Thank you for reading my research on Seeking Alpha. If you want to learn even more about my method and how I discover these investment opportunities, please check out my subscription marketplace service, Compounding Healthcare , and sign up for a free trial.After years of strategic pivots and battling the bureaucracy, Novavax (NASDAQ: NVAX ) has finally secured full FDA approval of their COVID-19 vaccine, NUVAXOVID. Not only does the BLA approval validate Novavax’s recombinant protein-based vaccine technolo ...

A health worker prepares a dose of the Novavax vaccine as the Dutch Health Service Organization starts with the Novavax vaccination program on March 21, 2022 in The Hague, Netherlands.A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions.Novavax can finally breathe a sigh of relief – at least a small one.The Food and Drug Administration approved the company's Covid-19 vaccine a ...

Market Performance - Contemporary Amperex Technology Co., Ltd. (CATL) opened high with a rise of over 12% on its first day, with a profit of 3,300 HKD per lot, currently up over 17% [1] - SF Holding Co., Ltd. (SF Express) increased by over 3%, with April logistics business volume growing by 29.99% year-on-year, maintaining a good growth trend [1] - Rongchang Biopharmaceuticals (Rongchang Bio) rose over 10% due to the new indication for Vedicis monoclonal antibody, with Q1 performance slightly exceeding expectations [1] - Bruker Corporation (Bruker) increased over 4%, reaching a new high, with expectations to enter the Hong Kong Stock Connect in June, boosting valuation [1] - Chaoyun Group (Chaoyun) rose over 11%, driven by the increasing popularity of the pet economy [1] - Pharmaceutical stocks collectively rose, with a significant increase in shares of 3SBio (3SBio) up over 34%, and other companies like CSPC Pharmaceutical Group and Zhaoke Ophthalmology also seeing gains [1] - Xiaomi Group (Xiaomi) increased nearly 4%, with multiple new products expected to be launched this week, including self-developed chips and the first SUV [1] Financial Highlights - Leap Motor (Zero Run) rose over 3%, reporting Q1 revenue of 10.02 billion CNY, a year-on-year increase of 187.1%, primarily due to a 162.1% increase in sales [2] - SF Instant Delivery (SF Same City) rose over 5%, benefiting from intensified competition in the instant consumption market [2] - Alibaba Pictures (Alibaba Pictures) surged over 17%, with revenue reaching 6.702 billion CNY for the year ending March 31, 2025, a 33% year-on-year increase, and adjusted EBITA achieving profitability for five consecutive years [2] - H&H International Holdings (H&H) rose over 15%, with significant growth in infant formula and stable growth in the pet business [2] US Market Movements - Ryanair (RYAAY.US) rose nearly 8%, with last fiscal year's profits meeting the upper limit of expectations and a plan to repurchase 750 million euros in shares [3] - Novavax (NVAX.US) increased over 15% after receiving FDA approval for its COVID-19 vaccine [3] - UnitedHealth Group (UNH.US) rebounded over 8% after previously experiencing a significant drop in stock price [3] - ZIM Integrated Shipping Services (ZIM.US) rose nearly 6%, with major shipping companies announcing increases in spot freight rates [3] - CoreWeave (CRWV.US) rose nearly 8%, reportedly securing a new order worth 4 billion USD [3]

Shares of Novavax (NVAX) surged nearly 26% in pre-market trading today after its protein-based COVID-19 vaccine, Nuvaxovid, received the long-awaited approval from the FDA, albeit with a narrower label than initially expected.FDA’s Conditions on NVAX’s COVID-19 JabWhile the agency granted full approval to Nuvaxovid for use in older adults aged 65 and above, it restricted the vaccine’s use in individuals aged 12-64 with at least one underlying condition that puts them at high risk for severe outcomes from CO ...

Biotech stock Novavax Inc (NASDAQ:NVAX) is skyrocketing today, up 26% at $8.48 at last glance, after the U.S. Food & Drug Administration (FDA) approved the company's COVID-19 vaccine. The shot, Nuvaxovid, differs from the others in that it is protein-based, not mRNA-based, and is designed for those between the ages of 12 and 64 who have underlying conditions that put them at greater risk due to the illness. Should these gains hold, NVAX will mark its highest single-day percentage gain since last May. Jumpin ...

