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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":853227390,"tweetId":"853227390","gmtCreate":1634817678966,"gmtModify":1634817679367,"author":{"id":3569976416564978,"idStr":"3569976416564978","authorId":3569976416564978,"authorIdStr":"3569976416564978","name":"195c6d26","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":20,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Hs</body></html>","htmlText":"<html><head></head><body>Hs</body></html>","text":"Hs","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/853227390","repostId":1171915283,"repostType":4,"repost":{"id":"1171915283","kind":"news","pubTimestamp":1634817585,"share":"https://www.laohu8.com/m/news/1171915283?lang=zh_CN&edition=full","pubTime":"2021-10-21 19:59","market":"us","language":"en","title":"7 Reasons Why Novavax Is a No-Brainer Pick Over Ocugen<blockquote>Novavax 比 Ocugen 更显而易见的 7 个理由</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1171915283","media":"Motley Fool","summary":"There's no contest between the stock performances of Novavax(NASDAQ:NVAX)and Ocugen(NASDAQ:OCGN)so f","content":"There's no contest between the stock performances of&nbsp;Novavax(NASDAQ:NVAX)and&nbsp;Ocugen(NASDAQ:OCGN)so far this year. Ocugen's share price has skyrocketed roughly seven times more than Novavax's has.<blockquote>的股票表现之间没有竞争诺瓦瓦克斯（纳斯达克股票代码：NVAX）和奥库根（纳斯达克股票代码：OCGN）今年迄今为止。Ocugen 的股价飙升了大约 Novavax 的七倍。</blockquote> Does that make Ocugen the smarter&nbsp;vaccine stock&nbsp;to buy right now? Not at all. Here are seven reasons why Novavax stock is a no-brainer pick over Ocugen.<blockquote>这是否使 Ocugen 成为现在购买的更明智的疫苗股票？一点也不。以下是 Novavax 股票比 Ocugen 更容易选择的七个原因。</blockquote> 1. A path to EUA in the U.S.<blockquote>1.美国EUA之路</blockquote> Ocugen's share price skyrocketed more than 750% year to date twice in 2021. But much of that massive gain evaporated after the company disclosed in June that it would no longer pursue Emergency Use Authorization (EUA) in the U.S. for COVID-19 vaccine Covaxin.<blockquote>2021 年迄今为止，Ocugen 的股价两次飙升超过 750%。但在该公司 6 月份披露将不再为 COVID-19 疫苗科瓦克辛在美国寻求紧急使用授权 (EUA) 后，大部分巨额收益都蒸发了。</blockquote> The company opted to go for full approval once the U.S. Food and Drug Administration limited which vaccines would be reviewed under the EUA program. So far, however, Ocugen hasn't begun the late-stage clinical studies that will be required to win full FDA approval.<blockquote>一旦美国批准，该公司选择寻求全面批准。美国食品药品监督管理局限制了哪些疫苗将在EUA计划下接受审查。然而，到目前为止，Ocugen 尚未开始赢得 FDA 全面批准所需的后期临床研究。</blockquote> Meanwhile, Novavax still has U.S. EUA for its COVID-19 vaccine candidate NVX-CoV2373 as a top priority. The company will be&nbsp;later than it hoped in filing for authorization in the U.S.However, it has the potential to launch in the U.S. much sooner than Ocugen could.<blockquote>与此同时，Novavax 仍将其 COVID-19 候选疫苗 NVX-CoV2373 的美国 EUA 列为首要任务。该公司在美国申请授权的时间将晚于预期。然而，它有可能比 Ocugen 更早在美国推出。</blockquote> Ocugen still hopes to obtain authorization for Covaxin in Canada. But the U.S. stands as the big prize. And it's a prize for which Novavax clearly has a better opportunity right now.<blockquote>Ocugen仍希望获得在加科瓦克辛的授权。但美国是最大的奖品。这是一个奖项，Novavax 现在显然有更好的机会。</blockquote> 2. Supply deals already in hand<blockquote>2. 