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Delta Means Beta Testing Alpha Strategies in Biotech (NVAX, MRNA, DYAI, PFE, JNJ, BNTX, AZN, IBB)

The Delta variant has become an increasingly important variable for capital markets over recent weeks. The key issue isn’t that Delta evades our current vaccine solutions. It doesn’t. But it does represent an example of how that might someday be…

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The Delta variant has become an increasingly important variable for capital markets over recent weeks. The key issue isn’t that Delta evades our current vaccine solutions. It doesn’t. But it does represent an example of how that might someday be the case: Delta is far more contagious than prior variants, and it is materially different in many ways, which suggests we may be facing a variant before too much longer that demands new vaccine technology in short order to prevent a return to the darkness of the pandemic era.

While the CDC and WHO don’t want vaccine producers to start talking about booster shots because they are afraid (probably rightly) that it will disincentivize some people from getting vaccinated with current vaccine solutions, the conversation on eventual boosters is clearly penciled in as we consider the upcoming year. 

In other words, as Mark Twain may have said it, reports of the death of this pandemic have been greatly exaggerated.

This perspective defines one of the most important playing fields in the stock market today, with massive implications for stocks like Novavax, Inc. (NASDAQ:NVAX), Moderna Inc (NASDAQ:MRNA), Dyadic International, Inc. (NASDAQ:DYAI), Pfizer Inc. (NYSE:PFE), Johnson & Johnson (NYSE:JNJ), BioNTech SE – ADR (NASDAQ:BNTX), AstraZeneca plc (NASDAQ:AZN), and iShares Biotechnology ETF (NASDAQ:IBB).

We take a closer look at some of the more interesting names in the space below.

Novavax, Inc. (NASDAQ:NVAX) focuses on the discovery, development and commercialization of vaccines to prevent infectious diseases. The company has become increasingly interesting as a play on the idea that vaccinating EM populations could be untenable on the mRNA vaccine model. Obviously, Delta has intensified this idea.

NVAX provides vaccines for COVID-19, seasonal flu, respiratory syncytial virus, Ebola, and Middle East respiratory syndrome.

Novavax, Inc. (NASDAQ:NVAX) recently announced the publication of results from the final analysis of a pivotal Phase 3 clinical trial of its COVID-19 vaccine candidate conducted in the United Kingdom in the New England Journal of Medicine (NEJM). The final analysis confirmed an overall efficacy of 89.7% with over 60% (half) of the cases caused by the B.1.1.7 (Alpha) variant, and a 96.4% efficacy against non-B.1.1.7 (non-Alpha) variants which represents strains most similar to the original virus.

“We continue to be very encouraged by data showing high levels of efficacy against even mild disease, and that NVX-CoV2373 offers strong cross-protection against both the B.1.1.7 (Alpha) variant and non-B.1.1.7 (non-Alpha) variant strains which are widely circulating,” said Gregory M. Glenn, M.D., President of Research and Development, Novavax. “This publication also reinforces the reassuring safety and efficacy profile shown in studies of our vaccine to-date and underscores the potential for NVX-CoV2373 to play an important role in solving this ongoing global public health crisis.”

If you’re long this stock, then you’re liking how the stock has responded to the announcement. NVAX shares have been moving higher over the past week overall, pushing about 18% to the upside on above average trading volume. Shares of the stock have powered higher over the past month, rallying roughly 8% in that time on strong overall action. 

Novavax, Inc. (NASDAQ:NVAX) managed to rope in revenues totaling $447.2M in overall sales during the company’s most recently reported quarterly financial data — a figure that represents a rate of top line growth of 13143.4%, as compared to year-ago data in comparable terms. In addition, the company has a strong balance sheet, with cash levels exceeding current liabilities ($2B against $1.2B).

 

Dyadic International, Inc. (NASDAQ:DYAI) is the one you want to watch. The rest of the stocks in this list have already seen massive influxes in investor interest. But DYAI has a vaccine platform in play based on possibly game-changing biotech, and it hasn’t broken through yet. However, as the narrative develops, this seems like one that could start gain a share of the spotlight. It may be the only credible name left in the legitimate vaccine space that hasn’t yet seen that spotlight, which makes it interesting.

