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 ...

Core Viewpoint - Vaxcyte, Inc. has announced a public offering of common stock, aiming to raise $550 million through the sale of 11 million shares at a price of $50.00 per share, with an option for underwriters to purchase an additional 1.65 million shares [1][2]. Group 1: Offering Details - The public offering is expected to close on February 2, 2026, pending customary closing conditions [2]. - The offering is managed by several financial institutions, including BofA Securities, Jefferies, and Guggenheim Securities, among others [2]. Group 2: Company Overview - Vaxcyte is focused on developing high-fidelity vaccines to combat bacterial diseases, with notable candidates including VAX-31 and VAX-24, which are designed to prevent invasive pneumococcal disease [5][6]. - The company utilizes a proprietary cell-free protein synthesis platform, XpressCF®, to enhance the development of complex vaccines [6]. Group 3: Pipeline and Innovation - Vaxcyte's pipeline includes VAX-A1, aimed at preventing Group A Strep infections, and VAX-GI, designed to prevent Shigella [6]. - The company is innovating vaccine production methods to improve immunological benefits and expand coverage against various serotypes [5][6].

格隆汇1月29日丨沃森生物(300142.SZ)在投资者互动平台表示，目前公司共有8个自主疫苗产品(14个品 规)正式上市销售，包括：13价肺炎结合疫苗(西林瓶型和预灌封型)、双价HPV疫苗(西林瓶型和预灌封 型)、23价肺炎多糖疫苗(西林瓶型和预灌封型)、b型流感嗜血杆菌结合疫苗(西林瓶型和预灌封型)、A群 C群脑膜炎球菌多糖结合疫苗(西林瓶型和预灌封型)、ACYW135群脑膜炎球菌多糖疫苗(西林瓶型和预 灌封型)、A群C群脑膜炎球菌多糖疫苗(西林瓶型)和吸附无细胞百白破联合疫苗(西林瓶型)，公司上述 已上市的疫苗产品中没有流感疫苗。 ...

Investment Rating - The report recommends investment in the shingles vaccine industry, highlighting its growth potential driven by aging population and chronic disease burden [1]. Core Insights - The shingles vaccine market in China is entering an accelerated cultivation phase due to the expansion of the elderly population, increased awareness of pain and complications, and improvements in adult immunization services [4]. - The market is transitioning from a single high-end supply model to a layered supply and multi-scenario penetration approach, with a focus on commercial capabilities such as channel coverage and service efficiency [4]. - The industry is expected to grow significantly, with the market size projected to reach 56.68 billion yuan by 2030, growing at a compound annual growth rate (CAGR) of 29.08% from 2024 [9]. Market Background - The shingles vaccine industry is defined as encompassing the development of antigens and adjuvants, production quality management, cold chain logistics, vaccination services, and public health education [5]. - The industry has evolved from the initial development of live attenuated vaccines to the emergence of recombinant subunit vaccines, leading to a diversified and upgraded market structure [6][7]. Market Status - The market size for shingles vaccines in China was 3.998 billion yuan in 2024, with a significant increase in demand driven by the aging population and chronic disease burden [9][10]. - The introduction of high-efficacy vaccines like GSK's Shingrix has created a new consumption category, while domestic vaccines like Changchun Baku's live attenuated vaccine have entered the market, marking a dual-product competition era [9]. Market Competition - The competitive landscape features a tiered structure, with leading companies including Baike Biological, Jifei Biological, and Jiachen Xihai, while others like Lvzhu Biological and Ruike Biological follow [17][21]. - The report emphasizes the importance of product and technology platform positioning, supply chain certainty, and commercialization capabilities in determining competitive advantages [13][14][15]. Development Trends - The aging trend and immune decline are expected to drive sustained demand for adult vaccinations, with the elderly population projected to exceed 400 million by 2035 [32]. - The self-paid nature of shingles vaccines influences market penetration, with domestic vaccines offering more accessible pricing compared to imported options [33]. - The evolution of vaccination channels and service systems, including integrated vaccination networks and digital follow-ups, is crucial for improving vaccination completion rates [34]. - The internationalization of vaccine manufacturing and supply chain capabilities will play a significant role in the future development of the industry [35].

VAX-31 Adult Indication: Vaxcyte Doses First Participants in Phase 3 Study Evaluating Concomitant Administration of VAX-31 and Seasonal Influenza Vaccine (OPUS-2) and Expects to Initiate Phase 3 Study in Adults Previously Vaccinated with Pneumococcal Vaccines (OPUS-3) in First Quarter of 2026 Company Expects to Report Topline Safety, Tolerability and Immunogenicity Data from Both OPUS-2 and OPUS-3 Phase 3 Studies in First Half of 2027, Supporting Planned BLA Submission VAX-31 Adult Phase 3 Noninferiority Tr ...

Valneva SE (VALN), a specialty vaccine company, announced that it has voluntarily withdrawn both the biologics license application (BLA) and Investigational New Drug (IND) application for its chikungunya vaccine, IXCHIQ, in the United States. The decision follows the suspension of the vaccine's license by the U.S. Food and Drug Administration (FDA) in August 2025. Valneva had been awaiting further guidance on its formal response to the suspension but was recently informed that the FDA has placed the IND on ...

