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CureVac N.V. (CVAC)

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17.30+1.85 (+11.97%)
Al cierre: 04:00PM EDT
17.69 +0.39 (+2.25%)
Antes de la apertura del mercado: 05:43AM EDT
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  • N
    Neil
    $NVAX conversation
    2/7/21 CV19 Latest Efficacy Variants%:
    [Overall%,🇨🇳prim%,🇬🇧var%,🇿🇦var%,🇧🇷var%]

    1. $NVAX [$19B]: [89%,96%,86%,60%,NA]
    2. $AZN [$130B]: [82%,NA,NA,no bueno,NA]
    3. $MRNA [$70B]: [NA,95%,NA,NA,NA]
    4. $BNTX [$28B]: [NA,95%,NA,NA,NA]
    5. $JNJ [$432B]: [66%,72%,NA,57%,NA]
    6. $CVAC [$22B]: [NA,NA,NA,NA,NA]
    7. $INO [$2.2B]: [NA,NA,NA,NA,NA]
    8. $VXRT [$0.8B]: [NA,NA,NA,NA,NA]

    ---------------
    AZN & JNJ 1st solutions are in trouble. They need quick turnaround with next versions to handle primary & 3+ variants.
    ---------------
    Since multiple variants are identified, the race is wide open again for the small horses to catch up.
    ---------------
    CV19 terminologies:
    1. Sars-CoV2 -- 🇨🇳primary
    2. B117-- 🇬🇧variant
    3. B1351 -- 🇿🇦variant
    4. P1 -- 🇧🇷variant
    ---------------
    Notes:
    +These are rough numbers provided by vaccine makers. Check their PRs.
    +JNJ vaccine is single shot 💉.
    +VXRT vaccine comes in pill 💊 form.
    +INO vaccine is DNA platform.
    +NVAX 🇿🇦variant% is for HIV-.
  • N
    Neil
    $NVAX conversation
    2/5/21 CV19 Latest Efficacy Variants%:
    [Overall%,🇨🇳prim%,🇬🇧var%,🇿🇦var%,🇧🇷var%]

    1. $MRNA [$68B]: [NA,95%,NA,NA,NA]
    2. $BNTX[$28B]: [NA,95%,NA,NA,NA]
    3. $JNJ [$426B]: [66%,72%,NA,57%,NA]
    4. $NVAX [$19B]: [89%,96%,86%,60%,NA]
    5. $AZN [$132B]: [82%,NA,NA,NA,NA]
    6. $CVAC [$19B]: [NA,NA,NA,NA,NA]
    7. $INO [$2.5B]: [NA,NA,NA,NA,NA]
    8. $VXRT [$0.9B]: [NA,NA,NA,NA,NA]

    ---------------
    Since multiple variants are identified, the race is wide open again for the small horses to catch up.

    Will see if mRNA technology can react quickly to mutating variants as advertised

    ---------------
    CV19 terminologies:
    1. Sars-CoV2 -- 🇨🇳primary
    2. B117-- 🇬🇧variant
    3. B1351 -- 🇿🇦variant
    4. P1 -- 🇧🇷variant
    ---------------

    Notes:
    +These are rough numbers provided by vaccine makers. Check their PRs.
    +JNJ vaccine is single shot 💉.
    +VXRT vaccine comes in pill 💊 form.
    +INO vaccine is DNA platform.
    +NVAX 🇿🇦variant% is for HIV-.
  • V
    Vratislav
    $CVAC conversation
    $CVAC
    article from an argentinian newspaper says 95% efficiency after two doses.....via Stocktwist today
  • D
    Dr Jim P. , MD
    $AGEN conversation
    $AGEN QS21 adjuvant: $GSK + $CVAC CureVac to develop next generation mRNA COVID-19 vaccines

    Importantly, #QS21 is #compatible with all major vaccine technologies being pursued to
    combat COVID19 including protein subunit, viral vector, #mRNA and DNA

    https://www.gsk.com/en-gb/media/press-releases/gsk-and-curevac-to-develop-next-generation-mrna-covid-19-vaccines/#