供应交易已经在手</blockquote> Some investors focus entirely on the approval or authorization process for COVID-19 vaccines. Without supply agreements in place with at least one country, though, any regulatory wins will be hollow victories.<blockquote>一些投资者完全关注新冠肺炎疫苗的批准或授权过程。然而，如果没有与至少一个国家签订供应协议，任何监管方面的胜利都将是空洞的胜利。</blockquote> Ocugen doesn't have any supply deals finalized yet. Novavax, on the other hand, already has supply deals in place with the U.S., Canada, the EU, Australia, New Zealand, Japan (through its partner,Takeda), and Gavi, the Vaccine Alliance.<blockquote>Ocugen 尚未敲定任何供应交易。另一方面，Novavax 已经与美国、加拿大、欧盟、澳大利亚、新西兰、日本（通过其合作伙伴，武田）和疫苗联盟 Gavi。</blockquote> 3. Full rights to its COVID-19 vaccine<blockquote>3. 其 COVID-19 疫苗的全部权利</blockquote> Ocugen secured commercialization rights from Bharat Biotech for Covaxin only in the U.S. and Canada. Its terms with Bharat allow the company to keep 45% of the profits from any sales of the COVID-19 vaccine in those two markets.<blockquote>Ocugen仅从Bharat Biotech获得了科瓦克辛在美国和加拿大的商业化权利。其与 Bharat 的条款允许该公司保留在这两个市场销售 COVID-19 疫苗的 45% 利润。</blockquote> Novavax developed NVX-CoV2373 on its own. It retains full rights to the vaccine, although it has partnered with other organizations to target some markets.<blockquote>Novavax 自行开发了 NVX-CoV2373。它保留了疫苗的全部权利，尽管它与其他组织合作瞄准了一些市场。</blockquote> 4. A stronger pipeline<blockquote>4. 更强大的管道</blockquote> Other than Covaxin, Ocugen doesn't have any other pipeline candidates currently in clinical testing. The company has stated that it plans to advance experimental gene therapy OCU400 into two phase 1/2a clinical trials in 2021, but those studies haven't begun yet.<blockquote>除了科瓦克辛之外，Ocugen 目前没有任何其他正在进行临床试验的管道候选药物。该公司表示，计划在2021年将实验性基因疗法OCU400推进到两个1/2a期临床试验，但这些研究尚未开始。</blockquote> Novavax has already reported positive results from a phase 3 study of flu vaccine candidate NanoFlu. It kicked off a phase 1/2 study evaluating a combination of NVX-CoV2373 and NanoFlu in September. The company also has two other clinical-stage candidates -- respiratory syncytial virus vaccine ResVax and an Ebola virus vaccine.<blockquote>Novavax 已经报告了流感疫苗候选药物 NanoFlu 3 期研究的积极结果。它于9月启动了一项1/2期研究，评估NVX-CoV2373和NanoFlu的组合。该公司还有另外两种临床阶段的候选疫苗——呼吸道合胞病毒疫苗ResVax和埃博拉病毒疫苗。</blockquote> 5. More cash<blockquote>5. 更多现金</blockquote> Cash is extremely important to clinical-stage biotechs. Without enough cash, they can be forced to raise capital to fund operations and expensive clinical trials through dilutive stock offerings.<blockquote>现金对于临床阶段的生物技术公司来说极其重要。如果没有足够的现金，他们可能被迫通过稀释性股票发行来筹集资金，为运营和昂贵的临床试验提供资金。</blockquote> As of June 30, 2021, Ocugen's cash, cash equivalents, and restricted cash totaled $115.8 million. Novavax's cash stockpile stood at $2.1 billion as of the same date.<blockquote>截至2021年6月30日，Ocugen的现金、现金等价物和受限制现金总计1.158亿美元。截至同日，Novavax 的现金储备为 21 亿美元。</blockquote> 6. More potential near-term catalysts<blockquote>6.更多潜在的近期催化剂</blockquote> Ocugen really has only one solid potential near-term catalyst: It's awaiting a decision by Health Canada on the authorization of Covaxin. Any wins for the vaccine outside of Canada or the U.S. benefit Bharat but not Ocugen.<blockquote>Ocugen 实际上只有一个可靠的潜在近期催化剂：它正在等待加拿大卫生部对科瓦克辛授权的决定。该疫苗在加拿大或美国以外的任何胜利都有利于 Bharat，但对 Ocugen 不利。</blockquote> What about Novavax? The company hopes to soon win EUAs in India, Indonesia, and the Philippines. Novavax is awaiting Emergency Use Listing from the World Health Organization for NVX-CoV2373. It's also moving toward regulatory filings in the U.K., Europe, Australia, Canada, New Zealand, and the U.S.