(Total Views: 388)
Posted On: 10/09/2020 12:20:16 PM
Post# of 36566
B.I.,
I agree with you, and that the govt and the companies will not allow RNA to fail. However I do believe it will take much longer than anyone forecasts to engineer a strong long term safety profile and deliver the tech at-scale when there are stringent tolerances to meet logistically. This provides enough time for GNBT to finish its outside US vaccine and small phase III trial and go into mfg.
I also believe that the RNA will be extremely useful outside of infectious disease and eventually become a superior method for vaccines with a shorter chain. I think success with Barda can be easily spun into that and actually become a major breakthrough in other areas. Could, and should be a win-win over a 5-year period for both technology types.
As it relates to NGIO, if we just continue to move on our methodical timeline, at our own organic pace and continue to close commercialization deals, we will be fine. I think your $12.xx target is extremely reasonable and highlights where we are right now coming into a listing period very well.
I agree with you, and that the govt and the companies will not allow RNA to fail. However I do believe it will take much longer than anyone forecasts to engineer a strong long term safety profile and deliver the tech at-scale when there are stringent tolerances to meet logistically. This provides enough time for GNBT to finish its outside US vaccine and small phase III trial and go into mfg.
I also believe that the RNA will be extremely useful outside of infectious disease and eventually become a superior method for vaccines with a shorter chain. I think success with Barda can be easily spun into that and actually become a major breakthrough in other areas. Could, and should be a win-win over a 5-year period for both technology types.
As it relates to NGIO, if we just continue to move on our methodical timeline, at our own organic pace and continue to close commercialization deals, we will be fine. I think your $12.xx target is extremely reasonable and highlights where we are right now coming into a listing period very well.
(3)
(0)
