VBI Vaccines: Turning My Focus To VBI-1901

Jul. 15, 2021 6:01 AM ETVBI Vaccines Inc. (VBIVQ) StockVBIVQ5 Comments

Summary

  • My coverage of VBI Vaccines has been overly focused on the company’s infectious disease programs and I have discounted the company’s glioblastoma candidate, VBI-1901.
  • The company presented impressive Phase IIa that showed improvements in response rates and overall survival compared to historical data.
  • The FDA granted VBI-1901 a Fast Track Designation which validates VBI-1901's clinical prowess and the urgent unmet medical need for new glioblastoma therapies.
  • I believe my fixation on the company's infectious disease programs has distorted my VBIV time horizon. I provide an update on my revamped VBIV strategy.
Cancer cells vis
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In my previous VBI Vaccines Inc. (VBIV) articles, I have focused most of my attention on the company's Hepatitis B vaccine and Coronavirus vaccine candidates due to their near-term impact. Admittedly, I have failed to take a deeper dive into the company's

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Biologics is a full-time healthcare investor who developed a passion for biotech and life saving therapies after working in the medical field for years. His trade focus is around innovative companies developing breakthrough therapies and/or pharmaceuticals with catalysts for potential acquisitions.

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of VBIV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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