Covid-19 Coronavirus? Here Is What CDC Says Covid-19 coronavirus testing CDC Should you get re-tested for the Covid-19 coronavirus after you have recovered from Covid-19? Well, ... [+] SOPA Images/LightRocket via Getty Images Oh no they didn’t. The Centers for Disease Control and Prevention (CDC) didn’t exactly say whether or how long you may remain immune to the Covid-19 coronavirus after recovering from an infection. But a new addition to the CDC’s “When to Quarantine” web site did say something interesting: “People who have tested positive for COVID-19 do not need to quarantine or get tested again for up to 3 months as long as they do not developwww.forbes.com/sites/brucelee/2020/08...
Relief Therapeutics and NeuroRx note submission of clinical results from 21 patient study for publication by Relief Therapeutics | Aug 20, 2020 Geneva, Switzerland and Radnor, PA August 20, 2020 – RELIEF THERAPEUTICS Holdings SA (SIX:RLF) and NeuroRx, Inc. announce that clinical findings in the first 21 patients treated with RLF-100 (aviptadil) under FDA Emergency Use Investigational New Drug (IND) authorization and Expanded Access Protocol authorization have been submitted by investigators at the Houston Methodist Hospital as a preprint to the SSRN server maintained by Elsevier[1]. The manuscript has been submitted for peer review to a leading scientific journal. The Expanded Access Protocol (previously announced by Relief and NeuroRx) is designed to treat patients whose co-morbidities exclude them from enrollment in the ongoing phase 2/3 placebo-controlled trial of RLF-100. Further details can be found on www.clinicaltrials.gov NCT04453839. Relief notes that an earlier draft of this manuscript was circulated in financial forums by unauthorized persons. Only the manuscript on the SSRN server available under the above link should be considered to represent the official findings of the study. The findings of Dr. Youssef and his team demonstrate that some critically ill patients with COVID-19 experienced substantial clinical improvement when treated with RLF-100. We await the results of the ongoing placebo-controlled trial in order to assess the magnitude of clinical effect.
CureVac sluit vaccindeal met EU (ABM FN-Dow Jones) Het aandeel CureVac steeg donderdag sterk nadat het Duitse biotechbedrijf vergevorderde gesprekken meldde over de levering van tenminste 225 miljoen doses van een potentieel vaccin tegen het coronavirus aan lidstaten van de EU. In de gesprekken met de Europese Commissie is er ook sprake van een optie om nog eens 180 miljoen doses te leveren wanneer het vaccin bewezen effectief en veilig is tegen COVID-19. Dat zou het totaal aantal doses op 405 miljoen brengen. De Europese Commissie is ook in gesprek met het Amerikaanse Johnson & Johnson en het Franse farmaciebedrijf Sanofi, die ook vaccins aan het ontwikkelen zijn. Ook ligt er een akkoord met AstraZeneca om tenminste 300 miljoen doses te kopen van het mogelijke vaccin dat het Britse bedrijf samen met de universiteit van Oxford ontwikkelt. CureVac specialiseert in de messenger RNA-technologie, die ook aan de basis staat van andere leidende Covid 19-vaccinprogramma's, zoal van Moderna en BioNTech. CureVac wordt gesteund door miljardair Bill Gates, de oprichter van Microsoft, en kreeg in augustus een beursnotering aan de Nasdaq. Het aandeel steeg donderdag 17 procent tot 55,17 euro in Frankfurt. Door: ABM Financial News.info@abmfn.nl Redactie: +31(0)20 26 28 999 © Copyright ABM Financial News B.V. All rights reserved.
