I think we still have novavax in play for fill and finish remember SNC and novavax guys are on the same floor.
todays news is disappointing but I really didnt believe they stood a chance even before the announcement, I thought they best will get a fill and finish job out of this..
which is too early for moderna since they only signed a in principal agreement.
hope we don't break 28c but I think there is more to the whole thing
Ann: IDT Onshore mRNA Manufacturing ATM Outcome & StrategyUpdate, page-42
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