Thursday, June 4, 2020

Coronavirus-related stocks


Cases of a novel pneumonia-like viral illness that originated in Wuhan, China in December have now been confirmed in South Korea, Thailand, Japan, Taiwan, Macau, and the U.S.
The genetic sequence of the new coronavirus, 2019-nCoV, is at least 70% similar to SARS-CoV.
  1. Inovio Pharma (INO) received new funding from the Coalition for Epidemic Preparedness Innovations or CEPI to develop vaccine against new coronavirus.  Collaborating with Beijing Advaccine Biotechnology Co. to advance the development in China of INO-4800 against the coronavirus and has already started preclinical testing and preparations for clinical product manufacturing. // July 2020: Inovio said that INO-4800, its experimental coronavirus vaccine, was "deemed safe and well-tolerated" in all 40 of the participants in Phase I clinical trial.
  2. Moderna (MRNA) and CEPI, today announced a new collaboration to develop an mRNA vaccine against the novel coronavirus (2019-nCoV).  Tue 2/25/20 : Company confirms that it has released the first batch of mRNA-1273, its vaccine against the novel coronavirus. // Fri 4/17/20: Moderna will receive up to $483 million in federal funding for its coronavirus vaccine. The Biomedical Advanced Research and Development Authority, or BARDA — under the U.S. Department of Health and Human Services — will fund the development of Moderna's coronavirus vaccine, said late Thursday. Moderna's drug was the first experimental coronavirus vaccine to begin clinical testing. The Phase 1 study has finished enrolling 45 volunteers ages 18-55. The National Institutes of Health, which is running the test, is now enrolling older volunteers into the study.  // Moderna (MRNA) will join the Nasdaq-100 Index before the market opens on July 20. (14 July 20)
  3. Alpha Pro Tech (APT) Canadian co. that manufactures masks and protective apparel 
  4. Lakeland Industries (LAKE) also produces protective clothes for high-risk workers,
  5. Co-Diagnostics (CODX) Utah company developing a test for the new coronavirus strain. 
  6. Vir Biotechnology (VIR) - Portfolio includes an antibody for another coronavirus strain. Company is in discussions with manufacturers and regulators regarding expediting the manufacture and regulatory pathway for any potential therapy. Mon 18 May 20: Rises to its best levels since mid-March after announcing the publication of research findings from co's efforts to develop therapeutics for COVID-19 in the May 18 issue of the journal Nature. Co expects to begin clinical testing for its clinical candidates in collaboration with GlaxoSmithKline (GSK) this summer.
  7. BioCryst (BCRX) - has a candidate in a Phase 1 study for a range of viruses
  8. Novavax (NVAX) - has launched a program for the Wuhan-coronavirus vaccine. It already boasts success in vaccine development for the MERS and SARS strains. // July 7, 20: Novavax said it was getting $1.6 billion from the U.S. government to develop a potential vaccine for Covid-19. // Mon 8/31/20: Novavax announced it’s reached an agreement with Canada to supply 76 million doses of its experimental coronavirus vaccine.
  9. NanoViricides (NNVC) - produces nan-medicines to fight virus such as swine flu and bird flu. It also has early-stage programs for Dengue viruses and Ebola and once dabbled in a MERS candidate.
  10. Cleveland BioLabs (CBLI) - develops immune-receptor activators.
  11. Cerus (CERS) - uses proprietary technology to inactivate the SARS strain.
  12. Aethlon Medical (AEMD) -  treats viral infections with its hemopurifier. -- Securities and Exchange Commission (SEC) order for halt in trading (Feb. 10, 20) (read more)
  13. AstraZeneca (AZN) - awaits direction from the World Health Organization before acting.
  14. Meridian Bioscience (VIVO) - diagnostic laboratories in China are using Meridian's Lyo-Ready 1-Step RT-qPCR Mix to develop fast and accurate screening. 
  15. AbbVie (ABBV) - China is using AbbVie’s HIV drugs to treat coronavirus A combination of lopinavir and ritonavir, sold under the brand name Kaletra. In some countries, Kaletra is sold as Aluvia.
  16. Gilead Sciences (GILD) - Feb. 3:  Company formalized an agreement with Chinese authorities to study the effectiveness of an experimental Ebola and SARS treatment. Feb. 1, 20: Gilead Sciences said it is sending an experimental antiviral drug to China for emergency treatment of coronavirus patients as well as testing to see if it works against the virus. There was an earlier report suggesting Gilead Sciences (GILD) is assessing using an Ebola drug for treatment of the coronavirus.
  17. Johnson & Johnson (JNJ) - Announced launch of multi-pronged response to the coronavirus outbreak:  JNJ is mobilizing resources at its Janssen Pharmaceutical Companies to launch a multi-pronged response to the coronavirus outbreak. The company has initiated efforts to develop a vaccine candidate against 2019-nCoV and broadly collaborate with others to screen a library of antiviral therapies.
  18. Sorrento Therapeutics (SRNE) - Announced manufacturing collaboration with Celularity to initiate emergency allogeneic NK cell therapy development for coronavirus infection.
  19. ImmuCell (ICCC)
  20. Nabriva Therapeutics (NBRV)
  21. iBio (IBIO)
  22. Allied Healthcare Products (AHPI) - manufactures and markets respiratory products, including croup tents, respiratory disposable products, such as oxygen tubing products, face masks, cannulas, and ventilator circuits.
  23. GlaxoSmithKline (NYSE:GSK) said that it would work with Clover Biopharmaceuticals, a China-based biotech, which on Feb. 10 said it had developed a COVID-19 vaccine candidate. (Mon 2/24/20)
  24. Teladoc (TDOC) Telemedicine specialist
  25. Pfizer (PFE) received fast-track designation by the U.S. Food and Drug Administration for two of its coronavirus vaccine candidates. Pfizer said it could produce 'at least' 1.2 billion doses of its BNT162b1 coronovirus vaccine candidate by the end of 2021 if it's ultimately approved by regulators. (13 July 20)
  26. 3M (MMM) : masks & respirators. // 14 July 20: MMM to develop rapid coronavirus test with MIT researchers that would be used at the point of care. The test has been selected by the National Institutes of Health for commercial support and has received $500,000 from the U.S. government. 
++Rigel Pharmaceuticals (RIGL) will test a drug used to treat an autoimmune disorder in a clinical trial in the U.K. as a treatment for COVID-19 pneumonia. The Imperial College London will operate the open-label, controlled trial for Tavalisse, which received Food and Drug Administration approval for chronic immune thrombocytopenia in 2018.  Patients will receive Tavalisse, the chemotherapy ruxolitinib, or the standard of care, with a goal of understanding whether the drug can prevent the progression of mild or moderate COVID-19 pneumonia to more severe disease. (14 July 20)