Novavax Initiates Phase 2 Portion of Phase 1/2 Clinical Trial of COVID-19 Vaccine Aug 24, 2020 at 9:00 AM EDT Primary objectives expand evaluation of immunogenicity and safety Secondary objectives include preliminary efficacy assessment Trial to enroll up to 1,500 volunteers in United States and Australia, with approximately 50 percent between 60 and 84 years of age Interim immunogenicity and safety data expected in fourth quarter of 2020 GAITHERSBURG, Md., Aug. 24, 2020 (GLOBE NEWSWIRE) -- Novavax, Inc. (Nasdaq: NVAX), a late stage biotechnology company developing next-generation vaccines for serious infectious diseases, today announced that the first volunteers have been enrolled in the Phase 2 portion of its ongoing clinical trial to evaluate the immunogenicity and safety of NVX-CoV2373, Novavax’ COVID-19 vaccine candidate. The Phase 2 clinical trial expands on the age range of the Phase 1 portion by including older adults 60-84 years of age as approximately 50 percent of the trial’s population. NVX-CoV2373 is a stable, prefusion protein made using Novavax’ nanoparticle technology and includes Novavax’ proprietary Matrix-M™ adjuvant. “We expect this Phase 2 portion of the trial to expand on the encouraging Phase 1 safety and immunogenicity data for NVX-CoV2373, and we will now look for robust immune responses in older adults,” said Gregory M. Glenn, M.D., President, Research and Development at Novavax. “Our Phase 3 trial of NanoFlu, which we reported in March of 2020, provided us with a deep understanding of the unique needs of older adults, who are particularly vulnerable to COVID-19. We know that the world is closely watching all of these trials, and we anticipate interim data from this trial in the fourth quarter of this year.” The Phase 2 portion of the ongoing Phase 1/2 clinical trial is a randomized, placebo-controlled, observer-blinded study to evaluate the safety and immunogenicity of NVX-CoV2373 with Matrix-M in subjects aged 18 to 84 years. The clinical trial will assess two dose sizes (5 and 25 µg), each with 50 µg of Matrix-M. Although the trial was designed to confirm immunogenicity and safety in adults, secondary objectives include preliminary evaluation of efficacy. The study is targeting enrollment of up to 1,500 healthy volunteers, with approximately 50 percent of participants =60 years of age, at up to 40 sites in the U.S. and Australia The trial is supported by funding from the Coalition for Epidemic Preparedness Innovations (CEPI). In the Phase 1 portion of the Phase 1/2 clinical trial, conducted in Australia, NVX-CoV2373 was generally well-tolerated and elicited robust antibody responses numerically superior to that seen in human convalescent sera. These data have been submitted for peer-review to a scientific journal and are posted online at the preprint server medRxiv.org. For further information, including media-ready images, b-roll, downloadable resources and more, click here. About NVX-CoV2373 NVX-CoV2373 is a vaccine candidate engineered from the genetic sequence of SARS-CoV-2, the virus that causes COVID-19 disease. NVX-CoV2373 was created using Novavax’ recombinant nanoparticle technology to generate antigen derived from the coronavirus spike (S) protein and contains Novavax’ patented saponin-based Matrix-M™ adjuvant to enhance the immune response and stimulate high levels of neutralizing antibodies. In preclinical trials, NVX-CoV2373 demonstrated indication of antibodies that block binding of spike protein to receptors targeted by the virus, a critical aspect for effective vaccine protection. In its Phase 1 data of the Phase 1/2 clinical trial, NVX-CoV2373 was generally well-tolerated and elicited robust antibody responses numerically superior to that seen in human convalescent sera. Phase 2 clinical trials began in August. Novavax has secured $2 billion in funding for its global coronavirus vaccine program, including up to $388 million in funding from the Coalition for Epidemic Preparedness Innovations (CEPI). About Matrix-M™ Novavax’ patented saponin-based Matrix-M™ adjuvant has demonstrated a potent and well-tolerated effect by stimulating the entry of antigen-presenting cells into the injection site and enhancing antigen presentation in local lymph nodes, boosting immune response.ir.novavax.com/news-releases/news-rel...
