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Re: Reuters article from Yahoo re Dubrovsky interview on variants"No one wants Novavax to repeat the error of last year where they positioned themselves using their original booster instead of reformulating to an omicron booster vaccine." Novavax is clearly communicating that they are working closely with the FDA. They stated that they needed 6 months lead time from variant selection and FDA said they "would work with the company", further stating that the FDA sees the need for different platforms than mRNA. To make sure they could be ready by fall with a shorter runway, Novavax started working on multiple variants. I believe latest information is that FDA likely to choose a monovalent updated to a more current strain, and Peter Marks from FDA has presented DATA indicating that one of the strains Novavax is developing should work. IF (and we've seen them go a different way than expected more than once recently) FDA chooses a strain that Novavax can deliver for fall, the bigger issue is again manufacturing, then the demand/sales question (still under EUA, not BLA so can't "market".) So yes, variable and headwinds exist but I think we are kind of past the one you raise here. Given recent announcement w/BMGF, hoping for other support/assistance in background to putting Novavax vaccine forward...perhaps especially to the original target audience which wa poorly served last go...and if they will take it. Meanwhile, even rich countries should provide a protein option for what appears to be a growing demand for a non-mRNA option for those who want a vaccine but either can't or won't take mRNA. Best, McVest |
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