The Life Science Report. 2014 Biotech Watchlist
http://www.thelifesciencesreport.com/pub/na/biotech-watchlist-2014-sound-science-innovative-ideas-and-a-sprinkle-of-pixie-dust
mencion a NVAX
"What sets Novavax apart is a "major differentiation that a lot of us in the industry don't always fully appreciate," McCamant said. "Vaccines don't have to shrink tumors. They don't have to have monster responses. They need antibody levels. If you can show you get protection, potentially vaccines are a very lucrative business."
Novavax is addressing the seasonal flu, "a $3–4B business today," as well as respiratory syncytial virus (RSV), "the crown jewel," McCamant said. The RSV vaccine "can be a huge opportunity in pregnant women and also the elderly," and if combined with a flu vaccine the combo could "significantly outcompete some of the other players. . .this really is potentially a game-changing vaccine with minimal competition."
Novavax also has a huge contract from the government—the Biomedical Advanced Research and Development Authority (BARDA)—to develop seasonal and pandemic flu vaccines, the newsletter writer noted.
McCamant's enthusiasm for Novavax was seconded by Zavoico, who noted, "We like Novavax a lot as well as a 2014 pick. . . .One of the key differentiators is that as a vaccine company, it doesn't use eggs. It uses virus-like particles. It's a new type of technology." That technology, he and McCamant agreed, speeds up the development of vaccines."