    https://charts.stocktwits.com/production/original_282922222.jpg
  • A
    Anonymous
    $NVAX conversation
    MCAP comparison (10/2/2021)
    Efficacy against original strain (statistically similar): NVAX (96%) > BNTX (95%) > MRNA (94%)
    Efficacy against other strains: NVAX (UK 86%, SA 60%), MRNA (UK ?, SA ?), BNTX (UK ?, SA ?),
    Transfer temperature: NVAX (4-5 C) > MRNA (-20 C) > BNTX (-70 C)
    Doses per year: NVAX (2B/year) > BNTX (Equivalent of less than 1B, 50M so far) > MRNA (600M)
    Market Cap.: $MRNA ($71B)> $BNTX ($28B which is equivalent to $56B as they share the revenue with PFE) > $CVAC ($21.3B with unknown efficacy) > $NVAX ($21.2B)
  • G
    Gino
    $NVAX conversation
    mix 'n match approval from FDA anticipated this week. Expect a boost to NVAX and $CVAC as well:
    https://www.barrons.com/articles/fda-may-approve-mix-match-booster-shots-this-week-51634640350
  • J
    Jad
    $NVAX conversation
    $CVAC failing is good news. UK and Europe placed big orders that will now need to be replaced with something else, hopefully Novavax.

    But please don't generalize that the same results apply to MRNA and BNTX. CVAC used an unmodified mRNA approach vs. a modified approach for the approved Vaccines. It's the reason why many biotech experts and analysts were dubious about their success.
  • N
    Neil
    $NVAX conversation
    Vaccine Horse Race - 6/9/21 9AM
    1. $BNTX [mRNA]: $237, $57B
    2. $MRNA [mRNA]: $218, $87B
    3. $NVAX [protein]: $210, $15B
    4. $CVAC [mRNA]: $109, $20B

    ----------------
    What a race!

    No matter which horse(s) you're riding, besides making good $$$, you are in effect helping contain the pandemic soon, as well as giving the world a sector that's going to help fight viruses well into the future. 😎

    As for now, it's a great race, for both SP and MC. There was a time back in 9/20, all 3 top horses were at $90.

    Thus, BNTX is leading with SP right now. MRNA has out right MC lead. NVAX has potential once P3 approved and EUA granted.

    It's a big market, so stop bashing! Lol😛
  • N
    Neil
    $MRNA conversation
    1/30/21 - CV19 Efficacy % Cliff's Notes 📝:
    [Overall%,🇨🇳%,🇬🇧%,🇿🇦%]
    1. $NVAX : [89%, 96%, 86%, 60%]
    2. $MRNA : [NA, 95%, NA, NA]
    3. $BNTX : [NA, 95%, NA, NA]
    4. $JNJ : [66%, 72%, NA, 57%]
    5. $CVAC : [NA, NA, NA, NA]
    6. $INO : [NA, NA, NA, NA]
    7. $VXRT : [NA, NA, NA, NA]

    These numbers lean on positive side for each vendor. Provide feedbacks as needed; will updates as we go along. Will be fair.

    Next 3+ months will be interesting as new numbers come in. Will use P2/P3 numbers.

    Good luck all. Thanks.
  • N
    Neil
    $BNTX conversation
    1/31/21 - CV19 Efficacy% & Variants%📝:
    [Overall%,🇨🇳var%,🇬🇧var%,🇿🇦var%,🇧🇷var%]
    1. $NVAX [$15B]: [89%, 96%, 86%, 49%,NA]
    2. $MRNA [$68B]: [NA, 95%, NA, NA,NA]
    3. $BNTX[$28.5B]: [NA, 95%, NA, NA, NA]
    4. $JNJ [$429B]: [66%, 72%, NA, 57%, NA]
    5. $CVAC [$16B]: [NA, NA, NA, NA, NA]
    6. $INO [$2.6B]: [NA, NA, NA, NA, NA]
    7. $VXRT [$1.2B]: [NA, NA, NA, NA, NA]

    ---------------
    CV19 terminologies:
    1. Sars-CoV2 -- 🇨🇳primary
    2. B117-- 🇬🇧variant
    3. B1351 -- 🇿🇦variant
    4. P1 -- 🇧🇷variant
    ---------------

    Notes:
    +These are rough numbers provided by vaccine makers. Check their websites/search.
    +JNJ vaccine is single shot 💉.
    +VXRT vaccine comes in pill 💊 form.

    -----------------
    Help provide additional info/feedbacks.
    Will update. Will be fair.