<blockquote>诺瓦瓦克斯呢？该公司希望很快赢得印度、印度尼西亚和菲律宾的EUAs。Novavax正在等待世界卫生组织NVX-CoV2373的紧急使用清单。它还在英国、欧洲、澳大利亚、加拿大、新西兰和美国进行监管备案。</blockquote> 7. A more defensible valuation<blockquote>7. 更有说服力的估值</blockquote> Ocugen's impressive performance so far this year has stemmed in large part from the combination of intense online interest and a large number of shares sold short. This makes the stock a good candidate for ashort squeeze. But the company's market cap tops $1.6 billion with analysts expecting Ocugen to only generate around $135 million in revenue next year.<blockquote>Ocugen 今年迄今为止令人印象深刻的表现在很大程度上源于强烈的在线兴趣和大量股票被卖空的结合。这使得该股成为做空的良好候选者。但该公司的市值超过 16 亿美元，分析师预计 Ocugen 明年只能产生约 1.35 亿美元的收入。</blockquote> Novavax, though, could soon see big bucks flowing in if it wins authorizations and approvals for NVX-CoV2373. The company's market cap stands near $12.4 billion. However, with anticipated revenue of $5.5 billion in 2022, that valuation is much more defensible than Ocugen's is.<blockquote>不过，如果 Novavax 赢得 NVX-CoV2373 的授权和批准，它可能很快就会看到大笔资金流入。该公司的市值接近124亿美元。然而，预计 2022 年收入为 55 亿美元，这一估值比 Ocugen 的估值更站得住脚。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7 Reasons Why Novavax Is a No-Brainer Pick Over Ocugen<blockquote>Novavax 比 Ocugen 更显而易见的 7 个理由</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Reasons Why Novavax Is a No-Brainer Pick Over Ocugen<blockquote>Novavax 比 Ocugen 更显而易见的 7 个理由</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMotley Fool2021-10-21 19:59\n\n</h4>\n</header>\n<article>\nThere's no contest between the stock performances of&nbsp;Novavax(NASDAQ:NVAX)and&nbsp;Ocugen(NASDAQ:OCGN)so far this year. Ocugen's share price has skyrocketed roughly seven times more than Novavax's has.<blockquote>的股票表现之间没有竞争诺瓦瓦克斯（纳斯达克股票代码：NVAX）和奥库根（纳斯达克股票代码：OCGN）今年迄今为止。Ocugen 的股价飙升了大约 Novavax 的七倍。</blockquote> Does that make Ocugen the smarter&nbsp;vaccine stock&nbsp;to buy right now? Not at all. Here are seven reasons why Novavax stock is a no-brainer pick over Ocugen.<blockquote>这是否使 Ocugen 成为现在购买的更明智的疫苗股票？一点也不。以下是 Novavax 股票比 Ocugen 更容易选择的七个原因。</blockquote> 1. A path to EUA in the U.S.<blockquote>1.美国EUA之路</blockquote> Ocugen's share price skyrocketed more than 750% year to date twice in 2021. But much of that massive gain evaporated after the company disclosed in June that it would no longer pursue Emergency Use Authorization (EUA) in the U.S. for COVID-19 vaccine Covaxin.<blockquote>2021 年迄今为止，Ocugen 的股价两次飙升超过 750%。但在该公司 6 月份披露将不再为 COVID-19 疫苗科瓦克辛在美国寻求紧急使用授权 (EUA) 后，大部分巨额收益都蒸发了。</blockquote> The company opted to go for full approval once the U.S. Food and Drug Administration limited which vaccines would be reviewed under the EUA program. So far, however, Ocugen hasn't begun the late-stage clinical studies that will be required to win full FDA approval.<blockquote>一旦美国批准，该公司选择寻求全面批准。美国食品药品监督管理局限制了哪些疫苗将在EUA计划下接受审查。然而，到目前为止，Ocugen 尚未开始赢得 FDA 全面批准所需的后期临床研究。</blockquote> Meanwhile, Novavax still has U.S. EUA for its COVID-19 vaccine candidate NVX-CoV2373 as a top priority. The company will be&nbsp;later than it hoped in filing for authorization in the U.S.However, it has the potential to launch in the U.S. much sooner than Ocugen could.<blockquote>与此同时，Novavax 仍将其 COVID-19 候选疫苗 NVX-CoV2373 的美国 EUA 列为首要任务。该公司在美国申请授权的时间将晚于预期。