3 ms·

CureVacs vaccine can be produced in HUGE doses almost immediatly. Their rabies vaccine CV7202 requires only two doses of 1 µg mRNA, and they hope to replicate

by JanSt 7y ago

CureVacs vaccine can be produced in HUGE doses almost immediatly. Their rabies vaccine CV7202 requires only two doses of 1 µg mRNA, and they hope to replicate that with the corona-virus. If corona needs approx. the same doses they claim to be able to produce billions of them soon. https://www.curevac.com/de/news/curevac-focuses-on-the-development-of-mrna-based-coronavirus-vaccine-to-protect-people-worldwide https://www.curevac.com/de/news/curevac-focuses-on-the-devel...

Slartie 7y ago
What they don't say there is how long it takes to scale up and produce those "billions" of doses. I found documented claims of 10 million doses until this summer (https://www.chemistryworld.com/news/rna-vaccines-are-coronavirus-frontrunners/4011326.article#/ https://www.chemistryworld.com/news/rna-vaccines-are-coronav...) with the existing production capacities.
- DrAwdeOccarim 7y ago
  I don't think CureVac's technology is the right choice, though we should fund everyone at the same time to scale-up at risk IMHO. Moderna and BioNTech could scale-up to hundreds of millions of doses by EOY without expanding capacity. If the US and German governmetns really hit the gas, we could expand both companies manufacturing at risk and get to hundreds of millions doses in 6 months. Then, if the clinical trials look good, we already have the material ready to go.
  - Slartie 7y ago
    That is probably the best approach: start manufacturing at scale as soon as the risk profile of a vaccine candidate offers a minimum of confidence for it to be working. And doing that with as many companies in the field as possible in parallel to increase probabilities of success. As a retail investor living in Germany, this confirms my decision to put a little bit of money into Moderna stock. I would have done the same with CureVac, but they aren't listed at any stock exchange unfortunately.
    - DrAwdeOccarim 7y ago
      BioNTech is also public (BNTX), so you should add some there too. But maybe wait for them to come back to Earth (up ~50% premarket from announcements!)
      - Slartie 7y ago
        Thanks for the tip, will keep an eye on them. Though I wonder why they shot up 50-60% while Moderna keeps trading normally. It does appear from the outside as if both of them were comparable from a liquidity standpoint and also with regard to their progress towards a working vaccine.
        DrAwdeOccarim 7y ago
        They announced a collaboration with a Chinese company to start trials in April. So that news is the catalyst for the move. I am surprised Moderna isn't moving higher on news that they actually dosed, you know, a real live person. shrug the market seems to enjoy hating on Moderna. Oh well, they raised $500mil in January and are sitting on $1.9b so it doesnt' really matter what the stock does in the near/mid term.
DrAwdeOccarim 7y ago
I am skeptical of their 1mcg claim. The only way to get to 1mcg for an mRNA-based vaccine is through even newer and untested technology: self-amplifying mRNA, some undisclosed delivery technology/chemistry, or some undisclosed improvement to their adjuvanting technology. In general, they have been far behind Moderna and BioNTech for years, so I'm not sure we should be hitching our wagon to them. This is their most recent clinical trial results (2017) https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(17)31665-3/fulltext https://www.thelancet.com/journals/lancet/article/PIIS0140-6... showing basically failure without more-immunogenic delivery. This is their most recent clinical publication showing their adjuvanting technology (2019) https://www.sciencedirect.com/science/article/pii/S0264410X19302191 https://www.sciencedirect.com/science/article/pii/S0264410X1... which in general is needed to make-up for their lack of potency in their mRNA vaccine technology. A problem neither BioNTech nor Moderna have with their mRNA and delivery technology.

by JanSt 7y ago

Slartie 7y ago

What they don't say there is how long it takes to scale up and produce those "billions" of doses. I found documented claims of 10 million doses until this summer (https://www.chemistryworld.com/news/rna-vaccines-are-coronavirus-frontrunners/4011326.article#/ https://www.chemistryworld.com/news/rna-vaccines-are-coronav...) with the existing production capacities.

DrAwdeOccarim 7y ago
I don't think CureVac's technology is the right choice, though we should fund everyone at the same time to scale-up at risk IMHO. Moderna and BioNTech could scale-up to hundreds of millions of doses by EOY without expanding capacity. If the US and German governmetns really hit the gas, we could expand both companies manufacturing at risk and get to hundreds of millions doses in 6 months. Then, if the clinical trials look good, we already have the material ready to go.
- Slartie 7y ago
  That is probably the best approach: start manufacturing at scale as soon as the risk profile of a vaccine candidate offers a minimum of confidence for it to be working. And doing that with as many companies in the field as possible in parallel to increase probabilities of success. As a retail investor living in Germany, this confirms my decision to put a little bit of money into Moderna stock. I would have done the same with CureVac, but they aren't listed at any stock exchange unfortunately.
  - DrAwdeOccarim 7y ago
    BioNTech is also public (BNTX), so you should add some there too. But maybe wait for them to come back to Earth (up ~50% premarket from announcements!)
    - Slartie 7y ago
      Thanks for the tip, will keep an eye on them. Though I wonder why they shot up 50-60% while Moderna keeps trading normally. It does appear from the outside as if both of them were comparable from a liquidity standpoint and also with regard to their progress towards a working vaccine.
      - DrAwdeOccarim 7y ago
        They announced a collaboration with a Chinese company to start trials in April. So that news is the catalyst for the move. I am surprised Moderna isn't moving higher on news that they actually dosed, you know, a real live person. shrug the market seems to enjoy hating on Moderna. Oh well, they raised $500mil in January and are sitting on $1.9b so it doesnt' really matter what the stock does in the near/mid term.

DrAwdeOccarim 7y ago

I am skeptical of their 1mcg claim. The only way to get to 1mcg for an mRNA-based vaccine is through even newer and untested technology: self-amplifying mRNA, some undisclosed delivery technology/chemistry, or some undisclosed improvement to their adjuvanting technology. In general, they have been far behind Moderna and BioNTech for years, so I'm not sure we should be hitching our wagon to them. This is their most recent clinical trial results (2017) https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(17)31665-3/fulltext https://www.thelancet.com/journals/lancet/article/PIIS0140-6... showing basically failure without more-immunogenic delivery. This is their most recent clinical publication showing their adjuvanting technology (2019) https://www.sciencedirect.com/science/article/pii/S0264410X19302191 https://www.sciencedirect.com/science/article/pii/S0264410X1... which in general is needed to make-up for their lack of potency in their mRNA vaccine technology. A problem neither BioNTech nor Moderna have with their mRNA and delivery technology.