Moderna praat met EU over levering coronavaccin FONDS KOERS VERSCHIL VERSCHIL % BEURS Moderna Inc $ 66,05 -0,40 -0,60 % NASDAQ (ABM FN-Dow Jones) Moderna heeft verkennende gesprekken met de Europese Commissie afgerond over het leveren van zijn in ontwikkeling zijnde coronavaccin. Dit meldde het Amerikaanse biotechbedrijf maandag. De potentiële verkoopovereenkomst geeft de EU de optie om naast 80 miljoen doses van Moderna's coronavaccin nog eens 80 miljoen aanvullende doses te bestellen, dus in totaal 160 miljoen. De gesprekken zijn bedoeld om EU-lidstaten toegang te geven tot Moderna's vaccin. Een Fase 3 studie met mRNA-1273 onder ongeveer 30.000 deelnemers wordt naar verwachting in september afgerond. Moderna hoopt wereldwijd 500 miljoen doses van zijn coronavaccin te leveren en mogelijk zelfs 1 miljard doses vanaf 2021. In Europa werkt het Amerikaanse bedrijf samen met het Zwitserse Lonza en het Spaanse ROVI. Door: ABM Financial News.info@abmfn.nl Redactie: +31(0)20 26 28 999 © Copyright ABM Financial News B.V. All rights reserved.
voda schreef op 24 augustus 2020 16:07 :
Moderna praat met EU over levering coronavaccin
FONDS KOERS VERSCHIL VERSCHIL % BEURS
Moderna Inc
$ 66,05 -0,40 -0,60 % NASDAQ
praatjes vullen gaatjes:) mijn volgport virussen;koersmutaties vandaag,maar die is nog lang:) INO -/- 14% Moderna -/- 1.40 % Newron : koers 2,50, handel ligt al stil sinds 12-8-2020 NVAX -/- 14 % RLTF -/- 4 % VIR -/- 16%
Je hebt het over aandelen die 500 - 3000% of meer zijn opgelopen. Bij weinig nieuws zal je daar altijd winstnemers hebben en/of handelaars die op en neer reizen. Newron ken ik niet.
Ik heb een donkerbruin vermoeden dat einde september / oktober 2020 zal blijken dat de resultaten in fase 3 tegenvallen (Moderna, BioNtech Oxford) en dat er over de veiligheid nog NIET met voldoende zekerheid gesproken kan worden.
MisterBlues schreef op 24 augustus 2020 20:05 :
Je hebt het over aandelen die 500 - 3000% of meer zijn opgelopen. Bij weinig nieuws zal je daar altijd winstnemers hebben en/of handelaars die op en neer reizen.
Newron ken ik niet.
overdrijven is de duivels oorkussen, geacht forumlid. its the blues:) jaja, sterke stijgers in mijn volgport:) PS: maar ,imo,wat ik lees over de gevolgen bij patienten denk ik dat "vele"verschillende vaccins wss om de markt komen,elk met hun eigen mogelijkheden Wie zullen dan toch al die injectie naalden gaan fabriceren ,want daar hoeven ze wss niets voor uit te vinden.Ik las wel onlangs dat Gilead afspraken hed met haar collega concurrenten over produktie van het vaccin (welke dat dan ook mag zijn) morgen nwe dag
haas schreef op 24 augustus 2020 20:13 :
[...]
PS: maar ,imo,wat ik lees over de gevolgen bij patienten
denk ik dat "vele"verschillende vaccins wss om de markt komen,elk met hun eigen mogelijkheden
Visionair wat mij betreft. Er zullen inderdaad verschillende producenten nodig zijn en blijven. Het circus gaat bovendien door - ook als Corona op zijn retour is. De wereld wil zoiets bij voorkeur niet nog eens meemaken. Garanties zijn er natuurlijk niet maar zelfs voor geruststelling heeft de wereld veel geld over...
haas schreef op 24 augustus 2020 20:13 :
[...]
Wie zullen dan toch al die injectie naalden gaan fabriceren ,want daar hoeven ze wss niets voor uit te vinden.Ik las wel onlangs dat Gilead afspraken hed met haar collega concurrenten over produktie van het vaccin (welke dat dan ook mag zijn)
Bedrijven als Lonza en Thermo Fisher produceren toebehoren. Staat allemaal op dit draadje. Inderdaad gaan grote farmaceuten het vaccin en masse produceren (als het zover komt.)
MisterBlues schreef op 25 augustus 2020 10:38 :
[...]