然而，它有可能比 Ocugen 更早在美国推出。</blockquote> Ocugen still hopes to obtain authorization for Covaxin in Canada. But the U.S. stands as the big prize. And it's a prize for which Novavax clearly has a better opportunity right now.<blockquote>Ocugen仍希望获得在加科瓦克辛的授权。但美国是最大的奖品。这是一个奖项，Novavax 现在显然有更好的机会。</blockquote> 2. Supply deals already in hand<blockquote>2. 供应交易已经在手</blockquote> Some investors focus entirely on the approval or authorization process for COVID-19 vaccines. Without supply agreements in place with at least one country, though, any regulatory wins will be hollow victories.<blockquote>一些投资者完全关注新冠肺炎疫苗的批准或授权过程。然而，如果没有与至少一个国家签订供应协议，任何监管方面的胜利都将是空洞的胜利。</blockquote> Ocugen doesn't have any supply deals finalized yet. Novavax, on the other hand, already has supply deals in place with the U.S., Canada, the EU, Australia, New Zealand, Japan (through its partner,Takeda), and Gavi, the Vaccine Alliance.<blockquote>Ocugen 尚未敲定任何供应交易。另一方面，Novavax 已经与美国、加拿大、欧盟、澳大利亚、新西兰、日本（通过其合作伙伴，武田）和疫苗联盟 Gavi。</blockquote> 3. Full rights to its COVID-19 vaccine<blockquote>3. 其 COVID-19 疫苗的全部权利</blockquote> Ocugen secured commercialization rights from Bharat Biotech for Covaxin only in the U.S. and Canada. Its terms with Bharat allow the company to keep 45% of the profits from any sales of the COVID-19 vaccine in those two markets.<blockquote>Ocugen仅从Bharat Biotech获得了科瓦克辛在美国和加拿大的商业化权利。其与 Bharat 的条款允许该公司保留在这两个市场销售 COVID-19 疫苗的 45% 利润。</blockquote> Novavax developed NVX-CoV2373 on its own. It retains full rights to the vaccine, although it has partnered with other organizations to target some markets.<blockquote>Novavax 自行开发了 NVX-CoV2373。它保留了疫苗的全部权利，尽管它与其他组织合作瞄准了一些市场。</blockquote> 4. A stronger pipeline<blockquote>4. 更强大的管道</blockquote> Other than Covaxin, Ocugen doesn't have any other pipeline candidates currently in clinical testing. The company has stated that it plans to advance experimental gene therapy OCU400 into two phase 1/2a clinical trials in 2021, but those studies haven't begun yet.<blockquote>除了科瓦克辛之外，Ocugen 目前没有任何其他正在进行临床试验的管道候选药物。该公司表示，计划在2021年将实验性基因疗法OCU400推进到两个1/2a期临床试验，但这些研究尚未开始。</blockquote> Novavax has already reported positive results from a phase 3 study of flu vaccine candidate NanoFlu. It kicked off a phase 1/2 study evaluating a combination of NVX-CoV2373 and NanoFlu in September. The company also has two other clinical-stage candidates -- respiratory syncytial virus vaccine ResVax and an Ebola virus vaccine.<blockquote>Novavax 已经报告了流感疫苗候选药物 NanoFlu 3 期研究的积极结果。它于9月启动了一项1/2期研究，评估NVX-CoV2373和NanoFlu的组合。该公司还有另外两种临床阶段的候选疫苗——呼吸道合胞病毒疫苗ResVax和埃博拉病毒疫苗。</blockquote> 5. More cash<blockquote>5. 更多现金</blockquote> Cash is extremely important to clinical-stage biotechs. Without enough cash, they can be forced to raise capital to fund operations and expensive clinical trials through dilutive stock offerings.<blockquote>现金对于临床阶段的生物技术公司来说极其重要。如果没有足够的现金，他们可能被迫通过稀释性股票发行来筹集资金，为运营和昂贵的临床试验提供资金。</blockquote> As of June 30, 2021, Ocugen's cash, cash equivalents, and restricted cash totaled $115.8 million. Novavax's cash stockpile stood at $2.1 billion as of the same date.<blockquote>截至2021年6月30日，Ocugen的现金、现金等价物和受限制现金总计1.158亿美元。截至同日，Novavax 的现金储备为 21 亿美元。</blockquote> 6. More potential near-term catalysts<blockquote>6.更多潜在的近期催化剂</blockquote> Ocugen really has only one solid potential near-term catalyst: It's awaiting a decision by Health Canada on the authorization of Covaxin. Any wins for the vaccine outside of Canada or the U.S. benefit Bharat but not Ocugen.