GSK - VBI Vaccines: Recent VBI-1901 Data Supports My Bull Thesis

• VBI Vaccines recently reported updated data from their VBI-1901 candidate in recurrent Glioblastoma. The company publicized the median overall survival and 18-month overall survival data are outperforming historical controls.
• VBI-1901 is showing its ability to have an impact on the tumor response and clinical outcomes. One patient who is still on protocol has been progression-free for over two years.
• VBI-1901 is at the center of my VBIV thesis due to its potential to be one of the first therapeutics to be operative in the frontline and recurrent glioblastoma.
• The market has crushed VBIV despite the company making significant progress in the clinic, regulatory, and commercial front. I am willing to resume my buying activity in the face of this market sell-off.
• I believe the market will continue to hyper-fixate on the company’s hepatitis B and coronavirus vaccines and will overlook VBI-1901’s clinical progress and commercial potential. Thus, I will remain conservative with my accumulation rate.

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