It’s also interesting because its vaccine platform is based on a biotech thesis that really has genuine advantages in terms of costs involved in production and distribution.

Dyadic International, Inc. (NASDAQ:DYAI) engages in developing a gene expression platform for producing commercial quantities of industrial enzymes and other proteins. It focuses on further improving and applying its proprietary C1 technology, which is used in the discovery, development, and manufacture of biologic medicines and vaccines. 

The company recently announced findings from the Zoonotic Anticipation and Preparedness Initiative (ZAPI) project which has been published in VACCINES, a leading peer-reviewed scientific journal.

“Zoonotic diseases represent a serious global threat to human and animal health. The majority of newly evolving pathogens are zoonotic viruses. Safe and effective vaccines that can be developed rapidly following an outbreak are required to effectively combat these diseases. The efficacy, protection and safety data reported from the ZAPI study further supports the mounting library of data – demonstrating a novel approach for the C1 expression platform to be broadly applied for rapid development and manufacturing of vaccines for both human and animals”. Dr. Tchelet further commented “we anticipate additional partnerships and external collaborations which will serve to further advance our commercial objectives”.

According to the release, the successful ZAPI program focused on the following goals to enable the delivery of targeted vaccines for humans and animals, as well as therapeutic antibodies for hospital use, rapidly following a future disease outbreak by identifying the best protective subunit vaccines and neutralizing antibodies against potential new zoonotic diseases or strains, such as bunyaviruses (i.e., Rift Valley fever virus and Schmallenberg virus) or coronaviruses (i.e., Middle East respiratory syndrome coronavirus or MERS Co-V); defining optimal manufacturing technologies and processes for these vaccines and antibodies to enable high-volume production capacity; obtaining alignment with regulatory authorities and policy makers; and securing pre-approval of new vaccine and antibody manufacturing methodologies for future emerging zoonotic viral diseases.

Dyadic International, Inc. (NASDAQ:DYAI) pulled in sales of $461K in its last reported quarterly financials. In addition, the company has a strong balance sheet, with cash levels exceeding current liabilities ($27.2M against $2.6M). However, the commercial opportunity is still ahead in this name. The technology in play for DYAI appears to be truly disruptive, especially given the context of an evolving pandemic reality that we face.

 

Moderna Inc (NASDAQ:MRNA) engages in the development of transformative medicines based on messenger ribonucleic acid (mRNA). 

The company’s product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, and systemic intracellular therapeutics.

Moderna Inc (NASDAQ:MRNA) recently announced that the Ministry of Health, Labour and Welfare of Japan (MHLW) and Takeda Pharmaceutical Company Limited (TSE:4502/NYSE: TAK) have agreed to purchase and distribute an additional 50 million doses of Moderna’s COVID-19 vaccine and its updated variant booster vaccine candidate, if authorized, to begin delivery in 2022.

“We thank the MHLW and Takeda for their support and for partnering with us to bring our mRNA COVID-19 vaccine to Japan,” said Stéphane Bancel, Moderna’s Chief Executive Officer. “We remain committed to making our vaccine available around the world as we seek to address the pandemic.”

The context for this announcement is a bit of a bid, with shares acting well over the past five days, up about 30% in that timeframe. Shares of the stock have powered higher over the past month, rallying roughly 45% in that time on strong overall action. 

Moderna Inc (NASDAQ:MRNA) managed to rope in revenues totaling $1.9B in overall sales during the company’s most recently reported quarterly financial data — a figure that represents a rate of top line growth of 22989.8%, as compared to year-ago data in comparable terms. In addition, the company is battling some balance sheet hurdles, with cash levels struggling to keep up with current liabilities ($7.7B against $8.4B, respectively).

Please make sure to read and completely understand our disclaimer at https://www.wallstreetpr.com/disclaimer. We may be compensated for posting this content on our website by EDM Media LLC. For questions, comments or suggestions please contact ir@edm.media.

The post Delta Means Beta Testing Alpha Strategies in Biotech (NVAX, MRNA, DYAI, PFE, JNJ, BNTX, AZN, IBB) appeared first on Wall Street PR.

