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Posted On: 02/05/2021 12:01:33 PM
Post# of 36541
Well the technicals of the conference call left a lot to be desired today. I actually enjoyed Rich's update and thought that he did a nice job walking us through the process step by step on what they did to create the vaccine. I took away a positive and very energized feeling from the call...and then I looked at the stock price. Wow...it seems that perhaps his description was not well understood by everyone.
Here's my best description of my takeaway as I took copious notes:
1. They don't have to do their human late stage study with 30,000 people, only less than 10,000 will likely be the case = This will speed up the process substantially!
2. ~15 days away from IND package being submitted...once the results are finalized they can immediately submit IND to FDA.
3. Improved logistics (considerably versus other vaccines) = Room Temp Vaccine, completely mixed with adjuvant and can be made and kept in very large quantities.
4. Transgenic Mouse Study = finds out if the trigger in NGIOs "complete vaccine" will incrementally do better than the others that are out there at the DR-4, which may be key for showing improvement in efficacy to that of the other available vaccines. (I'd like clarity on this point, so maybe someone can ask Rich to elaborate, but it did seem very positive and would allow NGIO to achieve superiority)
5. If the "complete vaccine" is a complete fail, it will at very least be the leading booster the world has seen for all of these current vaccines...This seems like the best news in the entire call.
*In my opinion a failure could actually be more profitable for GNBT/NGIO than a success as it would be required to be more widely used and it may be useful as an overlay for all other brands of vaccine. Everyone will flock to license this overlay as it will increase their vaccine's effectiveness especially J&J/AstraZeneca.
China Update:
Sinopharm is partnering with them and will license 100% of NGIO's product platform...please let that one sink in
$50,000,000 payment for working with them on vaccine getting green-light from them. $5,000,000 is delayed due to int'l transfer issues with dealing with a communist country, but the transfer is coming. $1,000,000 payment already received. This means that according to earlier conference calls that the NGIO complete vaccine in China Testing has already been a success...they likely cannot talk about this yet, but given that they are moving the project forward this can be safely assumed.
China is a much larger opportunity than in the USA for the vaccine product. Please understand this. It is hard to not have regional bias as this is what we can understand, but working with China will do two things.
1. Vastly speed up the regulatory process, ex. Communist countries are better at pooling resources and getting things done quickly than other countries (evidenced by how quickly they built their first COVID-19 hospital from the ground up)
2. The amount of money to be made throughout all of the licensing is astounding and will boost NGIO to achieve far reaching success. It will get easier to gain transfers of large sums of funds over time as well, so the issues we are seeing now will mostly subside once they establish consistent transfers.
China is not the country that it used to be in terms of technology and biotech. The companies that are leading there in 5-10 years will lead the world in technology (IMO). They already benefit from having mfg there for nearly all the world's medical devices and the Germans have mostly moved MFG there on the quality German-built machines. Like Elon Musk says, the value of the machine that builds the machine/thing can has a greater impact overall. This is now happening in Pharma. It is great for GNBT and NGIO that they are there now.
Overall takeaway: From a capitalist perspective, I would like to see that NGIO MFGS both a vaccine and a separate booster, and I believe that the booster will be a more successful product for NGIO. NGIO will have the freedom to introduce this as a new product and actually charge more for it as it will not fall into the same contracts as the vaccine.
I agree it is disappointing that the technicals did not work better as an update of NGIO IPO would have been very nice. I was surprised that the people who did get through did not ask that question. Overall the information is positive folks...
Here's my best description of my takeaway as I took copious notes:
1. They don't have to do their human late stage study with 30,000 people, only less than 10,000 will likely be the case = This will speed up the process substantially!
2. ~15 days away from IND package being submitted...once the results are finalized they can immediately submit IND to FDA.
3. Improved logistics (considerably versus other vaccines) = Room Temp Vaccine, completely mixed with adjuvant and can be made and kept in very large quantities.
4. Transgenic Mouse Study = finds out if the trigger in NGIOs "complete vaccine" will incrementally do better than the others that are out there at the DR-4, which may be key for showing improvement in efficacy to that of the other available vaccines. (I'd like clarity on this point, so maybe someone can ask Rich to elaborate, but it did seem very positive and would allow NGIO to achieve superiority)
5. If the "complete vaccine" is a complete fail, it will at very least be the leading booster the world has seen for all of these current vaccines...This seems like the best news in the entire call.
*In my opinion a failure could actually be more profitable for GNBT/NGIO than a success as it would be required to be more widely used and it may be useful as an overlay for all other brands of vaccine. Everyone will flock to license this overlay as it will increase their vaccine's effectiveness especially J&J/AstraZeneca.
China Update:
Sinopharm is partnering with them and will license 100% of NGIO's product platform...please let that one sink in
$50,000,000 payment for working with them on vaccine getting green-light from them. $5,000,000 is delayed due to int'l transfer issues with dealing with a communist country, but the transfer is coming. $1,000,000 payment already received. This means that according to earlier conference calls that the NGIO complete vaccine in China Testing has already been a success...they likely cannot talk about this yet, but given that they are moving the project forward this can be safely assumed.
China is a much larger opportunity than in the USA for the vaccine product. Please understand this. It is hard to not have regional bias as this is what we can understand, but working with China will do two things.
1. Vastly speed up the regulatory process, ex. Communist countries are better at pooling resources and getting things done quickly than other countries (evidenced by how quickly they built their first COVID-19 hospital from the ground up)
2. The amount of money to be made throughout all of the licensing is astounding and will boost NGIO to achieve far reaching success. It will get easier to gain transfers of large sums of funds over time as well, so the issues we are seeing now will mostly subside once they establish consistent transfers.
China is not the country that it used to be in terms of technology and biotech. The companies that are leading there in 5-10 years will lead the world in technology (IMO). They already benefit from having mfg there for nearly all the world's medical devices and the Germans have mostly moved MFG there on the quality German-built machines. Like Elon Musk says, the value of the machine that builds the machine/thing can has a greater impact overall. This is now happening in Pharma. It is great for GNBT and NGIO that they are there now.
Overall takeaway: From a capitalist perspective, I would like to see that NGIO MFGS both a vaccine and a separate booster, and I believe that the booster will be a more successful product for NGIO. NGIO will have the freedom to introduce this as a new product and actually charge more for it as it will not fall into the same contracts as the vaccine.
I agree it is disappointing that the technicals did not work better as an update of NGIO IPO would have been very nice. I was surprised that the people who did get through did not ask that question. Overall the information is positive folks...
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