Core Viewpoint - Valneva SE has voluntarily withdrawn its biologics license application (BLA) and Investigational New Drug (IND) application for its chikungunya vaccine, IXCHIQ, in the U.S. following a suspension by the FDA due to safety concerns related to a Serious Adverse Event (SAE) [1][3][11] Company Summary - Valneva SE is a specialty vaccine company focused on developing, manufacturing, and commercializing vaccines for infectious diseases, addressing unmet medical needs [7] - The company has a strong track record of advancing multiple vaccines from early R&D to approvals and currently markets three proprietary travel vaccines [8] - Revenues from its commercial business support the advancement of its vaccine pipeline, which includes candidates for Lyme disease and Shigella, among others [9] Industry Context - Chikungunya virus (CHIKV) is a mosquito-borne disease that has caused significant outbreaks globally, with over 3.7 million cases reported in the Americas between 2013 and 2023 [6] - The World Health Organization (WHO) has identified chikungunya as a major public health problem, with the economic impact expected to grow due to climate change affecting the spread of mosquito vectors [6]

Summary of Vaxart's Conference Call Company Overview - **Company**: Vaxart - **Ticker**: VXRT - **Industry**: Biotechnology, specifically vaccine development - **Focus**: Development of oral recombinant pill vaccines using an innovative delivery platform [1][2] Core Points and Arguments Innovation in Vaccines - Vaxart aims to change the traditional narrative of vaccines being injections by developing oral pill vaccines [2] - The company has lead candidates in Phase 2 for COVID-19, norovirus, and influenza vaccines, along with a preclinical program for HPV [2] Technology Platform - The technology allows for easy administration via tablets, which do not require medical training to use [4] - Oral vaccines stimulate mucosal immunity, producing IgA antibodies in the nose and intestines, which are crucial for defending against pathogens like flu and COVID [5][6] - The platform is adaptable, allowing for rapid development of vaccines for various indications without needing to overhaul manufacturing processes [7][8] Public Health Benefits - Oral vaccines could improve efficacy by stimulating both mucosal and systemic immunity [10] - They have a benign safety profile, with no injection site reactions, and have shown similar safety to placebo in trials [10][11] - The ease of administration at home could increase vaccination rates and simplify distribution, eliminating cold chain requirements and medical waste [11][12] Clinical Data and Trials Preclinical Studies - Studies in hamsters demonstrated that oral vaccines could reduce transmission of COVID-19, showing potential for public health impact [16][18] - Preclinical data supports the safety and efficacy of the technology, with significant immune responses observed [15][18] Ongoing Clinical Trials - Norovirus vaccine trials showed safety and robust immune responses, including IgA transfer to breastfeeding infants [20][21] - COVID-19 vaccine trials are ongoing, with preliminary results expected in Q1 2026 [26] - A head-to-head study of the influenza vaccine showed a 39% reduction in symptomatic infection compared to placebo, outperforming a leading injected vaccine [23][24] Future Expectations - Vaxart anticipates significant data releases in 2026, including results from COVID-19 and norovirus vaccine trials [26][27] - The company is positioned to rapidly adapt to emerging pathogens and variants, enhancing global health responses [28] Additional Insights - The oral vaccine approach could revolutionize vaccine delivery, making it more accessible and convenient for the public [32] - Vaxart's commitment to innovation in the vaccine space is highlighted as a key differentiator in the biotechnology industry [30][32]

Company Overview - Vaxart, Inc. is a clinical-stage biotechnology company focused on developing oral recombinant vaccines using its proprietary delivery platform [3] - The company aims to create vaccines that can be administered in pill form, which can be stored and shipped without refrigeration, thus eliminating the risk of needle-stick injuries [3] - Vaxart's current development programs include vaccines targeting coronavirus, norovirus, influenza, and a therapeutic vaccine for human papillomavirus (HPV) [3] Upcoming Event - Vaxart will participate in the Global BioInnovation Forum, a virtual event featuring senior leaders in life sciences and health innovation [1] - Key speakers at the event will include Steven Lo (CEO), Sean Tucker (Founder and CSO), and James F. Cummings (CMO) [2] - The event is scheduled for January 13, 2026, at 11:30 AM PT, and the webcast will be available for 30 days post-event on the company's investor relations website [2]

Core Insights - Vaxxas Pty Ltd has appointed Mr. David Peacock as Chief Executive Officer to lead the commercialization of its high-density microarray patch (HD-MAP) vaccination technology, marking a significant step towards market entry and growth strategy [1][3][4] Company Overview - Vaxxas is a biotechnology company focused on pioneering HD-MAP technology for self-administered vaccine delivery, which has shown strong safety and immune response in over 750 clinical trial participants [12][13] - The HD-MAP technology aims to improve vaccine delivery by targeting immune cells just beneath the skin, potentially allowing for stronger protection with smaller doses and reduced cold-chain requirements [12] Leadership and Strategic Direction - Mr. Peacock brings over 25 years of experience in the global vaccine and pharmaceutical sectors, having held senior roles at Merck Global Vaccines and MSD Asia Pacific, and is expected to enhance Vaxxas' engagement with governments and multinational vaccine companies [2][5][6] - The appointment of Mr. Peacock is seen as a pivotal moment for Vaxxas, transitioning from clinical validation to commercial execution, with a focus on scalable delivery platforms [4][7] Recent Developments - Vaxxas has secured a manufacturing license from the Therapeutic Goods Administration (TGA) for HD-MAP vaccine products, which is a significant regulatory milestone that reduces risks associated with commercial supply [8] - The company has installed robotic lines for aseptic manufacture at its Brisbane facility, enabling scalable, GMP-compliant production to support clinical and future commercial programs [8][13] Partnerships and Collaborations - Vaxxas is advancing its programs with support from global partners, including SK bioscience, the US Government, the Wellcome Trust, and the Gates Foundation, focusing on the potential of HD-MAP technology for various vaccines [13]