Visionair wat mij betreft. Er zullen inderdaad verschillende producenten nodig zijn en blijven. Het circus gaat bovendien door - ook als Corona op zijn retour is. De wereld wil zoiets bij voorkeur niet nog eens meemaken. Garanties zijn er natuurlijk niet maar zelfs voor geruststelling heeft de wereld veel geld over...
The genome of the coronavirus in the first infection is different from the second, the scientists continue to write. This suggests that the antibodies against the virus are only effective for a few months in some infected people. The coronavirus could therefore continue to exist in the human population. The scientists recommend that even patients who are already infected will have to be vaccinated against the virus in the future.
Economic Moat | by Anna Baran Updated Jun 23, 2020 As an emerging biotechnology company with no commercialized medicines, BioNTech does not possess an economic moat, in our opinion. We think it has a strong but unproven portfolio of intangible assets in its pipeline, which is in early stages of development, and thus approval is highly uncertain. We like BioNTech's focus on moatworthy indications and drug classes, but we'd have to see regulatory approval before considering a moat. BioNTech has a very full but early pipeline, with over 22 known drug candidates and several more not yet disclosed. About half of these have entered the clinical stage, mostly phase 1. Personalized and off-the-shelf cancer vaccines are the company's key focus, but the pipeline also has other cancer therapies and infectious disease vaccines. BioNTech's technology platforms have won votes of confidence from several large biopharma companies, resulting in partnerships with Roche, Bayer, Eli Lilly, Pfizer, Sanofi, and Genmab. BioNTech isn't overly reliant on any one product at this point. We see several mRNA candidates forming the core of the company's portfolio, including off-the-shelf products BNT111 (advanced melanoma), BNT112 (prostate cancer), BNT113 (HPV-positive head and neck cancers), BNT114 (triple-negative breast cancer), and BNT115 (ovarian cancer). Of these, BNT111 and BNT113 lead the way, with phase 2 studies starting this year after promising early results. These mRNA-based therapies were produced with BioNTech's FixVac technology, which produces off-the-shelf mRNA therapies based on shared antigens, in contrast to the iNeST platform, which produces personalized therapies based on a patient's individual neoantigens. The company's lead iNeST candidate is RO7198457 (or BNT122), which is partnered with Roche and entering phase 2 in front-line melanoma this year. Roche and BioNTech plan to test BNT122 in combination with Roche's Tecentriq in adjuvant non-small-cell lung cancer. If successful, a combination with a checkpoint inhibitor in lung cancer could present a blockbuster opportunity. While the field is in the very early stages, we believe the development of individualized cancer immunotherapies is a moatworthy business, if successful in the clinic. The personalized nature of the medicine should result in unmatched efficacy and command strong pricing power in the market. Despite higher costs to manufacture personalized medicine, we expect personalized cancer vaccines to be high-margin products as the business scales. Further, we expect this business will be difficult for competitors to replicate. The process leans heavily on bioinformatics, as researchers use proprietary programs to analyze a patient's DNA, identify the patient's unique mutations caused by the cancer, and determine which genetic instructions would produce an immune response sufficient to effectively attack the cancer cells. Then, researchers can engineer mRNA that encodes those unique mutations, producing that patient's personalized cancer vaccine. BioNTech's turnaround from start to delivery is roughly six weeks, and the company has a goal of reaching less than four weeks. BioNTech's competitor Moderna is also developing personalized mRNA cancer vaccines and has similar production goals. Both BioNTech and Moderna have spent roughly a decade honing their understanding of mRNA therapies, with drug candidates just now reaching registrational trials. Most of the company's assets are internally developed, but BioNTech has also added to its portfolio with a couple of opportunistic acquisitions from struggling biotechs. BioNTech acquired MabVax's assets and labs in May 2019, adding BNT321, a targeted antibody for pancreatic cancer, which is extremely aggressive and deadly, with just a 7% five-year survival rate. In addition to establishing a U.S. research hub, this deal also brought in an antibody discovery