Baleroni, Great find on this article and I hope
Post# of 36537
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Posted On: 11/18/2020 10:34:36 AM
Baleroni,
Great find on this article and I hope that having the Covid-19 does create what it indicates and that other peers decide to do the same/similar research to validate these findings. I hope for this to be reality. Your earlier response makes me chuckle as what people are not seeing is the following:
1. GNBT is 4-6 months from being in mfg and it’s doses will ship anywhere and remain stable.
2. In the Medical/Healthcare field 9 months is like 2 months in the tech field, which seems to be the world’s baseline expectations.
3. Go-to-market execution matters.
This is perhaps/allegedly the real reason why Pfizer CEO sold 60% of his holdings as Pfizer and others who have to keep 100s of millions of doses stable at temperatures under 0 degrees Fahrenheit is simply not feasible over the long term. Human error will present itself at some point with potentially disastrous consequences. I work in healthcare and there is not a structure setup to support the logistics of this.
GNBT still has the upper hand due to the following reasons:
1. It’s a vaccine that triggers long term memory, not getting the actual virus, so ppl avoid having long term lung damage and other long term issues when taking it, and that is IF the NYT article is correct. I’m dubious until after it’s peer reviewed and the research is published in a respected journal. (Never heard of the La Jolla Institute)...not that I should have though.
2. Superior go-to-market ability - enough cannot be said here about being able to ship a powder instead of attempting to ship a non-stable vessel that must meet specific temperature parameters that may be unsustainable over even a medium term logistics chain. This is the largest difference and the world will wait for this.
3. Proven safety profile - this is also a significant advantage.
4. OUS is the opportunity...the US govt chose already...the opportunity may open up again after the mRNA/RNA offering stumbles. I think it’s worth a check in with the Biden task force, but GNBT should stay focused on vaccinating the rest of the world, not the US. Although I won’t be taking the mRNA or RNA based versions as waiting only 2-3 months for a much better solution is preferable in my mind. I’d love to sign up for the phase 3 trial for NGIO and get this sooner.
5. The strategy in pediatrics, adolescents and pregnant populace is significant and is just now being modeled by others. GNBT has first mover advantage here which is a wonderful opportunity. No larger company can keep up with the speed of a focused smaller entity, especially now that this one is well-funded.
I guess I’m not phased in the thinking that GNBT still has the upper hand as there are still significant unknowns for the larger entities to overcome and the pathway is more steady and controllable for GNBT/NGIO. We will be fine, but patience is required.
Good luck and good health to all
Great find on this article and I hope that having the Covid-19 does create what it indicates and that other peers decide to do the same/similar research to validate these findings. I hope for this to be reality. Your earlier response makes me chuckle as what people are not seeing is the following:
1. GNBT is 4-6 months from being in mfg and it’s doses will ship anywhere and remain stable.
2. In the Medical/Healthcare field 9 months is like 2 months in the tech field, which seems to be the world’s baseline expectations.
3. Go-to-market execution matters.
This is perhaps/allegedly the real reason why Pfizer CEO sold 60% of his holdings as Pfizer and others who have to keep 100s of millions of doses stable at temperatures under 0 degrees Fahrenheit is simply not feasible over the long term. Human error will present itself at some point with potentially disastrous consequences. I work in healthcare and there is not a structure setup to support the logistics of this.
GNBT still has the upper hand due to the following reasons:
1. It’s a vaccine that triggers long term memory, not getting the actual virus, so ppl avoid having long term lung damage and other long term issues when taking it, and that is IF the NYT article is correct. I’m dubious until after it’s peer reviewed and the research is published in a respected journal. (Never heard of the La Jolla Institute)...not that I should have though.
2. Superior go-to-market ability - enough cannot be said here about being able to ship a powder instead of attempting to ship a non-stable vessel that must meet specific temperature parameters that may be unsustainable over even a medium term logistics chain. This is the largest difference and the world will wait for this.
3. Proven safety profile - this is also a significant advantage.
4. OUS is the opportunity...the US govt chose already...the opportunity may open up again after the mRNA/RNA offering stumbles. I think it’s worth a check in with the Biden task force, but GNBT should stay focused on vaccinating the rest of the world, not the US. Although I won’t be taking the mRNA or RNA based versions as waiting only 2-3 months for a much better solution is preferable in my mind. I’d love to sign up for the phase 3 trial for NGIO and get this sooner.
5. The strategy in pediatrics, adolescents and pregnant populace is significant and is just now being modeled by others. GNBT has first mover advantage here which is a wonderful opportunity. No larger company can keep up with the speed of a focused smaller entity, especially now that this one is well-funded.
I guess I’m not phased in the thinking that GNBT still has the upper hand as there are still significant unknowns for the larger entities to overcome and the pathway is more steady and controllable for GNBT/NGIO. We will be fine, but patience is required.
Good luck and good health to all
(5)
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