Re: GENE from YMB
Gene is an idiot. He thinks Novavax is going to get $130 in revenue per dose sold in the US. That is the maximum that insurance will reimburse. Novavax probably get ~$70 of that.
Takeda is done with Novavax in Japan. Japan canceled over 140M doses. In South Korea, Novavax only gets a royalty on each dose sold.
Let's hope he is correct about the 10/11/2023 deadline. Every day delay is costing potential sales.