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Government

Top Stories This Week: Gold Manipulators Go to Court, Silver’s Industrial Side in Focus

Catch up and get informed with this week’s content highlights from Charlotte McLeod, our editorial director.
The post Top Stories This Week: Gold Manipulators Go to Court, Silver’s Industrial Side in Focus appeared first on Investing News Network.

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The gold price held above US$1,800 per ounce this week, finishing the period around that level, which is down from last week’s July high point of around US$1,830. 

Marc Lichtenfeld of the Oxford Club is one market watcher who’s struggling to understand why gold isn’t doing better this year. We had the chance to speak this week, and he pointed to money printing, the impact of COVID-19 and inflation as factors that should be pushing gold to record highs.

So far in 2021 those elements have have failed to do the trick, and Marc said he sees a disconnect between the yellow metal’s traditional fundamentals and what’s happening in the market.

 

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“There just seems to be a disconnect between what are the traditional gold fundamentals and what’s happening out in the world … it’s really difficult to try to figure out what is happening with gold and why gold isn’t at record highs” — Marc Lichtenfeld, the Oxford Club

Of course, some would argue that price manipulation is the reason gold isn’t moving, and this week there was more news on that front. Chat logs were released in a spoofing trial for two former precious metals traders from the Bank of America’s (NYSE:BAC) Merrill Lynch unit, and they show one of the traders bragging about how easy it is to manipulate the price of gold. The trial isn’t over yet, but in its opening arguments that trader’s attorney said he stopped spoofing after he found out it was illegal.

Looking over to silver, I heard this week from Collin Plume of Noble Gold Investments, who thinks industrial demand will help push the white metal above the US$40 per ounce mark in the next 12 to 18 months. Silver has struggled to pass US$30 so far this year.

Solar panels are one of silver’s key uses, but it’s also found in other high-tech applications such as electronics and electric vehicles. Collin isn’t aware of any commodities that can replace silver in its end-use markets, and with demand “through the roof,” he expects to see shortages of silver by next year.

With silver in mind, we asked our Twitter followers this week if they think its industrial or precious side is driving the most demand right now. By the time the poll closed, about 70 percent of respondents said they think the precious angle is more important.

 

Uranium Soared Last Year While Other Resources Tumbled

 
What's In Store For Uranium This Year? Find Out In Our Exclusive FREE 2021 Uranium Outlook Report featuring trends, forecasts, expert interviews and more!
 

We’ll be asking another question on Twitter next week, so make sure to follow us @INN_Resource or follow me @Charlotte_McL to share your thoughts.

We’re going to finish up with the cannabis space, where there was a major announcement last week.

A group of Democratic senators headed by Senate Majority Leader Chuck Schumer introduced a draft of the Cannabis Administration and Opportunity Act, which among other things would remove cannabis from the Controlled Substances Act. The long-awaited bill will need 60 votes to get through the Senate, and opinion is split on whether that will actually happen.

INN’s Bryan Mc Govern spoke with Dan Ahrens of AdvisorShares Investments, who thinks it has “no chance of passing,” but remains optimistic about prospects for American cannabis companies.

“No one should expect US (cannabis) legalization anytime soon. We should expect reforms; they’re not coming as fast as anyone would like to see, but everybody agrees we’re going to get some form of banking reform in the near future … we’ll see baby steps” — Dan Ahrens, AdvisorShares Investments

Why? In his opinion, these stocks remain undervalued compared to their Canadian counterparts, and are operating well even without federal cannabis approval. Any legalization progress would be a bonus.

Want more YouTube content? Check out our YouTube playlist At Home With INN, which features interviews with experts in the resource space. If there’s someone you’d like to see us interview, please send an email to cmcleod@investingnews.com.

And don’t forget to follow us @INN_Resource for real-time updates! 

Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.

Editorial Disclosure: The Investing News Network does not guarantee the accuracy or thoroughness of the information reported in the interviews it conducts. The opinions expressed in these interviews do not reflect the opinions of the Investing News Network and do not constitute investment advice. All readers are encouraged to perform their own due diligence.

