Novavax, Inc. (NASDAQ:NVAX) Shares Purchased by Shah Capital Management | news.google.com • |
Novavax Inc. stock underperforms Tuesday when compared to competitors | news.google.com • |
Novavax Inc. stock underperforms Tuesday when compared to competitors | news.google.com • |
Novavax Inc. stock underperforms Tuesday when compared to competitors | news.google.com • |
Why Novavax is Gaining Ground in COVID-19 Vaccine Race | zacks.com • |
Why Novavax is Gaining Ground in COVID-19 Vaccine Race | news.google.com • |
Date | For | Estimate | Reported | Surprise | surprise % |
---|---|---|---|---|---|
2024-08-08 | 2024-06 | 1.82 | 0.99 | -0.83 | -45.60% |
2024-05-10 | 2024-03 | -1.04 | -1.05 | -0.01 | -0.96% |
2024-02-28 | 2023-12 | -0.49 | -1.44 | -0.95 | -193.88% |
2023-11-09 | 2023-09 | -1.82 | -1.26 | 0.56 | 30.77% |
2023-08-08 | 2023-06 | -1.24 | 0.58 | 1.82 | 146.77% |
2023-05-09 | 2023-03 | -3.38 | -3.41 | -0.03 | -0.89% |
Date | Firm | Action | From | To |
---|---|---|---|---|
2023-08-09 | HC Wainwright & Co. | Upgrade | Buy | Buy |
2023-08-08 | B. Riley Securities | Upgrade | Neutral | Buy |
2023-05-09 | HC Wainwright & Co. | Upgrade | Buy | |
2023-02-28 | B. Riley Securities | Downgrade | Buy | Neutral |
2023-02-12 | HC Wainwright & Co. | Upgrade | Buy | |
2023-01-01 | HC Wainwright & Co. | Upgrade | Buy |
Date | Name | Relation | Quantity | Description |
---|---|---|---|---|
2024-06-11 | ALTON GREGG H | Director | 10.47K | Conversion of Exercise of derivative security |
2024-06-11 | DOUGLAS RICHARD H | Director | 43.92K | Conversion of Exercise of derivative security |
2024-06-16 | DUBOVSKY FILIP | Officer | 66.61K | Sale |
2024-08-15 | KELLY JAMES PATRICK | Chief Financial Officer | 14.43K | Conversion of Exercise of derivative security |
2024-06-11 | KING RACHEL K | Director | 18.92K | Conversion of Exercise of derivative security |
2024-06-11 | MCGLYNN MARGARET G | Director | 10.47K | Conversion of Exercise of derivative security |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-06-29 | State Street Corporation | 11.68M | 86.78M | 12.37% |
2023-06-29 | Vanguard Group Inc | 10.57M | 78.55M | 11.20% |
2023-06-29 | Blackrock Inc. | 6.99M | 51.97M | 7.41% |
2023-09-29 | Shah Capital Management | 6.33M | 45.83M | 6.71% |
2023-06-29 | Bank of America Corporation | 2.18M | 16.23M | 2.31% |
2023-06-29 | Morgan Stanley | 2.08M | 15.46M | 2.20% |
Report Date | Organization | Position | Value | Percentage |
---|---|---|---|---|
2023-08-30 | SPDR (R) Ser Tr-SPDR (R) S&P (R) Biotech ETF | 9.38M | 75.07M | 9.94% |
2023-06-29 | Vanguard Total Stock Market Index Fund | 2.64M | 19.60M | 2.79% |
2023-06-29 | Vanguard Small-Cap Index Fund | 2.23M | 16.56M | 2.36% |
2023-08-30 | iShares Russell 2000 ETF | 2.01M | 16.10M | 2.13% |
2023-06-29 | Vanguard Small-Cap Growth Index Fund | 1.28M | 9.48M | 1.35% |
2023-06-29 | Vanguard Extended Market Index Fund | 1.21M | 8.98M | 1.28% |
Split | Date |
---|---|
1 : 20 | 2019-05-10 |
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$BNTX is being held back by weak-hearted, “clay-handed” investors who simply don’t have enough belief to hold on to their shares despite all the fantastic news and great numbers being reported by the company. They keep selling, either taking profit on small upticks or panic-selling on the slightest negative news. If only $BNTX shareholders had “diamond-hands” like the punters driving $GME up for no rhyme or reason! Even the level of belief that $NVAX buyers are showing despite no actual vaccine being in the market would be sufficient to drive $BNTX to the moon. And there is simply no reason why $MRNA should have a market valuation that is 1.5x $BNTX. Parity with $MRNA itself should drive the price to $300+.
