And The Booster Covid Vaccine Winner Is: Novavax
Jun. 07, 2021 8:21 AM ETNovavax, Inc. (NVAX)BNTXMRNAPFE1.07K Comments
Efficacy Results – Winner: Novavax
Novavax 96.4%
“Demonstrated 100% protection against severe disease.
Confirmed 96.4% efficacy against original strain of COVID-19 and 86.3% efficacy against B.1.1.7 variant strain...
Demonstrated efficacy of 88.9% in adults over the age of 65 and efficacy of 90.9% in adults with high-risk medical comorbidities...
Demonstrated efficacy of 55.4% among HIV-negative participants in South Africa Phase 2b trial, with the vast majority of cases due to the B.1.351 escape variant.”
BioNTech 95%
“... demonstrated 95% efficacy in preventing COVID-19 in those without prior infection 7 days or more after the second dose.”
Moderna 94.1%
“Vaccine efficacy against COVID-19 was 94.1%; vaccine efficacy against severe COVID-19 was 100%”
Comment: The Novavax later trials and their participation in the mix-and-match studies have given them access to more diverse data which could be very valuable in designing appropriate booster vaccine candidates, combo candidates, bivalent and multivalent candidates. Participating in the mix-and-match studies also positions them well for the booster shot market.
Stability (Storage & Logistics) – Winner: Novavax
Novavax
“NVX-CoV2373 is stored and stable at 2°- 8°C, allowing the use of existing vaccine supply chain channels for its distribution. It is packaged in a ready-to-use liquid formulation in 10-dose vials.”
BioNTech
"Before mixing, the vaccine may be stored in an ultra-cold freezer between -80°C and -60°C (-112°F and -76°F) (extended periods storage)
Before mixing, the vaccine may be stored in the freezer between -25°C and -15°C (-13°F to 5°F) for up to 2 weeks.
Before mixing, the vaccine may be stored in the refrigerator between 2°C and 8°C (36°F and 46°F) for up to 1 month (31 days).
Once mixed, vaccine can be left at room temperature (2°C to 25°C [35°F to 77°F]) for up to 6 hours."
Moderna (Slide 11)
“Shipping is in standard freezers (-20°C) and 100 doses in carton to pallet(s) (237,600 doses/pallet)
Storage is up to 6 months in a standard freezer [-25°C and -15°C (-13°F to 5°F)] and 4 weeks at refrigerated temperatures (2-8°C)
Only authorized mRNA vaccine that does not require on-site dilution”
Comment: The stability of the Novavax Covid vaccine is a major competitive advantage.
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