$Novavax(NVAX)$ CEO JJ announc

blinky

08-09

$Novavax(NVAX)$ CEO JJ announced yesterday he has 2 new vaccines to sell to partners within a few months.

Covid plus Flu. Best in class
1. Flu stand alone. Best in class.

I expect fierce competition on these 2 vaccines. Many companies would like to add it to their arsenal but who will win?

Sanofi will pay any price to keep its position as the world leader.

Pfizer, Merck are loaded with cash to spend.

I expect huge deals. $2-3B for the combined vaccine and $1B for the flu.

Total $3-4B in 2025. Plus 20% royalties on sales for 20 years.

I think JJ already provided enough evidence he is a top notch and can close the deals.

Loading Novavax now at $11 per share can be a wise step.

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