platform, supplementing the company's already-established RNA platforms. Then, BioNTech's early 2020 acquisition of struggling biotech Neon Therapeutics for $67 million brought in two early CAR-T therapies. The expansion into drug classes outside of mRNA is interesting: While BioNTech is venturing outside its established area of expertise, it's also gaining talent in new areas and possibly boosting its long-term growth potential. We like the long-term potential for innovation and combinations between drug classes, such as using mRNA to combat cytokine storms, a common side effect of cell therapy. BioNTech's expert knowledge of mRNA easily lends itself to the development of vaccines for viral infections, including COVID-19. The company's COVID-19 program is built on an existing partnership with Pfizer, which paid BioNTech $120 million up front in 2018 to develop a flu vaccine (BNT161) that would be more reliable and quicker to manufacture than most current vaccines. Most current influenza vaccines are produced in chicken eggs or cell cultures, which takes about six months and requires that the World Health Organization select inactivated flu strains for the vaccine far in advance of flu season. BioNTech's methods would allow production in roughly three months, which could increase the reliability of flu strain selection and allow for adjustments as the season progresses, and the mRNA-based process would limit mutations. The company expects BNT161 to enter clinical testing in the first half of 2021. The BNT162b2 coronavirus vaccine entered late-stage clinical trials in late July, with potential regulatory approval by the end of 2020. This aggressive timeline was propelled by Pfizer's interest in the asset, which resulted in an expanded collaboration agreement of $185 million up front in addition to equity investments and potential milestones. The company has also partnered with Fosun Pharma for rights in China, adding an up-front payment of $135 million plus milestones to the collaboration. The vaccine, if successful, would use a rapid manufacturing process that would bring a treatment to patients faster than traditional methods. Several competitors, such as Moderna and CureVac, are developing their own mRNA vaccines for the coronavirus. The rest of BioNTech's infectious disease candidates are in the preclinical stage. BioNTech has received funding from the Bill & Melinda Gates Foundation for the development of mRNA vaccines for HIV, tuberculosis, and three additional infectious diseases; these remain in the preclinical stage. The company is also partnered with the University of Pennsylvania school of medicine for mRNA candidates in up to 10 infectious diseases (preclinical). Lastly, the company is developing a handful of mRNA-based therapies for undisclosed rare diseases in partnership with Genevant. The protein-replacing therapies are in the preclinical stage and do not yet contribute to a moat. There are often few treatment options for rare diseases, and the high unmet need and small patient populations result in strong pricing power of effective therapies. An approval in rare disease could be a strong contributor to a moat, but the field is extremely competitive. Overall, we think the company has several promising candidates that could one day support a moat, but they are too early in the development process to warrant a narrow moat. We currently give the company's clinical drug candidates probabilities of approval between 20% and 50%, with these therapies not obtaining approval until 2023.
Moderna tevreden met studieresultaten bij ouderen FONDS KOERS VERSCHIL VERSCHIL % BEURS Moderna Inc $ 70,23 3,98 6,01 % NASDAQ (ABM FN-Dow Jones) Moderna heeft met zijn experimentele coronavaccin een zelfde immuunreactie bij mensen ouder dan 56 jaar gerealiseerd als bij jongere mensen. Dit bleek woensdag uit een presentatie die het biotechbedrijf gaf. Vooral oudere mensen lopen meer risico om door corona in het ziekenhuis te belanden. En omdat het immuunsysteem zwakker wordt naarmate mensen ouder worden, waren er twijfels of het coronavaccin waaraan Moderna werkt, wel net goed zou werken bij oudere mensen als de relatief kleine studie bij jongere mensen aantoonde. Na ongeveer 4 weken nadat de proefpersonen ouder dan 56 jaar een tweede toediening met het vaccin kregen, lieten zij zogeheten neutraliserende antilichamen zien. De reactie was daarbij vergelijkbaar als bij die van jongere mensen. Het aandeel Moderna noteert woensdag 3,5 procent hoger. Door: ABM Financial News.info@abmfn.nl Redactie: +31(0)20 26 28 999 © Copyright ABM Financial News B.V. All rights reserved.
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