<blockquote>Ocugen 实际上只有一个可靠的潜在近期催化剂：它正在等待加拿大卫生部对科瓦克辛授权的决定。该疫苗在加拿大或美国以外的任何胜利都有利于 Bharat，但对 Ocugen 不利。</blockquote> What about Novavax? The company hopes to soon win EUAs in India, Indonesia, and the Philippines. Novavax is awaiting Emergency Use Listing from the World Health Organization for NVX-CoV2373. It's also moving toward regulatory filings in the U.K., Europe, Australia, Canada, New Zealand, and the U.S.<blockquote>诺瓦瓦克斯呢？该公司希望很快赢得印度、印度尼西亚和菲律宾的EUAs。Novavax正在等待世界卫生组织NVX-CoV2373的紧急使用清单。它还在英国、欧洲、澳大利亚、加拿大、新西兰和美国进行监管备案。</blockquote> 7. A more defensible valuation<blockquote>7. 更有说服力的估值</blockquote> Ocugen's impressive performance so far this year has stemmed in large part from the combination of intense online interest and a large number of shares sold short. This makes the stock a good candidate for ashort squeeze. But the company's market cap tops $1.6 billion with analysts expecting Ocugen to only generate around $135 million in revenue next year.<blockquote>Ocugen 今年迄今为止令人印象深刻的表现在很大程度上源于强烈的在线兴趣和大量股票被卖空的结合。这使得该股成为做空的良好候选者。但该公司的市值超过 16 亿美元，分析师预计 Ocugen 明年只能产生约 1.35 亿美元的收入。</blockquote> Novavax, though, could soon see big bucks flowing in if it wins authorizations and approvals for NVX-CoV2373. The company's market cap stands near $12.4 billion. However, with anticipated revenue of $5.5 billion in 2022, that valuation is much more defensible than Ocugen's is.<blockquote>不过，如果 Novavax 赢得 NVX-CoV2373 的授权和批准，它可能很快就会看到大笔资金流入。该公司的市值接近124亿美元。然而，预计 2022 年收入为 55 亿美元，这一估值比 Ocugen 的估值更站得住脚。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.fool.com/investing/2021/10/21/7-reasons-why-novavax-is-a-no-brainer-pick-over-oc/\">Motley Fool</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"OCGN":"Ocugen","NVAX":"诺瓦瓦克斯医药"},"source_url":"https://www.fool.com/investing/2021/10/21/7-reasons-why-novavax-is-a-no-brainer-pick-over-oc/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171915283","content_text":"There's no contest between the stock performances of Novavax(NASDAQ:NVAX)and Ocugen(NASDAQ:OCGN)so far this year. Ocugen's share price has skyrocketed roughly seven times more than Novavax's has.\nDoes that make Ocugen the smarter vaccine stock to buy right now? Not at all. Here are seven reasons why Novavax stock is a no-brainer pick over Ocugen.\n1. A path to EUA in the U.S.\nOcugen's share price skyrocketed more than 750% year to date twice in 2021. But much of that massive gain evaporated after the company disclosed in June that it would no longer pursue Emergency Use Authorization (EUA) in the U.S. for COVID-19 vaccine Covaxin.\nThe company opted to go for full approval once the U.S. Food and Drug Administration limited which vaccines would be reviewed under the EUA program. So far, however, Ocugen hasn't begun the late-stage clinical studies that will be required to win full FDA approval.\nMeanwhile, Novavax still has U.S. EUA for its COVID-19 vaccine candidate NVX-CoV2373 as a top priority. The company will be later than it hoped in filing for authorization in the U.S.However, it has the potential to launch in the U.S. much sooner than Ocugen could.\nOcugen still hopes to obtain authorization for Covaxin in Canada. But the U.S. stands as the big prize. And it's a prize for which Novavax clearly has a better opportunity right now.