RFK Jr. has taken several steps to restrict vaccine access. His most dangerous move may be discouraging manufacturers from making them at all (via @opinion) https://t.co/HRFPpVDNkZ ...

A UK regulator reprimanded Sanofi for making misleading claims about its RSV shot and disparaging rival Pfizer’s vaccine. https://t.co/dkq03VZhVH ...

Group 1 - The cash deal aims to enhance the French drugmaker's immunization portfolio following setbacks in clinical trials [1]

Regulatory Action - FDA tasked Moderna with studying if its vaccine causes long Covid [1]

Vaccine Safety & Potential Benefits - Political leaders are questioning vaccine safety [1] - Scientists highlight studies suggesting potential unrelated benefits of vaccines [1]

Healthcare & Public Health - Scientists highlight potential unrelated benefits of vaccines, despite political leaders questioning their safety [1]

Industry Focus - The panel re-evaluated the complete schedule of childhood vaccines [1] Event Summary - Robert F Kennedy Jr held a two-day meeting in Atlanta focusing on vaccines [1]

Vaccine Impact - Hepatitis B cases saw a significant decline following the introduction of newborn vaccinations [1] Analysis & Interpretation - RFK Jr.'s vaccine panel acknowledged the decline in hepatitis B cases but attributed it to factors beyond vaccination alone [1]

Public Health & Policy - Advisers selected by RFK Jr may vote on a significant alteration to the childhood vaccine schedule [1]

Core Insights - Novavax reported a quarterly loss of $0.62 per share, which was better than the Zacks Consensus Estimate of a loss of $1.08, representing an earnings surprise of +42.59% [1] - The company generated revenues of $70.45 million for the quarter ended September 2025, exceeding the Zacks Consensus Estimate by 77.85%, although this was a decline from $84.51 million in the same quarter last year [2] - Novavax has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] Financial Performance - The earnings surprise of +42.59% indicates a significant improvement compared to the previous year's loss of $0.76 per share [1] - The company has shown a strong performance in revenue estimates, topping consensus expectations four times in the last four quarters [2] Stock Performance - Novavax shares have declined approximately 4.4% since the beginning of the year, contrasting with the S&P 500's gain of 15.6% [3] - The current Zacks Rank for Novavax is 3 (Hold), suggesting that the stock is expected to perform in line with the market in the near future [6] Future Outlook - The consensus EPS estimate for the upcoming quarter is -$0.33 on revenues of $125.59 million, while for the current fiscal year, it is $2.23 on revenues of $1.07 billion [7] - The outlook for the Medical - Biomedical and Genetics industry, where Novavax operates, is currently in the top 41% of Zacks industries, indicating a favorable environment for potential stock performance [8]