that would be eclair182 and PT22, though I don't which is which.   I wonder what their handler pays for overtime.

 

As for Novavax, we've been under the veil of "Houston, we have a problem" for quite some time.  And rather than lifting it seems to be falling a bit.

 

(1)  Needed checking is that article (yesterday) indicating that SI is not producing any covid-19 vaccine now, nor expects to.   I suspect this may have been a slight error in the article, but Novavax should be asked about this.   A decently framed question should warrant a response, if not email then certainly at the quarterly CC.

(2)  Nothing, nothing from the company regarding movement on any sales or contract.  Right now only the promise of of the company being in the mix for the future bivalent shots -- this, if the company performs is certainly sufficient.

(3)  And the vaccination rates have dropped dramatically in the US (and elsewhere).   

(4)  I hope the newly proposed annual schedule for the vaccine works out well.  Based on the data, one year interval looks weak right now as duration of the vaccines is much shorter, so it looks like a balancing act by the FDA.   Don't want to see increased adverse effects of too many shots, and want something that looks simple easy to apply for the population.   

(5)  Wildcard:   Novavax actually performs, speeds up process time (they can develop new vaccines for variants BEFORE the CDC/FDA determines the annual mix, picking 4-5 of which two would be chosen).   And if we see what I've always thought was possible, a shift away from the mRNA vaccines WHEN THERE'S A GOOD ALTERNATIVE. 

 

Jack