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algo mas de NVAX,sobre sus posibilidades
Nice to get a positive rating but it's grossly undervalued at a mere $7 price target for the end of 2015. The problem is that they mention only the flagrantly obvious (clinical trials in progress etc) and totally miss all of the subtleties, even points so remarkable that they rated an unprecedented publication in the NEJM of interim Phase I data on NVAX's H7N9 vaccine.
That was a far from trivial omission: The major reason for the precedent breaking publication was NVAX's outanding success against neuraminidase, a target that vaccine companies have been trying to address for many decades with no success whatsoever. (NVS did not even bother publishing anything on NAI in its "me too" publication of H7N9 data) Not only was it an "impossible" target, it is one highly critical to all influenza A's, one powerful enough to potentially entire change the face of both the seasonal and the pandemic influenza markets. Influenza has two "Achille's Heels", two proteins so critical to it's ability to infect that the entire nomenclature system for influenza is based on them: hemagultin (HA) and neuraminidase (NA), the "H" and the "N" in HxNx. All current influenza vaccines address HA but are useless against NA. Influenza can easily "reassort" and change either or both of those proteins any season. NVAX now has the ability to very effectively address the NA changes as no other vaccine company can.
The ability to address NA would give NVAX a probably insurmountable advantage in both the seasonal and pandemic influenza markets, a combination worth Billions of dollars annually.
Yet somehow they failed to mention it. It does make one wonder where they get their, so called "analysts" from. Some of them have political science degrees rather than any remotely related to biology. Obviously scientific background is not high on their list of skill sets for analysts