Farmas USA

Ana no ha dicho nada de cáncer! La culpa es suya ;-)

La de DVAX es hepatitis, la de CLDX sí que era Glioblastoma, que ahí no pasa ni una casi...

entre ayer y hoy creo que ya van 3 toques en 5,47 ... vamos leñe!

NVAX

NVAX

Van muy bien hoy. El otro dia, ya habrían empezado a bajar, y va ya media hora de bolsa y mantiene bien.

5.48 dicho y hecho
NVAX

si, tenemos viento de cola, el IBB en 270,0

Las infecciosas... Pego del informe que ha puesto investing algunas cosas interesantes: Developing a human vaccine from the preclinical phase to registration requires an increasing average investment of approximately US$ 200 to 900 million data on vaccines against acute infections, chronic infections, preventative indications and therapeutic indications are analyzed separately. Essentially, infectious diseases are different from cancer, and both are fundamentally different from allergy and autoimmune diseases with respect to the mechanisms of pathogenesis, immunity as well as the approach and difficulty of vaccine development. Consequently, vaccine development for infectious diseases, cancer, and allergy/autoimmunity should be analyzed separately. Moreover, this paper does not address orphan vaccines targeting unmet medical needs By far the most lucrative business opportunity is created by pandemic influenza. In this saturated environment, efficiency is the key word if vaccine manufacturers desire to maintain a competitive advantage. As the current manufacturing capacity for influenza vaccines is limited at 900 million dosages [18], innovations are namely pursued in areas including adjuvant development, delivery system and manufacturing technology [19]. Nevertheless, pandemic influenza vaccine preparedness is a unique and rare situation that should not be compared to vaccines targeting other disease areas. The foremost challenge in vaccine development is reducing the average transition rate from clinical phase II to III. Between these value chain phases the risk profile incorporating all data has an estimated transition probability of 0,21. It represents the highest attrition rate when compared to the productivity of the other phases. Both Anthrax and Malaria risk profiles confirm the bottleneck, as project development activities do not advance beyond PIII. A second major obstacle is a successful transition from clinical phase III to regulatory submission. Such bottlenecks are evident in Pandemic Influenza, and Hepatitis B vaccine (HBV) risk profiles, whereby the attrition rate for HBV candidates is calculated at an astonishing 50%. HIV/AIDS projects are also affected by significant attrition rates between these stages. Reasons for submission failures have been described for NCEs, and we assume similar arguments are relevant [26]. Data was further granulated into vaccines targeting acute versus chronic indications and prophylactic versus therapeutic applications (Fig 2). According to the dataset, vaccines targeting acute infectious diseases, as well as prophylactic vaccines clearly have a lower risk profile when compared to vaccines targeting chronic diseases or therapeutic applications

Figure 1. Vaccine risk profiles for selected disease areas. Risk profiles for the selected disease areas, combining phase duration with the cumulative transition probabilities as indicated by market entry probabilities. Rank order indicates quantity of projects in data set.

Table 2. Table summarizing calculations of phase duration and transition probabilities for selected vaccine target disease areas.

Figure 3. Combining the cumulative success rate with contextual factors. Combining the cumulative success rate with the contextual factors of disease burden and size of investment (indicated by the size of the bubble).

NVAX

Ah vale, que vamos sin máquina, es el viento, pensaba que tirábamos nosotros por algo.

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