Re: 10K Novavax - Omicron Vaccine
Novavax’s BA.1 variant did not perform as well againstBA.1 as the newer mRNA BA.5 bivalent did against BA.5. There is no reason to assume a Novavax BA.5 bivalent would performs as well as the mRNA BA.5 bivalents. Maybe a BA.5 monovalent with 10ug would do as well.
Novavax really has no options except to chase the next big variant because they are so far behind. They have no idea what customers are going to buy next, but it sure seems not to be Novavax’s prototype vaccine. They have only shipped about 12M doses out of SII in Q4 to Australia and the Netherlands. Hopefully those are paid for so they can book some revenue.