 

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The post Top Stories This Week: Gold Manipulators Go to Court, Silver’s Industrial Side in Focus appeared first on Investing News Network.

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Economics

Top 5 Rubber Stocks to Buy in 2021

Here are some of the best rubber stocks to buy right now. Increased demand and supply chain disruptions are putting pressure rubber prices.
The post Top 5 Rubber Stocks to Buy in 2021 appeared first on Investment U.

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When it comes to investing, all the attention tends to go to healthcare, tech and increasingly renewable energy. But these aren’t the only stocks on the block, and some old mainstays can also add value to your portfolio. One of those old, reliable industries is rubber: it always has some level of demand, and that won’t likely change anytime soon. But recent economic conditions make rubber even more intriguing than usual. One of the biggest uses of rubber is car tires, and sharp economic recovery is likely to mean a sharp demand for new cars. Hence, we may also see a sharp increase in demand for rubber as many people head to the dealer to buy a new car. There’s more to it than just the auto industry, of course. CNBC reported that disruptions in the supply chain are also causing major disruptions. And we use rubber for many different essential items, including personal protective equipment and countless other items. With increased demand and supply chain disruptions, rubber stocks are poised for a rise. Here are some of the best rubber stocks to buy:
  • Goodyear Tire & Rubber (Nasdaq: GT)
  • Trinseo (NYSE: TSE)
  • Michelin (OTC: MGDDY)
  • Carlisle Companies (NYSE: CSL)
  • Protolabs (NYSE: PRLB)
If you’ve never invested in rubber stocks before, you might be wondering if they are a good investment. Let’s consider that question before looking at each stock more closely. And if you want to see how your investment portfolio might grow, check out our free investment calculator.

Is Rubber a Good Investment?

Rubber can certainly be a good investment because it is nearly ubiquitous; it is used in many different products, including tires, footwear, pharmaceuticals, textiles and many other products. As Zacks notes, rubber is among the most profitable industries when it comes to natural resources. But rubber isn’t exactly the most innovative product. Perhaps it was decades ago, but these days, it’s something most of us are just used to seeing. We don’t really demand rubber so much as the products that contain it. Hence, it’s only when demand for those products increases that the demand for rubber spikes. And as mentioned earlier, we are at a point right now where many people are looking to buy new cars, and rubber’s use in tires could cause a surge in demand. However, these things can be very cyclical. The Zacks page linked above highlights this very well. There, you can see the rubber tires industry has a YTD performance of 42.90% compared to 16.09% for IVV, an S&P 500 fund. But as good as that sounds, the 5-year performance for rubber tires is -33.71% compared to 112.67 for IVV. Given the downside risk, rubber is probably best used as part of a balanced portfolio containing more well-round assets, such as funds like IVV.

Rubber Stocks to Buy Now

If you want to “bounce” your returns upward with rubber stocks, here are some of the best rubber stocks to buy right now. Keep an eye on them as the situation with the auto industry progresses.

Goodyear Tire & Rubber

Goodyear Tire & Rubber is a tire manufacturer that makes tires for a variety of uses. Tires for automobiles are one of the biggest uses of Goodyear tires. However, they are also used on buses, trucks, aircraft, motorcycles, mining equipment, industrial equipment and farm equipment. In addition to the Goodyear name, it also has Dunlop and Kelly tires under its belt. Goodyear has been around since 1898 and was the first global tire manufacturer to enter the Chinese market. It produces a range of tires, rubber products and chemicals across the U.S. and Canada.

Trinseo

Trinseo is a global materials company that manufactures latex, plastics and synthetic rubber. Notably, it produces plastic for Lego. When it comes to rubber, Trinseo produces styrene-butadiene rubber (SSBR). This material is primarily used in high-performance tires. In addition to Legos, its plastic is used in automotive applications, LED lighting and medical devices. Trinseo is growing rapidly, with 17 manufacturing and 11 research facilities worldwide. In addition, it is already seeing healthy revenue increases as it continues to grow. Its website notes Trinseo is “dedicated to making a positive impact on society,” and it will support the “sustainability goals of our customers in a wide range of end-markets.”

