Hello and happy holidays to everyone here. Here
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Posted On: 12/29/2020 11:49:03 AM
Hello and happy holidays to everyone here.
Here is my perspective:
The Complete Vaccine has not been specifically directed to the US market as an early solution. It has been widely expressed by company personnel that the target for it is the long-term solution which will provide many benefits to treating the virus and many to come in the future. GNBT is building a platform that is adaptable from which to work in the future as I think we all agree that there may be more virus mutations and other Cov-based viruses coming.
For those of you who believe any mRNA based product will be favored longer term must consider the hospital’s perspective and liability for holding those vaccines long term. With the GNBT solution a refrigerator won’t even necessarily be required which provides excellent stability. For this reason alone, plus when you consider the potentially superior safety profile there is room in the market for the GNBT vaccine. It is also much lower risk to the facility to hold a vaccine with a longer shelf life that is stable.
As a company, GNBT has done a nice job pivoting during this time without solid funding to stay in the vaccine hunt with their very promising technology. Taking private monies this Summer is in hindsight a mistake, but it got them to this point where funding is stabilized. I think that issuing so much employee stock may be a mistake, but it is likely that they know more than we do about NGIO going public and in reading the tea leaves it seems that their confidence level is high. I personally like hearing that they are thinking about their employees that have sacrificed to get the company upright and moving forward which is what has happened.
They have lost trust at times with execution, but please realize that GNBT has no influence over regulatory timelines. That is the unfortunate question mark in this scenario. So what does a company like them then do? The answer is a faster regulatory timeline outside of the US where they can prove their concept, gain valuable data to then provide a basis for success in the US. Without 100s of millions this is the reality for them when developing a vaccine.
I do agree that an executive plan for each company within the holding company for 2021 would be a benefit, but it also may serve to raise expectations which may not be a good thing for the company. Instead like many have said, just perform/execute, which is what I think they are doing and tell us with action. Perhaps that is the best plan. Just my perspective on things.
May everyone have a safe and happy New Years as we put 2020 in our hindsight.
Here is my perspective:
The Complete Vaccine has not been specifically directed to the US market as an early solution. It has been widely expressed by company personnel that the target for it is the long-term solution which will provide many benefits to treating the virus and many to come in the future. GNBT is building a platform that is adaptable from which to work in the future as I think we all agree that there may be more virus mutations and other Cov-based viruses coming.
For those of you who believe any mRNA based product will be favored longer term must consider the hospital’s perspective and liability for holding those vaccines long term. With the GNBT solution a refrigerator won’t even necessarily be required which provides excellent stability. For this reason alone, plus when you consider the potentially superior safety profile there is room in the market for the GNBT vaccine. It is also much lower risk to the facility to hold a vaccine with a longer shelf life that is stable.
As a company, GNBT has done a nice job pivoting during this time without solid funding to stay in the vaccine hunt with their very promising technology. Taking private monies this Summer is in hindsight a mistake, but it got them to this point where funding is stabilized. I think that issuing so much employee stock may be a mistake, but it is likely that they know more than we do about NGIO going public and in reading the tea leaves it seems that their confidence level is high. I personally like hearing that they are thinking about their employees that have sacrificed to get the company upright and moving forward which is what has happened.
They have lost trust at times with execution, but please realize that GNBT has no influence over regulatory timelines. That is the unfortunate question mark in this scenario. So what does a company like them then do? The answer is a faster regulatory timeline outside of the US where they can prove their concept, gain valuable data to then provide a basis for success in the US. Without 100s of millions this is the reality for them when developing a vaccine.
I do agree that an executive plan for each company within the holding company for 2021 would be a benefit, but it also may serve to raise expectations which may not be a good thing for the company. Instead like many have said, just perform/execute, which is what I think they are doing and tell us with action. Perhaps that is the best plan. Just my perspective on things.
May everyone have a safe and happy New Years as we put 2020 in our hindsight.
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