VBI Vaccines: Hepatitis Vaccine Approval Can Be A Catalyst For >$1bn Valuation

Oct. 31, 2021 11:37 AM ETVBI Vaccines Inc. (VBIVQ) StockVBIVQ21 Comments

Summary

  • VBI Vaccines will find out on November 30th whether its Hepatitis B vaccine - already approved in Israel - will be approved by the FDA in the US.
  • Approval in the US - and Europe, where a marketing authorization is also being sought - could be a potential game-changer for the company, although this is a tricky market.
  • VBI has several COVID vaccines in development, designed to complement existing, approved ones, which are early stage but focused on e.g. durability of response.
  • VBI's use of Virus Like Particles and lipid layer of protection is novel and promising, and can also be applied to other infectious diseases and cancers.
  • An approval next month could push the company's valuation past $1bn, in my view, representing 25% upside. And longer term, the outlook looks promising - although possibly only to die-hard biotech investors.
  • Looking for more investing ideas like this one? Get them exclusively at Haggerston BioHealth. Learn More »

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Investment Thesis

VBI Vaccines (VBIV) is a $768m market cap biotech specializing in the development of vaccine candidates that "mimic the natural presentation of viruses, designed to elicit the innate power of the human immune system" (quote taken from

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This article was written by

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Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston BioHealth.

The group is for both novice and experienced biotech investors. It provides catalysts to look out for and buy and sell ratings. It also provides product sales and forecasts for all the Big Pharmas, forecasting, integrated financial statements, discounted cash flow analysis and market by market analysis. Learn more.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in VBIV over the next 72 hours. 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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