    Good luck & thanks.
  • S
    Sulav
    $NVAX conversation
    If you compare $NVAX to $CVAC the price movements are almost identical today!
  • T
    TRiMster3
    $ARWR conversation
    First-ever RNA-focused ETF launched by Direxion includes $ARWR (approx 5% of holdings) . It's ticker is $MSGR (apparently for Messenger RNA). Others include $MRNA (7%), $ALNY (6.5%) $BNTX (9.4%) $DRNA (8.22%) $VRTX (7%) $BNE (6.5%) $GRTS (1%) $MRVI (4.5%) $CVAC (4.5%)
    https://www.etftrends.com/leveraged-inverse-channel/direxion-launches-mrna-technology-focused-etf/
    Direxion has announced today in a press release the launch of their newest ETF, the Direxion mRNA ETF (MSGR).
    Direxion has announced today in a press release the launch of their newest ETF, the Direxion mRNA ETF (MSGR).
    www.etftrends.com
  • v
    vic
    $NVAX conversation
    so $CVAC fails their trials with flying colors and is down 45% and NVAX passes their p3 with best data around, and is down 30% - ummmm something isnt right w this picture.
  • T
    Top Shelf
    GERMAN CHANCELLOR MERKEL SAYS $JNJ JOHNSON & JOHNSON AND $CVAC CUREVAC EXPECTED TO DELIVER VACCINE IN Q2
  • S
    Sasha
    Pfizer Inc.
    Pfizer showed that it has an extremely agile and swift management that is capable of flawless execution, with their COVID-19 vaccine rollout. Where other companies like $NVAX and $CVAC faltered, and where even $MRNA’s vaccine had been affected by Sweden and Denmark recently, Pfizer alone came out unscathed. Pfizer’s vaccine requires ultra low temperatures, lower than that of any other COVID-19 vaccine; but that did not slow down the rollout one bit. Pfizer’s vaccine is the first one to get emergency use authorization from FDA and is the first one to get full FDA approval. In May 2021, Pfizer’s vaccine was the first to get emergency use authorization for ages 12 to 15. Pfizer is currently working on a vaccine for ages 5 to 11 and already submitted trial data to FDA. What an awesome management!!!! I am impressed by them. Wish the stock reflected that….
  • P
    Paul the Clown
    $CVAC conversation
    $CVAC - Rose above upper bollinger band. Outbreak confirmed. Congrats to all longs!
  • R
    RV
    $ARCT conversation
    https://twitter.com/TohJah7809/status/1428751204859846661
    Other than Vingroup/ Vietnam, a global entity selected ARCT-021 for a global phase 3 clinical trial - this represents >$300m savings in clinical trial expenses
    Other than the "free" clinical trial, ARCT-021 is significant because it is a single-dose regimen, and doesn't require ultra-cold chain logistics to store and distribute - these 2 attributes are critical for distribution in emerging markets...
    not to mention potential as booster shots to EM countries which want to supplement their non-mRNA vaccines
    ARCT also has valuable mRNA vaccine patents/ IP:
    given how early the genomics age is, it makes sense to own the entire public universe: Moderna $MRNA, BioNTech $BNTX, CureVac $CVAC, Arcturus $ARCT - just 4 names,
    ARCT also has non-COVID vaccine pipelines so it isn't exactly a one-trick pony, and its lipid nanoparticles (LNP) can also potentially be used as delivery system for gene editing as Ark explained in their August monthly mARKet update
  • P
    Pathfinder
    $CVAC conversation
    $CVAC
    "In addition, according to Business Insider information, the delivery contract worth more than two billion euros between Curevac and the European Commission can be unilaterally terminated by the EU. Because the deadline by which Curevac should have received approval from the EMA according to the contract, has now expired, according to information from a person involved in the negotiations. This means that the exit clause takes effect, the EU can now exit completely, extend the deadline or renegotiate with the company."
    https://www.businessinsider.de/wirtschaft/in-der-krise-kasse-gemacht-vier-curevac-topmanager-einer-davon-ein-mitgruender-verkauften-ende-juni-ihre-aktien-und-sind-jetzt-millionaere-a/
    Die Aktien-Verkäufe wurden nur einige Tage nach den ersten schlechten Curevac-Studienergebnissen der US-Börsenaufsicht gemeldet.
    Die Aktien-Verkäufe wurden nur einige Tage nach den ersten schlechten Curevac-Studienergebnissen der US-Börsenaufsicht gemeldet.
    www.businessinsider.de
  • I
    Iqbal
    Let me get this right, $CVAC fails their trials and is down almost 44% and NVAX passes their P3 with remarkable data around, and is down 35% from 3-days high. Not sure what to make out of this? Let’s see what tomorrow can bring?
  • N
    Neil
    $NVAX conversation
    Vaccine Horse Race, 6/17/21, 725AM
    1. $BNTX [mRNA]: $214/$51B
    2. $MRNA [mRNA]: $200/$80B
    3. $NVAX [protein]: $181/$13B

    With $CVAC done for 2021, this investor's $$$ race comes down to 3 horses. The doses from CVAC will likely be gobbled up soon.

    Study the [market shares & production run rates], [technologies & side effects], [variants & boosters], and pricings.

    There're plenty of slices in the pie 🥧.
    Good luck, vaxxers!