It's very hard to predict the exact timing of events. I doubt Stan himself could predict accurately. I think that no matter what happens, we will end up at $2 or much higher. I can't see any scenario where NVAX is worth less than $2 to big pharma.
Scenario WITHOUT buyout:
* If NanoFlu got AA designation, then $2 is 100% guaranteed. We'll get FDA's decision about it before mid year. So, that's around the corner.
* If we get the green light to submit the BLA to the EMA, that's another $1. Total $3.
* If we get the green light to submit the BLA to the FDA, that's another $1. Total $4.
* If they accept the expanded data (i.e. exploratory data), that's another $4 (because it guarantees approval). Total $8.
So, it's $8 WITHOUT buyout. With buyout, make it $16." Wily.Coyote on IV
Bin am Montag eingestiegen und werde evtl. diesen Montag nochmals nachlegen.
Hoffe ich habe das Glück wie damals bei Human Genome Science. Viel Glück an alle Investierten! |