\n2. Supply deals already in hand\nSome investors focus entirely on the approval or authorization process for COVID-19 vaccines. Without supply agreements in place with at least one country, though, any regulatory wins will be hollow victories.\nOcugen doesn't have any supply deals finalized yet. Novavax, on the other hand, already has supply deals in place with the U.S., Canada, the EU, Australia, New Zealand, Japan (through its partner,Takeda), and Gavi, the Vaccine Alliance.\n3. Full rights to its COVID-19 vaccine\nOcugen secured commercialization rights from Bharat Biotech for Covaxin only in the U.S. and Canada. Its terms with Bharat allow the company to keep 45% of the profits from any sales of the COVID-19 vaccine in those two markets.\nNovavax developed NVX-CoV2373 on its own. It retains full rights to the vaccine, although it has partnered with other organizations to target some markets.\n4. A stronger pipeline\nOther than Covaxin, Ocugen doesn't have any other pipeline candidates currently in clinical testing. The company has stated that it plans to advance experimental gene therapy OCU400 into two phase 1/2a clinical trials in 2021, but those studies haven't begun yet.\nNovavax has already reported positive results from a phase 3 study of flu vaccine candidate NanoFlu. It kicked off a phase 1/2 study evaluating a combination of NVX-CoV2373 and NanoFlu in September. The company also has two other clinical-stage candidates -- respiratory syncytial virus vaccine ResVax and an Ebola virus vaccine.\n5. More cash\nCash is extremely important to clinical-stage biotechs. Without enough cash, they can be forced to raise capital to fund operations and expensive clinical trials through dilutive stock offerings.\nAs of June 30, 2021, Ocugen's cash, cash equivalents, and restricted cash totaled $115.8 million. Novavax's cash stockpile stood at $2.1 billion as of the same date.\n6. More potential near-term catalysts\nOcugen really has only one solid potential near-term catalyst: It's awaiting a decision by Health Canada on the authorization of Covaxin. Any wins for the vaccine outside of Canada or the U.S. benefit Bharat but not Ocugen.\nWhat about Novavax? The company hopes to soon win EUAs in India, Indonesia, and the Philippines. Novavax is awaiting Emergency Use Listing from the World Health Organization for NVX-CoV2373. It's also moving toward regulatory filings in the U.K., Europe, Australia, Canada, New Zealand, and the U.S.\n7. A more defensible valuation\nOcugen's impressive performance so far this year has stemmed in large part from the combination of intense online interest and a large number of shares sold short. This makes the stock a good candidate for ashort squeeze. But the company's market cap tops $1.6 billion with analysts expecting Ocugen to only generate around $135 million in revenue next year.\nNovavax, though, could soon see big bucks flowing in if it wins authorizations and approvals for NVX-CoV2373. The company's market cap stands near $12.4 billion. However, with anticipated revenue of $5.5 billion in 2022, that valuation is much more defensible than Ocugen's is.","news_type":1,"symbols_score_info":{"NVAX":0.9,"OCGN":0.9}},"isVote":1,"tweetType":1,"viewCount":1283,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/853227390"}