The investment thesis for VBIV was primarily based on their hepatitis B vaccine, Sci-B-Vac. Sci-B-Vac and the hepatitis B vaccine from GSK (GlaxoSmithKline) are both vaccines used to prevent hepatitis B infection. Here are some potential advantages of Sci-B-Vac over the GSK hepatitis B vaccine:
1. Higher Immunogenicity: Sci-B-Vac is a third-generation hepatitis B vaccine that contains all three hepatitis B surface antigen (HBsAg) proteins (adw2, ayw1, and ayw2). This formulation may result in a higher immune response compared to vaccines containing only one antigen.
2. Broader Protection: By including multiple HBsAg proteins, Sci-B-Vac may offer broader protection against different strains of the hepatitis B virus. This could be particularly advantageous in regions where multiple strains of the virus are prevalent.
3. Longer Duration of Protection: Some studies suggest that Sci-B-Vac may provide longer-lasting immunity compared to other hepatitis B vaccines. This could mean fewer booster doses are needed over time.
4. Potential for Improved Coverage: Due to its potentially higher immunogenicity and longer duration of protection, Sci-B-Vac may be more effective at providing immunity in certain populations, such as those who are immunocompromised or who have not responded well to previous hepatitis B vaccination.
5. Convenience: Depending on the dosing schedule, Sci-B-Vac may offer a more convenient vaccination schedule compared to other hepatitis B vaccines. For example, if fewer booster doses are required over time, this could reduce the burden of vaccination for individuals and healthcare systems.
Furthermore, their initiative in the oncology field, particularly their program aimed at combating glioblastoma, has shown very promising results during the phase 1 of development. Taking into account all these potential advantages and considering the imminent approach of phase 3 results for Sci-B-Vac, I have made the decision to invest in VBIV.
Account 1
Here is an overview of the transactions carried out on account 1, ultimately resulting in a significant profit of +$1910.25$.
Account 2
Here is an overview of the transactions conducted on account 2, ultimately resulting in a significant profit of +$915.16.
Account 3
Here is an overview of the transactions conducted on account 3, ultimately resulting in a notable loss of -$1565.73.
Account 4
Here is an overview of the transactions conducted on account 4, ultimately resulting in a nearly negligible loss of -$20.85$.
Outcome of the VBIV venture: +$1238.83.
The moral of the story: The positive results from the phase 3 clinical trials of Sci-B-Vac contributed to making this experience a success, while highlighting the crucial importance of emotional management. On account 1, I sold shares at $1.15 on the same day only to buy them back at $1.40. This reaction, often referred to as FOMO (Fear of Missing Out), is generally detrimental as it is driven by emotions. Although the losses resulting from this hasty decision were not considerable, it is essential to acknowledge them in order to improve our emotional response. Once again, mastering the complex yet crucial art of taking profits is paramount. Delaying action proved to be detrimental once more. VBIV had reached $1.80, representing a profit of over 100%, but unfortunately, a fundraising took place, resulting in dilution and consequently a drop in the share price, forcing me to sell for a much lower profit. In such a situation, it would have been preferable either to sell at $1.80 when the share price increased significantly or to hold the position longer after the dilution, as the share price exceeded $2.00 thereafter. In all circumstances, it is imperative to make a decision and stick to it, while avoiding reacting hastily and thoughtlessly.
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