Re: CureVac and GSK also use LNP for mRNA vaccine
Hi all. I’m long ABUS in the form of July and December calls.
I have two questions for anyone with an informed opinion.
1. Are all of these companies on your list using LNP’s licensed from Arbutus?
2. Is there any expectation that ABUS might be a takeover target?
It would seem that the immunogenicity issues that seem to be surfacing for AAVs would get some of the big players like GILD/KITE, PFE, GSK to “stealing” ABUS away from competitors for a strategic advantage. Perhaps a few promising top line clinical trials that use LNPs (any company) would light that spark if that is not already what has the stock moving.
Really like today’s recovery. Shows buyers are sitting in the wings ready to jump in.