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COVID-19 Vaccine Players

Updated: Aug 19, 2021

SUMMARY

  • Many Smid-Cap COVID vaccine developers are still stocks to watch

  • FDA clinical trial readouts/catalysts from these companies are still driving their stock prices

  • OCGN was a June 2021 Big-Mover stock to watch that disappointed when it announced that the FDA guided it to submit a full BLA instead applying for Emergency Use Authorization EUA

  • For a more comprehensive version of this article that discusses a key COVID vaccine company Big-Mover stock to watch with June 2021 readouts [See COVID-19 Vaccine Stocks To Watch (June 2021)], and to access our full database and tools, sign up for a free account or lock in our current discounted pricing: Learn more here.

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As we discussed in our last COVID-19 vaccine company update for investors in late April, the opportunity has shifted to ex-U.S. (supply chain temp and administration), boosters and efficacy against coronavirus variants. Table 1 below is a list of small and mid-cap COVID-19 vaccine companies that are listed on a U.S. stock exchange and have a clinical stage Covid vaccine, along with some that are still in preclinicals. This is a comprehensive list of U.S. stock market listed small and mid-cap biotech Covid vaccine companies in clinical development as far as we have been able to determine. If you are aware of others, please comment below. We included NVAX on this table even though it has a market cap over $12 billion since it is still in the clinical development stage and since we had it in our database from when it was under $5B market cap. DVAX and OCGN are partners for vaccines that are already on the market in certain countries. DVAX is quite interesting because its CpG 1018 adjuvant technology is used in a number of Covid vaccine candidates. There was a deal between DVAX and Sinovac, a leading Chinese vaccine company, but it does not appear to be in CoronaVac, Sinovac’s COVID vaccine, which is approved in a number of countries including China (See Sinovac’s CoronaVac product page). It is unclear whether the Dynavax and Sinovac collaboration is still active (Dynavax and Sinovac Announce Collaboration to Develop a Coronavirus (COVID-19) Vaccine). However, Dynavax provides this key adjuvant for a number of vaccine candidates, , see INRLF's VLA2001 for example, and has received $100s millions in U.S. government funding because of it. For investors, DVAX has been a winner in 2021, as the stock has doubled in value this year.

One of our June Covid vaccine Big-Mover stocks to watch was OCGN (See our June Big Mover Blog post) or June Big Mover Forum post for subscribers). OCGN holds U.S. rights to COVAXIN (Figure 1), the vaccine developed by Bharat Biotech and the Indian Council of Medical Research (ICMR) - National Institute of Virology (NIV). COVAXIN™ is currently being administered under emergency use authorizations in 13 countries, and applications for emergency use authorization are pending in more than 60 additional countries. It is noteworthy that OCGN has a daily volume that is almost 5x the next highest Covid vaccine company, IBIO. In an unusual step, earlier this year, its CEO communicated progress toward U.S. regulatory filing on Linked-In (Ocugen extends gains as CEO hints on EUA submission for COVID-19 vaccine). OCGN’s share price fell 28% earlier this month when they announced that the FDA guided them to run another trial and file a full BLA, rather than seek Emergency Use Authorization (Ocugen to pursue a BLA path in the US for its COVID-19 vaccine candidate). However, despite the 28% drop, OCGN has given investors over a 250% return in 2021 thus far. For a more comprehensive version of this article that further compares the COVID vaccine candidates and analyzes another key COVID vaccine company Big-Mover stock to watch with June 2021 readouts (See COVID-19 Vaccine Stocks To Watch (June 2021)), and to access our full database and tools, sign up for a free account or lock in our current discounted pricing: Learn more here.


Table 1. Covid Vaccine Candidates for Biotech Companies*

*Biotech companies with valuations between $100M and $5B



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