Novavax Is Finally Coming For BioNTech's Dominance

Novavax Is Finally Coming For BioNTech’s Dominance


Comirnaty, the COVID-19 vaccine produced by Pfizer-BioNTech, has been recommended for children between 5 and 11 years old.

The White House has acquired sufficient vaccines from Pfizer-BioNTech. It is targeted for distribution to more than 25,000 pediatricians’ offices, hospitals, and pharmacies.

On 27 October 2021, NVAX finally filed for authorization for its COVID-19 vaccine, NVX-CoV2373, in the UK.

NVAX is looking closer to fulfilling its “destiny,” if it manages to finally obtain its emergency use authorization.

We discuss whether both stocks are a buy now for biotech investors.

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Novavax ( NVAX ) has finally filed for authorization for its COVID-19 vaccine, NVX-CoV2373, in the UK . NVX-CoV2373 is a two-dose protein subunit-based vaccine. It contains a proprietary Matrix-M adjuvant. In contrast to Pfizer-BioNTech, Novavax’s vaccine uses the Recombinant Nanoparticle Vaccine Technology . It has also been proven to be 93% clinically effective. Novavax has filed for Emergency Use Listing (EUL) from the World Health Organization (WHO) . The company also expects to file for Emergency Use Authorization (EUA) with the US FDA by Q4’21. Besides its COVID-19 vaccine, Novavax also has eight other programs in development. Three of the programs are in the Phase 2/3 clinical stage.

BioNTech SE ( BNTX ) is one of the two key players behind the leading and highly successful COVID-19 vaccine, Comirnaty. It has delivered more than a billion doses worldwide as of 21 July 2021. On 27 October 2021, the vaccine was also recommended for children between 5 and 11 years old. In addition, BNTX has also rapidly expanded the scope of its R&D efforts to sustain its success beyond Comirnaty by deploying some of that cash to build up its capabilities in ” Next-Gen Immunotherapies & Vaccines .” More than 20 potential candidates are in the pipeline with a target to launch “multiple products in the next five years.”

If you are new to Novavax and BioNTech, we encourage you to read our recent articles on both companies. They will help you understand their business models and market opportunity better. The links to the articles are appended: NVAX Vs. BNTX Stock YTD Performance

NVAX Vs. BNTX stock YTD performance (as of 27 October 21). BNTX stock has had a phenomenal year so far. At one point in August, its YTD gain almost reached 400%. Although the momentum has subsided substantially, its YTD gain of 249% should still be gratifying for its investors. In contrast, NVAX stock has had a topsy-turvy year. Its YTD gain raced to more than 150% earlier this year. However, its momentum has all but fizzled out. Its YTD gain has fallen dramatically to 29.6%. Its struggle for traction this year also mirrored its struggles in obtaining its EUA for its COVID-19 vaccine. Comirnaty Continues to Lead the Race in Protecting Children

On 27 October 2021, Comirnaty, the COVID-19 vaccine produced by Pfizer-BioNTech, has been recommended for children between 5 and 11 years old. It is based on the voting results from a panel of FDA advisors . The vote is 17-0 in favor of the vaccine. The advisors believe that the benefits of the COVID-19 vaccine outweigh the risks of heart inflammation. As a result, we may expect a formal FDA approval within this week. It is after the discussion by CDC’s Advisory Committee on Immunization Practices on 2nd November 2021. The White House has also acquired sufficient specially packaged children vaccines from Pfizer-BioNTech. The vaccines are ready for distribution to more than 25,000 pediatrician’s offices, hospitals, and pharmacies.

It is indeed excellent news for the medical community. It will help to reduce the mortality rate for children with underlying medical conditions . As of 26 October 2021, 737K deaths have been reported in the US . Of these, the American Academy of Pediatrics estimated that children accounted for up to 0.26% of all COVID-19 deaths. As of May 2021, UNICEF estimated 3.48K of children aged 9 and below to have died globally from COVID-19. The number of Child COVID-19 Cases Added weekly. Source: Furthermore, most of these unvaccinated children have returned to school in Q2’21. The American Academy of Pediatrics reported that more and more children in the US have tested positive for COVID-19 recently. Almost 1.89M US children fell sick in the recent 2.5 months . Assuming a rollout of vaccines by […]

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