++Altimmune (ALT): AdCOVID, a COVID-19 vaccine candidate. (June 2020)

++VBI Vaccines (VBIV) : In March 2020, VBI Vaccines announced that it was collaborating with the National Research Council of Canada to develop a pan-coronavirus vaccine candidate. This vaccine would target not only COVID-19 but also two other members of the coronavirus family -- severe acute respiratory syndrome (SARS) and Middle East respiratory syndrome (MERS).


++Becton Dickinson (BDX) : Rapid antigen test for COVID-19 authorized by FDA. (6 July 20)

++Dynavax Technologies (DVAX) dosed the first participants in the Phase 1 clinical trial evaluating Medicago's plant-derived vaccine candidate adjuvanted with CpG 1018 to prevent COVID-19. The previously announced collaboration is evaluating the combination of Medicago's Coronavirus Virus-Like Particle with Dynavax's CpG 1018, the adjuvant contained in Dynavax's FDA-approved adult hepatitis B vaccine. Adding CpG 1018 is intended to enhance the immune response of Medicago's COVID-19 vaccine which may reduce the amount of antigen required per dose, providing more doses to help protect a greater number of people. (14 July 2020)

++ Qiagen (QGEN) announces shipments of QIAstat-Dx test kits for SARS-CoV-2 (Thu 2/27/20). QIAGEN has shipped its newly developed QIAstat-Dx Respiratory Panel 2019-nCoV test kit to four hospitals in China for evaluation. The new kit detects the novel coronavirus SARS-CoV-2 and adds rapid Sample to Insight syndromic testing to QIAGEN's portfolio of molecular testing solutions in the public health emergency.