Michelin

Michelin is another name that is big in the tire manufacturing business, and the demand for new cars places it squarely on this list. In addition to the Michelin tire brand, the company also owns BFGoodrich and Uniroyal. BFGoodrich is a premium tire brand for sports cars, offroad vehicles and light trucks. Michelin is the largest tire manufacturer in the US and the second-largest in the world. It has 34 plans in two countries and had over $8 billion of sales in 2020. Its revenue has been increasing, as has its stock price. As the situation with the auto industry evolves, it will be interesting to see how Michelin fares.

Carlisle Companies

Founded in 1917 and based in Scottsdale, Arizona, Carlisle Companies is about more than just rubber. It is more of an umbrella under which there are a number of different operations. Its products and services include healthcare, commercial roofing, aerospace and electronics, lawn and garden, agriculture, energy, mining and construction equipment, and dining. Of course, there are many uses for rubber and plastic across these industries. In 2018, Carlisle Companies released a plan called Vision 2025 in which it detailed how it will continue to grow over the next 100 years.

Protolabs

Protolabs is an intriguing company. It produces low-volume 3D printed, CNC-machining, sheet metal fabrication and injection-molded custom parts. These parts are then used for short-run production and in prototypes. The company describes itself as the “world’s fastest digital manufacturing service.” It also provides rubber, metal and commercial plastics. Given its business model, it was able to produce several items during the coronavirus pandemic, including face shields, plastic clips and items used in test kits. They were in turn used in Minnesota hospitals, where the company is based.

More Investing Opportunities

The rubber stocks above might produce some big returns for investors. Although, there are many industries and stocks to choose from. So, here are some more investing opportunities and research… If you’re looking for expert analysis delivered straight to your inbox, consider signing up for Profit Trends. It’s a free e-letter that’s packed with investing tips and tricks. Whether you’re new or already an experienced investor, there’s something for everyone. The post Top 5 Rubber Stocks to Buy in 2021 appeared first on Investment U.

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Government

Biden Says New Cuba Sanctions Are “Just The Beginning” 

Biden Says New Cuba Sanctions Are "Just The Beginning" 

President Biden says the newly announced sanctions against Cuba are "just the beginning" after rare widespread protests took over multiple cities on the communist-run island starting…

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Biden Says New Cuba Sanctions Are "Just The Beginning" 

President Biden says the newly announced sanctions against Cuba are "just the beginning" after rare widespread protests took over multiple cities on the communist-run island starting earlier in July. In the Thursday fresh sanctions announcement Biden condemned "the mass detentions and sham trials that are unjustly sentencing to prison those who dared to speak out in an effort to intimidate and threaten the Cuban people into silence," according to a White House statement

Specifically these latest sanctions target the defense minister and the National Special Brigade of Cuba’s Interior Ministry (on top of broader decades-long US sanctions against the government and economy).

Cuban Americans at a protest in Miami, via AP

Biden said these two officials in particular are spearheading the crackdown on Cuban protesters. He suggested there's much more to come.

"This is just the beginning — the United States will continue to sanction individuals responsible for oppression of the Cuban people," Biden said.

The administration further said it's working to "restore internet access" in Cuba after widespread shutdowns were reported over this month as Cuban security forces struggle to gain control of the demonstrations, largely driven by an economy in tatters, food and fuel shortages, and severe mismanagement of the pandemic crisis. 

Currently, the US even prohibits remittances, barring Cuban-Americans from sending money to their families, with last year Western Union also shutting down all money-sending services to Cuba after the Trump administration re-imposed sanctions. 

The Biden White House since he took office has vowed to "review" Trump era policies, but so far has kept them in place and now even appears to be ramping up the pressure once again. He again hinted this week that there could be a policy change toward "easing" restrictions. 

Cuba has for its part alleged a foreign hand behind the recent protests, especially following the so-called "Cuban Twitter" initiative of the past decade, which was long ago exposed as part of Washington's covert efforts to stir unrest on the island. 

Tyler Durden Fri, 07/23/2021 - 20:40

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