About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...

Novavax Corporate Presentation May 2025 © 2025 NOVAVAX. All rights reserved. Cautionary Note Regarding Forward-Looking Statements This presentation includes forward-looking statements. These forward-looking statements generally can be identified by the use of words such as "anticipate," "expect," "plan," "could," "may," "will," "believe," "estimate," "forecast," "goal," "project," and other words of similar meaning. These forward-looking statements address various matters including Novavax's corporate strat ...

Company Overview - The company has transitioned from a small biotech firm to a more established organization, launching its first product during the pandemic [3] - The leadership team has undergone significant changes, focusing on enhancing the company's structure and strategy post-Sanofi deal [2][3] Leadership and Team - The current leadership team includes John Jacobs as President and CEO, Jim Kelly as CFO, and Ruxandra Draghia-Akli as EVP and Head of R&D, who recently joined the company [1][2] - The team emphasizes the credentials and expertise of its members, highlighting their qualifications and contributions to the company [2] Strategic Focus - The company's strategy post-Sanofi has been to leverage its technology platform to drive growth and innovation [3] - There is a strong emphasis on adapting the expense profile and operational structure to align with the new strategic direction [3]

Novavax (NVAX) 2025 Conference Summary Company Overview - **Company**: Novavax (NVAX) - **Event**: 2025 Bank of America Healthcare Conference - **Date**: May 14, 2025 Key Points Industry and Company Developments - Novavax has transitioned from a small biotech to a more structured organization post-pandemic, focusing on leveraging its technology platform for growth through partnerships and R&D [3][4] - The company has launched four new R&D programs in the last quarter, indicating a robust pipeline for future growth [3] Financial Guidance and Performance - Novavax raised its revenue guidance based on BLA milestones from its partnership with Sanofi, with expectations of breakeven and profitability as early as 2027 [6][7] - The company anticipates receiving $2.25 billion in cash from BLA approvals and license transfers to Sanofi, which includes a $1.75 billion milestone and two $25 million license transfers [39][40] Regulatory and Approval Pathways - Novavax is in discussions with the FDA regarding post-marketing commitments, which are expected to be less stringent than requirements, allowing for potential approval in the near term [9][10][14] - The company has a robust dataset from a placebo-controlled trial involving 30,000 individuals for its COVID vaccine, Nuvaxavid, supporting its approvability [17][18] Market Dynamics and Vaccine Strategy - The company is observing a shift in consumer choice towards vaccines with better tolerability, which could favor Novavax's offerings [58][59] - The COVID vaccine market is expected to grow significantly, with Novavax aiming to capture a substantial share through its innovative technology and partnerships [77] Partnerships and Collaborations - Novavax has expanded its partnership with Sanofi and signed new agreements with top pharmaceutical companies to explore the utility of its Matrix M adjuvant in various vaccine platforms [4][48][50] - The updated agreement with Takeda includes a $20 million upfront payment and a shift to a traditional royalty model, enhancing the partnership's economic viability [44][46] Future Outlook - The company is focused on reducing liabilities and costs, aiming for an 80-85% reduction in R&D and SG&A expenses by 2027, which will enable a stronger focus on value creation [76][77] - Novavax is positioned to capitalize on the growing vaccine market, projected to increase from $50 billion to $75 billion, leveraging its technology across multiple vaccine categories [77] Additional Insights - The company is actively monitoring the evolving landscape of COVID variants and the need for seasonal vaccine updates, which is critical for maintaining market relevance [26][28] - Novavax's strategy includes developing combination vaccines and exploring new markets, such as oncology, to diversify its product offerings [48][52] Conclusion - Novavax is strategically positioned for growth through innovative partnerships, a strong pipeline, and a focus on cost reduction, aiming to capture a significant share of the expanding vaccine market while ensuring product safety and efficacy.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NVAX over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking ...