FDA 小组决定下一次新冠注射，严重做空的 Novavax 飙升

FDA 小组决定下一次新冠注射，严重做空的 Novavax 飙升
Heavily Shorted Novavax Soars As FDA Panel Decides On Next Covid Shot

原始链接: https://www.zerohedge.com/medical/heavily-shorted-novavax-soars-fda-panel-decides-next-covid-formula-shot

截至午餐时间，由于美国食品和药物管理局疫苗和相关生物制品咨询委员会 (VRBPAC) 即将召开会议，Novavax 疫苗库存大幅增长。该委员会定于 2024 年 6 月 5 日召开会议，讨论并推荐 2024-2025 年秋季 Covid-19 疫苗的成分。根据 FDA 文件，即将推出的疫苗配方预计将解决主要的 JN.1 亚变体，称为 KP.2。 Novavax 的疫苗专门针对 JN.1，反映了欧洲监管建议。其他 mRNA 疫苗提供商，如 Moderna、辉瑞 BioNTech，正在等待 FDA 关于其配方的指示。 Novavax 高管在最新的财报电话会议上提到，他们已经开始针对 JN.1 的 Covid-19 疫苗进行商业开发。如果现阶段选择不同的毒株，美国公众将无法获得基于蛋白质的疫苗，这使得 Novavax 成为美国唯一一家基于蛋白质的新冠疫苗生产商。被大量做空的 Novavax 周三经历了大幅上涨势头，股价自 4 月底以来上涨了 400% 以上。与此同时，根据 S3 Partners 的数据，空头利息超过了流通股本的 33%。与此同时，Moderna 上涨约 5.2%，全年保持乐观； BioNTech 上涨约 1.8%；辉瑞（Pfizer）小幅下跌。

原文

Novavax led the gains among vaccine stocks through lunchtime, as a panel of US Food and Drug Administration advisers is expected to meet today and discuss the next formula for upcoming Covid-19 shots this autumn.

"On June 5, 2024, the Vaccines and Related Biological Products Advisory Committee (VRBPAC) will meet in open session to discuss and make recommendations on the selection of the 2024- 2025 Formula for COVID-19 vaccines," the FDA wrote in a briefing document.

The FDA's new vaccine formula is expected to target the JN.1 subvariant known as KP.2, which has become dominant in the US in recent months.

Novavax's vaccine targets JN.1, which aligns with European recommendations. The EU's regulator has told pharmaceutical companies to update their vaccines for that variant.

Vaccines based on messenger RNA (mRNA), like those from Moderna or Pfizer and partner BioNTech, are also waiting for the FDA to provide formula guidance.

In the latest earnings call, Novavax executives discussed their Covid-19 vaccine targeting JN.1 went into commercial development.

"If a strain other than JN.1 is selected this late in the development process, a protein-based option will not be available for the US population," Novavax said in a statement emailed to Reuters last month. Novavax is the only company making protein-based Covid vaccines in the US.

Shares of heavily shorted Novavax soared as much as 25% on Wednesday. Shares are up more than 400% since the end of April. Data from S3 Partners shows short interest topped 33% of the equity float.

Moderna rose by as much as 5.2%, with shares up 52% for the year. BioNTech gained up to 1.8%, while Pfizer slipped slightly.

FDA 小组决定下一次新冠注射，严重做空的 Novavax 飙升 Heavily Shorted Novavax Soars As FDA Panel Decides On Next Covid Shot

FDA 小组决定下一次新冠注射，严重做空的 Novavax 飙升
Heavily Shorted Novavax Soars As FDA Panel Decides On Next Covid Shot