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Ref: Call Summarized by @PAC yahoo finance conversation —
Today's call again illustrated that the Novavax senior management team does not know how to:
- run a glitch-free conference call (lots of technical issues)
- effectively promote its products
- communicate with the investor community
- meet self-imposed deadlines
A great deal of the call seemed like they wanted to get it over with quickly. Low energy.
However, the only "real" negative was that things are being pushed 1 or 2 months down the road.
Here are the Pros and Cons I got from today's call:
PROS
- Far exceeded both EPS and Revenue expectations
- Nothing material has changed, except dates -- by a little, not much
- US Phase 3 results will be announced in Q2 (next few weeks)
- US FDA, UK MHRA, EU EMA filings in Q3 ("as early in the quarter as possible")
- Rolling reviews on-going /w CA, NZ, SK, WHO; all will happen in Q3
- 30-40M doses in stock (currently on shelves)
- All manufacturing sites in GMP manufacturing state
* "all problems at commercial scale have been resolved"
* producing about 35M doses / month currently (w/o SII)- expecting full operating cadence (150M/mo) in Q4 (deferred from Q3)
- supply shortages to go away soon
- CMC has progressed with all regulatory agencies
- EU purchase agreement in progress
- "Best in class" efficacy, tolerance, manufacturing process, partners, multivalence, etc
- Development underway for both single and bivalent variant doses
- Clinical trials begin later this year for combo Flu/Covid dose
* animal studies already show same efficacy as individual shots - NVAX is considered the "booster candidate" for all current vaccines
- Phase 3 trials of Malaria vaccine scheduled in 4 African countries this year
- Supply agreements already in progress for 2022 and beyond
- "Demand for our vaccines is here to stay"
- $2B in bank
- Compelling future
CONS
- US PREVENT-19 trial results deferred due to 60% dropouts (dropouts slowed by initiating crossover ...which deferred trial results)
- Other EUAs also deferred to Q3 ("as early in quarter as possible")
- 150M/mo goal moved from Q3 to Q4 due to shortage of raw materials
- No mention of when NanoFlu goes into arms
- No mention of why Texas production hasn't started
- Flu/Covid combo vaccine not broadly in arms until after 2022
OTHER
- The UK strain now represents of 60% of USA infections
SUMMARY
Stan: "Every quarter gets more data, pointing to a successful vaccine. We're getting close to the end ...which is really the beginning for us ... we've eliminated all of the serious hurdles" -
I think nova may be in big trouble
Pfizer is making a extra 3 billion for other
Countries!
What’s nova waiting for -
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RMED parabolic alert !
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The lack of additional raw materials seems to be problem only for EU contracts. Contracts have been signed with many countries before EU did not report lacking of material issues. Priority has been exhausted and not much leftover for EU in 2021 and countries haven’t sign the contracts with Novavax. The vaccination rate is still way too low to reach herd immunity.
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Reaching ‘Herd Immunity’ Is Unlikely in the U.S., Experts Now Believe
Widely circulating coronavirus variants and persistent hesitancy about vaccines will keep the goal out of reach. The virus is here to stay, but vaccinating the most vulnerable may be enough to restore normalcy.
https://www.nytimes.com/2021/05/03/health/covid-herd-immunity-vaccine.html
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Novavax, Inc. (NASDAQ:NVAX) Shares Purchased by Shah Capital Management
news.google.com • -
Novavax Inc. stock underperforms Tuesday when compared to competitors
news.google.com • -
Novavax Inc. stock underperforms Tuesday when compared to competitors
news.google.com • -
Novavax Inc. stock underperforms Tuesday when compared to competitors
news.google.com • -
Why Novavax is Gaining Ground in COVID-19 Vaccine Race
news.google.com • -
Novavax Inc. stock underperforms Monday when compared to competitors
news.google.com • -
Novavax Inc. stock underperforms Monday when compared to competitors
news.google.com • -
Novavax Inc. stock underperforms Monday when compared to competitors
news.google.com • -
(NVAX) Trading Report
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Novavax Inc. stock outperforms competitors on strong trading day
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Should You Buy Novavax Stock After This Regulatory Win?
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Should You Buy Novavax Stock After This Regulatory Win?
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Novavax Inc. stock underperforms Thursday when compared to competitors
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Why Are Novavax Shares Trading Lower Today?
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Novavax Inc. stock underperforms Wednesday when compared to competitors
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Novavax, Inc. (NVAX) Baird 2024 Global Healthcare Conference (Transcript)
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Novavax, Inc. (NVAX) Q2 2024 Earnings Call Transcript
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