Why we believe that you need to be a medium-term market timer, to do well in all markets. A lesson from history http://puzzlefinancialadvice.com.au/2021/Core/Static_Asset_Allocation_long_term_buy_and_hold_strategies_often_fail_Why_is_that_210202.pdf
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Jeremy Grantham 27/2/2012 "Believe in history. History repeats. All bubbles break. Be patient and focus on the long-term. Wait for the good cards."
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Novavax COVID vaccine
After the AstraZeneca and Pfizer COVID vaccines at 19/Apr/21, the next COVID vaccine that seems likely to be available to Australians is the Novavax vaccine.
Some information about the Novavax vaccine:-
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Is Novavax the dark horse of Australia's COVID-19 vaccines? 19/Jan/21
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'"The phase one data was really convincing. The immune responses were really strong – up there in the realms we saw with the mRNA vaccines. That level of immune response tends to be a bit of a correlation ... those are the vaccines that have ended up giving very strong efficacy," said University of Sydney professor of medical microbiology James Triccas.'
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Novavax firms as third vaccine for Australia 8/Apr/2021
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- "Australia’s regulator is assessing early data about the Novavax vaccine, which has a high chance of becoming the country’s third vaccine against COVID-19."
- "Interim results (from the phase three trials) suggest it has 95.6 per cent efficacy against COVID-19, dropping to 86 per cent against the UK variant and 49 per cent against the South African variant."
- BB comment: That is roughly on par with Pfizer and Moderna vaccine performance, and massively better than AstraZeneca against the South African variant.
- "Should the US vaccine prove safe and effective, Australia has a deal for 51 million doses. While supply cannot be predicted, the Department of Health website says some could arrive in the first half of this year and the complete number within the year."
- "As a traditional protein vaccine, Novavax is in a different class to the AstraZeneca and Pfizer jabs now in use in Australia. It is in the same class as the University of Queensland vaccine that was withdrawn last year but has since resumed development. Being traditional, there is confidence in the methodology. Both are expected to require two doses."
- US biotech Novavax could make COVID vaccine onshore in Australia 20/May/2021
28/May/21 Anne de Gheest COVID Clinical update https://www.youtube.com/watch?v=8bI7V4lkKs4
- This seems therefore a real possibility as a booster for Aussies who have the AstraZeneca vaccine now.

https://twitter.com/EricTopol/status/1410342593582403588 1/July/2021
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Just published @NEJM : @Novavax's protein-based vaccine trial in over 15,000 participants . The efficacy of 96% for non-Alpha variant, 86% vs Alpha, very good safety data, all akin to the excellent results of the mRNA vaccines
https://www1.racgp.org.au/newsgp/clinical/focus-on-vaccine-boosters-as-israel-becomes-first 2-Aug-21
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"New focus on vaccine boosters"
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"In addition to the further Pfizer doses, Australia is expecting 51 million doses of the Novavax vaccine to start arriving by the end of this year. Minister Hunt said last Thursday the Novavax vaccine doses would be ‘ready to be used as a booster as well’."
"Novavax | How does Novavax work?" 14-Jul-21 https://www.youtube.com/watch?v=tlB-5E-wpU0
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This is a very useful educative discussion my an immunologist
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A key point at the 12minute 01 second point.:-
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Novavax is 93% effective against the original Wuhan strain of the COVID virus - that is now ancient history!!
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Novavax is only 55% effective against Beta variant.
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I will keep an eye out for data re delta variant
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