GBA Presents: THE GREEN MARKET

The one thing I am afraid of is each of the vaccine makers is running their vaccine against this variant and if they come back in a week and say we are pretty well protected already these anti viral ideas could really sink. Although real life I think has a different story to tell with so few vaccinated world wide in poorer countries...
 
The way I look at it is this is a ongoing war and we see the direction this is going.

This new variant is actually they say less severe than Delta so lets not take our eye off Delta!

But this Covid is never going away it looks like unlike Polio, Mumps and 1800's flue... this does present some large economic problems as well as opportunities for investment.
 
I am clever. Whenever I make a vet appointment I always do it so it " conflicts " with my workout.

The trick is having the vet session in the Dr office not in the back. The last time we went we asked for his nails to be clipped, Bacchus went into the back, the door closed and we could here some scuffling. and a couple minutes later a sweating profusely Vet tech came rushing out like a sled runner in Alaska-- barely able to hold my Dog who was rapid running in place with his long nails on the shiny floor-- we can't deal with him- they said- he's too strong.

So I cleverly said this time " would you make a note that I wish to learn the process of the anal gland drain so we should do everything in the Dr's office with me there".. Clever.
 
I may of rushed things-Looks like pros are surrounding-ADGI


BUY ADAGIO AS OMICRON EMERGES:Morgan Stanley analyst Matthew Harrison upgraded Adagio Therapeutics to Overweight from Equal Weight with a price target of $49, up from $33, noting that current evidence suggests that the omicron COVID-19 variant may have higher transmissibility than previous variants and is likely to become a new dominant variant in the short-term. The high transmissibility, once confirmed, should increase demand for antibodies which can neutralize the variant, but current leading antibodies, including those from Eli Lilly and Regeneron, are compromised by omicron, said Harrison. However, Adagio's ADG20 remains highly effective at neutralizing omicron and also possesses other "preferable characteristics," including coverage of multiple variants, Harrison tells investors. He has added 4M doses of government stockpiling for Adagio's ADG20 in 2022 to his projections and now forecasts about $1.8B in sales, Harrison noted.

Voicing a similar opinion, Stifel analyst Stephen Willey told investors that he believes the emergence of the omicron variant reflects his Adagio Therapeutics investment thesis playing out in real time, namely that vaccines alone are unlikely to sufficiently address the COVID-19 pandemic and any transition to endemicity will likely be characterized by reservoirs of infectivity amongst susceptible populations influenced in size/severity by a fluctuating wave of variants. The analyst is "unsurprised" that none of greater than 30 spike protein mutations characterizing omicron would, per Adagio management, suggest escape from ADG20 neutralization in vitro - particularly given previously published preclinical data describing the highly-conserved nature of the spike protein epitope to which ADG20 binds. While there are obviously many omicron-related questions requiring answers over the coming days/weeks, Willey believes ADG20's neutralization breadth/potency, long duration of protection, and logistically friendly administration profile would represent an attractive option for combating these continued waves of variant-related uncertainty. He has a Buy rating on the stock.

On Monday, Adagio Therapeutics provided information related to the potential of its lead SARS-CoV-2 antibody, ADG20, to address the omicron SARS-CoV-2 variant, and other known variants of concern. ADG20 is an investigational monoclonal antibody product candidate designed to provide broad and potent neutralizing activity against SARS-CoV-2, including variants of concern, for the prevention and treatment of COVID-19 with potential duration of protection for up to one year in a single injection. Based on published epitope mapping and structural studies, Adagio anticipates that ADG20 will retain neutralizing activity against the omicron variant whereas other mAb products may lose substantial activity against this variant. Previously disclosed in vitro data demonstrated retained neutralizing activity of ADG20 against a diverse panel of circulating SARS-CoV-2 variants, including the recently emerged Lambda, Mu and Delta plus variants. Notably, findings from these in vitro studies showed that ADG20 demonstrated potent neutralizing activity against all SARS-CoV-2 variants of concern tested, including those with reduced susceptibility to mAb products currently available under EUA or in late-stage development. Adagio Therapeutics trading was halted on Monday morning due to volatility but has since resumed trading.

PFIZER'S ORAL TO BENEFIT:Morgan Stanley analyst Matthew Harrison raised the firm's price target on Pfizer (PFE) to $60 from $50, and lowered his price target on Merck (MRK) to $82 from $88, while keeping Equal Weight ratings on both names as the new COVID variant omicron highlights the continued variant risk in an evolving pandemic. The analyst believes mRNA vaccines, certain antibody therapies and Pfizer's oral are most likely to benefit. mRNA vaccines are likely to be preferred for their speed to market and likely to take the vast majority of the omicron booster market, which could lead to $20B-$50B in additional 2022 revenues, he contended. Harrison thinks antibodies such as those from Adagio, Vir (VIR) and AstraZeneca (AZN) that have a broad neutralization profile against omicron could also benefit. Further, he also believes Pfizer is likely to sell out of all its Paxlovid inventory. While both Merck and Pfizer will sell what they can make, Pfizer's oral will likely be preferred given the more limited impact from the full Merck data and concerns around the profile of the drug, Harrison contended.
 
You must log in or register to reply here.
Back
Top