Novavax, Inc. (NASDAQ:NVAX) Baird 2022 Global Healthcare Conference Call Summary Company Overview - Novavax is in a strong position with over 50,000 subjects in clinical trials demonstrating a safe and effective COVID-19 vaccine approved in over 43 countries [5][12] - Manufacturing infrastructure includes facilities in the Czech Republic, partnerships with Serum Institute in India, and SK Bio in South Korea [5][12] Key Points on COVID-19 Vaccine - Novavax's vaccine utilizes a traditional recombinant protein approach, differing from mRNA vaccines by directly producing the spike protein [7][10] - The vaccine has shown efficacy against various strains, including Omicron, with a strong immune response [10][22] - The company has received recent label approvals for heterologous boosting, allowing vaccination on top of previous vaccinations [5][12][34] Commercial Rollout and Market Strategy - Advanced purchase agreements are in place, with product shipping to countries with regulatory authorizations [12][15] - The transition from government procurement to private payers is expected to influence market dynamics positively for Novavax [17][19] - The market size for COVID vaccines is projected to range from $5 billion to $30 billion annually, depending on dosage and pricing strategies [17][22] Challenges and Opportunities - Current vaccination rates have slowed, impacting product uptake; however, Novavax aims to increase awareness and access to its vaccine [12][26] - The company is working on increasing brand recognition and consumer education to differentiate its product from competitors [26][27] - The potential for combining COVID and flu vaccines is being explored, with ongoing trials planned [36] Supply Chain and Manufacturing Capacity - Novavax has established a robust supply chain with significant capacity through partnerships, particularly with Serum Institute [32][33] - The company is confident in its ability to meet increased demand as it transitions to a commercial phase [32][34] Future Outlook - The company anticipates a shift towards annual vaccinations similar to flu vaccines, with ongoing mutations of the virus expected [22][23] - Novavax is preparing for potential booster authorizations and is in discussions with the FDA regarding its vaccine's role in future vaccination strategies [28][30] Conclusion - Novavax is positioned to capitalize on the evolving COVID-19 vaccine market, with a focus on expanding its product offerings and increasing market share through strategic partnerships and consumer education [26][36]

Novavax, Inc. (NASDAQ:NVAX) Conference Call Summary Company Overview - Novavax is positioned to emerge as a significant player in the vaccine industry, leveraging its unique technology and commercial strategies [3][4] Unique Technology - Novavax utilizes recombinant full-length protein nanoparticle technology, which mimics the virus structure to elicit a strong immune response [4] - The addition of Matrix-M, an adjuvant, enhances both the quality and quantity of the immune response [4][11] Commercial Strategy - Transitioning from government procurement to commercial operations is anticipated in 2023, with a focus on annual vaccinations for individuals aged 12 and above [6][24] - Pricing strategies are market-driven, with a potential price point for vaccines that remains competitive compared to others in the market [5][7] Market Dynamics - The ongoing presence of COVID-19 and its mutations necessitate continued vaccination efforts, with expectations for annual immunizations [21][24] - The economic viability of Novavax's vaccines is supported by favorable gross margins and the ability to manage pricing strategies [9] Vaccine Efficacy and Durability - Novavax's COVID-19 vaccine has demonstrated over 90% efficacy in clinical trials, maintaining effectiveness against evolving virus strains [17][18] - The Matrix-M adjuvant significantly improves immune response, allowing for lower doses of the vaccine while maintaining efficacy [14][15] Future Prospects - Novavax is exploring the combination of COVID-19 and influenza vaccines, with promising results from initial trials [28][25] - The company is also developing vaccines for other diseases, including malaria and RSV, utilizing the same technology platform [26] Regulatory and Market Position - Novavax has received regulatory approvals in 43 countries and is actively working on expanding its market presence [30][34] - The company is strategically positioned for long-term value creation, focusing on the next five to ten years rather than short-term gains [33] Impact of Market Conditions - The decline in vaccination rates due to easing restrictions has affected Novavax's business results, particularly in the booster market [37][38] - The company aims to build vaccine confidence and differentiate itself based on the safety and efficacy of its products [40] Conclusion - Novavax is well-positioned to capitalize on the ongoing demand for vaccines, with a robust pipeline and innovative technology that addresses current and future health challenges [34]

Novavax, Inc. (NASDAQ:NVAX) Q2 2022 Earnings Conference Call August 8, 2022 4:30 PM ET Company Participants Silvia Taylor - SVP, Global Corporate Affairs and Investor Relations Stan Erck - President and Chief Executive Officer Filip Dubovsky - Chief Medical Officer John Trizzino - Chief Commercial Officer and Chief Business Officer Jim Kelly - Chief Financial Officer and Treasurer Greg Glenn - President-Research and Development Conference Call Participants Georgi Yordanov - Cowen and Co Roger Song - Jefferi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File No. 000-26770 NOVAVAX, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or ...

vaccines today FIRST QUARTER 2022 FINANCIAL RESULTS & OPERATIONAL HIGHLIGHTS NASDAQ: NVAX | MAY 9TH, 2022 © 2022 NOVAVAX. All rights reserved. 1 SAFE HARBOR STATEMENT Certain information, particularly information relating to the future of Novavax, its key strategic priorities for 2022, its 2022 financial guidance, its operating plans, objectives and prospects, its partnerships, its future financial or business performance, conditions, or strategy, including expectations regarding revenue, product demand, op ...

Novavax, Inc. (NASDAQ:NVAX) Q1 2022 Results Earnings Conference Call May 9, 2022 4:30 PM ET Company Participants Silvia Taylor - SVP, Global Corporate Affairs & IR Stan Erck - President, CEO John Trizzino - EVP & Chief Business & Commercial Officer Filip Dubovsky - EVP & Chief Medical Officer James Kelly - EVP, CFO & Treasurer Greg Glenn - President, Research and Development Conference Call Participants Roger Song - Jefferies Georgi Yordanov - Cowen and Company Eric Joseph - JPMorgan Mayank Mamtani - B. Ril ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File No. 000-26770 OR NOVAVAX, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation o ...

Novavax, Inc. (NASDAQ:NVAX) Cowen 42nd Annual Healthcare Conference March 8, 2022 9:50 AM ET Company Participants John Trizzino - EVP & Chief Business & Commercial Officer Filip Dubovsky - EVP & Chief Medical Officer Conference Call Participants Georgi Yordanov - Cowen and Company Georgi Yordanov All right. Welcome everyone. I'm really excited to have Novavax management, specifically John Trizzino, Chief Operating Officer and Chief Business Officer, as well as Filip Dubovsky, who is the Chief Medical Office ...

Ladies and gentlemen, thank you for standing by and welcome to the Novavax fourth quarter and full year 2021 financial results and operational highlights conference call. At this time, all participant lines are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question, you may press star and then one. To withdraw your questions, you may press star and two. Please also be advised that today's conference call is being recorded. If you should need a ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File No. 000-26770 NOVAVAX, INC. (Exact name of Registrant as specified in its charter) Delaware 22-2816046 (State of incorporation) (I.R.S. ...