++Canon (CAJ) to commence development of rapid genetic testing system for COVID-19 (March 19, 20): Canon announced that Canon Medical Systems announced the start of development of a rapid genetic testing system for the novel coronavirus (COVID-19), reaffirming Canon Medical's commitment to the basic research and development of rapid diagnostic test kits. This project is part of a research program focusing on the development of diagnostic methods for COVID-19 led by the Japan Agency for Medical Research.  Canon Medical was selected to participate in this research program in cooperation with Nagasaki University. The test and the reagents being developed for COVID-19 RNA testing is based on the LAMP method developed by Eiken Chemical Co. and are to be used with a compact isothermal amplified gene fluorescent detector manufactured by Canon Medical to detect the presence of virus.

++Abbott Labs (ABT) announces that the FDA has issued Emergency Use Authorization (EUA) for the company's molecular test for novel coronavirus (COVID-19). (March 19, 20)  Abbott is immediately shipping 150,000 Abbott RealTime SARS-CoV-2 EUA tests to existing customers in the US.  The tests are used on the company's m2000 RealTime System. Abbott will be working with health systems and government authorities to deploy additional m2000 systems where they are needed.  The North Chicago medical device maker plans to deploy 1 million tests per week.

++T2 Biosystems (TTOO)

++ Equillium (EQ): Positive Covid-19 results of itolizumab.  (13 July 20)

(by avg vol - 3 months)

                          

Wuhan seafood market pricelist where the virus reportedly originated

The first known cases in December 2019 were traced to an animal market in the Chinese city of Wuhan and are believed to have come from contact with live animals that were infected.
  • The Wuhan virus (officially referred to as 2019-nCoV) belongs to the coronavirus family, a category that includes Severe Acute Respiratory Syndrome (SARS) and Middle East Respiratory Syndrome (MERS) and that typically results in respiratory illnesses. While SARS and the new coronavirus are not identical, their similarities could make it easier to “cannibalize” prior research and start developing vaccines and therapeutics on an accelerated timeline.
  • Coronaviruses originate in animals — like camels, civets and bats — and are usually not transmissible to humans. But occasionally a coronavirus mutates and can pass from animals to humans and then from human to human, as was the case with the SARS epidemic in the early 2000s. 
  • SARS, which showed up in the early 2000s, infected more than 8,000 people and resulted in nearly 800 deaths. MERS, which appeared in the early 2010s, infected almost 2,500 people and led to more than 850 deaths.
  • Coronaviruses belong to a family known as Coronaviridae, and under an electron microscope they look like spiked rings. They're named for these spikes, which form a halo around their viral envelope.  
Coronavirus

China’s place in the global supply chain and concerns involving the coronavirus & the adverse impact it will have on economic growth and earnings growth.
The impact of the Wuhan coronavirus on China and perhaps the global economy will be a major focus as more updates pour in. The outbreak has already negatively impacted companies like IMAX (NYSE:IMAX), Yum China (NYSE:YUMC), Disney (NYSE:DIS), McDonald's (MCD), Luckin Coffee (NASDAQ:LK), China Eastern Airlines (NYSE:CEA), China Southern Airlines (NYSE:ZNH) and a large number of energy and travel stocks.

Efforts to contain the Wuhan virus are overlapping the important Chinese New Year holiday period, which means Macau casinos could see reduced traffic and lower gross gaming revenue for Wynn Resorts (NASDAQ:WYNN), MGM Resorts (NYSE:MGM), Galaxy Entertainment (OTCPK:GXYEF), SJM Holdings (OTCPK:SJMHF), Melco Resorts & Entertainment (NASDAQ:MLCO) and Studio City International (NYSE:MSC).

No comments:

Post a Comment