E VBI Vaccines: Hidden Vaccine Gem

  • PROTECT - double-blind, two-arm, randomized, controlled study on 1,600 adults. Patients will get either a three-dose course of Sci-B-Vac or a three-dose course of the control vaccine, Engerix-B. 
  • CONSTANT - double-blind, four-arm, randomized, controlled study of 3,200 adults age 18-45. Patients will be randomized in a 1:1:1:1 ratio of four three-dose courses: Lot A, B, and C will have Sci-B-Vac and the remaining lot will contain the control vaccine, Engerix-B. 

The studies will take place at 40 sites throughout the U.S., Canada, and Europe. The size and scope of the Phase III trials are benefiting from previous study results along with over 300,000 patients already vaccinated in 15 countries where VBI Vaccines already has approval. 

The company plans to start the Phase III trials in the 2H of the year allowing for completion of the studies around the end of 2018 with results by early 2019. Considering the company has already completed multiple trials in order to obtain approvals in other smaller countries, the risks here aren't as standard with most vaccines that are unproven. 

Solid Pipeline

Besides having an approved vaccine with a predictable path to Phase III trials, VBI Vaccines offers a solid pipeline. The small biotech has two drugs in the process of starting Phase I trials. 

These studies are in the beginning stages with initial positive indications. By the time the Sci-B-Vac results are finalized, the CMV and GBM drug candidates will have progressed through Phase I trials and potentially taken the step towards Phase II clinical trials providing the stock with some risk protection.

Ultimately though, the investment thesis over the next year is solely based on getting approval for the Sci-B-Vac Hepatitis B vaccine in both the U.S. and Europe. Canada is part of the study and the company points out as a cheaper alternative to the U.S., but the country won't matter to the stock price. 

Typical Financial Position

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Disclosure: No position. 

Additional disclosure: Please consult your financial advisor before making any investment decisions.

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Comments

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Grayson Brown 2 years ago Member's comment

Cool. This is a very informative article which deserves a better publicity. I would like to see how their Phase III trials go. Probably a good time to buy and hold. Maybe? $VBIV

Samuel Kaufman 2 years ago Member's comment

I have been an investing veteran of #pharma companies for years. For the first time, I am truely amazed by the scale of the trials #VBI has been conducting. $VBIV

Bill Johnson 2 years ago Member's comment

Grayson Brown and Samuel Kaufman, you left very similar comments at the same time. Same person perhaps trying to pump up this stock? $VBIV