Pfizer Inc. (NYSE:PFE) will release earnings results for its fourth quarter, before the opening bell on Tuesday, Feb. 3.Analysts expect the New York-based company to report quarterly earnings at 57 cents per share, down from 63 cents per share in the year-ago period. The consensus estimate for Pfizer's quarterly revenue is $16.83 billion, versus $17.76 billion a year earlier, according to data from Benzinga Pro.On Jan. 20, Novavax, Inc. (NASDAQ:NVAX) announced it entered into a license agreement with Pfizer ...

We recently compiled a list of the 9 High Growth Small Cap Stocks That Are Profitable. Novavax, Inc. stands second on our list of high growth stocks. TheFly reported on January 20 that BofA raised its price target on NVAX to $7 from $6 while maintaining an Underperform rating. The update followed the company’s announcement of a non-exclusive licensing deal with Pfizer for its Matrix-M adjuvant across up to two infectious disease areas. While BofA views the agreement and upfront payment as positive signs o ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Five years ago, Moderna, Inc. ( MRNA ) and Novavax, Inc. ( NVAX ) were two of the most talked about stocks across platforms like Seeking Alpha, social media, andEdmund Ingham is a biotech consultant. He has been co ...

Group 1 - Moderna, Inc. (MRNA) and Novavax, Inc. (NVAX) were highly discussed stocks in the biotech, pharma, and healthcare sectors five years ago [1] - The Haggerston BioHealth investing group provides insights for both novice and experienced biotech investors, including catalysts, buy and sell ratings, product sales forecasts, and integrated financial statements [1] Group 2 - The Haggerston BioHealth group has compiled detailed reports on over 1,000 companies in the biotech, healthcare, and pharma industries [1] - The group offers market-by-market analysis and discounted cash flow analysis for major pharmaceutical companies [1]

Over the past five years, Novavax (NASDAQ: NVAX), a vaccine maker, lost more than 90% of its market value. Though it succeeded in its goal of launching a coronavirus vaccine, the biotech did so much later than some anticipated and struggled to keep its sales competitive with the market leaders in that niche. However, Novavax has made several moves in recent years that could help it bounce back. The company's shares are already up by 28% in 2026 after it announced a deal with a pharmaceutical giant. With ...

Core Insights - Novavax (NVAX) has entered a non-exclusive license agreement with Pfizer (PFE), allowing Pfizer to utilize its Matrix-M adjuvant technology for up to two disease areas, indicating the growing recognition of Matrix-M's versatility in vaccine development [1] Financial Highlights - Novavax will receive an upfront payment of $30 million from Pfizer and has the potential to earn up to $500 million in development and commercial milestone payments, along with tiered, high, mid-single-digit royalties on net sales of products incorporating Matrix-M [2][6] - Over the past year, NVAX's shares have decreased by 7.1%, while the industry has seen a rise of 15.1% [3] Matrix-M Adjuvant Technology - Matrix-M is a proprietary, saponin-based adjuvant technology from Novavax designed to enhance immune responses to vaccines, currently used in a globally approved vaccine and as a key component of Novavax's COVID-19 vaccine, Nuvaxovid/Covovax [4] - The University of Oxford has utilized Matrix-M to develop the R21 malaria vaccine, with commercialization rights licensed to the Serum Institute of India, and several other partners are evaluating Matrix-M for malaria vaccine development [7] Licensing Agreements - Novavax has a co-exclusive licensing agreement with Sanofi (SNY) that includes a non-exclusive license for Matrix-M in vaccine products, with the agreement amended in September 2025 to expand Sanofi's license for its pandemic influenza vaccine candidate program, potentially earning Novavax up to $210 million plus mid-single-digit royalties [8] - In 2023, Matrix-M technology was also licensed to the Bill & Melinda Gates Medical Research Institute and SK Bioscience for preclinical vaccine research, supporting global vaccine discovery efforts [9]

Core Insights - The licensing deal for Novavax, Inc. (NVAX) is significant as it validates the commercial and scientific value of their Matrix-M adjuvant beyond their own vaccine portfolio [1] Company Overview - Novavax is focusing on innovative biotechnology solutions, particularly through unique mechanisms of action and first-in-class therapies [1] - The company aims to reshape treatment paradigms with its platform technologies [1] Analyst Background - The analyst has a Master's degree in Cell Biology and extensive experience in drug discovery, which informs their investment analysis [1] - The analyst has been active in the investing space for five years, with a focus on biotech equity analysis [1] Research Focus - The research emphasizes evaluating the science behind drug candidates, the competitive landscape, clinical trial design, and market opportunities [1] - The goal is to provide insights that help investors understand both opportunities and risks in the biotech sector [1]

Core Viewpoint - Novavax Inc. has signed a licensing agreement with Pfizer for its Matrix-M adjuvant, valued at up to $500 million, which includes a $30 million upfront payment [1] Group 1: Stock Performance - Novavax shares have increased by 3.3%, trading at $8.27, and have risen 65% from a low of $5.01 on April 10 [1][2] - The stock reached its highest level since October after bouncing off support at the $6.50 level, indicating a potential upward trend [2] - If the current gains are maintained, it will mark the third gain in the last five trading sessions [2] Group 2: Analyst Ratings - The analyst community is divided, with five analysts rating Novavax as a "strong buy" while another five suggest a "hold" or worse [2] - Short interest in Novavax accounts for 36.9% of the available float, indicating a significant level of bearish sentiment among investors [2] Group 3: Options Trading Activity - Options traders have shown strong bullish sentiment, as evidenced by a 50-day call/put volume ratio of 29.67, the highest in the past year [3] - Novavax's Schaeffer's Volatility Index (SVI) stands at 57%, which is higher than only 18% of readings from the past year, suggesting that near-term options traders expect relatively low volatility [3]

Core Insights - Novavax's stock price increased by 3.5% following the signing of a vaccine development licensing agreement with Pfizer [1] Company Summary - Novavax has entered into a licensing agreement with Pfizer for vaccine development, which has positively impacted its stock performance [1] - The collaboration with Pfizer indicates a strategic move for Novavax in the competitive vaccine market [1] Industry Summary - The vaccine development sector continues to see significant partnerships, highlighting the importance of collaboration in advancing healthcare solutions [1] - The positive market reaction to the Novavax and Pfizer agreement reflects investor confidence in vaccine-related innovations [1]

Core Insights - Novavax has entered into a non-exclusive licensing agreement with Pfizer, allowing the latter to use its Matrix-M adjuvant in up to two disease areas, aimed at enhancing vaccine immune responses [1] Financial Aspects - Novavax will receive an upfront payment of $30 million and has the potential to earn up to $500 million in development and sales milestone payments [1]